Motley Fool Money

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.

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

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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.

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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.

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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.

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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.

Visit our sponsor at www.landroverusa.com

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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Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers. 

(01:02) Emily Flippen and Bill Mann discuss:

- Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events. 

- Meta’s new Orion augmented reality prototype, and the latest drama at OpenAI. 

- Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom.

(19:04) Braze CEO Bill Magnuson took a break from the company’s Forge 2024 event to give analyst Tim Beyers a rundown on the company's latest innovations, how it's helping marketers harness AI, and the different ways these new offerings play into the company's growth story. 

(33:27) Bill and Emily break down two stocks on their radar: Carnival Cruise Lines and Visa.

Stocks discussed: LMND, META, VAIL, COST, ACN, CCL, V. 

Host: Dylan Lewis

Guests: Bill Mann, Emily Flippen, TIm Beyers, Bill Magnuson

Engineers: Tim Sparks, Rick Engdahl

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Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside world. No battery pack needed.

(19:30) Jason Moser and Ricky Mulvey discuss:- Updates from Meta Connect 2024.

- Use cases for AR glasses

- New details about Southwest Airlines' overhaul.

Then, (17:01) Brookfield Corporation CFO, Nick Goodman, joins Motley Fool Senior Analyst Buck Hartzell to discuss how he thinks about capital allocation.

Host: Ricky Mulvey

Guests: Jason Moser, Buck Hartzell,

Producer: Mary Long

Engineers: Rick Engdahl, Kyle Carruthers

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The fashion company has a lot to offer its customers, but StitchFix is struggling to keep those customers around.

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

• The disconnect between the stock market and consumer confidence.
• Stitch Fix’s fall.
• Why great consumer products don’t always make for great investments.

Then, at (14:03), Ricky Mulvey and Fool contributor Lou Whiteman take a look at Palantir, a tech company with a lot of promise and a lot of expectations.

Tickers mentioned: SFIX, RTR, PLTR, BAH

Host: Mary Long

Guests: David Meier, Lou Whiteman, Ricky Mulvey

Engineers: Rick Engdahl, Tim Sparks

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Usually, you don’t want to run toward a company that cut its dividend.

(00:28) Jim Gillies and Ricky Mulvey discuss:

• Nike’s strategic pivot, and what it means for its retail partners.
• Why turnaround stories are difficult to implement.
• Foot Locker’s impressive leadership.

Then, (15:08) Alison Southwick and Robert Brokamp discuss The Great Wealth Transfer, and how to factor a potential inheritance in a financial plan.

Learn more about the Range Rover Sport at www.landroverusa.com

Companies discussed: NKE, FLHost: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

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McCormick’s been a laggard over the past few years, does it have some growth levers to get back on track?  

(00:11) Jason Moser and Dylan Lewis discuss:

- Why interest is picking up for Intel, and what Qualcomm and Apollo Global see in the chipmaker. 

- A listener question: What to expect from spicemaker McCormick this quarter. 

- How the rate environment might play into results we see from companies this upcoming earnings season. 

(15:54) Mary Long and Motley Fool Analyst Anthony Schiavone continue their conversation from last week about housing stocks and the build-to-rent industry.

Companies discussed: INTC, QCOM, MKC, INVH, AMH

Host: Dylan Lewis

Guests: Jason Moser, Mary Long, Anthony Schiavone

Engineers: Tim Sparks, Dan Boyd 

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The “Airbnbust” has not arrived, but Airbnb is no longer at peak expectations. 

Mary Long hosted Motley Fool Analyst Alicia Alfiere and BiggerPockets CEO Scott Trench at The Denver Press Club for a conversation about Airbnb as a stock and as a real estate investment. They discuss:

- Airbnb’s capital allocation strategy.

- The hosting platform’s competition.

- How real estate investors can get started with Airbnb.

- The scaling challenges of managing short-term rentals.

Company discussed: ABNB

Host: Mary Long

Guests: Alicia Alfiere, Scott Trench

Producer: Ricky Mulvey

Engineer: Tim Sparks

Special thanks to Alex Pailet from BiggerPockets and Alby Segall, Jean-Luc Currie, Jim Bofencamp, and Katlyn Howery from the Denver Press Club for making the event happen.

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“Reddit” was one of the top ten most searched words on Google over the past twelve months in the United States, searched more often than “map” or “calculator”. The social networking site is a central hub for the internet.

Dylan Lewis caught up with Reddit CEO Steve Huffman for a conversation about:

- What’s driving Reddit’s 50% year-over-year user growth.

- How the social network targets ads.

- What Reddit is doing with large language models.

Companies discussed: RDDT, GOOG, GOOGL

Host: Dylan Lewis

Guest: Steve Huffman

Engineers: Rick Engdahl, Tim Sparks

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Low rates are great for stocks, as long as we’re looking at a soft landing.

(00:21) Ron Gross and Asit Sharma discuss:

- The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic.

- Nike’s CEO swap, what went wrong for John Donahoe and whether Elliot Hill has what it takes to turn the company around.

- A new partnership masking bad results from Olive Garden, and FedEx’s signals about shipping trends.

(19:11) Reddit hit the market in 2024, but it’s been around as the front page of the internet for almost 20 years. CEO Steve Huffman joined us to talk through how the company stands out in the world of social media with its focus on community, where it has been and where it is heading.

(33:26) Ron and Asit break down two stocks on their radar: D.R. Horton and Intel.

Stocks discussed: NKE, DRI, FDX, RDDT, DHI, INTC,

Host: Dylan Lewis

Guests: Asit Sharma, Ron Gross, Steve Huffman

Engineers: Tim Sparks, Dan Boyd

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Markets, you got what you wanted.

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

- The rate cut from the Federal Reserve, and what the central bank is responding to.

- New rules from the SEC that aim to make markets more efficient.

- Tupperware Brands filing for bankruptcy.

Then, (16:50) Mary Long and Motley Fool analyst Anthony Schiavone check in on housing stocks in the first of a two-part series.

Visit our sponsor: www.landroverusa.com

Companies discussed: TUP, AAPL, DFH, NVR, DHI

Host: Ricky Mulvey

Guests: Bill Mann, Mary Long, Anthony Schiavone

Engineers: Dan Boyd, Tim Sparks

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Salesforce throws a party, while Chipotle streamlines guacamole prep.

(00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss:

- The enviable guest list at Dreamforce

- Salesforce’s positioning in the AI arms race

- The future of casual dining

Then, (18:41) Fool Contributor Travis Hoium joins Ricky Mulvey for a close look at Crocs, the market-beating clog company.

Check out the Range Rover Sport at www.landroverusa.com

Companies discussed: CRM, NVDA, CMG, MCD, CROX, NKE, OTC: ADDYY

Host: Mary Long

Guests: Asit Sharma, Travis Hoium, Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help. 

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

- Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure.

- The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy.

- Microsoft’s new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat.

(18:20) Alison Southwick and Robert Brokamp look at how Gen X saves and how to catch up if you’re feeling behind.

Join us at our live podcast recording in Denver with BiggerPockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/ 

Companies discussed: INTC, TSMC, AMZN, MSFT

Host: Dylan Lewis

Guests: Tim Beyers, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Tim Sparks, Dan Boyd

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One query on ChatGPT takes 10x the amount of electricity as a Google search.

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

- How big tech is dealing with the electricity demands of AI systems.

- Companies that could benefit from more energy usage.

- If Under Armour can turn around.

Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch.

Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV

Live podcast in Denver on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/?eventOrigin=group_upcoming_events

Visit our sponsor: Go to www.monarchmoney.com/fool for an extended 30-day free trial

Host: Ricky Mulvey

Guests: Asit Sharma, Brendan Hughes

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart. 

Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look at three companies you can find on your next road trip. They discuss:

- An industry where investors can ignore sales growth.

- What shifting consumer tastes mean for convenience stores.

- One company “taking over a mountain no one else wants”.

Companies mentioned: TSE: ATD, OTCMKTS: SVNDY, CASY, TKO, WMT, MUSA

Host: Mary Long

Guest: Jim Gillies

Producer: Ricky Mulvey

Engineer: Tim Sparks

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40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure.

Amazon is a goliath.

Dana Mattioli is an investigative journalist at the Wall Street Journal and the author of “The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power.” Mary Long caught up with Mattioli for a conversation about:

- Amazon’s early days and how it withstood years of sustained losses. 

- How Amazon makes Wall Street look genteel.

- The lengths that the company went to get information from competitors.

Companies discussed: AMZN, TGT, EBAY

Host: Mary Long

Guest: Dana Mattioli

Producer: Ricky Mulvey

Engineers: Dez Jones, Austin Morgan

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Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants.

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

- The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity.

- Brian Niccol’s vision for returning to Starbucks’ roots as a third place.

- Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through.

(19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025. 

(33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries.

Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG.

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Dan Barbera

Engineers: Dan Boyd

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The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started.

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

- OpenAI’s $50 billion valuation jump in one week.

- A space SPAC that’s more than 10xed since April, 2024.

- One of Warren Buffett’s top lieutenants selling $140 million of Berkshire Hathaway stock.

Then, (16:27) Asit Sharma joins Ricky to look back on Meta’s turnaround story and what it means for investors today.

Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE

Visit www.factormeals.com/foolpod50 to get 50% off your first box plus 20% off your next month.

Host: Ricky Mulvey

Guests: David Meier, Asit Sharma

Engineer: Dan Boyd

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The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss:

• Proposals for the US to develop a sovereign wealth fund
• The activist battle at Southwest Airlines
• Why Campbell’s dropped the “soup”

Then, (13:52) Robert “Bro” Brokamp continues a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about how to protect your personal data after a security breach.

Check out the Range Rover Sport at www.landroverusa.com

Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/

Companies discussed: SWA, DLA, CPB

Host: Mary Long

Guests: Bill Mann, Robert Brokamp, Dave Hatter

Producer: Ricky Mulvey

Engineer: Tim Sparks, Dan Boyd

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Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a tough task.

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

- The situation that Niccol is coming into at Starbucks.

- Why previous leadership at the coffee giant didn’t work out.

- A sporting goods retailer that may have reached bottom.

Then, (18:22) Robert “Bro” Brokamp kicks off a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about the Social Security database hack and how to make your personal information more secure.

Visit our sponsor www.factormeals.com/foolpod50

Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/

Companies discussed: SBUX, ASO

Host: Ricky Mulvey

Guests: Jim Gillies, Robert Brokamp, Dave Hatter

Producer: Mary Long

Engineer: Dan Boyd

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Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going? 

(00:21) Jason Moser and Dylan Lewis discuss:

- Apple’s “Glowtime” product event, what to expect for the iPhone line and the company’s AI ambitions.

- The latest anti-trust case against Google and why Meta and Apple should probably be paying attention.

- Big Lots’ bankruptcy and why the discount retailer has struggled at a time when customers are looking for value.

(14:46) OneStream is an operating system for CFOs. Its CEO, Tom Shea, joined Ricky Mulvey for a conversation about the problems that its software solves for, its AI use case, and what's behind the company's 36% year-over-year revenue growth.

Companies discussed: AAPL, GOOG, GOOGL, META, BIG, WMT, TGT, DG, OS

Host: Dylan Lewis

Guests: Jason Moser, Ricky Muley, Tom Shea

Producer: Mary Long

Engineers: Tim Sparks, Dan Boyd

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Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions about:

- Finding multi-baggers.

- Under the radar opportunities.

- Having a Chief Technology Officer in your family.

Join Stock Advisor here: www.fool.com/signup

Members of Stock Advisor and other advanced investing solutions at the Motley Fool can listen to the full show here: https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=255f8cf561f94cc5

Companies discussed: GOOG, AMZN, APPL, NVDA, SEZL, DFH, PACS, CLBT

Host: Brian Stoffel

Guest: Tom Gardner

Producers: Mac Greer, Ricky Mulvey

Engineers: Austin Morgan, Dez Jones

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The fewer eyes on a market, the less efficient it’s going to be. 

Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss:

- What investors should look for in younger companies.

- If Walgreens has a real turnaround story brewing.

- A rapidly growing travel company out of South America.

Companies discussed: WBA, SCHW, CRSP, DESP

Host: Ricky Mulvey

Guest: Bill Mann 

Engineer: Tim Sparks

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NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money.

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

- Weak jobs data, inverted yield curve, and whether the market will cheer a larger rate cut this fall.

- Why private equity is interested in Smartsheet and putting money into NFL franchises this season.

- The latest earnings updates from: Toro, Docusign, and ABM Industries

(20:20) Brandon Copeland played ten years in the NFL – now the linebacker is an ivy league professor, author, and advocate for college athletes. Copeland talks through his book Your Money Playbook, the realities of an NFL contract, and how some college players are finally getting their due.

(34:45) Emily and Matt break down two stocks on their radar: McKesson and AO Smith.

Stocks discussed: SMAR, DOCU, TTC, ABM, MCK, AOS

Host: Dylan Lewis

Guests: Emily Flippen, Matt Argersinger, Brandon Copeland

Engineers: Dan Boyd

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It takes more than a buncha buzzwords to build a company.

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

How jobs reports impact investment theses

A tech company’s changing identity

What C3.ai actually does

(14:48) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success.

Learn more about the Range Rover Sport www.landroverusa.com

Companies discussed: AI, NVDA, MSFT, WING

Host: Mary Long

Guest: Tim Beyers, Sanmeet Deo

Producer: Ricky Mulvey

Engineers: Dan Boyd, Austin Morgan

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The Department of Justice has some questions about Nvidia’s business.

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

- The subpoena that instigated the chip maker's selloff.

- A record amount of share repurchases by corporations.

- Earnings from Dick’s Sporting Goods and Dollar Tree.

(18:10) Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry.

Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z

Register for our live event in Denver, CO on September 18 here: https://www.meetup.com/biggerpockets/events/303028272/?utm_medium=referral&utm_campaign=share-btn_savedevents_share_modal&utm_source=link

Host: Ricky Mulvey

Guest: Jason Moser, Matt Frankel

Producer: Mary Long

Engineers: Dan Boyd, Chace Przylepa, Tim Sparks

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Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?   

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

- The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here.

- Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline.

- Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions.

(16:23) Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor.

Companies discussed: INTC, NVDA, LUV, BA

Host: Dylan Lewis

Guests: Asit Sharma, Alison Southwick, Robert Brokamp

Producer: Ricky Mulvey

Engineers: Dan Boyd

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Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. 

(1:08) Jason Moser and Bill Mann discuss:

- Nvidia’s killer quarter, and why the market yawned over the results. 

- The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year. 

- Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.

(19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams. 

(33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.

Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, Nell Minow

Engineers: Steve Broido

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“If you thought we were in the weeds, now we’re about to start tunneling.”

Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:

- The basics of balance sheets. 

- If lululemon has an inventory problem.

- A cautionary tale from a mattress seller. 

- Companies with strong balance sheets, (besides Berkshire Hathaway).

Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA 

Host: Ricky Mulvey

Guest: Jim Gillies

Engineer: Tim Sparks

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When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition. 

Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book, “Mastering AI: A Survival Guide to our Superpowered Future.” Alex Friedman caught up with Kahn to talk about the current AI landscape. They also discuss:

• Bill Gates’ initial hesitancy to invest in OpenAI.
• Where LLMs go from here.
• Developments in biotech.

Host: Alex Friedman

Guest: Jeremy Kahn

Producer: Mary Long

Engineer: Dez Jones

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Why is the chip designer spending $50 billion on share buybacks?

(00:21) Tim Beyers and Ricky Mulvey discuss:

- Highlights from Nvidia’s earnings.

- What future supercomputing systems could create.

- CrowdStrike’s first call since its outage.

Companies discussed: NVDA, CRWD, PANW, S

Learn more about the Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey

Guest: Tim Beyers

Engineer: Tim Sparks

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The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success.

(00:21) Alicia Alfiere and Mary Long discuss results from retailers, Abercrombie’s turnaround, and Chewy’s commitment to customers.

Then, (12:40) New York Times reporter Ana Swanson talks with Ricky Mulvey about how Nvidia chips are ending up in China, despite America’s efforts to keep them stateside. Read Ana’s story here.

Companies discussed: CMG, JWN, ANF, CHWY, NVDA

"With Smugglers and Front Companies, China is Skirting American A.I. Bans." https://www.nytimes.com/2024/08/04/technology/china-ai-microchips.html

Host: Mary Long

Guests: Alicia Alfiere, Ana Swanson, Ricky Mulvey

Engineer: Tim Sparks

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In less than two years one company became the driving force of the S&P 500. That rise is unprecedented.

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

- Expectations going into Nvidia’s earnings results.

- Temu’s owner, PDD, shedding $55 billion in value.

- One possible reason why a co-CEO is talking down his company’s stock.

- Red Lobster’s new CEO.

Then, (15:35) Robert Brokamp interviews Dan Otter and Scott Dauenhauer about the challenges that teachers face while saving for retirement.

Learn more about the Range Rover Sport at www.landroverusa.com

See how your 403(b) stacks up at www.403bwise.org

Companies discussed: NVDA, CSCO, PDD

Host: Ricky Mulvey

Guests: Bill Mann, Robert Brokamp, Dan Otter, Scott Dauenhauer

Producer: Mary Long

Engineer: Dan Boyd

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

Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere.

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

- Canada’s tariffs on electric vehicles from China, and what it says about global production and adoption of EVs.

- Tesla’s diversified approach to manufacturing coming in handy as Canada, the U.S., Europe and China all craft trade policies.

- Peloton’s return to growth… kind of. And why we’re not buying the turnaround yet.

(15:15) Mary Long talks with David Foulkes, CEO of Brunswick Corporation, on the company’s subscription boating service and the latest in marine technology.

Companies discussed: BYDDY, TSLA, PTON, BC

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, David Foulkes

Producer: Ricky Mulvey, Mary Long

Engineers: Dan Boyd, Austin Morgan

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To become an expert, you may not always need expertise. You may just need to start asking better questions. 

Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly show on our premium livestream. In today’s show, Tim talks with Mary Long about:

• What convinced him to buy Amazon for the first time (and why he sold 2 years later).
• Unit economics, and one company that excels at it.
• The relationship between enthusiasm and education.

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.

Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to [email protected]

Host: Mary Long

Guest: Tim Beyers

Engineer: Dez Jones, Kyle Carruthers

Tickers mentioned: DUOL

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

You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up with Oklo’s CEO, Jake DeWitte, for a conversation about:

- Why the buildout of nuclear energy stagnated and why that could change.

- How Oklo is using old technology to develop new reactors.

- A recycled energy source that could fuel the entire United States.

Companies mentioned: OKLO

Host: Ricky Mulvey

Guest: Jake DeWitte

Producer: Mary Long

Engineers: Tim Sparks, Kyle Carrutherso

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

The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”

(00:21) Ron Gross and Matt Argersinger discuss:

- The Fed’s path to lower rates and what kind of cuts investors can expect.

- Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024

- Retail earnings from: Target, Lowe’s, and TJX.

(19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future.

(28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive.

Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

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Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going. 

(00:21) Jason Moser and Dylan Lewis discuss:

- Whether AI and expanded offerings can create a next act and growth pillar for Zoom.

- Why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up.

- The early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping.

Companies discussed: ZM, LOW, HD, TGT, WMT

Host: Dylan Lewis

Guests: Jason Moser

Engineers: Dan Boyd

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Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss:

- The macro landscape for advertisers.

- Podcasting’s shift to video.

- The real value of your time to marketers.

Companies discussed: TTD, PUBM, SPOT

Note: No show tomorrow, we’re back on Thursday, August 22.

Host: Ricky Mulvey

Guests: Dylan Lewis, Mary Long

Engineer: Dan Boyd

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AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race. 

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

- Why AMD is spending $4.9B on ZT Systems, and what the company’s rack-scale ambitions look like.

- General Motors’ plans to lay off over 1,000 employees, and why it might be AI-driven.

- The questions that company leadership and boards should be asking as they think about AI, and two companies that have established good AI practices so far.

Articles mentioned on the show:

• WSJ piece: Why AI Risks Are Keeping Board Members Up at Night
• Salesforce’s Generative AI Guidelines

Companies discussed: AMD, NVDA, GM, CRM, NOW

Host: Dylan Lewis

Guests: Asit Sharma

Engineers: Dan Boyd

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To get outsized returns, it can pay to find a pond where fewer people are fishing. 

Bill Mann is the director of Small Cap Research at The Motley Fool, lead advisor for our Global Partners service, and a frequent guest on the show. In today’s episode, Bill talks with Mary Long about:

• how travel has informed his investing philosophy.
• what initially caught his eye about Chipotle.
• why he thinks you should “keep turning over rocks.” 

Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to [email protected]

Host: Mary Long

Guest: Bill Mann

Engineer: Tim Sparks

Tickers mentioned: CMG, CNSWF

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Right now, the S&P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom.

Matt Argesinger and Anthony Schiavone lead The Motley Fool’s Dividend Investor portfolio. They joined Mary Long for a conversation about:

- Why companies pay dividends.

- How to tell if a company’s payout is sustainable.

- Dividend payers including Pool Corp, Nike, and Starbucks

Companies/tickers mentioned: HSY, FAST, POOL, NKE, SPG, SBUX, CMG, SPG, SCHD

Host: Mary Long

Guests: Matt Argersinger, Anthony Schiavone

Producer: Ricky Mulvey

Engineer: Tim Sparks

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The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves.

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

- What Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive.

- Earnings updates from Home Depot, Walmart, and Brinker.

- Warren Buffett’s latest buys – Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean.

(30:45) Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue.

Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger

Engineers: Dan Boyd

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The world’s largest retailer is crushing the market.

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

- Walmart’s international growth and pricing power.

- What broader retail sales data says about the economy.

- The economic side effects of weight-loss drugs.

Then, (16:39) Motley Fool Analyst Buck Hartzell joins Ricky to discuss Shift4, a payments company putting up impressive growth numbers.

Companies discussed: WMT, COST, KR, WMS, LLY

Article discussed: https://www.bloomberg.com/news/features/2024-08-07/ozempic-boom-inside-usa-s-weight-loss-drug-capital?ref=biztoc.com

Host: Ricky Mulvey

Guests: Asit Sharma, Buck Hartzell

Engineer: Dan Boyd

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Here’s why investors could win.

(00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector.

Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar power stocks.

Learn more about the Range Rover Sport at www.landorverusa.com

Companies discussed: GOOG, GOOGL, K, ENPH, SEDG

Host: Mary Long

Guests: Tim Beyers, Jason Hall, Ricky Mulvey

Engineer: Dan Boyd

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

- Why Starbucks wants Chipotle’s CEO.

- What Home Depot’s quarter says about the economy.

- On Holding’s impressive growth.

Plus, (15:39) Alison Southwick and Robert Brokamp discuss how investors can prepare for a lower-rate world.

Factor offer: Head to www.factormeals.com/foolpod50 and use code foolpod50 to get 50% off your first box and 20% off your next month.

Companies discussed: SBUX, CMG, HD, TREX, ONON, NKE, OTC: ADDYY

Host: Ricky Mulvey

Guests: David Meier, Alison Southwick, Robert Brokamp

Engineer: Dan Boyd

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Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment.  

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

- Reddit’s strong growth numbers, some of its monetization opportunities beyond ads, and why it could buck the trend of struggling social companies like Pinterest, Snap, and Twitter/X.

- Why strong box office and streaming results weren’t enough to get investors excited about Disney, but long term the company’s prospects still look good.

(16:43) Jason Moser and Mary Long discuss Wayfair, the power of a good distribution network, and the company’s path to consistent profitability.

Companies discussed: RDDT, DIS, W, AMZN, KO

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, Jason Moser

Producer: Mary Long

Engineers: Dan Boyd

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What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out. 

Silver joins Ricky Mulvey for a conversation about expected value, Presidential polling, and risk. They also discuss: 

• Why Adam Neumann keeps getting money.
• DraftKings’s surcharge for winning bets.
• Why bubbles are bigger in meme-ified worlds.

Companies mentioned: DKNG, MSFT 

Host: Ricky Mulvey

Guest: Nate Silver

Producer: Mary Long

Engineer: Dez Jones, Chace Pryzlepa

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The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of?

(00:21) Jason Moser and Emily Flippen discuss:

- The market’s dip earlier this week and whether its business-as-usual or cause for concern.

- Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation. 

- Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart

(19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors.

(31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot.

Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD

Host: Dylan Lewis

Guests: Emily Flippen, Jason Moser, Bill Mann

Engineers: Dan Boyd

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Wall Street may be missing something about Toast.

(00:21) Ricky Mulvey and Tim Beyers discuss:

- Toast’s quarter, and move into convenience stores.

- Shopify’s impressive profitability.

- What could put a damper on the e-commerce platform’s growth story.

Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.

Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.

And here's the show's home on Spotify

Companies discussed: TOST, SHOP, LRCX

Host: Ricky Mulvey

Guests: Tim Beyers, Mary Long, Asit Sharma

Engineers: Dan Boyd

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

- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.

- Whether Airbnb's slump is due to a company problem or a macro one.

-The importance of celebrating wins, even when you’ve got losses.

Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit.

Companies mentioned: SMCI, NVDA, META, ABNB, AXON

Host: Mary Long

Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey

Engineers: Dan Boyd, Austin Morgan

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Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut.

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

- Being a buyer of stocks when others are forced to sell.

- Signs that the economy is fraying, and reasons not to panic.

- Celsius’s quarter.

Plus, (17:51) Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security.

Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY

Learn more about the Range Rover Sport at www.landroverusa.com

Epic members: Here's where you can to access Epic Opportunities and link your premium Motley Fool account with your Spotify account to access these episodes.

And here's the show's home on Spotify.

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

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts. 

(00:21) Jason Moser and Dylan Lewis discuss:

- The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world.

- Whether investors should be paying attention to Warren Buffett’s cash position

- Some keep calm and carry on advice for weathering whatever the market has in store for us.

(16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step.

Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here.

Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B

Host: Dylan Lewis

Guests: Jason Moser, Mary Long, Lou Whiteman

Producer: Ricky Mulvey

Engineers: Austin Morgan, Dan Boyd

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After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here?

Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest to Motley Fool Money. He joins Ricky Mulvey for a conversation on what the latest Deadpool movie means for the state of Disney’s Marvel Cinematic Universe. They also discuss:

• Ike Perlmutter’s attempt to oust Bob Iger
• Bubbles in comics, movies, and franchises
• Takeaways from Deadpool’s $400+ million opening weekend

Heads up: at (18:05), spoilers for Deadpool abound! If you haven’t watched yet and want to, save this part of the show for once you’re back from the theater. 

Companies mentioned: DIS

Host: Ricky Mulvey

Guest: Dave Gonzales

Producer: Mary Long

Engineer: Tim Sparks

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Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X. 

Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on the changing defense landscape and what it’s like to bring a venture capital mindset to bureaucrats. They also discuss:

• What it’s like to disrupt Washington’s “primes”
• Supersonic drones, EVOTLs, and 
• How investors and lawmakers can distinguish “statistical techniques” from genuine AI

Companies mentioned: NOC, BA, GOOG, GOOGL, JOBY, PLTR, TSM

Host: Ricky Mulvey

Guest: Christopher Kirchoff, Raj Shah

Producer: Mary Long

Engineer: Tim Sparks

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Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet.

(00:21) Ron Gross and Matt Argersinger discuss:

- Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024.

- Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders.

- Why Apple and Meta are holding up well during a tough earnings season for big tech.

- Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI.

(31:41) Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre.

Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI

Host: Dylan Lewis

Guests: Ron Gross, Matt Argersinger

Engineers: Dan Boyd

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Someone’s gotta make ‘em, and someone’s gotta buy ‘em.

(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss:

- whether you should fall in love with companies

- AMD’s data center business

- Meta’s “special treatment”

Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.

Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR

Host: Mary Long

Guests: Asit Sharma, Karl Thiel, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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Is efficiency everything? Starbucks certainly seems to think so.

(00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain.

Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock.

Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD

Host: Mary Long

Guests: Bill Mann, Hannah Miller

Producer: Ricky Mulvey

Engineers: Dan Boyd, Austin Morgan

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When you get to be a famous investor, it is harder to generate market-beating returns.

(00:21) Jason Hall and Ricky Mulvey discuss

- Earnings from PayPal.

- Cooled expectations for Bill Ackman’s latest offering.

- And if CrowdStrike is becoming a buying opportunity.

Then, (15:01) Alison Southwick and Brian Feroldi finish up their Summer School series with a biology class and examine the life cycle of companies.

Companies mentioned: PYPL, OTC: PSHZF, DAL, CRWD, RIVN, MNDY, AMZN, AAPL

Host: Ricky Mulvey

Guests: Jason Hall, Alison Southwick, Brian Feroldi

Producer: Mary Long

Engineers: Dan Boyd, Desiree Jones

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Eaters and investors are both happy to see the $5 value meal on the menu.

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

- 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors.

- McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon.

(17:44) CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&E’s turnaround and how her company is serving the growing electricity demand from data centers.

Companies discussed: LINE, COLD, MCD, PCG

Host: Dylan Lewis

Guests: Asit Sharma, Ricky Mulvey, Patti Poppe

Producer: Mary Long, Ricky Mulvey

Engineers: Dan Boyd

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Every stock market valuation is a number from today multiplied by a story about tomorrow.

Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This episode is a cut of their conversation. They discuss:

- Why professional money managers often underperform the market.

- The relationship between success and luck for investors.

- Saving like a pessimist and investing like an optimist.

- What spreadsheets can’t tell you about spending.

- The benefit of losing money early in an investing journey.

Companies/Tickers Mentioned: TSLA

Host: Robert Brokamp

Guest: Morgan Housel

Producer: Ricky Mulvey

Engineer: Tim Sparks

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How do you determine what a company’s worth? You pull a lot of information from a lot of different places. 

Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss: 

• How incentives impact valuation
• The “new store growth story” at Costco
• Case studies from a sneaker company and a space company

Companies/Tickers Mentioned: WINA, COST, ONON, SPCE

Host: Ricky Mulvey

Guest: Jim Gillies

Producer: Mary Long

Engineer: Dez Jones

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We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap. 

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

- The impact of the global IT outage, where it will show up financially and how Crowdstrike responded.

- Why the market is down on Tesla’s profitability

- How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS. 

(19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space.

(31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang.

Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG.

Host: Dylan Lewis

Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen

Engineer: Dan Boyd

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Open seating is coming to an end on Southwest flights.

(00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors.

Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics.

Companies discussed: CMG, LUV, LULU, AMD, NVDA

Learn more about the Range Rover Sport at www.landroverusa.com.

Host: Ricky Mulvey

Guests: Sanmeet Deo, Asit Sharma

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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…and it’s not getting from Wiz.

(00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla.

Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team.

Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Matt Frankel

Engineers: Dan Boyd, Tim Sparks

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Housing supply is slowly rising. So are prices.

(00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify.

Then, (14:52) Alison Southwick and Brian Feroldi continue their summer school series with a language arts class for investors.

Learn more about the Range Rover Sport at www.landroverusa.com

Companies discussed: UPS, SPOT

Host: Ricky Mulvey

Guests: David Meier, Alison Southwick, Brian Feroldi

Producer: Mary Long

Engineers: Dan Boyd, Desiree Jones

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CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will have going forward?  

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

- The details of the global IT outage over the weekend and CrowdStrike’s response.

- CrowdStrike’s unique root access and whether vendors will continue to be allowed such deep access to customer Windows systems. 

- Whether CrowdStrike is worth buying on the sell-off, or if management has something to prove first. 

(17:16) President and COO of Kinsale Capital Brian Haney talks Bill Mann through how retail investors can judge financial companies and why insurers have such a tough time in states like Florida. 

Companies discussed: CRWD, MSFT, KNSL

Our conversation with Brian Haney was from FoolFest 2024 – members can catch the full interview and everything from our FoolFest digital pass at foolfest.fool.com. 

Host: Dylan Lewis

Guests: Tim Beyers, Bill Mann, Brian Haney

Producer: Ricky Mulvey

Engineer: Tim Sparks

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What would you do if you had $10 million in cryptocurrency?

Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. The Motley Fool’s Scott Kassing caught up with Eliason for a conversation about:

- How Eliason’s journey in crypto affected how he thinks about risk.

- Why speculative crypto games were rigged against retail traders.

- How fast money corrupts those grabbing for it.

Host: Scott Kassing

Guest: Nathaniel Eliason

Producer: Ricky Mulvey

Engineers: Tim Sparks, Kyle Carruthers

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Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conversation. They discuss: 

- How a deluge of economic information has changed investing. 

- What’s happening beneath the surface of broad market indexes.

- The Magnificent Seven and the best performers in the S&P 500. 

Companies mentioned: SCHW, GE, NVDA

Host: Bill Mann

Guest: Liz Ann Sonders

Producer: Ricky Mulvey

Engineers: Desiree Jones, Kyle Carruthers

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After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run. 

(00:21) Bill Mann and Jason Moser discuss:

- The Russell 2000s unusual spike, and why it’s a mix of good news and bad news.

- The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall.

- Earnings updates from Netflix, Domino’s, and Five Below. 

(19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant.

(33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet.

Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman

Engineers: Steve Broido

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The traders are making money and credit card delinquencies are hopefully plateauing.

(00:21) Matt Frankel and Ricky Mulvey discuss:

- Bank of America’s comeback story.

- What big financial institutions are counting on from the Fed.

- Why commercial real estate giant Prologis is getting into the data center business.

Then, (17:58) Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock, about fixed income trends for investors to watch.

Companies discussed: BAC, WFC, PLD, DLR

Host: Ricky Mulvey

Guests: Matt Frankel, Rachel Warren, Dhruv Nagrath

Producer: Dylan Lewis

Engineers: Desiree Jones, Kyle Carruthers

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Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors.  

(00:22) Jason Moser and Dylan Lewis discuss:

- Retirement lessons and a reminder to ignore the exogenous from our colleagues at FoolFest 2024. 

- Why Alphabet is eying a $23B cybersecurity acquisition.

- Five Below’s stock going on sale, and whether new leadership can put the struggling retailer back on track. 

(16:25) Alison Southwick and Brian Feroldi continue their summer school series, running through the financial metrics that can help investors understand a company's valuation and one less common ratio that can tell you a lot about profitability.

Companies discussed: GOOG, GOOGL, FIVE, AAPL, NVDA, MSFT

Host: Dylan Lewis

Guests: Jason Moser, Alison Southwick, Brian Feroldi

Producer: Ricky Mulvey

Engineer: Tim Sparks

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We’re picking CEOs for investors to watch.

(1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference.

(7:50) Then, they draft their favorite CEOs in the following categories– capital allocation, growth stories, turnarounds, and wildcard picks.

A correction: The CEO of Kinsale Capital is Michael Kehoe.

Companies discussed: SCHW, OTC: CNSWF, ANET, WINA, KNSL, AMD, TTD, IBM, PEP, OTC: ADDYY, RKLB, ORCL, JPM

Host: Ricky Mulvey

Guests: Bill Mann, Asit Sharma, Erick DeVore

Engineers: Desiree Jones, Michael Towers of Marx Productions

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We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests. 

(0:49) Matt Argersinger and Andy Cross discuss:

- Why dividends and some specific market indicators are in focus at FoolFest.

- What to watch as earnings season picks up – Netflix’s metrics game, and whether spend returns for big-ticket items at Home Depot. 

- Some of our favorite memories from a decade of FoolFests and a few trivia questions to revisit Fool stocks and the market over a 10-year period. 

Companies discussed: NFLX, HD, PLD, BABA, HUBS, NVDA, ANET, PANW, MELI

Host: Dylan Lewis

Guests: Matt Argersinger, Andy Cross

Engineer: Desiree Jones

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Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China. 

Ryan Holiday is a best-selling author and a student of stoic philosophy. His latest book is Right Thing, Right Now: Good Values. Good Character. Good Deeds. Dylan Lewis caught up with Holiday for a conversation about:

- How investors can implement stoic philosophy.  

- Why Holiday gave up on marketing spend for his business.

- The cost of getting outside of your comfort zone. 

Company mentioned: AAPL

Host: Dylan Lewis

Guest: Ryan Holiday

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-Ups Change the Future.” Alex Friedman caught up with Maples for a conversation about:

• How to spot true visionaries.
• Missing out on an early investment opportunity in Airbnb.
• Whether the AI future will be defined by incumbents or upstarts.

Companies mentioned: AMZN, LYFT, OKTA, CHGG, AAPL, MSFT

Host: Alex Friedman

Guest: Mike Maples, Jr.

Producer: Mary Long

Engineers: Dez Jones, Tim Sparks

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The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too. 

(00:21) Ron Gross and Bill Mann discuss:

- How Fed Chair Jerome Powell and Jamie Dimon have more than inflation on their mind when it comes to the interest rate picture – they’re watching unemployment, the federal deficit, and spending. 

- Why bank earnings were a bit of a mixed bag, and Delta’s results show the pain may continue for airlines.

- A small acquisition from AMD that could be a big deal in the AI race, and Costco deciding to finally raise the price of its membership tiers. 

(19:11) We kick off FoolFest 2024 with a trip into the vault – Motley Fool CEO Tom Gardner with author Malcolm Gladwell in 2014 talking through David and Goliath, the lessons that can be borrowed as we look at small disruptive businesses, and whether titans can hold their lead in major industries. 

(34:11) Ron and Bill break down two stocks on their radar: Elf Beauty and Charles Schwab.

Stocks discussed: JPM, WFC, DAL, AMD, NVDA, COST, ELF, SCHW

Host: Dylan Lewis

Guests: Bill Mann, Ron Gross, Tom Gardner, Malcolm Gladwell 

Engineers: Steve Broido 

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Fed Chair Jerome Powell is keeping tabs on commercial real estate.

(00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quarter, and Tesla’s 50% run-up over the last month.

Then, (16:23) we play an audio-only version of “Scoreboard” from Fool Live, our member’s only livestream. Anand Chokkavelu hosts Lou Whiteman and Rick Munarriz to break down AT&T.

Companies mentioned: DAL, VLY, TSLA, GOOG, GOOGL, HUBS, T, CCI

Check out our sponsor at www.rangeroverusa.com

Host: Ricky Mulvey

Guests: Asit Sharma, Anand Chokkavelu, Lou Whiteman, Rick Munarriz

Producer: Mary Long

Engineer: Desiree Jones, Michael Schweitzer, Brandon Gentry

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The market may be overvalued, but some stocks are underpriced.

(00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might mean for the rest of us.

Then, (17:28) Sanmeet Deo and Ricky Mulvey discuss energy drinks as investments, and whether Monster or Celsius deserves the title of top dog.

Companies discussed: CRWD, PANW, MSFT, MNST, CELH

Host: Mary Long

Guests: Tim Beyers, Ricky Mulvey, Sanmeet Deo

Engineers: Dan Boyd, Tim Sparks

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A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing the deal.

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

- What Skydance Media is getting in the Paramount deal.

- Why Netflix is winning the streaming wars.

- Questions that investors should ask before putting money in a turnaround story.

Then, (15:58) Alison Southwick and Brian Feroldi kick off their summer school series with a history class on markets.

Companies discussed: PARA, NFLX, DIS, PYPL

Learn more about the Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey

Guests: Jason Moser, Alison Southwick, Brian Feroldi

Engineers: Dan Boyd, Desiree Jones

David Ellison interview on “The Town”: https://podcasts.apple.com/us/podcast/skydances-david-ellison-on-his-plans-for-paramount/id1612131897?i=1000661591016

Brian Feroldi’s newsletter: https://longtermmindset.co/newsletter/

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

- How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand.

- Eli Lilly’s $3.2B acquisition of Morphic, why it’s interested in the inflammatory bowel disease markets, and a few risks to keep in mind for the high-flying provider of weight-loss drugs.

(14:39) Fool analyst Kirsten Guerra talks with Mary Long about her investing journey, and a career pivot that took her from rocks to stocks.

Companies discussed: DAL, UAL, AAL, JBLU, LUV, LLY, MORF

Host: Dylan Lewis

Guests: Asit Sharma, Kirsten Guerra, Mary Long

Producer: Ricky Mulvey

Engineers: Dan Boyd

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What happens to a publisher when an AI personal assistant can just give you the news?

Jim VandeHei is the CEO of Axios, the co-founder of Politico and the author of Just the Good Stuff. Mary Long caught up with VandeHei for a conversation about:

• The “aha” moment that created Politico.
• How AI changes our relationship with information.
• Practicing good times paranoia and bad times optimism.
• The case for teaching kids how to play poker.

Companies mentioned: ABNB, JPM

Host: Mary Long

Guest: Jim VandeHei

Producer: Ricky Mulvey 

Engineers: Desiree Jones, Austin Morgan

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Reagan knew how to budget. Jefferson knew how to party.

Megan Gorman is the author of the upcoming book, “All the Presidents' Money: How the Men Who Governed America Governed Their Money.” Gorman is also the founding partner of Chequers Financial Management Robert Brokamp caught up with Gorman for a conversation about:

- What FDR, a “bit of a trust fund kid,” did if he needed money.

- How Ronald Reagan’s humble beginnings impacted his finances.

- Why a Great Depression president was a great investor.

Host: Robert Brokamp 

Guest: Megan Gorman

Producer: Ricky Mulvey

Engineer: Tim Sparks

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It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be.

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

- Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech.

- Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. 

- The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates.

(31:01) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik.

Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger

Engineers: Dan Boyd

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I don’t know, what’s up with you?

Jason Moser and Mary Long discuss Tesla’s delivery numbers, how personal care companies are dealing with declining sales, and a mattress merger that might not come to be.

Read the Bloomberg article mentioned here.

Companies discussed: TSLA, TPX

Host: Mary Long

Guest: Jason Moser

Producer: Ricky Mulvey

Engineer: Dan Boyd

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This investor is not a cat, though.

Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one company, and headlines from 2029.

Companies discussed: CHWY, SIX, FUN, AMZN, WMT

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks

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It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market. 

(00:21) Jim Gillies and Dylan Lewis discuss:

- How the TSX stacks up to the S&P 500 so far in 2024.

- Why investor apathy in Canada is creating some low valuations and great buying opportunities.

- Two Canadian stocks to watch: MTY Brands and Kit’s Eyewear

Companies discussed: BMO, BNS, RY, ENB, SHOP, MTY, KITS

Host: Dylan Lewis

Guests: Jim Gillies

Producer: Ricky Mulvey

Engineers: Dan Boyd

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Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about:

- The cold chain and our economy.

- Finding investment opportunities inside of refrigerators.

- And one reason why Unilever gave up on ice cream.

- A new technology changing how we eat fruits and vegetables.

Companies mentioned: COLD, WMT, UL, YUMC

Host: Ricky Mulvey

Guest: Nicola Twilley

Producer: Mary Long

Engineers: Desiree Jones, Chace Pryzlepa

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What is it worth? Why? 

Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional traders. They discuss:

- The difference between price and value.

- What financial metrics can and can’t tell investors.

- The valuation case for a sporting goods retailer.

Companies mentioned: AAPL, OTC: WIPKF, MEDP, ASO, DKS, ADDYY, SFM

Host: Ricky Mulvey

Guest: Jim Gillies

Engineer: Tim Sparks 

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Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there?

(00:21) Jason Moser and Bill Mann discuss:

- Tips for playing the long game with the 2024 election cycle ramping up

- Amazon joining the $2T club, and which member is most likely to experience a big fall.

- Disappointing earnings for Walgreen’s and Nike, while McCormick keeps business zesty.

(19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today.

(31:22) Jason and Bill break down two stocks on their radar: Disney and Itron.

Stocks discussed: AMZN, RMD, WBA, NKE, NVDA, DIS, ITRI

Host: Dylan Lewis

Guests: Jason Moser, Bill Mann, Nicola Twilley, Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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Welcome to the stock market in 2024.

When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month.

(00:21) Ricky Mulvey and Tim Beyers discuss what’s behind Chewy’s surge, Amazon’s new retail plan and journey to being a multi-trillion-dollar company.

Then, William Cohan from Puck (16:13) joins Ricky to discuss his reporting on Paramount and future after it turned down a buyout deal from Skydance Media.

Companies discussed: CHWY, AMZN, PARA

Check out Puck’s newsletters: https://puck.news/newsletters/

Host: Ricky Mulvey

Guests: Tim Beyers, William Cohan

Producer: Dylan Lewis

Engineers: Dan Boyd, Tim Sparks

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again.

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

- Rivian and Volkswagen’s partnership and why capital and scale are the name of the game in electric vehicles.

- FedEx’s year focusing on costs paying off, and what their outlook says about the general macro picture.

(15:24) Adam Ante, CFO of Paycor, walks Ricky Mulvey through how the company fits into the landscape of payroll and HR software and the investment thesis behind naming an NFL Stadium.

Companies discussed: RIVN, VWAPY, FDX, PYCR, PAYC

Host: Dylan Lewis

Guests: Asit Sharma, Adam Ante, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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The coffee giant is making a play into a fast growing market.

(00:21) Jason Moser and Ricky Mulvey discuss Apple’s plans for its next headset, Starbucks new offerings, and earnings from Carnival Cruise Line.

Then, (16:18) Robert Brokamp shares how he’s preparing for retirement, and what he’s learned from leading The Motley Fool’s “Rule Your Retirement” newsletter for two decades.

Companies mentioned: AAPL, AXON, SBUX, CCL

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp

Engineers: Dan Boyd, Austin Morgan

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers.

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

- How weight-loss drugs like Eli Lilly’s Zepbound might be coming for ResMed and the sleep apnea market.

- RXO take a bigger piece of the brokered transportation market, scooping up Coyote Logistics from UPS.

- Target and Shopify linking up for a win-win partnership.

(13:02) Tim Beyers and Ricky Mulvey discuss the value of lifetime-customer relationships, why they’re huge for the likes of Apple, and Costco, and one lesser-known name that may have one too.

Companies discussed: LLY, NVO, RMD, SPOT, AAPL, SNOW

Host: Dylan Lewis

Guests: Tim Beyers, Tim Beyers, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Dan Boyd

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Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career.

Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In today’s episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts. 

Share stories of your own investing journey with us at [email protected]. 

Host: Mary Long

Guest: Ron Gross

Engineer: Dez Jones, Annie Pope

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In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?

RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:

- The rate of improvement for AI models

- How non-Mag 7 companies are using AI

- And one company that’s spending smartly on the new technology. 

Take a look at the Gartner Hype Cycle. 

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL

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Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is.

(:21) Ron Gross and Bill Mann discuss:

- How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies.

- An luxury-fashion IPO that wasn’t in Italy.

- AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food .

(19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer.

(35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick.

Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL

Host: Dylan Lewis

Guests: Bill Mann, Ron Gross, Fawn Weaver

Engineers: Dan Boyd, Austin Morgan

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Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic.

(00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by Motley Fool Money listeners.

Plus, (13:55) Alicia Alfiere and Mary Long take a look at Coupang, a dominant e-commerce company in South Korea.

Companies discussed: NVDA, MSFT, CBRL, WDFC, CPNG

Host: Ricky Mulvey

Guests: Bill Mann, Mary Long, Alicia Alfiere

Engineer: Dan Boyd

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account (edited)

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Sometimes, a billion bucks just isn’t enough to kickstart the engine.

(00:21) Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet.

Then, at (17:22), Ailson and Bro tackle the listener mailbag, answering questions about retirement distributions, target date funds, and commodities.

Learn more about the Range Rover Sport at www.landroverusa.com

Got a question for Alison and Bro? Email it to [email protected]

Companies discussed: FSRN, TSLA, WFC, GSG, DBC, GLD

Host: Mary Long

Guests: Asit Sharma, Alison Southwick, Robert Brokamp

Producer: Ricky Mulvey

Engineer: Dan Boyd

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Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice. 

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

- Why Starboard Value is putting Autodesk’s management team and board on notice.

- Broadcom’s 10-for-1 stock split, and why the 90s are alive and well in tech.

- Nvidia CEO Jensen Huang’s advice for graduates at Caltech and wisdom from 30 years at the helm.

Then, at (18:02) Ricky Mulvey talks with Bryce Tingle, business law professor and author of the new book, “Hard Lessons in Corporate Governance,” about Elon Musk’s big pay raise.

Companies discussed: ADSK, AVGO, NVDA, TSLA.

Catch Jensen Huang’s Caltech commencement speech here:

https://www.youtube.com/watch?v=-qXDdToZHzE&t=3138s

Go to www.monarchmoney.com/fool for an extended 30-day free trial.

Host: Dylan Lewis

Guests: Tim Beyers, Ricky Mulvey, Bryce Tingle

Producer: Mary Long

Engineers: Dan Boyd, Dez Jones

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Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too. 

Jason Moser is a Senior Analyst at The Motley Fool who heads up our Virtual Revolution portfolio. In today’s episode, Jason talks with Mary Long about early investing successes, what’s shaped his investing philosophy, and how golf changed his life. 

Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to [email protected]

Tickers mentioned: F, BAC, BRK.A, BRK.B, MKL, GVA 

Host: Mary Long

Guest: Jason Moser

Engineer: Tim Sparks

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How do you go from writing poetry to reading 10Ks for a living? 

Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long about “the long and winding road” of his investing journey, mistakes he’s made along the way, and advice for navigating a career pivot.

Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to [email protected]

Also: Join Stock Advisor, The Motley Fool’s flagship investing service, at www.fool.com/asit

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Tim Sparks

Tickers mentioned: AMZN

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Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 .

(00:21) Jason Moser and Emily Flippen discuss:

- Apple’s entrance to the world of AI, the details of Apple Intelligence and the OpenAI partnership. .

-Tesla shareholders approving Elon Musk’s 2018 pay package and plans to move to Texas, and what’s next for the largest executive compensation plan of all time.

- The Fed’s plan to hold steady on rates, and Adobe’s stellar quarter.

(19:11) Trex CEO Bryan Fairbanks talks through the state of outdoor decking and the company’s plans to grow by replacing the average wood deck.

(34:12) Jason and Emily break down two stocks on their radar: Autodesk and Green Thumb Industries.

Stocks discussed: AAPL, MSFT, TSLA, ADBE, ADSK, GTBIF

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen

Engineers: Tim Sparks, Dan Boyd

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Is the software giant still a growth company?

(00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy.

Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors.

Companies discussed: ORCL, MSFT, DOCN, HSY

Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7

Host: Ricky Mulvey

Guests: Tim Beyers, Mary Long, Anthony Schiavone

Engineers: Tim Sparks, Austin Morgan

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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If everyone else is buying, should you be too?

(00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by.

Then, at (16:10) Alex Friedman talks with organizational psychologist Richard Davis, author of the new book “Good Judgment,” about the importance of a CEO’s personality.

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

Companies discussed: PTON, UA

Host: Mary Long

Guests: Jim Gillies, Alex Friedman, Richard Davis

Producer: Ricky Mulvey

Engineers: Dan Boyd, Dez Jones

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It’s not artificial intelligence. It’s Apple Intelligence.

(00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant’s customers and investors. Plus, they look at how Cracker Barrel is trying to reinvent itself.

Then, (17:48) Alison Southwick and Robert Brokamp check in on the state of retirement.

Learn more about the Range Rover Sport at www.landroverusa.com

Got a question for Alison and Bro? Email it to [email protected]

Companies discussed: AAPL, MSFT, CBRL

Host: Ricky Mulvey

Guests: Nick Sciple, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd, Annie Pope

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Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice. 

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

- Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline.

- Nvidia’s stock split, and why this one may matter more than most.

- The new names in the S&P 500 – Crowdstrike, KKR, and GoDaddy – and what they say about the state of the market. 

(17:57) Are the world’s tallest buildings ego-projects or promising investment opportunities? Ricky Mulvey talks with economist and skyscraper expert Jason Barr, about the state of “supertalls” and how China’s building boom is leading to an increase in homeowners without homes.

Companies discussed: LUV, NVDA, CRWD, KKR, GDDY, RHI, CMA, ILMN

Host: Dylan Lewis

Guests: Asit Sharma, Ricky Mulvey, Jason Barr

Producer: Ricky Mulvey

Engineers: Dan Boyd

Visit our sponsor Monarch Money: Go to monarchmoney.com/FOOL for an extended 30 day free trial.

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Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”?

Johann Hari is the author of the book, “Magic Pill: The Extraordinary Benefits and Disturbing Risks of the New Weight Loss Drugs.” Ricky Mulvey caught up with Hari for a conversation about:

• The medical magic that makes GLPs so effective
• Whether online pharmacies can responsibly prescribe these drugs
• Why there’s a much larger market for these in the US than in other parts of the world

To see where you can get a copy of “Magic Pill,” head to: www.magicpillbook.com

Host: Ricky Mulvey

Guest: Johann Hari

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: NVO, LLY, ZM

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Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT investors?

Matt Argersinger and Ricky Mulvey discuss the state of the multifamily market and why REITs (of any stripe!) aren’t out for the count quite yet.

Host: Ricky Mulvey

Guest: Matt Argersinger

Producer: Mary Long

Engineer: Dan Boyd

Epic Bundle discount link: www.fool.com/epic

Companies discussed: MAA, PLD, DLR, SPG

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Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves.

(00:21) Bill Mann and Jason Moser discuss:

- The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do.

- Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price hikes.

(19:11) The regulatory environment continues to heat up – late last month the DOJ filed its latest antitrust suit against ticketing giant Live Nation. Motley Fool Canada analyst Nick Sciple unpacks the case and what it might mean for Live Nation and investors.

(32:24) Jason and Bill break down two stocks on their radar: Docusign and Casey’s General Stores.

Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, Nick Sciple

Engineer: Dan Boyd

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If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple.

(00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors.

Plus, (17:05) Mary Long interviews Tom Steyer, author of “Cheaper, Faster, Better: How We’ll Win the Climate War” about advancements in green tech.

Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM

Host: Ricky Mulvey

Guests: Asit Sharma, Mary Long, Tom Steyer

Engineers: Dan Boyd, Tim Sparks

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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Growth comes easy when the product speaks for itself.

At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage.

Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company.

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

Companies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFT

Host: Mary Long

Guests: David Meier, Asit Sharma, John McCool

Producer: Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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A juicy short report goes up against business fundamentals.

(00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should consider adding Academy Sports + Outdoors to their watchlists.

Plus, (16:47) Robert Brokamp interviews Eileen Freiburger, Managing Director of the Garrett Planning Network, about what you should expect from meeting with a financial advisor.

Learn more about the Range Rover Sport at www.landroverusa.com

Companies mentioned: AX, NKLA, CLOV, DKS, ASO

Host: Ricky Mulvey

Guests: Jim Gillies, Robert Brokamp, Eileen Freiburger

Engineers: Dan Boyd, Austin Morgan

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The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.  

(0:25) Bill Barker and Dylan Lewis discuss:

- Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings. 

- Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50.

- Why big is better for retailers this earnings season. 

(15:34) How is AI changing search? Tim Beyers and Tim White breakdown why Google has welcomed what used to be its greatest fear onto its site.

Companies discussed: WM, COST, SRCL, GOOG, GOOGL

Host: Dylan Lewis

Guests: Bill Barker, Tim Beyers, Tim White

Producer: Mary Long

Engineers: Dan Boyd, Dez Jones

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Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect?

Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money & Markets Really Work.” Mary Long caught up with Scanlon for a conversation about: 

- The challenges of measuring economic data.

- What’s driving inflation.

- How Domino’s turned around its business.

Host: Mary Long

Guest: Kyla Scanlon

Producer: Ricky Mulvey

Engineer: Dan Boyd

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… and other legendary leaders.

David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss:

• Using power to empower others.
• Lessons from market-beating executives.
• Why prioritizing people over results is a winning strategy.

Host: Ricky Mulvey

Guest: David Novak

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: YUM, CHDN, SBUX, GE, WMT, HD, LUV, TGT, AMZN, AAPL, MSFT, NVDA, NFLX, GOOG, DASH

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Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop.

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

- Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display.

- Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon.

(19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop.

(35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group.

Stocks discussed: PYPL, SPG.

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker

Engineers: Dan Boyd

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Sales slow for the software company. But is that the end of the growth story?

At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted.

Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings.

Check out the Range Rover Sport at www.landroverusa.com

Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU

Host: Mary Long

Guests: Tim Beyers, Asit Sharma, Ricky Mulvey

Engineer: Tim Sparks

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On May 29, there is one investing account that deserves a celebration.

First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA.

Then, (16:16) Robert Brokamp discusses the fundamentals of 529 Plans and saving for college with Roger Young, CFP and Thought Leadership Director at T. Rowe Price.

Check out Pivotal with Hayete Gallot: https://pivotal-with-hayete-gallot.cohostpodcasting.com/

Companies discussed: CHWY, DKS, CAVA

Host: Ricky Mulvey

Guests: Bill Barker, Robert Brokamp, Roger Young

Engineers: Dan Boyd, Austin Morgan

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Sometimes, great isn’t good enough.

(00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs.

Then, at (14:51), Yasser el-Shimy joins for a look at Rocket Lab, the end-to-end space company.

Companies discussed: TMUS, VZ, T, TDS, USM, TXN, RKLB

Learn more about the Range Rover Sport at www.landroverusa.com.

Host: Mary Long

Guests: Jason Moser, Yasser el-Shimy

Producer: Ricky Mulvey

Engineers: Dan Boyd, Chace Pryzlepa

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Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach? 

Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about:

• The benefits of building an “anti-portfolio”
• Why it pays to get outside of your own four walls
• Lessons from a piggy bank auction

Strebulaev is also the founder of the Venture Capital Initiative and a Professor of Private Equity and Finance at Stanford’s Graduate School of Business. Dang is a CEO, technology executive, and advisor who’s worked with Amazon, McKinsey, and across Silicon Valley.

Companies discussed: CRM, AAPL, IBM

Host: Ricky Mulvey

Guest: Alex Dang, llya Strebulaev

Producer: Mary Long

Engineers: Tim Sparks, Heather Horton

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In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen?

Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss:

• The relationship between streamers, studios, and theaters.
• How losing China as a distributor changes the dynamics of business – and creativity.
• Where moviemaking goes from here.

Companies discussed: DIS

Host: Ricky Mulvey

Guest: Catie Peiper

Producers: Mary Long

Engineers: Tim Sparks, Chace Przylepa

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AI continues to float Nvidia’s boat, and it's helping an unlikely old school name in tech.

(00:21) Jason Moser and Bill Mann discuss:

- Nvidia’s blowout quarter and upcoming stock split.

- Why buy-now-pay-later is going to start looking more like the credit card industry, and what Jamie Dimon has to say about the state of JP Morgan. 

- Earnings updates from retailers Target, Autozone, and Lowe’s.

(19:11) We dip into the mailbag to answer some questions about a red-hot legacy tech stock, how to handle a growing position, and how to break into the investing biz.

(32:27) Jason and Bill break down two stocks on their radar, Sonos and Boston Beer, and a few recipes on their radar too.

Stocks discussed: NVDA, AFRM, JPM, TGT, AZO, LOW

Host: Dylan Lewis

Guests: Jason Moser, Bill Mann

Engineers: Dan Boyd

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The tech giant continues to crush analysts’ lofty expectations.

(00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation.

Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups.

Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL

Host:Ricky Mulvey

Guests: Asit Sharma, Mary Long, Matt Frankel

Engineers: Tim Sparks, Desiree Jones

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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Just how resilient is resilient?

(00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry.

Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups.

Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN

Host: Mary Long

Guests: Jason Moser, Matt Frankel

Producer: Ricky Mulvey

Engineers: Dan Boyd, Dez Jones

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A lot, actually.

(00:21) Bill Mann and Ricky Mulvey discuss JPMorgan’s investor day and CEO Jamie Dimon’s thoughts on stock buybacks and inflation. They also talk about the shift toward fast-casual dining and Red Lobster’s bankruptcy.

Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about 403(b) accounts and saving for college.

Check out the Range Rover Sport at www.landroverusa.com

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

Companies discussed: JPM, CAVA, SG, TXRH

Host: Ricky Mulvey

Guests: Bill Mann, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Dan Boyd

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Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims & Hers is trying to get in on the action with a more available and affordable option.

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

- Hims & Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly.

- A sneaky company that’s another winner in the weight-loss market.

- Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward.

(14:52) Gym stocks haven’t worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable.