MoneyTalk

 

Why You Should Invest In America

13 June 2011
In this week’s episode:

David Kuo finds out from Kully Samra, UK Branch Director at Charles Schwab, why now is the time to buy US shares, even though the country's economy may not appear to be in the best of health. Kully explains to David why he believes that the US has moved from recovery to growth and points to a number of sectors that investors may find promising. He also highlights some of the best ways of investing in those sectors.

 

A transcript of this podcast is also available.

David Kuo and Kully Samra
David Kuo and Kully Samra

Listen to Money Talk now:

Download ArrowListen to Money Talk later: Download the MP3

Right-click on the above link and select 'save target as' or 'save link as'. Once the podcast is saved, open it at any time to listen.

Comments

The opinions expressed here are those of the individual writers and are not representative of The Motley Fool. If you spot any comments that are unsuitable hit the flag to alert our moderators.

rober00 13 Jun 2011 , 5:32pm

Really, really useful!!

Thanks David.

RotaWalter 14 Jun 2011 , 2:13pm

I usually enjoy the David's podcasts and his guests, but this time, Mr Samra managed to say everything and its opposite in just 30 mins. Throughout the podcast I was wondering whether to try and understand or just have a laugh at the fact that 'in Britain you have inflation but in US we simply don't'!!!
Is the US on a different planet from the UK as here inflation is driven by all but wage rises...

If this podcast allowed for some 'support' from the Schwab group than I can forgo it, otherwise...

TMFDragon 15 Jun 2011 , 7:44am

Hi RotaWalter

Inflation is one of those topics that divide commentators into two separate camps.

Hawks (like myself) believe that inflation is a major concern. I just don’t buy into the “excess capacity” argument because the increasing wealth of the eastern consumers will soak up excess capacity faster than I can eat a bowl of rice, which is very fast.

Many doves (like Kully) on the other hand believe that inflation is unlikely to be a problem until it is embedded through an increase in wage demands. They often point to high levels of unemployment as a reason for inflation to return to more normal levels.

Currently inflation in the US is running at 3.2%, which Kully considers to be tolerable given that the economy is growing at 1.8%. I don't think it is tolerable.

Best

David

Join the conversation

Line breaks are converted automatically.

You may use the following tags in your post: [b]bolded text[/b], [i]italicised text[/i]. All other tags will be removed from your post.

If you want to add a link, please ensure you type it as http://www.fool.co.uk as opposed to www.fool.co.uk.

Hello stranger

To add your own comment, please login.

Not yet registered? Register now.

Subscribe to the podcast

Never miss an episode of MoneyTalk - subscribe now:

Confused? Find out more about RSS feeds.

About the show

MoneyTalk is a podcast from The Motley Fool (UK). Hosted by David Kuo, it’s a lively roundtable discussion where Fool writers and guests from the world of money thrash out the financial issues of the day.

Join us as we take an irreverent look at anything and everything to do with shares – from how to pick your first share to how to manage your own pension to what mini skirts have to do with Britain's economy (quite a lot, according to David).

From quick tips on how to tidy up a wayward portfolio to in depth discussions with industry experts, MoneyTalk tackles a different topic every week.

The MoneyTalk RSS feed has details of our last 100 shows.

About the presenter

David Kuo is The Motley Fool’s media personality. He can be heard on BBC London’s (94.9FM) Breakfast Show where he arouses listeners every weekday morning with his unique brand of financial news. He is also a regular commentator on national news programmes including CNBC, BBC News, and Sky News.

David stumbled into the world of broadcasting at the turn of the Millennium when he was invited to comment on the stock market crash. He says, “I think I stunned Londoners speechless when I said the good thing about the crash is that shares are now more affordable for people who want to invest in the stock market!”

His attitude to investing has never wavered, as he always sees downturns in the market as a buying opportunity for long-term investors.