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#189 The Year AI Took Over: Exploring 2023's Biggest Investing Stories
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Welcome to episode #189 of Stock Club by MyWallSt, the podcast that brings you in-depth insights and analysis from the world of investing.
Hosted by Emmet Savage and Mike, this episode delves into the pivotal stories and trends of 2023 that have significantly impacted the investment landscape.
In this episode, we explore the pervasive influence of AI in investing and everyday life, including its integration into various sectors. We also discuss the breakthrough in obesity treatment with drugs like semaglutide, reshaping approaches to complex health issues and what that means for investors in the Healthcare industry.
We examine the Federal Reserve's interest rate adjustments and their surprising impact on the stock market. Finally, we focus on the "Magnificent Seven" stocks that dominated the S&P 500, discussing their influence and implications for future market trends.
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This episode is sponsored by Vodafone Business. V-Hub advisers are here to help you achieve your business goals. With specialisms across a range of digital skills, our advisers are ready to assist you with free support and guidance, so your business can thrive in the digital world.
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📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7
💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/
🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/
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(00:00) Preview
(01:32) How Are Christmas Shopping Habits Evolving?
(03:10) What Was The Highlight of 2023 for Investors?
(05:45) AI’s Role in Day-To-Day Activities
(08:24) AI's Impact on The Market
(13:48) Which Stocks Are Most Exposed to AI’s Evolution?
(20:56) Healthcare Breakthroughs in 2023
(31:50) How Did Economic Factors Influence the Market This Year?
(38:11) Magnificent Seven’s Dominance in the Market
(41:20) Was 2023 Kind To investors?
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#226: 6 Investing Lessons You’ll Never Forget
42:06|We heard your pleas and Emmet is back with another solo pod. This week on Stocked and Loaded, the Oracle of Omagh (Emmet is not from Omagh but the pun was too good to pass up) is here to deliver 6 lessons that every investor needs to know. From building habits to the undeniable impact of luck, Emmet is here to distill 25 years of investing knowledge into 15 minutes.If you’re here for news, don’t fret. Mike and Anne Marie are here to keep you up-to-date on CrowdStrike's latest earnings and the fate of all the DTC companies that IPO’d in 2021. Can CrowdStrike rebound from the outage that stopped the world? And whatever happened to the Purple mattress company?Emmet has an epic investment coming to Horizon this week and we want to reward a few lucky listeners. The first five people to email pod@mywallst.com will receive an obscenely great discount.Don’t wait.pod@mywallst.comBecome a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/🎉 Follow MyWallSt on social:🐦 Twitter: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro01:25 Emmet’s 6 Essential Investing Lessons20:11 Has CrowdStrike Rebounded?28:46 What’s going on with the market’s DTC brands36:04 Is Warby Parker a Buy?
#225: Your Next Buy: Nike or SpaceX?
50:45|Nike’s stock hit a hot streak in August, up almost 15%. However, it’s coming off a five-year low. Tune in and decide if this legendary sportswear brand is worth a buy or if years of mismanagement have left the swoosh high and dry.The team also discusses SpaceX’s efforts to save the astronauts stranded in space by the Boeing Starliner. SpaceX is now the U.S. government’s default space contractor but the rocket launcher seems unlikely to IPO. Don’t fret though Elon fans! Mike has some ideas how you can still get a slice of the SpaceX pie.Finally, we run through Eli Lilly’s latest release, Chick-fil-A’s streaming service, and Canada’s EV tariffs.Are you ready to start you investment journey? MyWallSt would love to help.To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20Click here to join Horizon.Monthly pricing is now available.Become a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/🎉 Follow MyWallSt on social:🐦 Twitter: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro04:35 Boeing Stranded Astronauts08:50 How to Buy Shares in SpaceX12:50 The Fall of Nike?31:16 Is Nike a Bargain Buy?38:10 Eli Lilly Announces Cheaper Weight Loss Drug43:56 Chick-fil-A Streamer46:31 Canadian Tariff On Chinese EVs#224: The End of Dating Apps?
41:47|Anne Marie is here to discuss the disastrous fall of Bumble and Match Group. Bumble is down 90% and Match is down 75% from all-time highs, is this the end of dating apps? Subscription fees are rising but paid users are falling, how will these internet OGs cover the revenue slump?Later, Emmet dissects Fubo’s success in its lawsuit, warding off Disney and Warner Brothers. Is this small, sports streamer worth a look?Emmet also discusses his latest pitch for Horizon. To unlock it, grab your discount and head to the link below.To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20Click here to join Horizon.Monthly pricing is now available.Become a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/🎉 Follow MyWallSt on social:🐦 Twitter: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro03:01 Waymo's Self-Driving Car Dilemma 08:19 The Struggles of Match Group and Bumble 24:18 Niche Dating Apps and Their Growth 27:03 How Match and Bumble are Trying to Claw Their Way Back 35:41 FuboTV: A Niche Streaming Service#223: The Secrets to Creating Wealth
40:19|Emmet reflects on his investing career and discusses the difference between wealth creation and wealth preservation. The beginning of your career is the time to take risks and find life-changing investments.Emmet wants to hear your thoughts on his latest solo podcast. Drop him an email with your feedback and potential segment names at pod@mywallst.com .Meanwhile, Mike and Anne Marie break down the biggest stories on Wall Street. Warren Buffet sells half his Apple stock, Starbucks poaches a CEO, Ozempic-maker Novo Nordisk misses earnings, and Google spars with the US government. All the big names are in play.If you’re looking for international diversification, you’ll find it in Emmet’s latest Horizon pick.To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20Click here to join Horizon.Monthly pricing is now available.Become a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/🎉 Follow MyWallSt on social:🐦 Twitter: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro02:10 Wealth Creation vs. Wealth Preservation18:01 Starbucks steals Chipotle’s CEO23:29 Federal Court rules Google is a Monopoly30:23 Novo Nordisk Misses Earnings34:45 Warren Buffet sells 510 million shares of Apple#222: Macroeconomics and Investing with Mike Singleton
50:03|Mike interviews Mike Singleton the founder and senior analyst of Invictus Research. Singleton focuses on macroeconomic trends and helps investors understand the mountains of available economic data.Tune in to hear Singleton’s take on inflation, sky-high valuations, and diversification. He’ll also break down the differences between long-term investing and macroeconomic investing which is more focused on shorter-term business cycles.If you’re looking for international diversification, you’ll find it in Emmet’s latest Horizon pick.To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20Click here to join Horizon.Monthly pricing is now available.Become a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/🎉 Follow MyWallSt on social:🐦 Twitter: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro06:17 The most important economic data for the market10:32 Long-term investing vs. Macroeconomic investing17:44 The market and inflation26:52 US elections and the market31:00 Are the stock market and the economy different?38:45 Are sky-high valuations the new normal?#221: Are We in An AI Bubble?
52:07|Anne Marie and Mike break down Google’s $13 billion quarterly AI spend. Can the search king find a way to make its AI investment profitable? The market doesn’t seem to think so.We then bring you an earnings round-up covering LVMH, Dexcom, Chipotle Mexican Grill, and Universal Music Group. Luxury spending is decreasing, Dexcom gets rocked by poor sales, and UMG feuds with TikTok, but Chipotle is growing like gangbusters. Long live big burritos.If you’re looking for international diversification, you’ll find it in Emmet’s latest Horizon pick.To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20Click here to join Horizon.Monthly pricing is now available.Become a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/🎉 Follow MyWallSt on social:🐦 Twitter: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro01:00 LVMH earnings, luxury crisis?14:41 Google and AI Spend26:05 Dexcom Disaster Quarter32:32 Chipotle delivers great earnings39:45 UMG#220: Is CrowdStrike Still a Buy After Its Outage?
46:55|Emmet and Mike break down the CrowdStrike outage and debate whether its reputation can be restored. Will this be an opportunity to show off its crisis management skills or will the cybersecurity player fall in the face of stiff competition and regulatory scrutiny?Our dynamic duo then covers everyone’s favorite streamer: Netflix. The home of Bridgerton and Baby Reindeer delivered a solid quarter of profitability that is sure to make every other streamer jealous.Make sure to stick around to hear Mike’s contrarian cybersecurity pitch.If you’re looking for international diversification, you’ll find it in Emmet’s latest Horizon pick.To thank our loyal listeners, all MyWallSt products are 20% off with code: STOCKCLUB20Click here to join Horizon.Monthly pricing is now available.Become a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/🎉 Follow MyWallSt on social:🐦 Twitter: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro00:58 Wiz walks away from deal with Google07:11 CrowdStrike Outage22:20 CrowdStrikes Reputation and the Effect on the Industry31:20 Netflix’s Earnings44:00 SentinelOne#219: Google's Biggest Acquisition Ever?!
47:26|Emmet is here to talk about Google’s upcoming $23 billion acquisition of cyber security firm Wiz. If approved the search engine will pay 46 times Wiz’s 2024 revenue. Obscene.Emmet and Mike then discuss the biggest and best acquisitions of all time. Facebook, Google, Apple, and Disney all have notable mentions but maybe the most important was a 2002 acquisition by eBay.This week, a French cash cow joins the ranks of Nexus. You won’t want to miss it.Click here to join.This episode is sponsored by Vodafone Business. This week, Vodafone Business Ireland launches its new partnership with RingCentral, one of the leading providers of Cloud-based unified communications for remote and hybrid teams. If you’re a business owner in need of UCAS tools, Vodafone Business UC with RingCentral is here to help.Learn more here.Become a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/🎉 Follow MyWallSt on social:🐦 Twitter: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro05:43 Google’s $23 billion Wiz acquisition11:01 Is Wiz Too Expensive?16:18 Will the deal get approved?18:55 The Top 10 Acquisitions of all-time22:46 Marvel25:56 Google Maps29:11 PayPal34:29 Android#218: What’s Behind Tesla's 85% Rally?!
53:21|This week, Emmet unpacks Tesla’s recent fall and sharp recovery. Despite slowing car sales, Elon has promised investors the world. Tune in to hear about the EV maker’s autonomous driving announcement and its hope to bring iRobot-like servants to market by 2025.Later on, Mike discusses the generational shift in drinking habits and its effect on the market. More and more young people are giving up alcohol, leaving players like Diageo, Constellation Brands, Heineken, and Anheuser-Busch scrambling for alternative products.To wrap up, the fellas bring you a stock pitch sure to delight Canadians and Floridians alike.Our weekly stock pitch service Charging and Fearless highlighted Keyword Studios at the end of March. This week it was taken private at £25.50/share up about 90% since we picked it.If you want to catch the next great international stock sign up for MyWallSt Invest where you’ll gain access to Charging and Fearless, in addition to our 10 Foundational stocks.Click here to join.This episode is sponsored by Vodafone Business. This week, Vodafone Business Ireland launches its new partnership with RingCentral, one of the leading providers of Cloud-based unified communications for remote and hybrid teams. If you’re a business owner in need of UCAS tools, Vodafone Business UC with RingCentral is here to help.Learn more here.Become a successful investor by checking out all the content MyWallSt has to offer:📩 Email us: pod@mywallst.com📚 Learn the fundamentals of investing by downloading our free Learn app: https://bit.ly/3DXPOz7💻 Keep updated on stock market news by visiting our blog: https://mywallst.com/blog/🎧 Tune in to our podcast Stock Club to stay updated on weekly news: https://mywallst.com/stock-investment-podcast/🎉 Follow MyWallSt on social:🐦 Twitter: @MyWallStHQ💃 TikTok: @MyWallSt📸 Instagram: @MyWallSt🖥️ Facebook: @MyWallSt👔 LinkedIn: MyWallSt00:00 Intro05:43 Why Tesla Fell09:09 Tesla Rises on Self-Driving Promises20:54 Tesla Robots25:28 Non-Alcohol Beverages Impact on the Market47:38 Bombardier Recreational Products Pitch