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Travis Hoium

๐Ÿ‘ค Speaker
3965 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Money
How We Invest In a Falling Market

Yeah, it does seem like there's multiple pieces of the market, too.

Motley Fool Money
How We Invest In a Falling Market

We talked about that a little bit, like energy is doing very well.

Motley Fool Money
How We Invest In a Falling Market

But if you just look at, you know, certain segments, we went through this in 2022 as well.

Motley Fool Money
How We Invest In a Falling Market

There were certain segments down 70, 80, 90 percent.

Motley Fool Money
How We Invest In a Falling Market

And then you look at the market overall and it was like, you know, it was a down year, but it wasn't the end of the world.

Motley Fool Money
How We Invest In a Falling Market

We didn't actually end up in a recession.

Motley Fool Money
How We Invest In a Falling Market

The other thing that I wanted to note, too, is even going back to the Great Depression, these recessions, market corrections, any sort of downturn you want to talk about, they seem to be shorter than every single time we go through them.

Motley Fool Money
How We Invest In a Falling Market

The Great Depression was a decade.

Motley Fool Money
How We Invest In a Falling Market

You know, even dot-com was two years.

Motley Fool Money
How We Invest In a Falling Market

COVID was like five minutes.

Motley Fool Money
How We Invest In a Falling Market

And so it may be the case again this time.

Motley Fool Money
How We Invest In a Falling Market

When we come back, we're going to get an update on the AI trade.

Motley Fool Money
How We Invest In a Falling Market

You're listening to Motley Fool Money.

Motley Fool Money
How We Invest In a Falling Market

Welcome back to Motley Fool Money.

Motley Fool Money
How We Invest In a Falling Market

The question I have this week is, has the AI trade lost its legs?

Motley Fool Money
How We Invest In a Falling Market

Andy, we've got some big moves in some of the AI players over the past few years, and this is what's really driven a lot of the market.

Motley Fool Money
How We Invest In a Falling Market

Even GDP growth has been driven by AI investment.

Motley Fool Money
How We Invest In a Falling Market

So Microsoft down 24% this year, Tesla down 17%, Nvidia is down 8%, Oracle down 27%.

Motley Fool Money
How We Invest In a Falling Market

Some of these stocks are really taking it on the chin despite some phenomenal numbers.

Motley Fool Money
How We Invest In a Falling Market

So what is going on with this AI trade?