Motley Fool Money

Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong?

Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss:

Expanding your definition of competition.

Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped.

Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.”

Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI

Host: Ricky Mulvey

Guest: Patrick Badolato

Producer: Mary Long

Engineer: Dan Boyd, Rick Engdahl

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Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.

Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar.

Host: Ron Gross

Guests: Asit Sharma, Matt Argersinger, Ben Wallace

Engineer: Dan Boyd

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The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better.

(00:21) Jason Moser and Ricky Mulvey discuss:

- The 25% tariffs that the Trump administration announced for imported cars and auto parts.

- How Google is trying to respond to the next era of search.

- Robinhood’s quest to become the everything-finance app.

Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider.

Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future

NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html

Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE

Host: Ricky Mulvey

Guests: Jason Moser, Anthony Schiavone

Producer: Mary Long

Engineer: Dan Boyd

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A discount retailer sheds some branches; a pet supply store picks up a few extra treats.

(00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings.

Then, (16:36), Tom Gardner and Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy-now-pay-later company.

Companies discussed: DLTR, DG, WMT, CHWY, SZL

Host: Mary Long

Guest: Tim Beyers, Tom Gardner, Andy Cross, Charlie Youakim

Producer: Ricky Mulvey

Engineers: Dan Boyd, Heather Horton

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Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries.

(00:21) Jim Gillies and Ricky Mulvey discuss:

- How Apple has driven Berkshire’s performance.

- Disney’s flat returns over the past five years.

- A jeans manufacturer that is smashing the market.

Then, (19:07) Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day.

Companies discussed: BRK.A, BRK.B, AAPL, DIS, KTB

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Dan Boyd

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Tariffs and tech bubbles and uncertainty, oh my!

(00:21) Asit Sharma and Mary Long discuss:

- Companies that could be celebrating on April 2.

- What’s to blame for last week’s market “freakout”

- 23andme’s bankruptcy filing

Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks.

Start your day with The Fool's free daily market email newsletter. Subscribe at www.fool.com/breakfastnews

How do you tune out market noise? Tell us by writing into [email protected] !

Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Travis Hoium

Engineers: Dan Boyd, Rick Engdahl

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What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein.

Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about:

- Trade wars

- Degloblalization

- The crypto industry

- And how investors ought to make sense of the news.

Host: Ricky Mulvey

Guest: Richard Bernstein

Producer: Mary Long

Engineer: Rick Engdahl

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Two of the most influential voices in the market had something to say this week.

(00:21) Asit Sharma and Jason Moser discuss:

- Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing.

- What Tesla investors need to know about the headlines around recent accounting concerns.

- Earnings updates and red market reactions for FedEx, Nike, and Accenture.

(19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO.

(30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma.

Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner

Engineers: Dan Boyd

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Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain.

(00:21) Ricky Mulvey and Nick Sciple discuss:

- Takeaways from the Federal Reserve’s Open Market Committee Meeting.

- Netflix’s $320 million movie, The Electric State.

- Brad Jacob’s venture, QXO, acquiring Beacon Roofing Supply.

Then, (16:40) Fools answer mailbag questions about industrial stocks, quantum computing, and biotech.

Companies discussed: NFLX, CNQ, QXO, AER, BECN, VRTX, TDG, GXO, GOOG, GOOGL, MSFT

Host: Ricky Mulvey

Guests: Nick Sciple, Mary Long, Karl Thiel, Lou Whiteman, Tim Beyers,

Engineers: Dan Boyd, Rick Engdahl

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Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?

(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:

- The coming generation of chips.

- Increased competition from hyperscalers.

- Partnerships in fast food, autonomous driving, and robotics.

Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions.

Got a question for the show? Email [email protected]

Companies/tickers discussed: NVDA, PYPL

Host: Mary Long

Guests: Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis

Producer: Ricky Mulvey

Engineer: Dan Boyd, Rick Engdahl

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If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz.

(00:14) Jason Moser and Ricky Mulvey discuss:

- Why Alphabet is spending $32 billion on a cloud security company.

- BYD’s announcement that it can charge an electric vehicle battery in five minutes.

- Robinhood rolling out prediction markets on its platform.

Then, (18:51) Alison Southwick and Robert Brokamp answer mailbag questions about keeping cash on the sidelines and health savings accounts.

Visit our sponsor: Build your Range Rover Sport at www.landroverusa.com

Got a question for the show? Email [email protected]

Companies/tickers discussed: GOOG, GOOGL, CRWD, CIBR, OTC: BYDDY, HOOD

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To stay on top, the consumer giants need a player in every potential market.

(00:21) David Meier and Dylan Lewis discuss:

- February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy.

- Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing.

(13:55) It’s no secret that a lot of investors have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field?

Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence.

Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool

And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm

Companies discussed: DG, WMT, PEP, KO.

Host: Dylan Lewis

Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni

Producer: Mary Long

Engineers: Dan Boyd

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How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients.

Ian Cassel is a micro-cap investor, the founder of MicroCap Club, and the author of two books. Motley Fool Senior Analyst Buck Hartzell caught up with Cassel for a conversation about investing in the smallest kinds of public companies. They also discuss:

- How to evaluate companies with market caps less than $500M.

- What makes an “intelligent fanatic.”

- Why growing a stock position is like cultivating a relationship.

Host: Buck Hartzell

Guest: Ian Cassel

Producer: Mac Greer, Mary Long

Engineer: Chace Pryzlepa, RIck Engdahl

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Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard.

(00:21) Jason Moser and Matt Argersinger discuss:

- The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less.

- The market’s questions around Tesla’s tough start to 2025, slipping european sales, and Elon Musk.

- Earnings from Adobe, Vail, and Docusign.

(19:22) Macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks.

(32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks.

Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey

Engineers: Dan Boyd

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Volatility is the price of admission for long-term investing.

(00:21) Anthony Schiavone and Ricky Mulvey discuss:

- Investing mindset for market corrections.

- Earnings results from Dollar General.

- Why Americans are spending less at convenience stores.

Then, (14:08) Nick Sciple joins Ricky to chat about TKO Group and the company’s new boxing league and why company insiders are buying up shares.

Companies discussed: DG, SCHD, SPG, HSY, TKO

Host: Ricky Mulvey

Guests: Anthony Schiavone, Nick Sciple

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Wall Street is fearful. Should you be greedy?

(00:21) David Meier and Mary Long discuss:

- What’s changed and stayed the same since March 2020.

- If cooling inflation data is enough to calm markets.

- Meta’s plan to train an AI chip in-house.

Then, (21:12), IWG CEO Mark Dixon joins for a conversation about hybrid work, changing downtowns, and how companies can measure the financial benefits of in-person connection.

Host: Mary Long

Guests: David Meier, Mark Dixon

Producer: Ricky Mulvey

Engineer: Dan Boyd, Rick Engdahl

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And what’s that mean for long-term stock investors?

(00:21) Asit Sharma and Ricky Mulvey discuss:

- The tech stock sell-off.

- If the investing thesis for Tesla has fundamentally changed.

- No more free bags on Southwest Airlines (for most fliers).

Then, (19:18) Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare.

Companies/tickers discussed: QQQ, TSLA, LUV

Build your Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey

Guests: Asit Sharma, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl, Heather Horton

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Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Rocket Company’s plans to own even more of the homebuying process with its all-stock purchase of Redfin.

- ServiceNow’s step into agentic AI and Salesforce’s turf with its $2.8B purchase of Moveworks.

(17:03) Vail Resorts kicked off the winter season with some rough conditions despite having snowy slopes. Motley Fool analyst Anthony Schiavone joins Mary Long to check in on the ski resort owner before the company’s quarterly report after the bell today.

Companies discussed: RDFN, RKT, NOW, MTN

Host: Dylan Lewis

Guests: Tim Beyers, Anthony Schiavone, Mary Long

Engineers: Tim Sparks, Dan Boyd

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Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss:

- Why Salesforce doesn’t plan to hire any software engineers this year.

- Lessons learned from major acquisitions, like Slack and Tableau.

- Where AI goes next.

Companies discussed: CRM, MSFT, LEN, DIS

Host: Dylan Lewis

Guest: Marc Benioff

Producer: Mary Long

Engineer: Rick Engdahl, Heather Horton

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When uncertainty spikes, our ability to look out into the future shrinks.

(00:21) Emily Flippen and Matt Argersinger discuss:

- How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks.

- Target’s continuing troubles, and why even Costco can’t escape the retail slowdown.

- What’s behind Okta’s 25% post-earnings pop.

(19:11) Five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book Revenge of the Tipping Point.

(31:44) Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac.

Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVE

Host: Dylan Lewis

Guests: Emily Flippen, Matt Argersinger, Malcolm Gladwell.

Engineers: Dan Boyd, Rick Engdahl

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On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard.

(00:21) Nick Sciple and Ricky Mulvey discuss:

- Kroger’s business results.

- Why some investors are becoming more pessimistic about Abercrombie & Fitch.

- A small-cap tobacco company playing in a fast-growing trend.

Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical.

Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL

Host: Ricky Mulvey

Guests: Nick Sciple, Mary Long, Karl Thiel

Engineers: Dan Boyd, Rick Engdahl

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BlackRock wants to buy ports; Trump wants to buy crypto.

(00:21) Asit Sharma and Mary Long discuss:

- How investors can prepare for potential “disturbance.”

- BlackRock’s latest acquisition.

- The reasons for and against a national “strategic reserve” of cryptocurrency.

Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver.

Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality?

(00:21) Jason Moser and Ricky Mulvey discuss:

- The impacts of tariffs on investors and companies.

- If Target is a value play.

- Okta’s market opportunity in security verification.

Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs.

Companies discussed: HD, TSM, TGT, OKTA

Build your Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey

Guests: Jason Moser, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza.

(00:21) Bill Barker and Dylan Lewis discuss:

- Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s.

- Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain.

- Domino’s finally delivering what the people want: stuffed crust pizza.

(17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger.

Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand

Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS

Host: Dylan Lewis

Guests: Bill Barker, Nick Sciple, Mary Long

Producer: Mary Long

Engineers: Dan Boyd

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$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years.

Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss:

- How weight-loss drugs actually work, and how big-name prescriptions differ from each other.

- What investors need to know about Ozempic and Mounjarno’s patent cliffs.

- The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued.

Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG

Host: Ricky Mulvey

Guest: Karl Thiel

Producer: Mary Long

Engineer: Rick Engdahl

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The great buildout for AI and GLP-1 drugs continues.

(00:21) Jason Moser and Matt Argersinger discuss:

- How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025.

- Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S.

- Earning updates from Home Depot, Axon, and Cava.

Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/

(19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks.

(34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties.

Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Josh Isner

Engineers: Dan Boyd, Rick Engdahl

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The tech giant is a data center business.

(00:21) Asit Sharma and Ricky Mulvey discuss:

- Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth.

- CEO Jensen Huang’s vision for AI in the coming years.

- Short sellers targeting digital ad seller, AppLovin.

Companies discussed: NVDA, APP, META

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Dan Boyd

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Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.

(00:21) Jason Moser and Mary Long discuss:

- Axon earnings, and the headline that sent the stock down nearly 30% last week.

- What artificial intelligence looks like in policing.

- What success looks like for TJX Companies.

Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation.

Companies/tickers discussed: AXON, TJX, BROS

Host: Mary Long

Guests: Jason Moser, Emily Flippen, Ricky Mulvey

Engineer: Dan Boyd

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Some of the most speculative names in the market are seeing steep declines. What did you expect?

(00:21) Jim Gillies and Ricky Mulvey discuss:

- The recent declines for Palantir and Microstrategy.

- If Home Depot’s cash flow story is intact.

- Celsius’s $1.8 billion acquisition of Alani Nu.

Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors.

Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Dylan Lewis

Engineers: Dan Boyd, Rick Engdahl

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Berkshire’s cash hoard is approaching “Dr. Evil” levels.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter.

- Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there.

- Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts.

(16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health.

Companies discussed: BRK.A, BRK.B, AAPL, MNMD

Host: Dylan Lewis

Guests: Tim Beyers, Rob Barrow, Ricky Mulvey

Producer: RIcky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.

Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about:

- How social engineering effects your life.

- Why real diversity can prevent leaders from doing stupid things.

- The demand to return to more in-person experiences.

Host: Dylan Lewis

Guest: Malcolm Gladwell

Producer:Ricky Mulvey

Engineer: Rick Engdahl

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The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.

(00:21) Asit Sharma and Jason Moser discuss:

- Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer.

- How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs

- The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies.

(19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective.

Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/

(31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb

Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg

Engineers: Dan Boyd, Rick Engdahl

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… and why the stock is “nowhere near fully valued.”

(00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.

Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.

Companies discussed: TOST, MSFT, RBLX, META, SNAP

Host: Mary Long

Guests: Tim Beyers, Kirsten Guerra

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.

(00:21) David Meier and Ricky Mulvey discuss:

- Why Microsoft and Meta rely on Arista Networks.

- How Arista CEO, Jayshree Ullal, is managing Wall Street expectations.

- The downfall of dating app Bumble.

Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.

Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB

Host: Ricky Mulvey

Guests: David Meier, Anthony Schiavone

Engineers: Dan Boyd, Rick Engdahl

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Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store?

(00:21) Jason Moser and Ricky Mulvey discuss:

- Apple's and Meta’s robotics ambitions.

- Earnings from payments company Adyen.

- What Berkshire Hathaway is buying and selling

Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace.

Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp, Alison Southwick

Engineers: Dan Boyd, Rick Engdahl

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There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing.

Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes “Hamilton” and “In The Heights” to Broadway. Mary Long caught up with Jill for a conversation about:

- Pitching investors to back shows even when 80% of projects don’t recoup their initial investment.

- Working on original projects versus those based on existing stories.

- The formula for commercially successful musicals.

Companies discussed: DIS

Host: Mary Long

Guest: Jill Furman

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come.

(00:21) Jason Moser and Emily Flippen break down:

- The Trade Desk's 30% post-earnings decline, and why it’s more about the company’s internal structure and execution rather than the long-term ad market opportunity.

- Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living.

- Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports.

(19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship.

(30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis

Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.

(00:21) Alicia Alfiere joined Ricky Mulvey to discuss:

- The expectations, and real business performance of The Trade Desk.

- Robinhood blowing away expectations, and what its earnings reveal about retail investing trends.

- How restaurants are responding to egg shortages.

Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback.

Companies discussed: TTD, HOOD, CRBL, CELH, PEP

Host: Ricky Mulvey

Guests: Alicia Alfiere, Sanmeet Deo

Producer: Mary Long

Engineer: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Now he wants to run OpenAI.

(00:21) Jason Moser and Mary Long discuss:

- Elon Musk’s bid for OpenAI

- What BYD’s rollout of self-driving technology means for Tesla

- Revitalized interest in Upstart’s AI lending platform

- Developments in the buy now, pay later space

Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company.

To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.

Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX

Host: Mary Long

Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz

Producer: Ricky Mulvey

Engineers: Dan Boyd, Michael Schweitzer

Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:

- Shopify as a 100-year company.

- What a change in de minimis rules would mean for merchants.

- Shopify’s growth levers.

Company discussed: SHOP

Got a question for the show? Email us at [email protected]

Note: Ricky Mulvey has a position in SHOP

Host: Ricky Mulvey

Guests: Asit Sharma, Harley Finkelstein

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.

(00:14) David Meier and Dylan Lewis discuss:

- HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them.

- Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers.

- McDonald’s lackluster Super Bowl ad and earnings results.

WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c

(21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.

Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD

Host: Dylan Lewis

Guests: David Meier, Robert Brokamp, Alison Southwick

Producer: Ricky Mulvey

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The principles of investing are fairly simple to understand. Application requires some intensity.

William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about:

- What successful investing comes down to.

- The personality traits of market beaters.

- Investing lessons from Charlie Munger, Howard Marks, and John Templeton.

Companies mentioned: BRK.A, BRK.B, MKL

Host: Robert Brokamp

Guest: William Green

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.

(00:43) Ron Gross and Jason Moser discuss:

- What the Jobs report and the tariff headfake mean for the big macro.

- Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025.

- PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.

(19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling.

(33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber.

Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER

Host: Dylan Lewis

Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Two things can be true.

(00:14) Bill Barker and Ricky Mulvey discuss:

- Legislation to ban DeepSeek on US government devices.

- Hershey’s quarter, and what it reveals about American eating habits.

- Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation.

Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era.

Companies discussed: NVDA, HSY, LLY

Host: Ricky Mulvey

Guests: Bill Barker, Jordan Harper

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?

(00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:

- Why cloud computing isn’t going anywhere.

- YouTube’s secret sauce.

- What Palantir really does.

Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.

Companies mentioned: GOOG, NFLX, PLTR

Host: Mary Long

Guests: David Meier, Ricky Mulvey, Jordan Harper

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Think you know how the trade wars will shake out? Don’t bet on it.

(00:14) Jim Gillies and Ricky Mulvey discuss:

- The reaction to potential tariffs in Canada.

- Separating your political ideas from your investments.

- PayPal’s $15 billion buyback authorization.

Then, (16:38) Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape.

Companies mentioned: PYPL

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.

(00:14) Asit Sharma and Dylan Lewis discuss:

- The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800.

- How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods.

- OpenAI and Softbank’s latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses.

(17:43) In the week before Trump’s inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco’s “smoke-free” future.

Companies discussed: CP, SFTBY, PDD PM, MO

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, Nick Sciple

Producer: Mary Long

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like?

Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss:

- Masa Son’s instincts as a salesperson and investor.

- Why the founder is still driven by his roots.

- Questions for anyone who’s tempted to put their life savings into SoftBank.

Tickers mentioned: SFTBY, NVDA

Host: Ricky Mulvey

Guest: Lionel Barber

Producer: Mary Long

Engineer: Rick Engdahl

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The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.

(00:44) Jason Moser and Asit Sharma discuss:

- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.

- Apple’s continued struggles to find growth with the iPhone and its China business.

(19:03) The earnings rundown continues!

- Tesla finishes a flat year, but has big futurey plans for 2025 and 2026.

- Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.”

- Visa and Mastercard show the consumer is still doing quite alright.

(34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.

Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?

(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:

- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.

- The future of Reality Labs.

- Microsoft’s $13B-and-growing AI business.

- Why “fungible fleet” is a potentially ominous phrase for Sam Altman

Companies discussed: META, MSFT, NVDA

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.

(00:14) Anthony Schiavone and Dylan Lewis discuss:

- The market’s very upbeat reaction to Starbucks’ fairly lackluster results.

- Brian Niccol’s “Back to Starbucks” plan and the progress so far.

- Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up.

(13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle.

Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF

Host: Dylan Lewis

Guests: Anthony Schiavone, Nick Sciple, Mary Long

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?

(00:14) Jason Moser and Mary Long discuss:

- Why not all airlines are facing the same headwinds

- GM’s quarterly net loss

- The just-announced partnership between X and Visa.

Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss.

Tickers mentioned: JBLU, UAL, DAL, GM, V

Host: Mary Long

Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach

Engineers: Rick Engdahl, Austin Morgan

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The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.

(00:14) Tim Beyers and Dylan Lewis discuss:

- The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology.

- Why software prowess and efficiency will be the major themes for AI in 2025.

- What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.

(19:15) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy’s President of the Americas, about the utilities side of the renewables market.

Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC

Host: Dylan Lewis

Guests: Tim Beyers, David Meier, John Zahurancik

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

There’s more to the legendary chipmaker than its tech stack.

Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about:

- The early days at Nvidia and its long path to “overnight” success.

- What drives Nvidia’s employees.

- How Jensen Huang takes long-term thinking to the extreme.

Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way

To become a premium Motley Fool member, go to www.fool.com/signup

Host: Morgan Housel

Guest: Tae Kim

Producer: Mac Greer, Mary Long

Engineer: Tim Sparks, Rick Engdahl

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At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.

(00:44) Jason Moser and Asit Sharma discuss:

- The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.

- Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech.

- Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.

(19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.

AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep

(32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.

Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

...as if it didn’t have enough already!

(00:14) Asit Sharma and Mary Long discuss:

- The new venture to build out American AI infrastructure.

- How 20 data centers get a $500 billion price tag.

- GE Aerospace’s razor-and-blades business model.

Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.

Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG

To become a premium Motley Fool member, go to www.fool.com/signup

Host: Mary Long

Guests: Asit Sharma, Seth Jayson

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?

(00:14) Jim Gillies and Dylan Lewis discuss:

- Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans.

- The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns.

- What updates from Interactive Brokers and Schwab say about where investor minds are at.

(17:17) What would it take to live a hundred healthy years?

Fool analyst Sanmeet Deo talks with Jonathan Swerdlin, co-founder of Function Health, about the overlapping future of artificial intelligence and human health.

Companies discussed: NFLX, TKO, GOOG, GOOGL, AMZN

Premium Motley Fool members can catch the full AI Summit replay here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay

You can become a premium Motley Fool member at: www.fool.com/sigup

Host: Dylan Lewis

Guests: Jim Gillies, Sanmeet Deo, Jonathan Swerdlin

Producer: Mary Long

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters?

(00:14) Anthony Schiavone and Mary Long discuss:

- Separating signal from noise in an attention economy.

- Finding value in a fast-changing world.

- Earnings from a company that straddles the digital and the physical.

Then, (16:02), Robert Brokamp and Alison Southwick talk about how to build a comfortable income cushion for your retirement.

Check out the Nick Maggiulli article mentioned here: https://ofdollarsanddata.com/the-new-currency-is-attention/

Companies mentioned: PLD, $TRUMP, $MELANIA

Host: Mary Long

Guests: Anthony Schiavone, Robert “Bro” Brokamp, Alison Southwick

Producer: Dylan Lewis

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for humanity?

Terry Sejnowski is the Frances Crick Chair at the Salk Institute for Biological Studies, a Distinguished Professor at the University of San Diego, and author of the book “ChatGPT and The Future of AI.” Ricky Mulvey caught up with Sejnowski for a conversation about:

- How chatbots work.

- Mapping large neural models.

- What a self-aware parrot can teach us about human consciousness.

Premium Motley Fool members can catch replays from this week’s AI Summit here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay

To become a premium Motley Fool member, go to www.fool.com/signup

Host: Ricky Mulvey

Guest: Terrence Sejnowski

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

170 million TikTok users in the U.S. might be up for sale. What are they worth?

(00:42) Matt Argersinger and Bill Mann discuss:

- The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like.

- Apple’s other problem in China: smartphone sales and rising competition from Huawei and Vivo.

- Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025.

(19:03) Where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns.

Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/

(33:10) Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo.

Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL.

Host: Dylan Lewis

Guests: Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey

Engineers: RIck Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.

(00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss:

- Why comparisons to 2023 give banks more credit than they may deserve.

- The split between JP Morgan’s investment banking and consumer businesses.

- Growing interest in private credit markets.

Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.

Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA

Host: Mary Long

Guests: Matt Frankel, Kirsten Guerra

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.

(00:14) Nick Sciple and Dylan Lewis discuss:

- Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity.

- Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo.

- The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers.

(15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters.

Companies discussed: ANF, LULU, ATZAF, ALL.

Host: Dylan Lewis

Guests: Nick Sciple, Mary Long, Asit Sharma

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Fights are unfolding for companies in two very different industries: Steel and social media.

(00:21) Jason Moser and Mary Long discuss:

- Why so many companies want in on U.S. Steel.

- How to factor CEO personality into potential investments

- TikTok’s potential buyers.

Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more.

Companies mentioned: X, NPSC.Y, CLF, NUE, META, GOOG, GOOGL, RIVN

Host: Mary Long

Guests: Jason Moser, Alison Southwick, Robert “Bro” Brokamp

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?

(00:14) David Meier and Dylan Lewis discuss:

- Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more.

- Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams.

- Shake Shack’s new plans to open up 1500 company-owned locations.

(16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity.

Companies discussed: SONO, MRNA, SHAK, PGNY

Host: Dylan Lewis

Guests: David Meier, Alicia Alfiere, Ricky Mulvey

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history.

David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about:

- Why buying and holding works.

- Rational optimism.

- The future of space travel.

Check out David’s weekly show Rule Breaker Investing at the link below, or wherever you listen to podcasts: https://www.fool.com/podcasts/rule-breaker-investing/

Companies discussed: NVDA, SPOT, AMC, META, RKLB

Host: Ricky Mulvey

Guest: David Gardner

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online.

(00:39) Ron Gross and Jason Moser discuss:

- What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture.

- The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies.

(19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025.

(33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett.

Listeners, you can become a member of Stock Advisor at Fool.com/signup

Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY

Host: Dylan Lewis

Guests: Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s Nvidia’s world, and we’re just living in it.

(00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus:

- All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds.

- The rollout of a digital workforce.

- Why Wall Street shrugged at Nvidia’s announcements.

Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best.

Companies mentioned: NVDA, PYPL

Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/

Host: Mary Long

Guests: David Meier, Jason Moser

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers.

(00:14) Nick Sciple and Ricky Mulvey discuss

- The buzz around Monday Night Raw’s debut on Netflix.

- What’s allowed in Tribal Combat and why wrestlers don’t respect the boundaries of an announcer's table.

- The new “100% margin” opportunities for the WWE.

- Why TKO Group Holdings is one of Nick’s largest personal stock investments.

Then, (17:58) Alison Southwick and Robert Brokamp discuss some fundamental ways to prepare your portfolio for 2025.

Companies discussed: TKO, NFLX

Sign up for Stock Advisor and access our members only podcast Stock Advisor Roundtable at www.fool.com/signup

Host: “The Cincinnati Cobra” Ricky Mulvey

Guests: “Cash Money” Nick Sciple, Alison “Swagger” Southwick, “Hulk Bro-gan” Robert Brokamp

Producer: “The Virginia Kid” Mary Long

Engineer: Rick “The Answer” Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

If your resolution involves the word “investing,” you’ve come to the right place.

Mary Long talks with a handful of Fools and analysts about:

• Investing origin stories.
• Recommended materials for a DIY investing curriculum.
• Advice for getting started. 

Companies mentioned: DECK, LULU, META, NFLX, RKLB,

Join Stock Advisor and get access to 2 new stock picks each month, access to premium podcast episodes, and more: www.fool.com/signup

Host: Mary Long

Guest: Alicia Alfiere, Bill Barker, David Meier, Ricky Mulvey

Engineers: Desiree Jones, Chace Pryzlepa

Learn more about your ad choices. Visit megaphone.fm/adchoices

Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising.

(00:14) Tim Beyers and Dylan Lewis discuss:

- Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk.

- Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles.

- How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint

(16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar.

Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD

Host: Dylan Lewis

Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier

Producer:Ricky Mulvey

Engineers: Rick Engdahl

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Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI.

(00:45) Asit Sharma and Bill Mann discuss:

- Microsoft and OpenAI’s odd definition of artificial general intelligence (AGI) and Meta’s push into AI Influencers for Instagram.

- One of the tastier parts of President Jimmy Carter’s legacy, and the potential ripple effects of surgeon general’s warning about alcohol consumption.

- A few words of caution for fintech and investing in the U.S. in 2025.

(19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his 2025 Investing Playbook, what his favorite indicator is saying about the state of the market right now, and how he feels about Bitcoin as it hovers around $100k.

TMF Premium members can get the full December Stock Advisor Roundtable episode

Here on Fool.com: https://www.fool.com/premium/4056/coverage/2024/12/20/your-2025-investing-playbook

Here on Spotify: https://open.spotify.com/episode/6phJxPB7VaGx5dOCMkeKNO?si=ab749bf726b4479c

You can become a member of Stock Advisor at Fool.com/signup

(34:11) Asit and Bill break down two stocks on their radar: Darden Restaurants and IMAX.

Stocks discussed: MSFT, META, SAM, DRI, IMAX,

Host: Dylan Lewis

Guests: Asit Sharma, Bill Mann, Tom Gardner, Loren Horst

Engineers: Rick Engdahl, Austin Morgan

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Almost 70% of Americans have a financial resolution for the New Year. What’s yours?

(00:14) Tim Beyers and Ricky Mulvey discuss:

- How newer investors can get started.

- Past market performance, pockets of speculation, and what matters for long-term investors.

- Squid Game breaking records for Netflix.

Then, (XX:XX) Alison Southwick and Robert Brokamp discuss the tools that can help you become a better budgeter.

Join Stock Advisor and get access to our premium podcast, Stock Advisor Roundtable: www.fool.com/signup

Companies discussed: MSTR, NFLX

Host: Ricky Mulvey

Guests: Tim Beyers, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

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The S&P 500 finished the year up about 24%, more than double the index’s average annual return.

(00:49) Asit Sharma and Ricky Mulvey check in on the year in investing. They discuss:

- What most of the biggest winners in the S&P 500 had in common.

- Why more investors bought gold and Bitcoin in 2024.

- A tough stretch for Walgreens Boot Alliance.

- Their favorite investing discoveries from the past year.

Companies discussed: PLTR, VST, UAL, NVDA, AXON, LULU, NFLX, WBA, INTC, DLTR

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Desireé Jones

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We set the path for being better investors and friends in 2025.  

(0:13) Jason Moser and Dylan Lewis discuss:

- How some profit-taking and tax loss harvesting have caused a bit of a holiday hangover for the market to close 2024.

- Why mounting consumer credit card debt and delinquencies might finally start to eat into discretionary spending in 2025. 

- Alphabet’s agenda for the new year: AI, Gemini, and Project Mariner . 

- A few resolutions to ring in the new year.

Companies discussed: TGT, WMT, GOOG, GOOGL

Host: Dylan Lewis

Guests: Jason Moser

Producer: Ricky Mulvey

Engineers: Dez Jones

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New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.  

(00:33) Ron Gross and Asit Sharma discuss:

- The state of the stock market as investors head into the new year, the outlook for 2025, and the big questions concentration is creating for investors.

- The corners of the market they’re paying attention to for opportunities. 

- Why leadership at Southwest and Moderna is on the hot seat, and which companies seem primed for a turnaround in 2025. 

(19:03) This time of year, investors are getting forecasts galore – what the market will return, where interest rates will go. Robert Brokamp and best-selling author Morgan Housel about his latest book Same as Ever, the things that endure, and the follies of following forecasts. 

(33:17) Ron and Asit offer up reckless predictions for the new year and break down two stocks on their radar: Endava and Marvell Technology.

Stocks discussed: MDNA, LUV, LULU, AMD, DAVA, MRVL.

Host: Dylan Lewis

Guests: Ron Gross, Asit Sharma, Morgan Housel, Robert Brokamp

Engineers: Rick Engdahl 

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See more music, talk to strangers, play more games.

Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught their attention over 2024. They discuss:

- The rise of concert ticket prices.

- Why companies trying to solve the loneliness epidemic are in a difficult business.

- The implications of widespread sports gambling.

And a heads-up, Motley Fool Money returns on Friday, December 27.

Companies mentioned: LYV, MTCH, BUMBL, GRND, DKNG, FLUT

Host: Ricky Mulvey

Guests: Mary Long, Asit Sharma

Engineer: Rick Engdahl

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If your company isn’t a growth business, what’s the advantage of being in the public markets?

(00:14) Jim Gillies and Ricky Mulvey discuss:

- Why luxury department stores are struggling.

- Disney spending $645 million to make two seasons of the Star Wars series, Andor in a ten-ish minute discussion.

- What investors should consider before using options to generate income.

Companies discussed: JWN, PTON, DISHost: Ricky Mulvey

Guest: Jim Gillies

Producer: Mary Long

Engineer: Rick Engdahl

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Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think, space planes and inflatable space habitats.

Ricky Mulvey caught up with Vice at the Sierra Space headquarters for a show that originally aired on March 30, 2024. They discuss:

- The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing.

- How rent works in outer space.

- Defense systems and the hope of a space-based “McDonald’s Effect.”

Companies mentioned: MRK, PFE, MRNA, NVDA

Host: Ricky Mulvey

Guest: Tom Vice

Producer: Mary Long

Engineers: Desireé Jones, Dan Boyd

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For the most part, our phones work about 95% of the time. But head outside of suburbia, and things get patchy quickly. What would it take to close that final 5% gap?

Scott Wisniewski is the President and Chief Strategy Officer of AST Space Mobile, a satellite company that’s trying to bring connectivity literally everywhere – the desert, the ocean, the air, everywhere. Ricky Mulvey caught up with Wisniewski to discuss:

- What universal connectivity actually achieves.

- The operational challenges of getting something as large as a cell tower onto something as small as a rocket.

- And the developing “land grab” in low-earth orbit. 

Companies discussed: ASTS, VOD, VZ, TMUS, 

Host: Ricky Mulvey

Guests: Scott Wisniewski

Producer: Mary Long

Engineers: Rick Engdahl

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For our annual best-of interviews show, we look at the topic of the year – artificial intelligence – through two different lenses: how individuals can put the technology to use, and how companies are using it to make their products better and fuel growth.

(00:33) Wharton Professor Ethan Mollick walks through his four rules for using AI, how he pushes students to use the technology, and the research from his book Co-Intelligence: Living and Working with AI. 

(19:03) Reddit CEO Steve Huffman explains how the company is harnessing AI to localize content to reach new markets internationally, open up new revenue opportunities, and improve the user experience. 

Stocks discussed: RDDT, GOOG, GOOGL

Host: Dylan Lewis

Guests: Ethan Mollick, Steve Huffman

Engineers: Rick Engdahl

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The S&P 500 is still up about 25% this year, far outpacing historical averages.

(00:14) Anthony Schiavone and Ricky Mulvey discuss:

- Why traders are sour about the recent Fed meeting, and what long-term investors should focus on.

- How American diners are responding to Darden Restaurant Group’s value offers.

- Rising home sales at Redfin.

Then (13:29) Motley Fool Senior Analyst Alicia Alfiere and Mary Long look at Upwork and Fiverr and the gig workplace economy.

Companies discussed: DRI, TXRH, RDFN, FVRR, UPWK

Host: Ricky Mulvey

Guests: Anthony Schiavone, Mary Long, Alicia Alfiere

Engineer: Rick Engdahl

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Who wants to buy a struggling car company? Honda does! Well, maybe.

(00:14) David Meier and Mary Long discuss:

- What merger rumors signal about Nissan’s business.

- How retailers are leaning into the holiday spirit.

- Advice for a seasonal decoration company.

Then (13:56), Stephanie Guild, Robinhood’s Head of Investment Strategy, joins Ricky Mulvey to discuss her outlook for 2025 and what’s excited Robinhood investors in the past year.

CNBC story mentioned: https://www.cnbc.com/2024/12/18/holiday-decor-spending-could-help-retailers.html

Companies discussed: HMC, NSANY

Host: Mary Long

Guests: David Meier, Stephanie Guild, Ricky Mulvey

Engineers: Rick Engdahl, Desiree Jones

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Investing is a decades-long game.

(00:14) Bill Barker and Ricky Mulvey discuss:

- The Federal Trade Commission’s ruling on junk fees.

- What killed a merger between Kroger and Albertsons.

- How younger investors can prepare for the next bear market.

Then, (17:28) Alison Southwick and Robert Brokamp offer some tips on tax-loss harvesting.

WSJ column discussed: https://www.wsj.com/finance/stocks/why-this-frothy-market-has-me-scared-295c07c3

Companies discussed: KR, ACI, AZO, AAPL, ORLY, SBUX

Host: Ricky Mulvey

Guests: Bill Barker, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

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Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone.

(00:14) Asit Sharma and Ricky Mulvey discuss:

- Microstrategy’s entrance into the NASDAQ 100.

- How Apple is trying to kickstart growth.

- A burgeoning competitor to Uber and Lyft.

Then, (16:56) Motley Fool Senior Analyst Anthony Schiavone joins Mary Long for a look at UPS, and its frenemy relationship with Amazon.

Sign up for Breakfast News, our free daily market email newsletter: www.fool.com/breakfastnews

WSJ Story on Apple: https://www.wsj.com/tech/apple-thin-iphone-foldable-computer-plans-dbb4286c

NYTimes story on Empower: https://www.nytimes.com/2024/12/16/technology/empower-ride-hailing-washington-dc.html

Companies discussed: MSTR, AAPL, UBER, LYFT, UPS, AMZN

Host: Ricky Mulvey

Guests: Asit Sharma, Mary Long, Anthony Schiavone

Engineer: Rick Engdahl

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Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in the past year alone and returning over 100x since going public in 2001. 

Josh Isner is the President of Axon Enterprise and has been with the company for over 15 years. He joins Fool Analyst Jason Moser to discuss: 

- Why Axon is like the Apple of law enforcement.

- How immersive technology improves police training and retention.

- The role of drones and humanoids in public safety. 

Companies discussed: AXON, MSI

Host: Jason Moser

Guests: Matt Frankel

Producer: Mary Long

Engineers: Rick Engdahl

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It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date. 

Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss:

- Green shoots for the 2025 IPO market.

- Alex Chriss’s first full year at PayPal.

- Two promising payments processors.

Companies discussed: GS, BAC, MS, JPM, PYPL, BOC, FOUR, TOST, SQ, SOFI

Host: Ricky Mulvey

Guests: Matt Frankel

Producer: Mary Long

Engineers: Rick Engdahl

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2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.  

(00:46) Bill Mann and Matt Argersinger discuss:

- Why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024.

- The winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade. 

(19:05) James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers

- James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/ 

(34:35) Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield

Stocks discussed: NVDA, NBIS, FYLD

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

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The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around.

(00:14) Nick Sciple and Ricky Mulvey discuss:

- The potential futures and lingering questions for quantum computers.

- A restructuring at Warner Bros. Discovery that’s pleasing its investors.

- Why the media conglomerate may be a falling knife.

Then, (18:42) Motley Fool Contributor Lou Whiteman joins Mary Long for a look at FedEx, and holiday shipping season.

Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool

Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX

Host: Ricky Mulvey

Guests: Mary Long, Lou Whiteman

Engineers: Rick Engdahl, Chace Przylepa

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As if everything weren’t already enough, Amazon now sells cars.

(00:14) Asit Sharma and Mary Long discuss:

- Disruptions to traditional car dealerships.

- Amazon’s next potential venture.

- The rise and fall of GM’s driverless ambitions.

Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.”

Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Jim Gillies

Engineer: Rick Engdahl

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Riding coattails isn’t a bad thing in investing.

(00:14) Jim Gillies and Ricky Mulvey discuss:

- The alleged killer of Unitedhealthcare’s CEO getting caught.

- A sporting goods retailer buying back a lot of stock.

- Aritzia’s comeback year.

Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales.

Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ

Sign up for Breakfast News: breakfast.fool.com

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

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Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?  

(00:14) David Meier and Dylan Lewis discuss:

- The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry. 

- Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts. 

- How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure.

(17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett

Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR

Host: Dylan Lewis

Guests: David Meier, Asit Sharma, Mary Long

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss: 

- How a company enters into the Dividend Seven.

- If Home Depot can still be a growth stock.

- The metrics that dividend investors need to understand. 

- Companies that have raised their dividend for decades.

Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK

Host: Mary Long

Guests: Matt Argersinger, Anthony Schiavone

Producer: Ricky Mulvey 

Engineers: Desireé Jones, Rick Engdahl

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It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year. 

Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss:

- How the US has gotten more efficient at extracting oil from the ground.

- The challenges facing companies hoping to build small nuclear reactors.

- Flatlining investor interest in renewables.

Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR

Host: Ricky Mulvey

Guest: Nick Sciple

Producer: Mary Long

Engineers: Rick Engdahl

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Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.  

(00:14) Jason Moser and Asit Sharma discuss:

- Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested.

- Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts. 

- What reinvention Airbnb might be scheming up for 2025.

- Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year.

(19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz. 

(33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop.

Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long

Engineers: Rick Engdahl

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The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet.

(00:14) Jason Moser and Ricky Mulvey discuss:

- The murder of Unitedhealthcare’s CEO.

- What’s contributed to Bitcoin’s rise to $100,000 per token.

- Chewy’s trouble finding new customers.

Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround.

Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP

Host: Ricky Mulvey

Guests: Jason Moser, Sanmeet Deo

Producer: Mary Long

Engineer: Rick Engdahl

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Okta achieves profitability; another CEO gets a software lesson from a torn Achilles.

(00:14) David Meier and Mary Long discuss:

- Okta’s earnings and the future of logging in

- Marc Benioff’s ability to turn vision into performance

- Salesforce’s AI-driven future

Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement.

Visit our sponsor: Get 15% off the Amazfit T-Rex 3 at US.Amazfit.com/fool

Companies discussed: OKTA, CRM

Host: Mary Long

Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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More shoppers bought from Shopify merchants and foot traffic declined in physical stores.

(00:14) Bill Mann and Ricky Mulvey discuss:

- Shopping data from the holiday weekend and what retailers should be cautious of.

- South Korea’s tense political situation, and what it means for the country’s companies.

- Why Wall Street is rewarding a more focused AT&T.

Then, (18:20) Dave Hatter, cybersecurity consultant at IntrustIT, continues his conversation with Ricky about big tech data collection, and how you can better protect your information.

Check out the Giving Done Right Podcast: https://givingdoneright.org/

Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA

Host: Ricky Mulvey

Guests: Bill Mann, Dave Hatter

Engineer: Rick Engdahl

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Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?  

(00:14) Tim Beyers and Dylan Lewis discuss:

- Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company. 

- The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now. 

- How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term.

(20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up.

Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL

Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY

Host: Dylan Lewis

Guests: Tim Beyers, Dave Hatter, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks!

(00:33) Ron Gross and Jason Moser discuss:

- The market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers.

- Why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon. 

- The topics they don’t want to touch at the Thanksgiving table: the election and tariffs. 

(19:03) We offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey.

A reminder, you can reach us at: (703) 254-1445, [email protected], or @MotleyFoolMoney on X. 

(34:13) Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara.

Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com

Stocks discussed: TGT, OM, COST, AXON, GTX, IOT.

Host: Dylan Lewis

Guests: Ron Gross, Jason Moser

Engineers: Rick Engdahl

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Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.  

(00:14) Asit Sharma and Dylan Lewis discuss:

- NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race.

- The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years.

- Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week. 

Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com

Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B, 

Host: Dylan Lewis

Guests: Asit Sharma

Engineers: Rick Engdahl

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After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty.

(00:14) Kirsten Guerra and Mary Long discuss:

- How experiential shopping has lifted Dick’s Sporting Goods.

- Two paths forward for Kohl’s.

- Why Lemonade deserves a spot in a Thanksgiving parade.

Then, (17:31) Robert Brokamp and Christine Benz continue their discussion on how to prepare for a healthy, wealthy retirement.

Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool

Companies discussed: DKS, KSS, M, LMND, BROS

Host: Mary Long

Guests: Kirsten Guerra, Robert Brokamp, Christine Benz

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors.

(00:14) Jason Moser and Ricky Mulvey discuss:

- How more than a hundred million dollars can go missing.

- The impact of weight-loss drugs on junk food manufacturers.

- Some advice for investors looking for artificial intelligence “picks and shovels” plays.

Then, (15:41) Bloomberg’s Lucas Shaw to check in on Netflix, and the company’s strategy on live events.

Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com

Link to NYTimes article about junk food and GLP-1 drugs: https://www.nytimes.com/2024/11/19/magazine/ozempic-junk-food.html

Check out Shaw’s Screentime newsletter: https://www.bloomberg.com/screentime

Companies discussed: M, CAG, TPL, NFLX

Host: Ricky Mulvey

Guests: Jason Moser, Lucas Shaw

Producer: Mary Long

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Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how is the company offering prices that low? 

Timothy McLaughlin is a contributing writer for The Atlantic, with a story titled, “The Mysterious, Meteoric Rise of Shein”. Mary Long caught up with McLaughlin to discuss:  

- The questions about how fast fashion became ultra-fast fashion.

- Why Shein’s leaders may be staying quiet.

- How an export and tax loophole is driving business for Shein and Temu, and why that could change. 

Read Tim’s story: https://www.theatlantic.com/international/archive/2024/09/shein-ceo-chris-xu-fast-fashion/679709/ 

Companies discussed: PDD, AMZN OTC: HNNMY, 

Host: Mary Long

Guest: Timothy McLaughlin

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:  

- Advice to investors looking at a highly speculative industry.

- The cash and regulatory questions for these companies. 

- Key differences between the cannabis market and psychedelic stocks.

- The challenges of doing a double-blind test on psychedelic compounds.

Companies discussed: CMPS, CYBN, ATAI

Host: Mary Long

Guest: Keith Speights

Producer: Ricky Mulvey 

Engineers: Rick Engdahl, Desireé Jones

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The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. 

(00:55) Jason Moser and Emily Flippen discuss:

- How Walmart is thriving while Target struggles with “decelerating discretionary demand.”

- Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one. 

- Snowflake’s strong report and what its new deal with Anthropic means .

(19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization.

(34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.

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Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Dan Durn

Engineers: Rick Engdahl

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Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo.

(00:14) Bill Barker and Ricky Mulvey discuss:

- Nvidia’s quarter and data center growth.

- Why Comcast is spinning off its cable assets.

- Microstrategy’s unusual bond offering.

Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties.

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Companies discussed: NVDA, CMCSA, MSTR, EGP

Host: Ricky Mulvey

Guests: Bill Barker

Producer: Mary Long

Engineer: Rick Engdahl

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The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task?

(00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus:

- The state of the consumer heading into the holiday shopping season.

- What it takes to build out a true omnichannel operation.

- How management teams land on forward guidance.

Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal.

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Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX

Host: Mary Long

Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey

Engineers: Rick Engdahl

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But the retailer’s valuation is giving investors more questions.

(00:14) Nick Sciple and Ricky Mulvey discuss:

- Highlights from Walmart’s quarter.

- What shoppers want from mac and cheese.

- Why nicotine pouches may be “the biggest consumer product story this decade.”

Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.”

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Companies discussed: WMT, COST, PMI, MO, TPB

Host: Ricky Mulvey

Guests: Nick Sciple, Robert Brokamp, Christine Benz

Producer: Mary Long

Engineer: Rick Engdahl

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Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model.

(00:15) Seth Jayson and Dylan Lewis discuss:

- Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter.

- Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry.

- Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market.

(14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks.

Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH

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Host: Dylan Lewis

Guests: Seth Jayson, Mary Long, Asit Sharma

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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Campaign contributions are just table stakes for companies trying to make legislation in their favor.

Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:

- How Airbnb mobilized voters in San Francisco.

- The battle to regulate artificial intelligence.

- How the crypto industry is building political power.

Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster

Companies discussed: MSFT, ABNB, COIN

Host: Mary Long

Guest: Charles Duhigg

Producer: Ricky Mulvey

Engineers: Tim Sparks, Austin Morgan

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Price matters. But how do you build a case for what the right price is? 

Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss:

- How to put P/E ratios in context – and how to look beyond that metric. 

- Levers Walmart could pull to double its earnings.

- Growth stories for Netflix that go beyond subscriber count. 

Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX

Host: Ricky Mulvey

Guest: Patrick Badolato

Producer: Mary Long

Engineer: Rick Engdahl

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It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead. 

(00:15) Andy Cross and Matt Argersinger discuss:

- Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways. 

- Why Cava and Instacart are both taking a breather post-earnings 

- How the macro environment and housing market continues to weigh on activity for Home Depot.

(19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security.

(34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s.

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Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA

Host: Dylan Lewis

Guests: Andy Cross, Matt Argersinger, Robert Brokamp

Engineers: Rick Engdahl

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The future is growing brighter, and more efficient, for the entertainment giant.

(00:13) Jason Moser and Ricky Mulvey discuss:

- Highlights from Disney’s quarter.

- The future of ESPN.

- Amazon’s new discount shopping venture, Haul.

Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch.

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Companies discussed: DIS, AMZN, RKLB

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Host: Ricky Mulvey

Guests: Jason Moser, Yasser El-Shimy

Producer: Mary Long

Engineer: Rick Engdahl

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Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense?

(00:13) Tim Beyers and Mary Long discuss:

- The difficulties in valuing Cava.

- Why the fast casual restaurant doesn’t want to lean too far into digital channels.

- How Toast is able to keep growing despite macro headwinds.

Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers.

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Companies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX

Host: Mary Long

Guests: Tim Beyers, Rick Munarriz

Engineers: Rick Engdahl

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The e-commerce giant is proving that growth can forgive past valuation sins.

(00:26) Jim Gillies and Ricky Mulvey discuss:

- Why investors are cheering Shopify’s latest results.

- An automotive supplier that can provide a ballast for portfolios.

- Why excitement about the market right now isn’t quite a mania.

Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection.

Got a question for the show? Email us at [email protected].

Companies/tickers discussed: SHOP, ALV, RCL

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Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Engineer: Rick Engdahl

Public.com disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of

individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more

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When companies or crypto go parabolic, force yourself to think: what does normal look like?  

(00:13) Tim Beyers and Dylan Lewis discuss:

- Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase. 

- Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation. 

(19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models. 

Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META

Host: Dylan Lewis

Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo

Engineers: Dez Jones, Rick Engdahl

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While the storylines in crypto have gone quieter, coin prices have not.

Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall”. Mary Long caught up with Faux for a conversation about:

- The most genuine argument for crypto adoption.

- Why more politicians have warmed up to the space.

- What you have to believe, to be a Bitcoin maximalist.

- A shoestring crypto operation that’s more profitable than Nike.

Coins discussed: BTC, SOL, ETH, DOGE, WIF, USDT

Host: Mary Long

Guest: Zeke Faux

Producer: Ricky Mulvey

Engineer: Desireé Jones

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Diseases become easier to solve. Bureaucracy is simplified. But what will work look like?

OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions.

They discuss:

- If building general intelligence is a winner-take-all game.

- How AI advancements could develop in the next decade.

- Lingering questions and worries about the future of superintelligence. 

Read Sam Altman’s “The Intelligence Age” and Dario Amodei’s “Machines of Loving Grace” here. The poem from which Amodei’s essay takes its name is here. 

Companies mentioned: MSFT, GOOG, GOOGL, TSM, META

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Desireé Jones

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The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. 

(00:40) Jason Moser and Bill Mann discuss:

- The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration. 

- At all-time highs after earnings, will the good times keep rolling for Axon and Palantir? 

- Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth.

(19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give.

(28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari.

Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers

Engineers: Rick Engdahl

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Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil.

(00:21) Bill Mann and Ricky Mulvey discuss:

- Earnings from MercadoLibre and Celsius.

- The difficult market for energy drink makers.

- Schwab opening up 24 hour trading for stocks.

Companies discussed: MELI, CELH, MNST, SCHW

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Host: Ricky Mulvey

Guest: Bill Mann

Producer: Mary Long

Engineer: Rick Engdahl

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Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.  

(00:20) Asit Sharma and Dylan Lewis discuss:

- The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies.

- Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange.

- Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon. 

- Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. 

Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO

Host: Dylan Lewis

Guests: Asit Sharma

Producer: Mary Long

Engineers: Rick Engdahl

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A red hot software company is continuing to impress investors.

(00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:

- Palantir’s impressive results.

- Harvard’s “just ok” endowment returns.

- Why individuals have advantages over institutional investors.

- Stories causing them to be rationally optimistic.

Companies discussed: PLTR, ACN, CTSH, VRTX

Host: Ricky Mulvey

Guest: David Meier

Producer: Mary Long

Engineer: Rick Engdahl

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There are a lot of billions on that balance sheet. What might Buffett want to do with all of it?

(00:21) Jason Moser and Mary Long discuss:

- What to make of Berkshire’s latest sells.

- Turnaround ideas for TGI Friday’s.

- Uber’s expanding network.

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Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO

Host: Mary Long

Guest: Jason Moser

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Some companies drop new products. sweetgreen drops new vegetables. 

Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about: 

- The future of automation and eating.

- Creating an “Apple-like” retail experience at a restaurant.

- sweetgreen’s balance between value and growing to become profitable.

Companies discussed: SG

Host: Mary Long

Guest: Nicolas Jammet

Producer: Ricky Mulvey

Engineers: Tim Sparks, Heather Horton

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When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying. 

Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:

• What to do when you’re on edge – about investments and life.
• Whether politics matter in investing.
• Stocks they’re buying regardless of who’s in the White House.

The note by Tom Engle that is read at the end of the show is also available here. 

Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC

Host: Ricky Mulvey

Guest: Alicia Alfiere, Matt Argersinger

Producer: Mary Long

Engineers: Desiree Jones, Rick Engdahl

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Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. 

(00:42) Bill Mann and Matt Argersinger discuss:

- How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend.

- Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach.  

- Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.

(19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week. 

(34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.

Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI.

Host: Dylan Lewis

Guests: Bill Mann, Matt Argersinger, David Gardner

Engineers: Rick Engdahl

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If you want to find market-beating stocks, sometimes you have to go where few others are.

(00:15) Jim Gillies and Ricky Mulvey discuss:

- Why the market may be overreacting to Boot Barn’s CEO departure.

- A niche-grocer that’s seen its stock 2x in the past year.

- Finding “growth at a reasonable price.”

Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween.

Companies discussed: BOOT, SFM, AER, HSY

Host: Ricky Mulvey

Guests: Jim Gillies, Larry the Werewolf

Producer: Mary Long

Engineers: Rick Engdahl, Austin Morgan

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The company’s cloud segment just got A LOT more efficient.

(00:21) Tim Beyers and Mary Long discuss:

- The transition from “search engines” to “answer engines.”

- Google’s fast-improving position within the cloud computing market.

- Lessons learned from SuperMicro’s steep rise and sharp fall.

Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping.

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Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE

Host: Mary Long

Guests: Tim Beyers, Bill Mann, Ricky Mulvey

Engineers: Rick Engdahl, Desiree Jones

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It’s not just a payments company.

(00:34) Jason Moser and Ricky Mulvey discuss:

- PayPal’s move to become a commerce platform, and how it’s impacting the business.

- What’s next for Venmo.

- McDonald’s traffic problems.

Then, (16:35) Robert Brokamp and Motley Fool Senior Analyst Buck Hartzell finish their series on Berkshire Hathaway, and discuss some lesser-known names trying to follow Berkshire’s path.

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Companies discussed: PYPL, MCD, BRK.A, BRK.B, MRK, OTC: CNSWF

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp, Buck Hartzell

Producer: Mary Long

Engineer: Rick Engdahl

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Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue.

- The CFPBs “open banking” push and what it means for consumers and banks.  

- Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business. 

(16:32) Carvana stock has been on a wild ride Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out.

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Companies discussed: HOOD, BA, CVNA

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, Yasser El-Shimy 

Producer: Ricky Mulvey

Engineers: Tim Sparks, Rick Engdahl

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Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce.

Jason Schreier is the author of Play Nice: The Rise, Fall, and Future of Blizzard Entertainment and a reporter at Bloomberg. Schreier joined Ricky Mulvey for a conversation about:

- The magic that made Blizzard Entertainment.

- The state of the video game industry.

- Why Grand Theft Auto VI is taking so long to develop.

Companies discussed: MSFT, TTWO, OTC: NTDOY

Host: Ricky Mulvey

Guest: Jason Schreier

Producer: Mary Long

Engineer: Desireé Jones

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Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar. 

(00:44) Ron Gross and Jason Moser discuss:

- Tesla’s return to growth expectations and positive returns for investors in 2024.

- How Southwest and American Airlines are trying to rally from an oversupplied air travel market, and Disney’s succession plans for moving on from Bob Iger. 

- Earnings from UPS and Coke, and McDonald’s E.Coli issues.

(19:03) Get ready for Halloween! We preview how cocoa production and the commodities market are shaping what houses will be giving out this October 31st.

(35:15) Ron and Jason break down two stocks on their radar: Compass Minerals and Remitly.

Visit our sponsor at www.landroverusa.com

Stocks discussed: TSLA, LUV, AAL, DIS, UPS, KO, MCD, HSY, CMP, RELY

Host: Dylan Lewis

Guests: Jason Moser, Ron Gross

Engineers: Rick Engdahl 

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In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles.

(00:21) David Meier and Ricky Mulvey discuss:

- Tesla returning to growth.

- Expectations for full self driving and humanoid robots.

- Peloton’s deal with Costco.

Then, (15:39) Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service at 7:00 pm ET on Motley Fool Live, or any time in the video library.

Motley Fool video library: https://www.fool.com/premium/news-and-analysis/media

Companies discussed: TSLA, PTON, ESRT

Host: Ricky Mulvey

Guests: David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser

Producer: Dylan Lewis

Engineer: Rick Engdahl

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The coffee chain drops some bad news early, while General Motors takes a victory lap.

(00:21) Kirsten Guerra and Mary Long discuss:

- Starbucks’ bitter earnings

- Brian Niccols’ barista-focused turnaround plan

- Surprising beats from an old automaker

Then, (15:52) Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business.

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Companies discussed: SBUX, GM, CART

Host: Mary Long

Guests: Kirsten Guerra, Tim Beyers

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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The answer is probably no, and that’s impacting telecom companies.

(00:21) Ricky Mulvey and Tim Beyers discuss:

- What a longer hardware upgrade cycle means for Verizon.

- If this delay could impact the PC market, and electronics retailer Best Buy.

- Major League Soccer’s record regular season.

- YouTube’s advantages for streaming sports.

Then, (17:06) Alison Southwick and Robert Brokamp continue their conversation about the history of Berkshire Hathaway with Motley Fool Senior Analyst Buck Hartzell.

Companies discussed: VZ, AAPL, BBY, GOOG, GOOGL, BRK.A, BRK.B

Host: Ricky Mulvey

Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Buck Hartzell

Producer: Mary Long

Engineers: Desireé Jones, Rick Engdahl

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When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.   

(00:22) Jason Moser and Dylan Lewis discuss:

- Nassim Taleb’s recent calls for a market drop and why he’s focused on the U.S. dollar, domestic debt, and S&P 500 concentration. 

- What investors can learn from someone focused on tail-risk hedging.

- The peace of mind hedges investors can put in place for their own portfolios 

(19:35) Asit Sharma and Mary Long discuss Sonos’s ongoing recovery after rushing to release an app before it was ready for prime time. 

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Companies discussed: AAPL, MSFT, NVDA, SONO

Host: Dylan Lewis

Guests: Jason Moser, Mary Long, Asit Sharma

Producer: Mary Long

Engineers: RIck Engdahl

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When a retailer falls, it falls quickly. 

Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon.”

- What Les Wexner understood about American consumers.

- The new competition for Victoria’s Secret.

- Lessons for retailers from Abercrombie & Fitch.

Companies discussed: VSCO, ANF

Host: Mary Long

Guests: Lauren Sherman, Chantal Fernandez

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight? 

Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on the different reasons why investors buy stocks. They also discuss:

• What we can learn from King Charles’ portfolio. 
• The math of winners vs. losers.
• How to think about expected value.

Tickers mentioned: SFT, PLTR, BTC, CRSP, RKLB, USHY

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks, Austin Morgan

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Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark? 

(00:42) Jason Moser and Matt Argersinger discuss:

- The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market.

- Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs. 

- Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office.

(19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance. 

(33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan.

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Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM, 

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Bob Stark

Engineers: Tim Sparks, Rick Engdahl

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…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions.

(00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.”

Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape.

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Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA

Host: Mary Long

Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey

Engineers: Rick Engdahl, Tim Sparks

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Early is not always better.

(00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry.

Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here.

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Companies discussed: ASML, WBA, CVS, ME, GSK

Host: Mary Long

Guests: Jason Moser, Brian Orelli

Producer: Ricky Mulvey

Engineers: Tim Sparks, Rick Engdahl

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When you are the custodian of almost $10 trillion, how much more can you possibly grow?

Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss:

- Why Charles Schwab is welcoming a rate cutting cycle.

- Goldman Sachs’s biggest red flag.

- Bank of America CEO Brian Moynihan’s outlook on the American economy.

Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together.

Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B

Host: Ricky Mulvey

Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell

Producer: Mary Long

Engineers: Tim Sparks, Rick Engdahl

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Even knowing the headlines, could you predict which way stocks and treasuries would move?  

(00:21) Bill Mann and Dylan Lewis discuss:

- SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation.

- Officials in China signaling more stimulus is on the way, but why investors really shouldn’t get too excited.

- A game designed to show just how hard the market makes it to peer into a crystal ball, and a surprising stat about the daily returns during a great decade for investors. 

(17:04) Motley Fool contributor, Rick Munarriz joins Ricky Mulvey for a look at the cruise industry and one long-term tailwind for its sails.

You can play Elm Wealth's Crystal Ball trading game here: https://elmwealth.com/crystal-ball-challenge/

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Companies discussed: TSLA, NKE, AAPL, RCL, DIS, CCL

Host: Dylan Lewis

Guests: Bill Mann, Rick Mulvey, Rick Munarriz 

Producer: Ricky Mulvey

Engineer: Desiree Jones, Rick Engdahl

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With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus. 

Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss:

• OpenAI’s latest fundraising round.
• “Happiness for everyone” as an investment philosophy.
• The illusion – and reality – of power.

Help Motley Fool Money win Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  

Companies discussed: MSFT, NVDA, META, ME, ARM, BABA, OTC: SFTBY 

Host: Ricky Mulvey

Guest: Alok Sama

Producer: Mary Long

Engineer: Desireé Jones

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Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google. 

(00:42) Jason Moser and Andy Cross discuss:

- Why Jamie Dimon is trying to get investors past the rate story in banking.

- Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy. 

- Earnings updates from Delta, Pepsi, and Domino’s.

(19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning.

(32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta.

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Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META

Host: Dylan Lewis

Guests: Jason Moser, Andy Cross

Engineers: Rick Engdahl 

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More is not always better.

(00:21) Jason Moser and Ricky Mulvey discuss:

- Why the Department of Justice may breakup Alphabet.

- If the search giant is a cheap stock.

- Quarterly results from Domino’s and its new mac and cheese offering.

Then (15:25) Motley Fool contributor Lou Whiteman joins Ricky Mulvey to discuss RocketLab, the space industry, and the difficulty of valuing speculative companies.

Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool

Jason’s mac and cheese recipe: https://docs.google.com/document/d/14iq3L1m8W1iBmXSkAIyIylDrtbnvoEcg3N5KfRwR0jA/edit?usp=sharing

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Companies discussed: GOOG, GOOGL, DPZ, YUM, RKLB, ASTS, LUNR

Host: Ricky Mulvey

Guests: Jason Moser, Lou Whiteman

Producer: Dylan Lewis

Engineers: Rick Engdahl, Desireé Jones

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For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table.

(00:21) Jason Hall and Mary Long discuss:

• Recent earnings from PepsiCo
• Various forms of “flation”
• WeightWatchers’ foray into the GLP-1 market

Then, (15:04) Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry.

Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

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Companies mentioned: PEP, KO, SBUX, WW, LLY, OPAL

Host: Mary Long

Guests: Jason Hall, Adam Comora, Jonathan Maurer

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Desiree Jones

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Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage.

(00:21) Matt Frankel and Ricky Mulvey discuss:

- How insurers prepare for catastrophic losses.

- What extreme weather events mean for homeowners, car owners, and the commercial real estate market.

- Why Alex Chriss gets an A for his first year leading PayPal.

Then, (14:27) Robert Brokamp joins Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning.

Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

Companies discussed: BRK.A, BRK.B, SPG, UVE, PYPL

Host: Ricky Mulvey

Guests: Matt Frankel, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

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Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns.  

(00:12) Buck Hartzell and Dylan Lewis discuss:

- What’s behind the sudden interest in China’s Shanghai Composite and its 20% run in September.

- Research showing that high GDP growth doesn’t always turn into strong market returns for investors outside the U.S.

- What to look for internationally, and why DLocal is a great small cap to study.

(20:52) Can you find friends on a dating app? Platonic friends, that is. Mary Long caught up with Motley Fool Senior Analyst Alicia Alfiere for a look at Bumble, a dating app company that recently changed a foundational feature and is looking for growth in the friendship market. 

Vote here to help Motley Fool Money take home Signal’s Best Money & Finance Show for 2024.  

Companies discussed: BABA, TCEHY, MELI, DLO, BMBL, MTCH

Host: Dylan Lewis

Guests: Buck Hartzell, Mary Long, Alicia Alfiere

Producer: Ricky Mulvey

Engineers: Tim Sparks, Rick Engdahl

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David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about:

- How McDonald’s kicked off the value wars.

- Why the price of fast food convergerged with some sit-down meals.

- The publicly traded restaurants where customers are flocking.

Companies discussed: MCD, EAT, BLMN, TXRH, DRI

Host: Ricky Mulvey

Guest: David Henkes

Producer: Mary Long

Engineer: Desireé Jones

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In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming. 

Matt Argersinger is an advisor at The Motley Fool and heads up our Dividend Investor service. Mary Long caught up with him to discuss:

• The revival of commercial real estate
• A company that proves the importance of “location, location, location”
• What’s needed to address the US housing supply shortage.

Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

Companies discussed: SPG, KIM, MAA, CPT

Host: Mary Long

Guest: Matt Argersinger

Producer: Ricky Mulvey

Engineer: Tim Sparks, Desireé Jones

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Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?  

(00:45) Asit Sharma and Jason Moser discuss:

• The dock workers strike, its daily cost, and the industries it could impact most.
• Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competition. 
• Fresh earnings from: Nike, Paychex, and McCormick.

(19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we’re airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow. 

(35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation.

Stocks discussed: NKE, PAYX, MCK, PEP, JOBY

Motley Fool Epic members can access the full conversation with David:

• Here on the TMF site (login required)
• On Spotify here after linking their accounts 

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl

Engineers: Rick Engdahl, Austin Morgan 

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OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money.

(00:21) Jim Gillies and Mary Long discuss:

• OpenAI’s $157 billion valuation
• The port strike’s potentially positive impact on two auto parts makers
• Changing tastes in the beverage market

(16:33) Asit Shama and Ricky Mulvey test out a new rating system on Costco stock.

Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

Companies discussed: ALV, GTX, STZ, COST, BJ, WMT

Host: Mary Long

Guests: Jim Gillies, Asit Sharma, Ricky Mulvey

Engineer: Rick Engdahl, Desiree Jones

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A new CEO is hoping to turn the iconic brand around, but he’s not there yet.

(00:21) Jason Moser and Ricky Mulvey discuss:

- Earnings from Nike.

- Tesla’s delivery numbers.

- Adam Neumann returning to the office leasing business.

Then, (16:06) Robert Brokamp and Dan Caplinger continue their conversation about estate planning, and how to give your loved ones a less complicated financial future.

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Companies discussed: NKE, TSLA, PYPL

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp, Dan Caplinger

Producer: Mary Long

Engineer: Rick Engdahl

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About half of U.S. imports go through the ports where dock workers just went on strike.

(00:25) David Meier and Ricky Mulvey discuss:

- How companies are navigating the port worker’s strike.

- The disagreement over automation.

- Investor sentiment in artificial intelligence

- One less discussed company that’s benefiting from others spending on AI.

(18:28) Motley Fool Contributor, Dan Caplinger, joins Robert Brokamp to kick off a two part series on estate planning, and how you can help your family avoid going to court.

Companies discussed: COST, CHRW, DBI, MSFT, META, PCOR

Host: Ricky Mulvey

Guests: David Meier, Robert Brokamp, Dan Caplinger

Producer: Mary Long

Engineer: Rick Engdahl

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Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?  

(00:19) Seth Jayson and Dylan Lewis discuss:

- Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion. 

- How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax. 

(15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app.

Companies discussed: CVS, KBH, KMX

Host: Dylan Lewis

Guests: Seth Jayson, Mary Long, Jason Moser

Producer: Ricky Mulvey

Engineers: Tim Sparks, Rick Engdahl

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$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number even higher. “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the transition to quantum computing, investment opportunities in the budding space, and why subatomic particles are like kindergarteners. 

Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub. 

To become a Motley Fool member, head to www.fool.com/signup.

Tickers mentioned: ASML

Host: Tim Beyers

Guest: Tim White

Producer: Mary Long

Engineer: Rick Engdahl

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Driverless vehicles are already here, even if they’ve made some wrong terms.

Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss:

- The progress that autonomous vehicles have made over the past few years.

- Where automakers including Tesla and General Motors stand in the race.

- How autonomous vehicles could deploy on a large scale.

Two notes. One is that Tesla’s market cap is $800 million. Also, Travis meant to include Uber in his autonomous driving stock basket.

Companies discussed: TSLA, GM, INTC, MBLY, UBER, BIDU, GOOG, GOOGL

Host: Ricky Mulvey

Guest: Travis Hoium

Producer: Mary Long

Engineer: Tim Sparks

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