Share Sounds

Welcome to the stock market in 2024: when we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month. Ricky Mulvey and Tim Beyers discuss what’s behind Chewy’s surge, Amazon’s new retail plan and journey to being a multi-trillion-dollar company. Then, 16 minutes in, William Cohan from Puck joins Ricky to discuss his reporting on Paramount and future after it turned down a buyout deal from Skydance Media. Companies discussed: CHWY, AMZN, PARA. Check out Puck’s newsletters: https://puck.news/newsletters/ Host - Ricky Mulvey; Guests - Tim Beyers, William Cohan

Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career. Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In this episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts. Share stories of your own investing journey with us at [email protected]. Host - Mary Long; Guest - Ron Gross

Adam Cox is joined by Consumer Finance Expert and CEO of TotallyMoney, Alastair Douglas. Alastair talks to Adam about why the number of financially underserved people is growing, and what we can be done to prevent this. https://www.totallymoney.com/

Neil Shah of Edison Group looks at YouGov whose shares have halved since a recent profit warning. Despite having 15 years of valuable data and with a sound core business, they were on a vulnerable high rating and investors will how need to reassess and reevaluate and it may be some time before the shares are less volatile. Diageo shares have fallen 30% or so this year, partly because of weakness in the Latin America region. It feels like an opportunity to buy into a quality business which can continue to grow market share in sector which has attractive prospects and the company is one with a fabulous record on dividend payouts.

With the box office relatively robust, despite the warmer weather, James Cameron-Wilson saw Jodie Comer and Tom Hardy in #2 The Bikeriders, taking £1.1m. Despite its great look and some fine acting, he found it a poseurfest that doesn't knit together and lacks real characters. He was impressed by #10 Something in the Water. Although it only took £120,000, this terrific British-made Carribean-set survival thriller is head and shoulders above most genre films this year. Unusually for James, he was genuinely unnerved on many occasions. He was also impressed by Apple TV's Fancy Dance, an unblinking look at life on an American reservation with Lily Gladstone which is moving and touching and perhaps the most realistic film about contemporary Native Americans.

Steve Caplin says executive oneupmanship comes with Sirius Aviation's CEO eVTOL jet powered by hydrogen fuel cells. Ferrari has produced its first electric car, while Volkswagen is to sell solar panels to reduce charging costs. Swedish scientists have invented a weightless carbon fibre battery that can be built into cars or planes. The Pillbot is a dirigible pill to help with gastrointestinal problems. A Tokyo university has been experimenting with making robots smile, using artifical human skin. And there are advances with bike saddles to make them more comfortable.

Political commentator Mike Indian assesses the state of the nation a week ahead of the General Election, finding the political betting scandal just the latest nail in the coffin of a disastrous Conservative campaign. Although the Prime Minister acquitted himself well in the debate with Keir Starmer, with most postal votes already sent in, it is far too late to stop the Labour juggernaut. Which, though, will be the main opposition party? Could the Libdems return more MPs than the Conservatives. And will Labour end up with a "sandcastle majority"? Mike discusses what he expects to happen on 5th July and in the subsequent days, believing the real test for Labour will come during next winter when the reality of Britain's position could hit home.

We all have so much to learn from others as well as from our own experience. In his April 2015 Track Record, Sir Martin Jacomb, who died on 8th June, referred to Gordon Richardson, Bank of England Governor from 1973 to 1983, as his mentor, but it was Martin himself who was my fount of wisdom. Everyone, even Prime Ministers, could benefit from a mentor, and I was fortunate indeed to learn from Martin. Background music: introduction for Share Radio's Track Record programme

Inflation is back on target at 2%. After the spike into double-digits that triggered talk of a cost of living crisis and sent interest rates spiralling, we are now back at the Bank of England's target level. So, is the great inflation panic over and is life about get easier? Or will we be feeling the after effects of high inflation for years to come? And what's going to happen to interest rates? Georgie Frost, Helen Crane and Simon Lambert look at why inflation as come down and what happens next. Plus, the couple who didn't get a Nationwide fairer share payout despite having £100,000 saved. And finally, would you let your parents pay for you to go on holiday as an adult - or pay for your own adult kids to go with you? The team look into the family time vs freeloading debate.

Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is. Ron Gross and Bill Mann discuss how Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies, a luxury-fashion IPO that wasn’t in Italy, and AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food. Then, 19 minutes in, Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer. Finally, 35 minutes in, Ron and Matt break down two stocks on their radar: Old Dominion Freight Line and McCormick. Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL. Host - Dylan Lewis; Guests - Bill Mann, Ron Gross, Fawn Weaver