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Motley Fool Money is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool’s investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
The podcast Motley Fool Money is created by The Motley Fool. The podcast and the artwork on this page are embedded on this page using the public podcast feed (RSS).
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.
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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:
Tickers mentioned: SFT, PLTR, BTC, CRSP, RKLB, USHY
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Tim Sparks, Austin Morgan
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Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?
(00:42) Jason Moser and Matt Argersinger discuss:
- The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market.
- Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs.
- Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office.
(19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance.
(33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan.
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Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM,
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Bob Stark
Engineers: Tim Sparks, Rick Engdahl
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…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions.
(00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.”
Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape.
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Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA
Host: Mary Long
Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Early is not always better.
(00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry.
Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here.
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Companies discussed: ASML, WBA, CVS, ME, GSK
Host: Mary Long
Guests: Jason Moser, Brian Orelli
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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When you are the custodian of almost $10 trillion, how much more can you possibly grow?
Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss:
- Why Charles Schwab is welcoming a rate cutting cycle.
- Goldman Sachs’s biggest red flag.
- Bank of America CEO Brian Moynihan’s outlook on the American economy.
Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together.
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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:
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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.
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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:
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.
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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:
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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:
(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:
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:
(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.
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Companies discussed: NKE, TSLA, PYPL
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Dan Caplinger
Producer: Mary Long
Engineer: Rick Engdahl
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About half of U.S. imports go through the ports where dock workers just went on strike.
(00:25) David Meier and Ricky Mulvey discuss:
- How companies are navigating the port worker’s strike.
- The disagreement over automation.
- Investor sentiment in artificial intelligence
- One less discussed company that’s benefiting from others spending on AI.
(18:28) Motley Fool Contributor, Dan Caplinger, joins Robert Brokamp to kick off a two part series on estate planning, and how you can help your family avoid going to court.
Companies discussed: COST, CHRW, DBI, MSFT, META, PCOR
Host: Ricky Mulvey
Guests: David Meier, Robert Brokamp, Dan Caplinger
Producer: Mary Long
Engineer: Rick Engdahl
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Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?
(00:19) Seth Jayson and Dylan Lewis discuss:
- Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion.
- How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax.
(15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app.
Companies discussed: CVS, KBH, KMX
Host: Dylan Lewis
Guests: Seth Jayson, Mary Long, Jason Moser
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number even higher. “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the transition to quantum computing, investment opportunities in the budding space, and why subatomic particles are like kindergarteners.
Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub.
To become a Motley Fool member, head to www.fool.com/signup.
Tickers mentioned: ASML
Host: Tim Beyers
Guest: Tim White
Producer: Mary Long
Engineer: Rick Engdahl
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Driverless vehicles are already here, even if they’ve made some wrong terms.
Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss:
- The progress that autonomous vehicles have made over the past few years.
- Where automakers including Tesla and General Motors stand in the race.
- How autonomous vehicles could deploy on a large scale.
Two notes. One is that Tesla’s market cap is $800 million. Also, Travis meant to include Uber in his autonomous driving stock basket.
Companies discussed: TSLA, GM, INTC, MBLY, UBER, BIDU, GOOG, GOOGL
Host: Ricky Mulvey
Guest: Travis Hoium
Producer: Mary Long
Engineer: Tim Sparks
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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:
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:
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.
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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
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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:
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:
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
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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
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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:
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
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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
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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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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:
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.
Companies discussed: HIMS, NVO, MCK, LLY, Wix
Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd
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So, you want to grow your wealth. What’s the best way to do it?
In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck.
Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence. Chris Hutchins from All the Hacks moderates the conversation.
Host: Chris Hutchins
Guests: Matt Argersinger, Dave Meyer, Jason Moser, Scott Trench
Producers: Kailyn Bennett, Jennifer McCord, Ricky Mulvey, Mary Long
Engineers: Exodus Media, Steve Broido
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The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.
(00:21) Jason Moser and Matt Argersinger discuss:
- The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries.
- Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode.
- The latest addition to Warren Buffett’s portfolio: Chubb.
(19:11) Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story.
(35:02) Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price..
Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, John Mackey
Engineers: Dan Boyd
Learn more about the Range Rover Sport at www.landroverusa.com
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The streamer now has Christmas football games.
First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart.
Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel.
Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB
Host: Ricky Mulvey
Guests: Nick Sciple, Mary Long, Lou Whiteman
Engineers: Dan Boyd, Steve Broido
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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Step aside, Siri. A new generation of AI voice assistants has arrived.
First, (00:21) Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI.
Then, (16:03) Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea.
Stock Advisor discount for podcast listeners: www.fool.com/asit
Companies/Tickers discussed: GOOG, GOOGL, MSFT, BOC, SKYH
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Jason Hall
Engineers: Dan Boyd, Heather Horton
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One tweet is all it takes to add a few billion dollars in market cap.
First, (00:21) Jim Gillies and Ricky Mulvey discuss the surge in short term speculation over meme stocks, and the long-term investment story at Home Depot.
Then, (19:05) Alison Southwick and Robert Brokamp discuss how investors can evaluate exchange traded funds.
Companies/Tickers discussed: GME, AMC, HD, SPY, VOO, IJR, VB, SPY, GRMAX
Check out the Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list?
(00:21) Jason Moser and Dylan Lewis discuss:
- Permira private equity’s plans to take website-builder Squarespace private at $6.9B.
- The Biden administration’s reported plans to raise tariffs on EVs, solar equipment, and medical supplies, and why automakers in China aren’t too concerned.
(14:54) The internet economy is all about eyeballs. Fool analyst Asit Sharma and Ricky Mulvey take a look at Pubmatic, an advertising company creating trillions of impressions per quarter and facing off against some trillion dollar companies.
Companies discussed: SQSP, SCHW, PUBM, TTD, MSFT, NFLX
Monarch Money free trial offer: www.monarchmoney.com/fool
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma, Ricky Mulvey,
Producer: Ricky Mulvey
Engineers: Dan Boyd
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“Ideas are cheap; the people are what matter.”
Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people.
Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders Project, to discuss what public investors can learn from the people problems that plague startups… and any other organization. They discuss:
Companies discussed: SPOT
Host: Ricky Mulvey
Guest: Martin Gonzalez
Producer: Mary Long
Engineer: Dez Jones
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Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss:
- The training and educational use cases for spatial computing.
- How Apple and Meta products stack up against each other.
- Meta’s virtual reality strategy.
- The strong value proposition for VR training in healthcare.
Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, PCOR, ADSK, AXON, ISGR, GMED
Host: Mary Long
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..
(00:21) Ron Gross and Andy Cross discuss:
- Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.
- Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.
- How drinkmaker Celsius continues to find the energy for growth.
(19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.
(27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.
Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST
Host: Dylan Lewis
Guests: Andy Cross, Ron Gross, David Gardner, Mary Long
Engineers: Dan Boyd
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Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash.
(00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.
Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market.
Companies discussed: DUOL, RBLX, GOOGL, GOOG, CRON
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing. 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 https://public.com/disclosures/high-yield-account
Host: Ricky Mulvey
Guests: Kirsten Guerra, Nick Sciple
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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Uber’s earnings may seem a little hand-wavy, but there's more to the story.
At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.
Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.
Tickers discussed: UBER, SICP, JOBY, TOST
Host: Mary Long
Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey
Engineer: Tim Sparks
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For anyone besides Netflix?
First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.
Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.
Tickers discussed: DIS, AXON, NFLX, GLD
Learn more about the Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Alison Southwick
Engineers: Dan Boyd, Desiree Jones
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When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.
(00:13) Jim Gillies and Dylan Lewis discuss:
- Berkshire’s past and future succession-- planning.
- What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy.
- Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.
Companies discussed: BRK.A, BRK.B, AAPL
Monarch Money free trial offer: www.monarchmoney.com/fool
Host: Dylan Lewis
Guests: Jim Gillies
Producer: Ricky Mulvey
Engineers: Tim Sparks
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The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence.
“This Week in Tech” co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler.
They also discuss how these breaches work, and what you can do to protect yourself and your family.
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: https://www.fool.com/premium/live/replayhub?cat=fool-live-full-shows
To become a Motley Fool member, head to www.fool.com/signup
Companies mentioned: MGM, UHC, MSFT, NVDA, CRWD, OKTA, ZS, T, DDOG, ACN
Host: Tim Beyers
Guest: Tim White
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.
(00:21) Ron Gross and Jason Moser discuss:
- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.
- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.
- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.
(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.
Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING
Host: Dylan Lewis
Guests: Jason Moser, Ron Gross
Engineers: Dan Boyd
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We’re talking big moves and Big Oil as earnings season continues.
At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.
At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing.
Companies discussed: PTON, SHEL, XOM, COP
Host: Deidre Woollard
Guests: Jason Hall, Tom Chivers
Producer: Ricky Mulvey, Chace Przylepa
Engineers: Dan Boyd
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Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders.
(00:21) Asit Sharma and Dylan Lewis discuss:
- In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching?
- Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures.
(14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s
Companies discussed: SBUX, AMZN, MCD
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, David Henkes
Producer: Mary Long
Engineers: Dan Boyd
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Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots.
(00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors.
(16:57) What to do before you meet a financial advisor, and some questions to ask in an initial meeting.
Companies discussed: PYPL, INTU, ZM, KNSL
Host: Ricky Muvley
Guests: Matt Frankel, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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Ahead of earnings at Paramount, potential deals and rumors are flying.
At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.
At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future.
Companies discussed: SOFI, INVH, DPZ, PARA
Host: Deidre Woollard
Guests: Jason Moser, Dallas Tanner
Producer: Ricky Mulvey
Engineers: Chace Pryzlepa, Dan Boyd
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Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater?
Elliott Parker is the CEO of High Alpha Innovation and author of, “The Illusion of Innovation.” Parker joins Ricky Mulvey for a conversation about:
Companies discussed: MSFT, IBM, AMZN, NFLX, BRK
Host: Ricky Mulvey
Guest: Elliott Parker
Producers: Mary Long
Engineers: Rick Engdahl
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Winmark doesn’t make a lot of noise. The business speaks for itself.
Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&P 500 since its IPO, and delivered an annualized return of 18% over the past five years.
So, investors may want to pay attention to it.
Motley Fool Canada’s Jim Gillies caught up with Winmark CEO, Brett Heffes for a conversation about:
- The growth of Play It Again Sports and a slowdown at Music Go Round.
- How Heffes thinks about capital allocation.
- Building an everlasting business.
Company discussed: WINA
Host: Jim Gillies
Guest: Brett Heffes
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse.
(00:21) Andy Cross and Emily Flippen discuss:
- Chipotle’s stellar comps and future store growth opportunity.
- Why Tesla’s low-priced EV offering has investors overlooking down results.
- Alphabet getting in on the dividend game, and the market telling Meta – don’t spend on AI like that.
- What Spotify, Snap, and Roku have to say about the strength of the ad market for 2024.
(19:11) Emily and Andy break down two stocks on their radar: Tyler Technologies and Visa.
Stocks discussed: CMG, TSLA, GOOG, GOOGL, META, MSFT, SPOT, SNAP, ROKU, V, TYL.
Host: Dylan Lewis
Guests: Emily Flippen, Andy Cross
Engineers: Dan Boyd
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At (00:21) David Meier and Deidre Woollard discuss IBM’s potential acquisition of HashiCorp and how it helps grow the business.
And what was it about Meta’s earnings that gave the market pause?
Companies discussed: IBM, HCP, META, NOW, CMG, ALGN
Host: Deidre Woollard
Guest: David Meier
Producer: Ricky Mulvey
Engineer: Dan Boyd
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Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited.
At (00:21) we talk Tesla’s down results and up market reaction, how Boeing’s backlog insulates it from short-term delivery hiccups, and why Visa’s results are boring – and that’s a-ok.
Companies discussed: TSLA, BA, V
Host: Dylan Lewis
Guests: Jason Moser
Producer: Mary Long
Engineer: Dan Boyd
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A primary reason to invest now? Have money to buy stuff decades later.
The stock market can help you with that goal, but so can government bonds.
At (00:21), we look at earnings from General Motors and Spotify.
At (15:44), we cover the reasons that inflation is sticky, and what investors can do about it.
Companies discussed: GM, SPOT, DAL, SGOV,
Dividend report link: www.fool.com/2024dividends
Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Matterport, a former SPAC, finds a new home.
(00:21) Jason Moser and Deidre Woollard discuss:
- Why this week may be crucial for the market.
- If cable companies need to worry about Verizon.
- What CoStar really sees in Matterport.
(13:05) Sanmeet Deo and Ricky Mulvey break down On Holdings appeal for shoe lovers and stockholders.
Companies discussed: ONON, CSGP, MTTR, VZ, TMUS, CMCSA
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Sanmeet Deo, Ricky Mulvey, Jason Moser
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.
Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:
- What an aging American population means for stocks.
- How natural gas companies benefit from a growing global middle class.
- The case for adding commodities to a retirement portfolio.
Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK
Host: Deidre Woollard
Guest: Lawrence McDonald
Producers: Ricky Mulvey, Mary Long
Engineers: Tim Sparks, Desiree Jones
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You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss:
- The three things needed to invest in individual stocks.
- How to select a brokerage.
- The fees that investors will encounter, and how to avoid some of them.
Companies mentioned: HOOD, SOFI, SCHW
Host: Robert Brokamp
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.
(00:21) Ron Gross and Matt Argersinger discuss:
- Whether investors should be buying Netflix’s “pay attention to this, not that.”
- What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues..
- The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.
(19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.
(35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.
Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE
Host: Dylan Lewis
Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge
Engineers: Dan Boyd, Rick Engdahl
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Are little luxuries are still scoring with consumers?
(00:21) Sanmeet Deo and Deidre Woollard discuss:
- How smartphone and EV demand are impacting Taiwan Semiconductor.
- Japan’s place in the tech race.
- More uses for weightloss drugs.
(13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.
Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO
Host: Deidre Woollard
Guests: Sanmeet Deo, Mary Long
Producers: Ricky Mulvey, Mary Long
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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The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Why ASML’s earnings show a slowdown in investment in chip manufacturing.
- United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing.
- What to watch from enterprise software companies as they report later in earnings season.
(15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?
Companies discussed: ASML, UAL, BA
Host: Dylan Lewis
Guests: Tim Beyers, Deidre Woollard, Steven Jacobs
Engineers: Dan Boyd
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Dealmaking is back, and the banks are loving it.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors.
- A long comeback for wealth management at Merrill Lynch.
- IMAX’s cash flow story and the future of movie theaters.
Plus, (16:33) Alison Southwick and Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance.
Stocks/tickers mentioned: BAC, MS, IMAX, AMZU, NVDU, SOXL
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
Got a question for the show? Email us at [email protected].
Podcast episode of “The Town” with IMAX CEO Rich Gelfond: https://www.theringer.com/2024/4/11/24126970/hollywood-imax-dependency-movie-theater-sales
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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Retail numbers tell the story of a strong consumer.
(00:21) Bill Barker and Deidre Woollard discuss:
- Retail sales numbers and what people are and aren’t buying.
- What drives good numbers for Goldman Sachs.
- Charles Schwab’s bounce-back quarter.
(14:24) David Meier interviews Fluence Energy CEO Julian Nebreda on opportunities in the energy storage industry.
Companies discussed: FLNC, SCHW, GS, HD, LOW, DNUT, PLAY
Host: Deidre Woollard
Guests: Julian Nebreda, David Meier, Bill Barker
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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You know the saying: keep your friends close, keep your … customers … closer.
Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Business’s biggest names. Fool Analyst Tim Beyers caught up with Magnuson for a conversation about:
Companies discussed: BRZE
Host:Tim Beyers
Guest: Bill Magnuson
Producer: Mary Long
Engineers: Rick Engdahl, Tim Sparks
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Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore?
Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” He returns to Motley Fool Money to join Ricky Mulvey for a conversation about:
Tickers discussed: BTC, META, DOGE, TSCO, GME, AMC, USDT, SLP, WIF
Host: Ricky Mulvey
Guest: Zeke Faux
Producer: Mary Long
Engineer: Rick Engdahl
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Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?
(00:21) Emily Flippen and Matt Argersinger discuss:
- The latest inflation numbers and whether the Fed will actually cut rates in 2024.
- The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time.
- Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .
(19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.
(28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.
Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman
Engineers: Dan Boyd
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Google is the latest tech company to host a conference full of AI pronouncements.
(00:21) Asit Sharma and Deidre Woollard discuss:
- Why the market is smiling on Alphabet lately.
- How Google’s announcements show the company’s AI ambitions.
- What Blackstone might buy next.
(17:26) Robert Brokamp interviews Steve Chen, the CEO of NewRetirement, on what savers often miss about retirement.
Companies discussed: GOOG, GOOGL, BX, MSFT, AZMN
Host: Deidre Woollard
Guests: Asit Sharma, Robert Brokamp
Producers: Ricky Mulvey, Mary Long
Engineers: Ricky Mulvey, Dan Boyd
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Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.
(00:21) Jason Moser and Deidre Woollard discuss:
- The ambitious plans for U.S. semiconductor growth.
- The challenges of building factories in Arizona.
- If Jamie Dimon is the new Warren Buffett.
(13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors.
Companies discussed: MTCH, INTC, TSM, JPM
Host: Deidre Woollard
Guests: Ron Gross, Jason Moser
Producers: Mary Long, Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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How do you grow a business where a customer’s success often means they leave your product?
George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Lewis caught up with Arison for a conversation about:
Companies discussed: GRND, MTCH, BMBL, NFLX, SPOT, UBER
Host: Dylan Lewis
Guest: George Arison
Producers: Mary Long, Ricky Mulvey
Engineer: Tim Sparks
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James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught up with Rhee for a conversation about:
- An unlikely turnaround at a retailer serving plus sized, moderate income black women.
- Being kind versus being nice.
- When liabilities can become assets and vice versa.
- Real world goodwill versus the accounting version.
Companies mentioned: NVDA
Host: Mary Long
Guest: James Rhee
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use.
(00:21) Jason Moser and Bill Mann discuss:
- Why Disney and Nelson Peltz were both winners in the company’s board fight.
- Alphabet’s rumored interest in marketing software provider Hubspot.
- Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business.
(19:11) Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI.
(34:20) Jason and Bill break down two stocks on their radar: Cognex and WD40.
Stocks discussed: DIS, GOOG, GOOGL, HUBS, SPOT, LEVI, DJT, WDFC, CGNX
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Ethan Mollick
Engineers: Desiree Jones, Dan Boyd
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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Investors soured on the insurance company. But, what happens if the business can become cash flow positive?
(00:21)Yasser El-Shimy and Deidre Woollard discuss:
- Why big trucks might become less popular.
- If slowing EV production makes long-term sense.
- The power demands of artificial intelligence.
(16:17) Matt Frankel and Ricky Mulvey take a look at insurance tech company Lemonade and if it can go from sour to sweet.
Companies discussed: LMND, MET, BYD, GM, F, TSLA, GOOG, GOOGL, CEG
Host: Deidre Woollard
Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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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The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan.
(00:21) Asit Sharma and Dylan Lewis discuss:
- The 7.5-magnitude earthquake in Taiwan affecting TSMC and highlighting global dependence on the region for chipmaking.
- Our first look into Intel’s foundry business, and why we’ll probably see more pushes into manufacturing.
- Bob Iger and Disney’s board victory, and where the company should be focused now.
(14:36) An overlooked benefit of AI? Weather prediction. Ricky Mulvey caught up with Spire Global CEO Peter Platzer to discuss the company’s partnership with Nvidia and unique uses for space satellite data.
Companies discussed: TSMC, INTC, DIS, SPIR, NVDA, CAT
Host: Dylan Lewis
Guests: Asit Sharma, Peter Platzer, Ricky Mulvey
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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Value and growth investors don’t need to be at odds. They’re all playing the same game.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- Payments company, Nuvei, going private and the deal's winners and losers.
- A demand shift to hybrid vehicles.
- What Tesla’s deliveries miss means for the carmaker.
(16:39) Robert Brokamp and Alison Southwick take a look at a couple’s real-life finances.
Companies discussed: NVEI, PYPL, ADYE.Y, TSLA
Link to a discounted Stock Advisor subscription: www.fool.com/signup
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Tyler Satre, Cristen Oehrig Satre
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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With the market hitting new highs, which stocks can go the distance?
(00:21) Jason Moser and Deidre Woollard discuss:
- Another big stumble for AT&T.
- Why 3M’s spin-off might be worth watching.
- What’s driving gold prices.
(17:01) Asit Sharma and Ricky Mulvey discuss stocks that can beef up your portfolio, in a special April 1st themed conversation.
Companies discussed: T, SOLV, MMM, UPS, PATH, AMD
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Asit Sharma, Erin Karney
Producer: Ricky Mulvey
Engineer: Dan Boyd
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Who better to call on April Fools Eve than our Chief Rule Breaker and Co-founder, David Gardner?
Dylan Lewis caught up with Gardner for a conversation about:
- Loss aversion and Rule Breaker investing
- The 2nd Anniversary of The Motley Fool Foundation.
- And play a special March Madness-themed Market Cap Game Show.
Stocks mentioned: NVDA, AMZN
Host: Dylan Lewis
Guest: David Gardner
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss:
- The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing.
- Rent in low-Earth orbit.
- Defense systems and the hope of a space-based “McDonald’s Effect.”
Companies discussed: MRK, PFE, MRNA, NVDA
Host: Ricky Mulvey
Guests: Tom Vice
Producer: Mary Long
Engineer: Dan Boyd
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Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues?
(00:21) Emily Flippen and Jason Moser discuss:
- Boeing’s hunt for a new CEO, and the difficulty of shifting company culture.
- Big deals helping Home Depot corner the professionals market and Johnson and Johnson dive deeper into medtech.
- McCormick’s strong earnings, and Amazon’s continued investment in AI.
(19:11) Motley Fool Analyst Sanmeet Deo caught up with Elf Beauty CEO Tarang Amin about the beauty brand’s social strategy and the unconventional ways it’s scooping up market share from older competitors.
(30:39) Jason and Emily break down two stocks on their radar: Masimo and Mastercard.
Stocks discussed: BA, HD, JNJ, MKC, AMZN, ELF, LRLCY, RBLX, AAPL
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Sanmeet Deo, Tarang Amin
Engineers: Dan Boyd
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Home Depot buys a distribution network for landscaping, roofing and pools.
(00:14) Bill Barker and Deidre Woollard discuss:
- Why Home Depot is buying a distribution network.
- The cyclical nature of home remodeling.
- If RH’s lofty goals are attainable.
(13:34) As a tribute to Daniel Kahneman, we revisit his 2013 conversation with Morgan Housel
Companies discussed: HD, RH
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Bill Barker, Morgan Housel, Daniel Kahneman
Producers: Mary Long, Ricky Mulvey
Engineer: Tim Sparks
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Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard?
(00:21) Bill Mann and Dylan Lewis discuss:
- The tragic Francis Scott Key Bridge collapse in Baltimore and how it affects the port and the companies with goods going in and out of it.
- Visa and Mastercard’s $30B settlement with merchants over interchange fees.
- A curious crypto story with Nilam Resources.
(12:09) Tech insider Kara Swisher joins Deidre Woollard to talk about her new best-seller “Burn Book” and how a tech CEO helped her kids use social media a little less.
Companies discussed: V, MA
Host: Dylan Lewis
Guests: Bill Mann, Deidre Woollard, Kara Swisher
Engineers: Dan Boyd
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The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold.
(00:21) Nick Sciple and Ricky Mulvey discuss:
- How the settlement could impact realtors and traditional brokerages.
- The potential effect on Redfin’s growth story.
- Why CoStar may be a winner in the shake-up.
Plus, (16:50) Robert Brokamp and Alison Southwick discuss a critical piece of financial planning that can help any family.
Link to receive the “3 Dividend Stocks” report: www.fool.com/2024dividends
Companies discussed: RDFN, Z, ZG, COMP, RMAX, CSGP
Host: Ricky Mulvey
Guests: Nick Sciple, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Boeing’s CEO is moving on, just not quite yet.
(00:21) Jason Moser and Deidre Woollard discuss:
- The ins and outs of Boeing’s CEO search.
- Why Masimo may spin out its consumer division.
- If Elliott Management can make Match soar.
(16:21) IWG CEO Mark Dixon explores the opportunity his company sees in the global shift toward hybrid work.
Companies discussed: IWG, BA, MASI, MTCH, PYPL, ETSY
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Jason Moser, Mark Dixon
Producer: Ricky Mulvey
Engineers: Chace Pryzlepa, Dan Boyd
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For decades, dividends have been out of style. History suggests that may soon change.
Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard caught up with Peris to talk about why he believes we’re about to witness a resurgence of dividend investing. They also discuss:
The coming return of the “cash nexus.”
Semantics, and how academic finance differs from a real-world balance sheet.
Why free cash flow is king.
Host: Deidre Woollard
Guest: Daniel Peris
Producers: Mary Long, Ricky Mulvey
Engineers: Chace Pryzlepa, Tim Sparks
Companies discussed: META, CRM, BA, FHI
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The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in.
Joshua Robinson and Jonathan Clegg are sports reporters at the Wall Street Journal and co-authors of the new book, “The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest Growing Sport.” Ricky Mulvey caught up with them both to discuss:
Host: Ricky Mulvey
Guests: Jonathan Clegg, Joshua Robinson
Producer: Mary Long
Engineers: Rick Engdahl
Companies discussed: LSXMA, FWON.A, FWON.B, FWON.K, RACE, MBGY.Y, NFLX, AAPL
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For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure.
(00:19) Emily Flippen and Jason Moser discuss:
- The FTC’s suit against Apple, and why it probably means years of lawyer fees and distraction for Apple.
- Chipotle’s 50-for-1 stock split and the market reaction to Reddit’s debut.
- Earnings from Chewy, Nike, Lululemon, and Accenture.
(18:51) Motley Fool contributor Brian Feroldi breaks down Reddit’s S-1 and the major risks facing the the self-proclaimed “Front page of the internet”
(33:47) Emily and Jason break down two stocks on their radar: Pinduoduo and TopGolf Callaway.
Stocks discussed: AAPL, CMG, RDDT, CHWY, NKE, LULU, ACN, PDD, MODG
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Brian Feroldi
Engineers: Rick Engdahl, Austin Morgan
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Getting into the jeans business is harder than it may seem.
(00:13) David Meier and Deidre Woollard discuss:
- Chewy’s customer growth problem.
- If Chewy is the future of veterinary care.
- The picks and shovels play behind sports betting.
(14:42) Mary Long interviews Lauren Sherman, fashion reporter for Puck on two retailers looking for a turnaround.
Companies discussed: CHWY, SRAD, GES, GAP
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: David Meier, Mary Long, Lauren Sherman
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG.
(00:13) Tim Beyers and Dylan Lewis discuss:
- Chipotle’s historic 50-for-1 stock split and why the burrito-maker still has plenty of growth ahead of it.
- Apple and Google-parent Alphabet’s talks to bring Gemini into the iPhone, and why it’s a no-brainer for both businesses.
(13:48) Motley Fool Money’s Mary Long caught up with Lauren Sherman, a fashion correspondent at Puck to talk about Abercrombie and Fitch’s turnaround and epic 2023.
Companies discussed: CMG, AAPL, GOOG, GOOGL, ANF
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Lauren Sherman
Engineers: Rick Engdahl
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The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- The advancements in Nvidia’s new Blackwell GPU.
- If any competitors are closing in on the tech giant.
- Nvidia’s plays in humanoid robots, self-driving cars, and weather forecasting.
Plus, (16:14) Alison Southwick and Robert Brokamp answer listener questions about lending out shares, activist investors, and Social Security.
Stock Advisor discount link for podcast listeners: www.fool.com/asit
Got a question for the show? Email us at [email protected]
Companies discussed: NVDA, INTC, AMD, GOOG, GOOG, AMZN
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Deckers Outdoor and Super Micro Computer enter the S&P 500.
(00:21) Jason Moser and Deidre Woollard discuss:
- What it means to join the S&P 500.
- The brands driving Deckers Outdoor’s growth.
- Why an EV blunder may have cost Hertz’s CEO his job.
(16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven.
Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA
Host: Deidre Woollard
Guests: Jason Moser, Daniel Newman
Producer: Ricky Mulvey
Engineers: Chace Przylepa, Dan Boyd
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In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans.
Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream for a conversation about the role of luck in investing. In this selection from that conversation, they discuss:
To learn more about Stock Advisor, our flagship investing service, visit: www.fool.com/emily
Host: Nick Sciple
Guests: Jim Gillies, Emily Flippen
Producer: Mac Greer
Engineers: Rick Engdahl
Companies discussed: BCE, RY, NFLX, GPRO, AMZN
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Younger generations want more experiences and less stuff. That’s a problem for retailers.
Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that Bring People Together.” They discuss:
- The evolution of grocery stores, and how regional players can compete.
- Why direct-to-consumer brands have a scaling problem.
- How Harley Davidson stores became a social destination.
Company discussed: HOG
Host: Deidre Woollard
Guest: Kevin Ervin Kelley
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Desireé Jones
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AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe.
(00:21) Andy Cross and Matt Argersinger discuss:
- The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules.
- Why AI is pushing Oracle up and Adobe down after earnings.
- The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story,
(19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount..
(34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems.
Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC
Host: Dylan Lewis
Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw
Engineers: Dan Boyd
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The old CEO is the new CEO at the athletic brand, but can he turn the ship around?
(00:21) Jason Hall and Deidre Woollard discuss:
- Why Kevin Plank is back in the CEO seat at Under Armour.
- What makes Dick’s Sporting Goods so resilient.
- The making of a perfect storm for homebuilders.
(15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.
Companies discussed: LEN, PGY, DKS, UA, UAA
Host: Deidre Woollard
Guests: Gal Krubiner, Bill Mann, Jason Hall
Producer: Ricky Mulvey
Engineers: Kyle Carruthers, Dan Boyd
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NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller.
(00:21) Matt Frankel and Dylan Lewis discuss:
- Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate.
- New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested.
- The banks to watch instead.
(13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth.
Companies discussed: DLTR, NYCB, DOUL
Host: Dylan Lewis
Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra
Engineers: Desiree Jones, Dan Boyd
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Why does ASML want to leave its home country?
(00:21) Bill Mann and Ricky Mulvey discuss:
- A growth problem for the European tech giant.
- BMW’s ability to make a profit on electric vehicle sales.
- Product problems for BYD Auto.
Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list.
Companies discussed: ASML, BMWYY, TSLA, BYDDY
NYTimes Article about BMW: https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html
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Host: Ricky Mulvey
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas
Engineers: Dan Boyd, Rick Engdahl
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Stem CEO John Carrington is full speed ahead on the clean energy transformation.
(00:21) Jason Moser and Deidre Woollard discuss:
- Don Julio’s Oscars moment.
- If Oscar buzz is still powerful for movie makers.
- How Reddit is more like X than Pinterest.
(15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability.
Companies discussed: DIS, PINS, SNAP, META, STEM
Host: Deidre Woollard
Guests: John Carrington, Jason Moser, Ricky Mulvey
Producers: Dylan Lewis, Ricky Mulvey
Engineers: Dan Boyd, Mary Long, Rick Engdahl
Special Thanks: Jason Hall
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Sky Harbour sees massive opportunities in the world of private aviation.
Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss:
Companies discussed: SKYH, GD, BDRBF, FDX
Host: Deidre Woollard
Guests: Tal Keinan, Bill Mann
Producer: Dylan Lewis
Engineers: Kyle Carruthers, Rick Engdahl
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Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss:
Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard
Guest: Matt Argersinger
Producer: Dylan Lewis
Engineer: Rick Engdahl
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Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.
(00:21) Ron Gross and Jason Moser discuss:
- Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend.
- Target’s rebound and how it might get back to growth.
- The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.
(19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.
(34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.
Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Nell Minow
Engineers: Dan Boyd
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Big pockets have weighed in at New York Community Bank, can they turn the ship around?
(00:21) Bill Barker and Deidre Woollard discuss:
- Why New York City Bank needed a deep-pocketed rescue.
- Abercrombie & Fitch’s incredible rise.
- American Eagle’s tough bet on logistics.
(18:55) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects.
Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN
Host: Deidre Woollard
Guests: Mary Long, Matt Frankel, Bill Barker
Producer: Dylan Lewis
Engineers: Rick Engdahl, Dan Boyd
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Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Target finally finding its footing, and how the company is turning to loyalty programs for more growth.
- Crowdstrike’s results showing enterprise spend on cybersecurity isn’t slowing down.
- Bitcoin’s spot-ETF fueled rise to all-time highs.
(16:53) Motley Fool Money’s Deidre Woollard talks with analyst Sanmeet Deo about the highly speculative, highly futuristic world of EVTOLs and personal air travel.
Companies discussed: TGT, CRWD, BTC, JOBY, ACHR
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Sanmeet Deo
Engineers: Rick Engdahl, Dan Boyd
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We try to separate the falling knives from the buying opportunities.
(00:21) Jim Gillies and Dylan Lewis discuss:
- NYCB’s credit downgrade, material weaknesses, and current struggles.
- Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play.
- Why Jim likes the prospects for beat-up fintech company PROG holdings.
(14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.
Companies discussed: NYCB, SFIX, PROG
Host: Dylan Lewis
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
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The European Commission is the latest to take aim at Apple’s app store.
(xx:xx) Jason Moser and Deidre Woollard discuss:
- Why Spotify and Apple are engaging in a new music streaming battle.
- If Spirit Airlines will seek another buyer.
- Why the latest go-private offer may be good news for Macy’s shareholders.
(18:03) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks.
Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER
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Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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When a stock goes parabolic, there’s more to the story than business performance.
Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:
- Super Micro’s real business.
- The original bull thesis for the data center service company.
- Super Micro’s relationship with Nvidia.
- What’s behind the stock’s recent performance.
Stocks discussed: SMCI, NVDA, DELL, HPQ
Host: Mary Long
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey
Engineer: Tim Sparks
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With small caps, come great thrills. What about great rewards?
Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss:
Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B
Host: Ricky Mulvey
Guest: Bill Mann
Producer: Mary Long
Engineers: Rick Engdahl
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The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club.
(00:21) Jason Moser and Matt Argersinger discuss:
- Elon Musk’s lawsuit against OpenAI and Sam Altman
-.Apple putting an end to Project Titan and its automotive ambitions.
- Earnings updates from Axon and Okta, and a new dividend from Salesforce.
(19:11) Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade.
(33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay.
Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY.
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel
Engineers: Dan Boyd
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For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers.
(00:21) David Meier and Deidre Woollard discuss:
- The power of a great CFO.
- What a change in leadership means for Snowflake.
- Why growing revenue isn’t just about new customers.
(17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world’s top financial traders.
Companies discussed: CRM, OKTA, SNOW, C
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Host: Deidre Woollard
Guests: David Meier, Gary Stevenson
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Desiree Jones
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When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Apple’s automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company.
- Beyond Meat’s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now.
- Coupang’s continued rise as the major player in e-commerce in South Korea.
(17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund.
Companies discussed: AAPL, BYND, CPNG
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Carrie Sun
Producer: Mary Long
Engineers: Chace Pryzlepa, Dan Boyd
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Zoom has a new growth story. Are investors buying it?
(00:21) Ricky Mulvey and Bill Barker discuss:
- Zoom’s quarter, and if the company has a moat.
- AutoZone’s international growth.
- Wendy’s plan to test surge pricing.
- If cereal is a part of a complete and nutritious dinner.
Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.
Got a question for the show? Email us at [email protected].
Companies discussed: ZM, AZO, WEN, KLG, SCHW
Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Warren Buffett’s annual letter points to a steady path ahead.
(00:21) Jason Moser and Deidre Woollard discuss:
- Why Berkshire Hathaway doesn’t pay a dividend.
- If utility businesses are in trouble.
- What a mountain of cash means for the insurance business.
(17:53) Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future.
Companies discussed: BRK.A, BRK.B, DPZ, LULU
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Jason Moser, Ken Costa
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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What happens when a group of hedge fund managers share the last time they cried?
Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators: How to Unlock the Secret Language of Connection.” Mary Long caught up with Duhigg for a conversations about:
- The habits of Supercommunicators.
- How Boeing and Netflix navigated communications crises.
- An under-the-radar figure running the technical side of Microsoft.
Host: Mary Long
Guest: Charles Duhigg
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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You’ve probably interacted with large language models. The next version might be large vision models.
Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.” Deidre Woollard caught up with Hackl for a conversation about:
- How businesses, like Lockheed Martin and Lowes, are already using spatial computing.
- The current challenges developing apps for the Vision Pro
- Virtual air rights, digital fashion, and questions about the future of spatial computing.
Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL
Host: Deidre Woollard
Guest: Cathy Hackl
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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Earnings season rolls on plus some acquisitions made the news this week:
(00:21) Emily Flippen and Andy Cross discuss:
- Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre
- Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio
(19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”
(34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot
Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS
Host: Ron Gross
Guests: Emily Flippen, Andy Cross, Kurt Wagner
Engineers: Dan Boyd
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What does Nvidia’s blockbuster quarter signify for the future?
(00:21) Tim Beyers and Deidre Woollard discuss:
- What is fueling Nvidia’s growth?
- How far the demand for GPUs can stretch.
- What concerns Tim about Nvidia’s capital allocation.
Companies discussed: NVDA
Host: Deidre Woollard
Guest: Tim Beyers
Producers: Ricky Mulvey
Engineer: Dan Boyd
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Investors want PayPal to become the next Meta, but it’s not easy to transform a business.
(00:13) David Meier and Deidre Woollard discuss:
- The reason behind Palo Alto Network’s lowered outlook.
- Where the next big cybersecurity threats could come from.
- Fubo’s attempt to sport a sports streaming superpower.
(17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up.
Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD
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Host: Deidre Woollard
Guests: Matt Frankel, Ricky Mulvey, David Meier
Producer: Ricky Mulvey, Mary Long
Engineers: Rick Engdahl, Tim Sparks
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Capital One wants Discover for a $35 billion dollar all stock deal.
(00:21) Ricky Mulvey and Jim Gillies discuss:
- How a merged Capital One and Discover would compare to the big banks.
- The investor reaction to the proposed merger.
- Home Depot’s earnings.
- The end of an activist story at a company that makes garden rakes.
Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts.
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Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann
Producer: Mary Long
Engineers: Dan Boyd, Jim Gillies
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Why would Eli Lilly put on a failure party?
Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss:
- The complex failure at Boeing.
- What to do after something goes wrong.
- The problem with “move fast and break things.”
Companies discussed: BA, LLY
Host: Deidre Woollard
Guest: Amy Edmondson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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Did Netflix kill the video star?
James Keyes is the former CEO of Blockbuster and 7-Eleven, and the author of “Education is Freedom: The Future Is in Your Hands.” Deidre Woollard caught up Keyes to discuss:
- What it is like to be a CEO at a company facing bankruptcy.
- 7-Eleven and the American Dream.
- Blockbuster’s early streaming play
- How AI is changing education.
Company discussed: NFLX
Host: Deidre Woollard
Guest: James Keyes
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Economic data and earnings season combined for a volatile weak in the stock market.
(00:21) Bill Mann and Jason Moser discuss:
- The latest inflation numbers and what they mean for investors
- Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk
- Nvidia’s disclosure of its investments and how it impacted stocks
(19:11) Corrado Russo shares some thoughts on the international real estate market.
(34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot
Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS
Host: Ron Gross
Guests: Bill Mann, Jason Moser, Corrado Russo
Engineers: Dan Boyd
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Retail numbers fall as some wonder if it’s more than cold weather holding consumers back.
(00:21) Bill Barker and Deidre Woollard discuss:
- How the retail spending numbers might impact the Fed.
- If Stellantis is ready to take on Big EV.
- Deere’s returns for investors.
(17:55) Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout.
Companies discussed: WMT, DG, KR, STLA, GM, F, DE
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Host: Deidre Woollard
Guests: Bill Barker, Chris Andrews
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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Shares of the ride hailing soared more than 60% on a mistake.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Airbnb’s $6 billion share buyback.
- Lyft’s earnings mistake and business fundamentals.
- Why Uber and Lyft aren’t as close as investors may think.
Plus, (15:03) Dylan Lewis, Deidre Woollard, and Mary Long join Ricky for a Valentine’s Day themed roundtable about finding red and green flags for investments.
Stocks discussed: ABNB, LYFT, UBER, CNTS, ECL, ULTA, CRM, MELI, TDOC, AAPL
Host: Ricky Mulvey
Guests: Tim Beyers, Dylan Lewis, Deidre Woollard, Mary Long
Engineers: Dan Boyd, Tim Sparks
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Love can be stubborn and so can inflation.
(00:21) Ricky Mulvey and Nick Sciple discuss:
- Wall Street’s reaction to the latest inflation print.
- Shopify acting like a growth stock.
- A new partnership for Tiger Woods.
Plus, (15:20) Jason Moser and Bill Mann join Alison Southwick and Robert Brokamp to share some Valentine’s Day themed stories about stocks.
Stocks discussed: SHOP, GOLF, NKE, CSCO, COST, MKC
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Host: Ricky Mulvey
Guests: Nick Sciple, Alison Southwick, Robert Brokamp, Bill Mann, Jason Moser
Engineers: Dan Boyd, Rick Engdahl
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Celebrities, talking cats, and bad animation, did those Big Game ads connect?
(00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss:
- What brands are looking for from a major spend.
- The increasing bifurcation of the watching experience.
- If it takes more than a celebrity or three to make a great ad.
(19:11) Mary Long and Rick Munarriz compare Match and Bumble and break down the prospects for these two publicly traded matchmakers.
Companies discussed: PARA, DIS, PDD, MTCH, BMBL, ETSY, VZ, CGSP, RDFN, MNST
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Host: Deidre Woollard
Guests: Ricky Mulvey, Dan Boyd, Mary Long, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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Motley Fool CEO and co-founder Tom Gardner caught up with longtime Fool Contributor Brian Stoffel to talk through Tom’s fervent belief that AI is the next internet, but better. In this segment from a recent episode of our premium podcast, Stock Advisor Roundtable, Brian and Tom also discuss:
To gain access to all episodes of “Stock Advisor Roundtable” and get two stock picks each month, become a Motley Fool Stock Advisor member here: www.fool.com/signup
If you’re already a Stock Advisor member, check out other episodes of Stock Advisor Roundtable here.
Tickers discussed: NVDA, TSLA, ABNB, SQ, NOW, EQT, META, KNSA
Host: Brian Stoffel
Guest: Tom Gardner
Producer: Mary Long
Engineer: Rick Engdahl
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Before the Kansas City Chiefs face off against the San Francisco 49ers, we’ve got a look at the companies sponsoring the game, and a look at gambling history.
Mary Long caught up with Motley Fool Senior Analyst Jason Moser for conversation about the publicly traded companies associated with the game, and find out if any are worth an investor’s attention.
Plus, Mary interviews Dave Schwartz, Ombuds at the University of Nevada, Las Vegas and a student of gambling history.
Companies discussed: UAL, BA, ALGT, CPB, PEP, PARA, NFLX
Host: Mary Long
Guests: Jason Moser, Dave Schwartz
Producer: Ricky Mulvey
Engineers: Tim Sparks, Annie Pope
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The industry defining companies continue to win in fast-casual, music streaming, and transportation.
(00:21) Emily Flippen and Matt Argersinger discuss:
- Chipotle’s status as big burrito, and how things look as the stock hits all-time highs.
- Spotify and Uber’s impressive combo of growth and efficiency.
- Earnings updates from Roblox, Simon Property Group, and Enphase.
(19:11) Valentine’s day is coming up – to help our listeners in matter gift-giving and money in relationships, Deidre Woollard caught up with Scott Rick a marketing professor at The University of Michigan and the author of "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships."
(34:04) Emily and Matt break down two stocks on their radar: Starbucks and Snap.
Stocks discussed: CMG, SPOT, UBER, RBLX, SPG, ENPH
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Scott Rick
Engineers: Dan Boyd
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Disney’s quarter included sports, games, and a healthy dose of cutting costs.
(00:21) Rick Munarriz and Deidre Woollard discuss:
- Disney’s ability to cut costs.
- How Disney plans to extend its IP into gaming.
- ESPN’s power moves.
(17:33) Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers.
Companies discussed: DIS, FLWS, NFLX, FUBO
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Host: Deidre Woollard
Guests: Rick Munarriz, Kirsten Guerra
Producers: Ricky Mulvey, Mary Long
Engineers: Desiree Jones, Dan Boyd
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Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?
(00:21) Tim Beyers and Dylan Lewis discuss:
- Uber at all-time highs and its ride-hailing dominance.
- Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito.
- Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business.
(17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors.
Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Asit Sharma
Engineers: Dan Boyd
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Investors don’t want to wait for interest rate cuts.
(00:21) Ricky Mulvey and Asit Sharma discuss:
- Fed Chair Jerome Powell’s appearance on 60 Minutes, and market reaction.
- The commercial real estate risk for the central bank.
- Spotify’s strategy shift in podcasting.
- The audio company’s operating loss and big free cash flow number.
Plus, (17:02) Alison Southwick and Robert Brokamp discuss the rise of exchange traded products tracking Bitcoin.
Tickers discussed: SPOT, NFLX, HODL
Host: Ricky Mulvey
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
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Is chicken the new beef? McDonald’s is innovating to please global palates.
(00:21) Jason Moser and Deidre Woollard discuss:
- The changing behavior of global eaters.
- How McDonald’s uses data to drive menu changes.
- Snap’s proclamation that social media is dead.
(16:53) Ricky Mulvey talks to Patrick Badolato, an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business about what lurks in company footnotes.
Companies discussed: UBER, AAPL, MCD, SBUX, CMG, DPZ, SNAP
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Host: Deidre Woollard
Guests: Patrick Badolato, Jason Moser, Ricky Mulvey
Producers: Ricky Mulvey, Mary Long
Engineers: Tim Sparks, Dan Boyd
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Want to follow the great investors? Then good luck beating the market.
Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about:
- Corporate lifecycles, and why investors should understand them.
- The problem with trying to follow great investors.
- The fall of research analysts, and the rise of passive investing.
- An investing lesson from Charlie Munger.
Companies mentioned: TSLA, META, BIRK, DIS, NOK
Host: Bill Mann
Guest: Aswath Damodaran
Producer: Ricky Mulvey
Engineers: Dan Boyd, Desireé Jones
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Inside your cell phone, your car, even your leaf blower – there’s a collection of small, precious minerals making each one work.
Ernest Scheyder is a Reuters reporter covering the clean energy transition and author of the new book, “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives.” Deidre Woollard caught up with Scheyder for a conversation about:
Companies mentioned: TSLA, RIO, LAC, LAAC, CVX, F, GM
Host: Deidre Woollard
Guest: Ernest Scheyder
Producer: Ricky Mulvey, Mary Long
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A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash.
(00:21) Bill Mann and Jason Moser discuss:
- Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon.
- Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China.
(19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry..
(35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy.
Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
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Prospects for a rapid string of rate cuts may be fading. That’s actually good news.
(00:21) Bill Barker and Deidre Woollard discuss:
- How fewer interest rate cuts may impact businesses.
- Peloton’s path forward.
- Ways streaks are valuable to businesses.
(16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits.
Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Bill Barker, Matt Frankel, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Where AI developments are showing up in Microsoft’s financials.
- The concerns over Alphabet’s ad segment, even as it posts a return to growth.
- How the market is grading big tech companies this earnings season.
(14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots.
Companies discussed: MSFT, GOOG, GOOGL, TSLA
Host: Dylan Lewis
Guests: Asit Sharma, Chris Camillo, Sanmeet Deo
Engineers: Dan Boyd
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Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it?
(00:21) Ricky Mulvey and Jim Gillies discuss:
- What to watch as big tech companies report.
- Concentration in the Magnificent Seven.
- Questions about Flutter Entertainment’s share count and debt load.
- The switching incentives in sports betting.
Plus, (15:26) Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the Director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement.
Epic Bundle Discount: www.fool.com/epic198
Gillies post on X: https://twitter.com/JimPGillies/status/1751713645816365089
Companies discussed: AAPL, MSFT, FLUT
Hosts: Ricky Mulvey, Robert Brokamp
Guests: Jim Gillies, Michael Finke
Engineers: Dan Boyd, Rick Engdahl
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Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear.
(00:21) Jason Moser and Deidre Woollard discuss:
- Why Amazon ended the iRobot deal.
- Where iRobot could go next.
- If Sofi is building the next big bank.
(17:12) Eric Siegel, author of The AI Playbook, explains the challenges facing companies looking to adopt artificial intelligence.
Companies discussed: AMZN, IRBT, SOFI
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Jason Moser, Eric Siegel
Producers: Ricky Mulvey, Mary Long
Engineers: Rick Engdahl, Dan Boyd
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Owning companies can help you build wealth. So can real estate.
Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.” Deidre Woollard caught up with Meyer to discuss:
- Creating a vision for your investing plan.
- “The HGTV disease.”
- Risk mitigation strategies for real estate investors.
- A common way that real estate investors start out.
Host: Deidre Woollard
Guest: Dave Meyer
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation.
Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things dividends. They discuss:
Get your dividends report here: www.fool.com/2024dividends
A correction: Texas Roadhouse serves lunch on the weekends.
Dividend Knights link: https://docs.google.com/spreadsheets/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0
Tickers discussed: TXRH, KR, DDS, SCHD, VIG
Host: Ricky Mulvey
Guest: Anthony Schiavone, Matt Argersinger
Producer: Mary Long
Engineers: Tim Sparks
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Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead.
(00:21) Bill Mann and Andy Cross discuss:
- Microsoft crossing $3T and surpassing Apple as the largest publicly traded company.
- Alibaba’s co-founders buying up $200M shares, and the state of investing in China.
- Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play.
(19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience.
(29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre.
Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO
Host: Dylan Lewis
Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison
Engineers: Tim Sparks, Dan Boyd
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(00:21) Asit Sharma and Deidre Woollard discuss:
- The promise of Tesla’s next-generation vehicles.
- If Tesla’s energy business is finally ready for prime time.
- How ServiceNow’s AI push is paying off.
(18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions.
Companies discussed: TSLA, BYD, NOW, CNSWF
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Asit Sharma, Mary Long, Tom King
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.
(00:21) Tim Beyers and Dylan Lewis discuss:
- ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.
- Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.
- Chipotle’s preparations for “peak burrito.”
(15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline.
Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz
Engineers:Dan Boyd
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One of the biggest shows on cable is leaving for streaming.
(00:21) Ricky Mulvey and Bill Mann discuss:
- Netflix’s $5 billion deal with the WWE.
- Proctor & Gamble’s quarter and write down of Gillette.
- Why Schwab’s deposit flight isn’t quite breaking the bank.
Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement.
Companies discussed: NFLX, TKO, PG, SCHW
Hosts: Ricky Mulvey, Robert Brokamp
Guests: Bill Mann, Michael Finke
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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What’s behind this latest rally?
(00:21) Jason Moser and Deidre Woollard discuss:
- What could impact the recent rally?
- The potential future for Macy’s.
- Sports Illustrated and the value of legacy brands.
(19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&R Block on where the tax-preparation company is headed next.
Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Jason Moser, Jamil Khan
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers
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Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more.
Ricky Mulvey caught up with Catmull to discuss:
Tickers discussed: DIS
Host: Ricky Mulvey
Guest: Ed Catmull
Producer: Mary Long
Engineer: Rick Engdahl
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Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss:
- Biogen’s next shot at an Alzheimer’s treatment.
- Why companies can’t “muscle their way” into making new molecules.
- How NVIDIA could change drug development.
- Moderna’s vaccine strategy
Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX
Host: Deidre Woollard
Guest: Karl Thiel
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto.
(00:21) Jason Moser and Matt Argersinger discuss:
- Why there’s so much cash sitting on the sidelines right now, and why it may or may not work back into the market.
- Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase.
- Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs.
(19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world.
(32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International.
Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones
Engineers: Dan Boyd
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Regional banks are facing strong competition in the battle for your dollars.
(00:21) Matt Frankel and Deidre Woollard discuss:
- How new rules could change what you pay in overdraft fees.
- Why banks are socking away money for credit losses.
- The potential advantage for regional banks.
(17:31) Asit Sharma and Mary Long take a medium dive into Paycom and discuss a product that could be too good for its own good.
Companies discussed: TFC, DFS, USB, WFC, PAYC, JPM, PAYX, PCTY, ADP, ORCL
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Asit Sharma, Matt Frankel, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineer: Dan Boyd
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The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why JetBlue’s $3.8B acquisition of Spirit Airlines hit a snag.
- Elon Musk’s comp package at Tesla, and what investors should think of his desire to have 25% voting control.
- Uber’s plans to shelve Drizly two years after buying it for $1.1B.
(13:36) Dave Holeman is the CEO of Whitestone REIT, which focuses on open-air retail centers. He talks to Deidre Woollard about why restaurants are the new anchor stores and how shopping habits are changing.
Companies discussed: SAVE, JBLU, TSLA, UBER, WSR
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Dave Holeman
Engineers: Dan Boyd
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Earnings season begins again and the big banks lead the way.
(00:21) Ricky Mulvey and Jason Moser discuss:
- The “new” growth engine for Goldman Sachs
- The macro risks that Morgan Stanley highlighted.
- Why the CEO of Adidas gave his cell phone number to 60,000 people.
Plus, (14:20) Robert Brokamp and Alison Southwick open up the member mailbag and answer your questions about investing a lump sum, saving for kids, and ABLE accounts.
Stocks mentioned: GS, MS, ADDYY
Epic Bundle discount link: www.fool.com/epic198
Got a question for the show? Our email is [email protected]
Host: Ricky Mulvey
Guests: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss:
Tickers discussed: NOK, BTC
Host: Ricky Mulvey
Guest: Jules van Binsbergen
Producer: Mary Long
Engineer: Rick Engdahl
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Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up.
Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss:
- Why investors should pay attention to the S&P 600.
- Cracks in consumer spending.
- The year of efficiency, part two.
- A major tailwind for the economy.
Host: Deidre Woollard
Guest: Liz Ann Sonders
Producer: Ricky Mulvey
Engineers: Tim Sparks, Chace Przylepa
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Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming.
(00:21) Ron Gross and Emily Flippen discuss:
- The latest inflation numbers and why we shouldn’t bank on rate cuts yet
- Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private.
- Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season.
(19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans.
(32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings.
Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP
Host: Dylan Lewis
Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple
Engineers: Dan Boyd
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(00:21) David Meier and Deidre Woollard discuss:
- The macro and micro of job cuts.
- What companies are signaling when layoffs happen.
- If bitcoin is more like an IPO or gold.
(16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies.
Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: David Meier, Ricky Mulvey, Alicia Alfiere
Producers: Mary Long, Ricky Mulvey
Engineer: Dan Boyd
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The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space.
(00:21) Jason Moser and Dylan Lewis discuss:
- The SEC’s pending decision on crypto spot ETFs and the agency’s X account getting hacked.
- Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash.
- An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID.
(12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina.
Companies discussed: UBER, LYFT, DASH, AMXZN, BUR
Host: Dylan Lewis
Guests: Jason Moser, Rich Griefner,
Engineers: Dan Boyd, Dez Jones
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Crocs investors are expecting slower sales growth this year, but they’re still celebrating.
(00:21) Ricky Mulvey and Bill Barker discuss:
- Boeing’s door plug accident, and what it means for the business.
- Crocs updated sales guidance, and low valuation.
- Why investors seem to always celebrate layoff announcements.
Plus, (13:08) Robert Brokamp and Alison Southwick share some advice for a healthier new year.
Dividends report: www.fool.com/2024dividends
Companies discussed: BA, SPR, CROX
Hosts: Ricky Mulvey, Alison Southwick
Guests: Bill Barker, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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The Consumer Electronics Show kicks off with big news from Nvidia and many more.
(00:21) Jason Moser and Deidre Woollard discuss:
- Announcements from CES.
- What could make Apple’s Vision Pro successful.
- The relevance of Twilio’s CEO switch.
(17:42) Ricky Mulvey interviews Kevin Simzer, Chief Operating Officer of Trend Micro, about cybersecurity in the cloud and the new threats facing electric cars.
Companies discussed: AAPL TWLO, NVDA, AMD, OTC: TMICY
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Kevin Simzer
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Desiree Jones
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Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewis caught up with Housel for a discussion about:
- Setting up processes, not resolutions for the new year.
- The biggest significant economic story (that’s already known).
- What early criticisms of cars, airplanes, and AI have in common.
Host: Dylan Lewis
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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New year, new you! Or maybe just a new portfolio.
Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt Argersinger about:
Claim your Epic Bundle discount here.
Host: Mary Long
Guest: Asit Sharma, Meilin Quinn, Matt Argersinger
Engineer: Tim Sparks, Dan Boyd
Tickers mentioned: DIS, VINP, EPR, HSY
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Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year.
(00:21) Jason and Matt Argersinger discuss:
- The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money.
- Holiday e-commerce and retail numbers, and what they say about the shopping season.
- Why Walgreen’s status as a Dividend Aristocrat is over.
(19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024.
(34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust.
Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, David Gardner
Engineers: Dan Boyd, Rick Engdahl
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Walgreens’s new CEO has some big plans.
(00:21) Bill Barker and Deidre Woollard discuss:
- The big tasks ahead for Walgreens’s new CEO.
- What a dividend drop might be signaling.
- How price drops impacted Big Egg.
(17:23) Jim Gillies and Ricky Mulvey talk pullback stocks including Aritzia and Shopify.
Companies discussed: CALM, WBA, TSE:ATZ, ATZAF, SHOP
Get your dividends report here: www.fool.com/2024dividends
Host: Deidre Woollard
Guests: Bill Barker, Jim Gillies, Ricky Mulvey
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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After 95 years of copyright protection, Steamboat Willie enters the public domain.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why early versions of Disney’s Mickey and Minnie Mouse characters are now appearing in horror slasher films.
- Tesla once again being the king of EVs, and what to make of BYD coming up on its heels.
- A digital entertainment stock to watch in 2024.
(15:47) It’s been a great run for growth stocks – and it might not be over! Deidre Woollard caught up with Motley Fool Analyst Kirsten Guerra for a look at some recent winners that could keep winning in 2024.
Companies discussed: DIS, TSLA, SONO, DUOL
Catch the original Steamboat Willie cartoon, in all its public domain glory here.
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Kirsten Guerra
Engineers: Dan Boyd
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Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong.
(00:21) Ricky Mulvey and Jason Moser discuss:
- Apple resuming watch sales, and long battle against Masimo.
- Why it’s difficult to make accurate economic predictions.
- Understanding a business’s valuation and its story.
- A stock and an ETF we plan on holding through 2024.
Plus, (17:42) Robert Brokamp and Alison Southwick provide some tips to be more productive in the new year.
Stocks/ETFs mentioned: AAPL, MASI, TDOC, AXON, SCHD
Link to receive a complimentary report on dividend stocks: www.fool.com/2024dividends
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Hosts: Ricky Mulvey
Guests: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions.
(00:21) Ron Gross and Matt Argersinger share:
- The trends they’re following in 2024
- CEOs in the hot seat
- Reckless predications for the new year
(19:11) Motley Fool CEO Tom Gardner shares his investing lessons from 2023 and a Fool stock he’s excited about for 2024.
(34:45) Ron Gross and Matt Argersinger share two stocks on their radar for the new year: American Tower and EPR Properties.
Stocks: SBUX, DIS, BRK, SHOP, AMT, EPR,
Host: Dylan Lewis
Guests: Ron Gross, Matt Argersinger, Tom Gardner
Engineer: Dan Boyd
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Dylan Lewis shares a family tradition and some well-wishes, however and wherever you might be spending the holidays.
Host: Dylan Lewis
Engineer: Dan Boyd
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Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets.
Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate trends in 2023 and look ahead toward the year to come.
They discuss:
- Three scenarios for housing affordability
- A void that Blackstone and Brookfield could be looking to fill
- Why REITs are poised for a rebound
Tickers discussed: DLR, EQIX, IRM, PLD, STAG, MAA, BX, BN, STWD, ZG, RDFN, CSGP
Host: Deidre Woollard
Guest: Matt Argersinger, Anthony Schiavone
Producer: Mary Long
Engineers: Dan Boyd, Annie Pope
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It’s our annual best-of interview show!
(00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes.
(19:11) Restaurateur, investor, and chairman at Cava Ron Shaich talks about Cava’s path to becoming a public company, and why you might not want to bet against him in the restaurant industry.
Stocks discussed: GOOG, GOOGL, X, META, CAVA, SBUX
Host: Dylan Lewis
Guests: Morgan Housel, Ron Shaich
Engineers: Dan Boyd
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It’s travel season but Clear wants you to think of them as far more than just the fast way through the airport.
(00:21) Yasser El-Shimy and Deidre Woollard discuss:
- If Warner Bros. Discovery and Paramount would be a win-win deal.
- Potential other media mash-ups.
- Challenges facing the used car business.
(20:06) Sanmeet Deo talks with Ken Cornick, the co-founder, President, and Chief Financial Officer of CLEAR, an identity management company. This conversation was recorded on Dec. 8, 2023.
Companies discussed: YOU, WBD, PARA, KMX, CVNA, AMZN, NFLX, DIS
Claim your dividend report here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Yasser El-Shimy, Sanmeet Deo, Ken Cornick
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Ricky Mulvey
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Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president’s office decides to step in.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Why you might not be able to buy the Apple Watch soon in the U.S.
- Comcast’s data breach affecting 30+ million customers.
- Fedex’s latest results and why they might be better than the market thinks.
(16:39) Mary Long caught up with Kristy Akullian, Senior Member of the iShares investment strategy team at Blackrock. for a look at her team's 2024 outlook and one country to keep an eye on.
Companies discussed: AAPL, MASI, CMCSA, FDX
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Kristy Akullian
Engineers: Dan Boyd, Rick Engdahl
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Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades.
(00:21) Ricky Mulvey and Asit Sharma discuss:
- Transitory inflation for the toy business… and beyond!
- The everlasting power of Barbie, Hot Wheels, and Lego.
- Coupang’s acquisition of luxury online retailer, FarFetch.
Plus, (15:27) Alison Southwick and Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement.
Got a question for the show? Email us at [email protected]
Companies discussed: MAT, CPNG, FTCH
Hosts: Ricky Mulvey, Alison Southwick
Guests: Asit Sharma, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
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(00:21) Bill Barker and Deidre Woollard discuss:
- The arc of U.S. Steel over time.
- Why Adobe might be giving up on acquiring Figma
- The changing environment for getting deals done.
(17:00) Deidre Woollard talks to angel investor and author Bill Raduchel about how tech has changed over the past six decades.
Companies discussed: X, ADBE, CLF, XRX, AAPL, META, GOOG, GOOGL, NVDA
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Host: Deidre Woollard
Guests: Bill Barker, Bill Raduchel
Producers: Ricky Mulvey, Mary Long
Engineers: Kyle Carruthers, Dan Boyd
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Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies.
Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Marvel Studios to discuss:
- Why making superhero movies wasn’t always an obvious decision.
- The success, and future problems, created by “Iron Man.”
- How the pandemic changed Marvel.
Company discussed: DIS
Host: Mary Long
Guest: Dave Gonzales
Producer: Ricky Mulvey
Engineer: Tim Sparks
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The money ain’t flowing like it used to. What’s a tech investor to do?
Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss:
Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA
Host: Mary Long
Guest: Alicia Alfiere, Tim Beyers, Tim White
Engineer: Tim Sparks
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We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about!
(00:21) Bill Mann and Jason Moser discuss:
- The data points that capture how 2023 has felt for investors, companies, and homeowners.
- Why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General.
- The IPO and product launch that were totally forgotten this year.
(19:11) Dave Meyer – the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger Pockets – talks through insights from Bigger Pockets State of Real Estate Investing Report, and some interesting areas to watch in 2024.
You can get Bigger Pockets full State of Real Estate Investing Report here: biggerpockets.com/REALESTATE24
(33:42) Jason and Bill break down two stocks on their radar: Okta and Crispr.
Stocks discussed: NVDA, CCL, RCL, DG, CAVA, META, CRSP, OKTA
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Dave Meyer, Deidre Woollard
Engineers: Dan Boyd
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“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.”
Mary Long caught up with Emily to debrief on her time as a castaway in Fiji. They also discuss:
Companies discussed: DASH, UBER
Host: Mary Long
Guest: Emily Flippen
Engineer: Tim Sparks
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If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss:
- Occidental Petroleum’s acquisition of private energy producer, CrownRock.
- Disney licensing shows out of its walled garden.
- Why Netflix is can afford to be a buyer right now.
- Google’s antitrust loss against Epic Games.
Plus, (13:58) Robert Brokamp interviews Mark Kantrowitz the author of “How to Appeal for More College Financial Aid” about the recent changes to the FAFSA.
Stocks discussed: OXY, XOM, NFLX, DIS, WBD, GOOG, GOOGL, AAPL
Hosts: Ricky Mulvey, Robert Brokamp
Guests: Nick Sciple, Mark Kantrowitz
Engineers: Tim Sparks, Dan Boyd, Rick Engdahl
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Should investors be excited about a big department store potentially going private?
(00:21) Jason Moser and Deidre Woollard discuss:
- The potential for Macy’s going private.
- If department stores are going the way of the dodo.
- What could change the regulatory climate for big deals.
(17:06) Ricky Mulvey and Matt Frankel dive into Boston Omaha, a company that could be poised to be the next great conglomerate.
Companies discussed: BOC, M, WMT, AMZN
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Annie Pope
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The key word for retail in 2022 was inventory. This year, it’s shrink.
Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss:
- How Americans are spending and changing their priorities.
- The tech replacement cycle, and what that means for Best Buy.
- A slowdown for Home Depot and Lowes.
- Retail trends to watch in 2024.
Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA
Host: Deidre Woollard
Guest: Asit Sharma, Toby Bordelon
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Get in, Fools! We’re going to Canada.
Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportunities investors can find in a messy housing market. They also discuss:
Tickers discussed: CM, BNS, TD, RY, BMO, TSX:NA, BB, SHOP, TSX: CSU, TSX: ATD, TSX: SJ
Host: Nick Sciple
Guest: Jim Gillies
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT?
(00:21) Ron Gross and Andy Cross discuss:
- New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update.
- Chewy’s status as the #1 pet pharmacy in the U.S., Lululemon’s business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter.
(19:11) Journalist and author Bethany McLean’s talks with Deidre Woollard about her latest book “The Big Fail” and takes a look at the past three years, how we responded to COVID, and the lasting effects on households, businesses, and the economy.
(33:05) Ron and Andy break down two stocks on their radar: Target and MongoDB.
Stocks discussed: GOOG, GOOGL, GME, DOCU, CHWY, LULU, SJM, MDB, TGT
Host: Dylan Lewis
Guests: Andy Cross, Ron Gross, Bethany McLean, Deidre Woollard
Engineer: Dan Boyd
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Chewy’s growth depends on how much we love our furry friends.
(00:21) Bill Barker and Deidre Woollard discuss:
- The power of Chewy’s auto-ship service.
- If Chewy’s growth is too dependent on macro trends.
- What factors could lead to a Dollar General turnaround.
(21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.
Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT
Claim your dividend report here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Kevin Sayer, Mary Long, Bill Barker
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market.
(00:21) Bill Mann and Dylan Lewis discuss:
- McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day.
- The sauce Bill wishes would get more love at McD’s.
- Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo.
(12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future.
Companies discussed: TGT, BYND, SHOO
Host: Dylan Lewis
Guests: Bill Mann, Pinky Cole, Deidre Woollard
Engineers: Dan Boyd
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Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Uber joining the S&P 500 and the company’s focus on profitability and owning its market.
- How Wells Fargo seemed to announce future layoffs in a strange way.
- Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024.
(18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024.
Companies discussed: UBER, LYFT, WFC, SPOT
Host: Dylan Lewis
Guests: Tim Beyers, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
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A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time.
(00:21) Jason Moser and Deidre Woollard discuss:
- The possibility of the Alaska Airlines and Hawaiian Airlines deal going through.
- If airlines lose specialness as they grow.
- The race to bring GLP-1 drugs to market.
(18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next.
Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY
Claim your dividend stocks here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Jason Moser, John Merris
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss:
The state of the “War on Cash”
Embedded finance
And two “toll booths” that aren’t going away anytime soon
Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH
Host: Jason Moser, Matt Frankel
Producer: Mary Long
Engineer: Dan Boyd
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The rules of business are changing. And those rules are being written by some … unlikely characters.
Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss:
Tickers discussed: AMZN, MSFT, AAPL, GOOG, META
Host: Mary Long
Guest: Andrew McAfee
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on?
(00:21) Jason Moser and Matt Argersinger discuss:
- The market’s incredible November and why we may not be out of the woods yet on rate hikes.
- Why Apple and Goldman Sachs are breaking up their credit card partnership.
- Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase.
(19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list.
You can catch Adobe’s holiday shopping tracking here.
(34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.
Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Vivek Pandya
Engineers: Dan Boyd
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When disruption strikes, what a company does next is crucial.
(00:21) Bill Barker and Deidre Woollard discuss:
- If we are already in a Santa Claus rally.
- The challenges facing big automakers.
- If cybersecurity’s challenges will fade.
(20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today.
Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Host: Deidre Woollard
Guests: Bill Barker, Mary Long, David Meier
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie.
(00:21) David Meier and Dylan Lewis discuss:
- Some of their favorite Mungerisms on investing and life.
- Berkshire’s incredible performance in his time with the company.
- The best thing you can do to celebrate his life today – read a book.
Companies discussed: BRK.A, BRK.B, AAPL
Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access)
Host: Dylan Lewis
Guests: David Meier
Engineers: Dan Boyd
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With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Early Cyber Monday results and why consumer spend isn’t slowing down quite yet.
- News that Chinese fast fashion company Shein will likely be coming public in 2024.
- How Weight Watchers is adjusting its strategy to incorporate weight loss drugs.
(15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries.
Companies discussed: WW, NVDA, MSFT, APPL
Host: Dylan Lewis
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
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Black Friday showed consumers are still ready to buy.
(00:21) Jason Moser and Deidre Woollard discuss:
- Black Friday’s strong results.
- The rise of mobile shopping.
- If anyone can challenge Amazon’s reign as the holiday leader.
(17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market.
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY
Host: Deidre Woollard
Guests: Jason Moser, Alex Friedman, Ariel Adams
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.
(00:21) Bill Mann and Jason Moser discuss:
- Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving.
- The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe.
- The no-go topics at this year’s dinner table – crypto and weight-loss drugs.
(19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.
(32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.
Catch a picture of the new Domino’s delivery oven bike here.
Stocks discussed: CDNS, CRSP, IOT, DPZ
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler
Engineers: Dan Boyd, Rick Engdahl
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Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence.
(00:20) Asit Sharma and Dylan Lewis discuss:
Companies discussed: NVDA, MSFT
Send us your questions, show ideas, and feedback at [email protected], or leave us a voicemail at 703-254-1445.
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Rick Engdahl
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Zoom’s slow revenue increase may show how the company is changing.
(00:12) Asit Sharma and Deidre Woollard discuss:
- Why Zoom is more than a videoconferencing company.
- What happens when a company’s growth slows.
- How big-ticket item sales are impacting Lowe’s and Best Buy.
(14:52) Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools.
Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY
Claim your dividend report here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Tim Sparks, Rick Engdahl
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With the dust still not settled, what could be next for Microsoft and OpenAI?
(00:13) Bill Barker and Deidre Woollard discuss:
- Winners and losers in the OpenAI schism.
- If anything will slow the pace of AI.
- What former Cruise CEO Kyle Vogt might do next.
(17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate.
Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Host: Deidre Woollard
Guests: Bill Barker, Ryan Severino
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks, Austin Morgan
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Did Elon Musk break Twitter? Or did Twitter break Elon Musk?
Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss:
Tickers discussed: TSLA, META, GME, AMC
Host: Ricky Mulvey
Guest: Ben Mezrich
Producer: Mary Long
Engineer: Annie Pope, Rick Engdahl
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Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence?
Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss:
Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML
Host: Ricky Mulvey
Guest: Chris Miller
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes.
(00:21) Jason Moser and Matt Argersinger discuss:
- Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates.
- Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer.
- Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently.
(19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring.
Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here.
(33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts.
Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey
Engineers: Dan Boyd, Annie Pope
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For both Walmart and Cisco, expectations for the future don’t tell the whole story.
(00:21) Tim Beyers and Deidre Woollard discuss:
- Cisco’s move into the software space.
- If AI can improve the meeting experience.
- Walmart’s strengths as a global player.
(21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars.
Claim your five free dividend stock ideas here: www.fool.com/dividends
Companies discussed: WMT, AMZN, COST, CSCO,ACVA
Host: Deidre Woollard
Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta
Producers: Ricky Mulvey, Mary Long
Engineer: Dan Boyd
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Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up.
(00:21) Tim Beyers and Dylan Lewis discuss:
- The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement.
- Target’s efficient quarter and product mix decisions for the holiday quarter.
- Airbnb’s $200M acquisition ot AI company GamePlanner.AI
(16:28) Ricky Mulvey talks with Red Robin CEO GJ Hart about how he’s trying to turn the 54-year-old burger chain into a premier fast casual dining destination.
Companies discussed: GOOG, GOOGL, AAPL, TGT, ABNB, RRGB
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, GJ Hart
Engineers: Dan Boyd
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Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly.
(00:21): Ricky Mulvey and Asit Sharma discuss:
- What lower inflation means for stock investors.
- Sticky housing prices.
- Home Depot’s quarter and sales decline.
- What softer spend on big-ticket purchases means for Trex.
Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing.
Companies discussed: HD, TREX, AAPL, COST
Stock Advisor discount: www.fool.com/mfmdiscount
Hosts: Ricky Mulvey, Alison Southwick
Guests: Asit Sharma, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
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Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses.
(00:21) David Meier aand Deidre Woollard discuss:
- The evolving climate for business-to-business platforms.
- What tech companies need to consider as they hit profitability.
- If Monday.com will be the acquirer or the acquired.
(19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season.
Claim your free five stock recommendations here: www.fool.com/dividends
Companies discussed: MDNY, CRM, HUBS, SIG
Host: Deidre Woollard
Guests: Rob Bates, David Meier
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Chace Przylepa
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You may be asking the wrong question about the future – it’s not what it looks like, but what it sounds like.
Tobias Den