Motley Fool Money

Motley Fool Money

By The Motley Fool

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.

Episodes

The Business of Broadway

There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing. Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes “Hamilton” and “In The Heights” to Broadway. Mary Long caught up with Jill for a conversation about: - Pitching investors to back shows even when 80% of projects don’t recoup their initial investment. - Working on original projects versus those based on existing stories. - The formula for commercially successful musicals. Companies discussed: DIS Host: Mary Long Guest: Jill Furman Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
15/02/2528m 4s

Valentines Day: Love, Money, and Stocks

The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come. (00:21) Jason Moser and Emily Flippen break down: - The Trade Desk's 30% post-earnings decline, and why it’s more about the company’s internal structure and execution rather than the long-term ad market opportunity. - Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living. - Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports. (19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship. (30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
14/02/2540m 1s

Cyclical Stocks Cycle

Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased. (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expectations, and real business performance of The Trade Desk. - Robinhood blowing away expectations, and what its earnings reveal about retail investing trends. - How restaurants are responding to egg shortages. Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback. Companies discussed: TTD, HOOD, CRBL, CELH, PEP Host: Ricky Mulvey Guests: Alicia Alfiere, Sanmeet Deo Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
13/02/2528m 20s

Musk Applies For New Job

Now he wants to run OpenAI. (00:21) Jason Moser and Mary Long discuss: - Elon Musk’s bid for OpenAI - What BYD’s rollout of self-driving technology means for Tesla - Revitalized interest in Upstart’s AI lending platform - Developments in the buy now, pay later space Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX Host: Mary Long Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer Learn more about your ad choices. Visit megaphone.fm/adchoices
12/02/2528m 18s

A Shopify Takeover

We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss: - Shopify as a 100-year company. - What a change in de minimis rules would mean for merchants. - Shopify’s growth levers. Company discussed: SHOP Got a question for the show? Email us at podcasts@fool.com Note: Ricky Mulvey has a position in SHOP Host: Ricky Mulvey Guests: Asit Sharma, Harley Finkelstein Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
11/02/2528m 15s

Dunkin', Kendrick on Offense at Super Bowl

The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime. (00:14) David Meier and Dylan Lewis discuss: - HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them. - Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers. - McDonald’s lackluster Super Bowl ad and earnings results. WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c (21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape. Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD Host: Dylan Lewis Guests: David Meier, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10/02/2529m 32s

What Great Investors Do

The principles of investing are fairly simple to understand. Application requires some intensity. William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about: - What successful investing comes down to. - The personality traits of market beaters. - Investing lessons from Charlie Munger, Howard Marks, and John Templeton. Companies mentioned: BRK.A, BRK.B, MKL Host: Robert Brokamp Guest: William Green Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
08/02/2548m 29s

Big Tech’s $300B Spending Spree

DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025. - PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world. (19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling. (33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber. Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
07/02/2540m 24s

Americans Take Weight-Loss Drugs, Eat Salty Snacks

Two things can be true. (00:14) Bill Barker and Ricky Mulvey discuss: - Legislation to ban DeepSeek on US government devices. - Hershey’s quarter, and what it reveals about American eating habits. - Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation. Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era. Companies discussed: NVDA, HSY, LLY Host: Ricky Mulvey Guests: Bill Barker, Jordan Harper Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
06/02/2528m 32s

How Do You Value Alphabet?

Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works? (00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss: - Why cloud computing isn’t going anywhere. - YouTube’s secret sauce. - What Palantir really does. Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news. Companies mentioned: GOOG, NFLX, PLTR Host: Mary Long Guests: David Meier, Ricky Mulvey, Jordan Harper Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
05/02/2533m 15s

Your Political Brain vs. Your Investing Decisions

Think you know how the trade wars will shake out? Don’t bet on it. (00:14) Jim Gillies and Ricky Mulvey discuss: - The reaction to potential tariffs in Canada. - Separating your political ideas from your investments. - PayPal’s $15 billion buyback authorization. Then, (16:38) Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape. Companies mentioned: PYPL Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
04/02/2527m 34s

Global Trade, Tariffs, AI Efforts

The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech. (00:14) Asit Sharma and Dylan Lewis discuss: - The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800. - How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods. - OpenAI and Softbank’s latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses. (17:43) In the week before Trump’s inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco’s “smoke-free” future. Companies discussed: CP, SFTBY, PDD PM, MO Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Nick Sciple Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
03/02/2533m 10s

What Does Masayoshi Son Want?

The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like? Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss: - Masa Son’s instincts as a salesperson and investor. - Why the founder is still driven by his roots. - Questions for anyone who’s tempted to put their life savings into SoftBank. Tickers mentioned: SFTBY, NVDA Host: Ricky Mulvey Guest: Lionel Barber Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
01/02/2530m 38s

DeepSeek Disrupts, Big Tech Responds

The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. (00:44) Jason Moser and Asit Sharma discuss: - The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans. - Apple’s continued struggles to find growth with the iPhone and its China business. (19:03) The earnings rundown continues! - Tesla finishes a flat year, but has big futurey plans for 2025 and 2026. - Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.” - Visa and Mastercard show the consumer is still doing quite alright. (34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow. Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW Host: Dylan Lewis Guests: Jason Moser, Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
31/01/2539m 24s

The Hyperscalers Are Hyper-Spending

Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment? (00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss: - Whether the DeepSeek story changes how investors should view off-the-walls AI spending. - The future of Reality Labs. - Microsoft’s $13B-and-growing AI business. - Why “fungible fleet” is a potentially ominous phrase for Sam Altman Companies discussed: META, MSFT, NVDA Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
30/01/2522m 23s

Starbucks' Slow Drip Recovery

New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic. (00:14) Anthony Schiavone and Dylan Lewis discuss: - The market’s very upbeat reaction to Starbucks’ fairly lackluster results. - Brian Niccol’s “Back to Starbucks” plan and the progress so far. - Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up. (13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle. Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF Host: Dylan Lewis Guests: Anthony Schiavone, Nick Sciple, Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
29/01/2528m 39s

JetBlue Has Jet Lag

The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around? (00:14) Jason Moser and Mary Long discuss: - Why not all airlines are facing the same headwinds - GM’s quarterly net loss - The just-announced partnership between X and Visa. Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss. Tickers mentioned: JBLU, UAL, DAL, GM, V Host: Mary Long Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach Engineers: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
28/01/2529m 56s

DeepSeek and AI’s Efficiency Era

The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less. (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology. - Why software prowess and efficiency will be the major themes for AI in 2025. - What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week. (19:15) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy’s President of the Americas, about the utilities side of the renewables market. Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC Host: Dylan Lewis Guests: Tim Beyers, David Meier, John Zahurancik Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
27/01/2532m 12s

How Nvidia Changed the World

There’s more to the legendary chipmaker than its tech stack. Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about: - The early days at Nvidia and its long path to “overnight” success. - What drives Nvidia’s employees. - How Jensen Huang takes long-term thinking to the extreme. Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way To become a premium Motley Fool member, go to www.fool.com/signup Host: Morgan Housel Guest: Tae Kim Producer: Mac Greer, Mary Long Engineer: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
25/01/2530m 40s

S&P 500: New Highs, Same Valuation Questions

At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence. (00:44) Jason Moser and Asit Sharma discuss: - The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it. - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech. - Fantastic earnings reports from Netflix, GE Aerospace, and Twilio. (19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders. AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep (32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin. Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
24/01/2540m 24s

AI Gets Star Power

...as if it didn’t have enough already! (00:14) Asit Sharma and Mary Long discuss: - The new venture to build out American AI infrastructure. - How 20 data centers get a $500 billion price tag. - GE Aerospace’s razor-and-blades business model. Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny. Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG To become a premium Motley Fool member, go to www.fool.com/signup Host: Mary Long Guests: Asit Sharma, Seth Jayson Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
23/01/2531m 26s

Party On Netflix!

Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years? (00:14) Jim Gillies and Dylan Lewis discuss: - Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans. - The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns. - What updates from Interactive Brokers and Schwab say about where investor minds are at. (17:17) What would it take to live a hundred healthy years? Fool analyst Sanmeet Deo talks with Jonathan Swerdlin, co-founder of Function Health, about the overlapping future of artificial intelligence and human health. Companies discussed: NFLX, TKO, GOOG, GOOGL, AMZN Premium Motley Fool members can catch the full AI Summit replay here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay You can become a premium Motley Fool member at: www.fool.com/sigup Host: Dylan Lewis Guests: Jim Gillies, Sanmeet Deo, Jonathan Swerdlin Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
22/01/2529m 11s

Focus on (Tangible) Value

Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters? (00:14) Anthony Schiavone and Mary Long discuss: - Separating signal from noise in an attention economy. - Finding value in a fast-changing world. - Earnings from a company that straddles the digital and the physical. Then, (16:02), Robert Brokamp and Alison Southwick talk about how to build a comfortable income cushion for your retirement. Check out the Nick Maggiulli article mentioned here: https://ofdollarsanddata.com/the-new-currency-is-attention/ Companies mentioned: PLD, $TRUMP, $MELANIA Host: Mary Long Guests: Anthony Schiavone, Robert “Bro” Brokamp, Alison Southwick Producer: Dylan Lewis Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
21/01/2526m 7s

The Future of AI and The Nature of Consciousness

There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for humanity? Terry Sejnowski is the Frances Crick Chair at the Salk Institute for Biological Studies, a Distinguished Professor at the University of San Diego, and author of the book “ChatGPT and The Future of AI.” Ricky Mulvey caught up with Sejnowski for a conversation about: - How chatbots work. - Mapping large neural models. - What a self-aware parrot can teach us about human consciousness. Premium Motley Fool members can catch replays from this week’s AI Summit here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay To become a premium Motley Fool member, go to www.fool.com/signup Host: Ricky Mulvey Guest: Terrence Sejnowski Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
18/01/2542m 17s

TikTok on the Clock

170 million TikTok users in the U.S. might be up for sale. What are they worth? (00:42) Matt Argersinger and Bill Mann discuss: - The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like. - Apple’s other problem in China: smartphone sales and rising competition from Huawei and Vivo. - Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025. (19:03) Where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns. Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/ (33:10) Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo. Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL. Host: Dylan Lewis Guests: Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey Engineers: RIck Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
17/01/2540m 24s

Big Bank Energy

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better. (00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss: - Why comparisons to 2023 give banks more credit than they may deserve. - The split between JP Morgan’s investment banking and consumer businesses. - Growing interest in private credit markets. Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention. Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA Host: Mary Long Guests: Matt Frankel, Kirsten Guerra Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
16/01/2531m 36s

Investors Check the Label on Retail

Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track. (00:14) Nick Sciple and Dylan Lewis discuss: - Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity. - Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo. - The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers. (15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters. Companies discussed: ANF, LULU, ATZAF, ALL. Host: Dylan Lewis Guests: Nick Sciple, Mary Long, Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
15/01/2528m 0s

Steel Bids, TikTok Battles

Fights are unfolding for companies in two very different industries: Steel and social media. (00:21) Jason Moser and Mary Long discuss: - Why so many companies want in on U.S. Steel. - How to factor CEO personality into potential investments - TikTok’s potential buyers. Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more. Companies mentioned: X, NPSC.Y, CLF, NUE, META, GOOG, GOOGL, RIVN Host: Mary Long Guests: Jason Moser, Alison Southwick, Robert “Bro” Brokamp Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
14/01/2533m 26s

Cloudy With a Chance of Burgers

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them? (00:14) David Meier and Dylan Lewis discuss: - Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more. - Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams. - Shake Shack’s new plans to open up 1500 company-owned locations. (16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity. Companies discussed: SONO, MRNA, SHAK, PGNY Host: Dylan Lewis Guests: David Meier, Alicia Alfiere, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
13/01/2529m 36s

David Gardner, The Case for Rational Optimism

You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history. David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about: - Why buying and holding works. - Rational optimism. - The future of space travel. Check out David’s weekly show Rule Breaker Investing at the link below, or wherever you listen to podcasts: https://www.fool.com/podcasts/rule-breaker-investing/ Companies discussed: NVDA, SPOT, AMC, META, RKLB Host: Ricky Mulvey Guest: David Gardner Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
11/01/2545m 30s

Amazon and Disney See Ad Dollars

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. (00:39) Ron Gross and Jason Moser discuss: - What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture. - The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies. (19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025. (33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett. Listeners, you can become a member of Stock Advisor at Fool.com/signup Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY Host: Dylan Lewis Guests: Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10/01/2540m 24s

The Future According to Jensen Huang

It’s Nvidia’s world, and we’re just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus: - All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds. - The rollout of a digital workforce. - Why Wall Street shrugged at Nvidia’s announcements. Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best. Companies mentioned: NVDA, PYPL Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/ Host: Mary Long Guests: David Meier, Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
08/01/2530m 45s

The WWE's Premiere on Netflix

Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers. (00:14) Nick Sciple and Ricky Mulvey discuss - The buzz around Monday Night Raw’s debut on Netflix. - What’s allowed in Tribal Combat and why wrestlers don’t respect the boundaries of an announcer's table. - The new “100% margin” opportunities for the WWE. - Why TKO Group Holdings is one of Nick’s largest personal stock investments. Then, (17:58) Alison Southwick and Robert Brokamp discuss some fundamental ways to prepare your portfolio for 2025. Companies discussed: TKO, NFLX Sign up for Stock Advisor and access our members only podcast Stock Advisor Roundtable at www.fool.com/signup Host: “The Cincinnati Cobra” Ricky Mulvey Guests: “Cash Money” Nick Sciple, Alison “Swagger” Southwick, “Hulk Bro-gan” Robert Brokamp Producer: “The Virginia Kid” Mary Long Engineer: Rick “The Answer” Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
07/01/2533m 45s

How To Get Started Investing

If your resolution involves the word “investing,” you’ve come to the right place. Mary Long talks with a handful of Fools and analysts about: Investing origin stories. Recommended materials for a DIY investing curriculum. Advice for getting started.  Companies mentioned: DECK, LULU, META, NFLX, RKLB, Join Stock Advisor and get access to 2 new stock picks each month, access to premium podcast episodes, and more: www.fool.com/signup Host: Mary Long Guest: Alicia Alfiere, Bill Barker, David Meier, Ricky Mulvey Engineers: Desiree Jones, Chace Pryzlepa Learn more about your ad choices. Visit megaphone.fm/adchoices
07/01/2531m 40s

Unbundle, Re-Bundle, Sell Ads

Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising. (00:14) Tim Beyers and Dylan Lewis discuss: - Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk. - Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles. - How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint (16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar. Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD Host: Dylan Lewis Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier Producer:Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
06/01/2525m 33s

OpenAI’s Magic Number? $100B

Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI. (00:45) Asit Sharma and Bill Mann discuss: - Microsoft and OpenAI’s odd definition of artificial general intelligence (AGI) and Meta’s push into AI Influencers for Instagram. - One of the tastier parts of President Jimmy Carter’s legacy, and the potential ripple effects of surgeon general’s warning about alcohol consumption. - A few words of caution for fintech and investing in the U.S. in 2025. (19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his 2025 Investing Playbook, what his favorite indicator is saying about the state of the market right now, and how he feels about Bitcoin as it hovers around $100k. TMF Premium members can get the full December Stock Advisor Roundtable episode Here on Fool.com: https://www.fool.com/premium/4056/coverage/2024/12/20/your-2025-investing-playbook Here on Spotify: https://open.spotify.com/episode/6phJxPB7VaGx5dOCMkeKNO?si=ab749bf726b4479c You can become a member of Stock Advisor at Fool.com/signup (34:11) Asit and Bill break down two stocks on their radar: Darden Restaurants and IMAX. Stocks discussed: MSFT, META, SAM, DRI, IMAX, Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Tom Gardner, Loren Horst Engineers: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
03/01/2540m 24s

2025 Goals: Invest Better, Budget Smarter

Almost 70% of Americans have a financial resolution for the New Year. What’s yours? (00:14) Tim Beyers and Ricky Mulvey discuss: - How newer investors can get started. - Past market performance, pockets of speculation, and what matters for long-term investors. - Squid Game breaking records for Netflix. Then, (XX:XX) Alison Southwick and Robert Brokamp discuss the tools that can help you become a better budgeter. Join Stock Advisor and get access to our premium podcast, Stock Advisor Roundtable: www.fool.com/signup Companies discussed: MSTR, NFLX Host: Ricky Mulvey Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
02/01/2533m 0s

2024’s Winners and Losers

The S&P 500 finished the year up about 24%, more than double the index’s average annual return. (00:49) Asit Sharma and Ricky Mulvey check in on the year in investing. They discuss: - What most of the biggest winners in the S&P 500 had in common. - Why more investors bought gold and Bitcoin in 2024. - A tough stretch for Walgreens Boot Alliance. - Their favorite investing discoveries from the past year. Companies discussed: PLTR, VST, UAL, NVDA, AXON, LULU, NFLX, WBA, INTC, DLTR Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
31/12/2425m 13s

Don't Be a Grinch, Keep Holding

We set the path for being better investors and friends in 2025.   (0:13) Jason Moser and Dylan Lewis discuss: - How some profit-taking and tax loss harvesting have caused a bit of a holiday hangover for the market to close 2024. - Why mounting consumer credit card debt and delinquencies might finally start to eat into discretionary spending in 2025.  - Alphabet’s agenda for the new year: AI, Gemini, and Project Mariner .  - A few resolutions to ring in the new year. Companies discussed: TGT, WMT, GOOG, GOOGL Host: Dylan Lewis Guests: Jason Moser Producer: Ricky Mulvey Engineers: Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
30/12/2419m 26s

Your 2025 Stock Market Preview

New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.   (00:33) Ron Gross and Asit Sharma discuss: - The state of the stock market as investors head into the new year, the outlook for 2025, and the big questions concentration is creating for investors. - The corners of the market they’re paying attention to for opportunities.  - Why leadership at Southwest and Moderna is on the hot seat, and which companies seem primed for a turnaround in 2025.  (19:03) This time of year, investors are getting forecasts galore – what the market will return, where interest rates will go. Robert Brokamp and best-selling author Morgan Housel about his latest book Same as Ever, the things that endure, and the follies of following forecasts.  (33:17) Ron and Asit offer up reckless predictions for the new year and break down two stocks on their radar: Endava and Marvell Technology. Stocks discussed: MDNA, LUV, LULU, AMD, DAVA, MRVL. Host: Dylan Lewis Guests: Ron Gross, Asit Sharma, Morgan Housel, Robert Brokamp Engineers: Rick Engdahl  Learn more about your ad choices. Visit megaphone.fm/adchoices
27/12/2439m 24s

The Other Business Stories Catching our Attention

See more music, talk to strangers, play more games. Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught their attention over 2024. They discuss: - The rise of concert ticket prices. - Why companies trying to solve the loneliness epidemic are in a difficult business. - The implications of widespread sports gambling. And a heads-up, Motley Fool Money returns on Friday, December 27. Companies mentioned: LYV, MTCH, BUMBL, GRND, DKNG, FLUT Host: Ricky Mulvey Guests: Mary Long, Asit Sharma Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
24/12/2429m 48s

Everyday Low Prices > Treasure Hunting

If your company isn’t a growth business, what’s the advantage of being in the public markets? (00:14) Jim Gillies and Ricky Mulvey discuss: - Why luxury department stores are struggling. - Disney spending $645 million to make two seasons of the Star Wars series, Andor in a ten-ish minute discussion. - What investors should consider before using options to generate income. Companies discussed: JWN, PTON, DISHost: Ricky Mulvey Guest: Jim Gillies Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
23/12/2426m 21s

Best-of Interview: Tom Vice, CEO of Sierra Space

Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think, space planes and inflatable space habitats. Ricky Mulvey caught up with Vice at the Sierra Space headquarters for a show that originally aired on March 30, 2024. They discuss: - The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing. - How rent works in outer space. - Defense systems and the hope of a space-based “McDonald’s Effect.” Companies mentioned: MRK, PFE, MRNA, NVDA Host: Ricky Mulvey Guest: Tom Vice Producer: Mary Long Engineers: Desireé Jones, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
22/12/2430m 29s

Space Internet Comes to Earth

For the most part, our phones work about 95% of the time. But head outside of suburbia, and things get patchy quickly. What would it take to close that final 5% gap? Scott Wisniewski is the President and Chief Strategy Officer of AST Space Mobile, a satellite company that’s trying to bring connectivity literally everywhere – the desert, the ocean, the air, everywhere. Ricky Mulvey caught up with Wisniewski to discuss: - What universal connectivity actually achieves. - The operational challenges of getting something as large as a cell tower onto something as small as a rocket. - And the developing “land grab” in low-earth orbit.  Companies discussed: ASTS, VOD, VZ, TMUS,  Host: Ricky Mulvey Guests: Scott Wisniewski Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
21/12/2432m 57s

AI & You, AI & Reddit

For our annual best-of interviews show, we look at the topic of the year – artificial intelligence – through two different lenses: how individuals can put the technology to use, and how companies are using it to make their products better and fuel growth. (00:33) Wharton Professor Ethan Mollick walks through his four rules for using AI, how he pushes students to use the technology, and the research from his book Co-Intelligence: Living and Working with AI.  (19:03) Reddit CEO Steve Huffman explains how the company is harnessing AI to localize content to reach new markets internationally, open up new revenue opportunities, and improve the user experience.  Stocks discussed: RDDT, GOOG, GOOGL Host: Dylan Lewis Guests: Ethan Mollick, Steve Huffman Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
20/12/2440m 24s

The Market Takes a Breather

The S&P 500 is still up about 25% this year, far outpacing historical averages. (00:14) Anthony Schiavone and Ricky Mulvey discuss: - Why traders are sour about the recent Fed meeting, and what long-term investors should focus on. - How American diners are responding to Darden Restaurant Group’s value offers. - Rising home sales at Redfin. Then (13:29) Motley Fool Senior Analyst Alicia Alfiere and Mary Long look at Upwork and Fiverr and the gig workplace economy. Companies discussed: DRI, TXRH, RDFN, FVRR, UPWK Host: Ricky Mulvey Guests: Anthony Schiavone, Mary Long, Alicia Alfiere Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
19/12/2427m 17s

Nissan = Cars with Baggage

Who wants to buy a struggling car company? Honda does! Well, maybe. (00:14) David Meier and Mary Long discuss: - What merger rumors signal about Nissan’s business. - How retailers are leaning into the holiday spirit. - Advice for a seasonal decoration company. Then (13:56), Stephanie Guild, Robinhood’s Head of Investment Strategy, joins Ricky Mulvey to discuss her outlook for 2025 and what’s excited Robinhood investors in the past year. CNBC story mentioned: https://www.cnbc.com/2024/12/18/holiday-decor-spending-could-help-retailers.html Companies discussed: HMC, NSANY Host: Mary Long Guests: David Meier, Stephanie Guild, Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
18/12/2428m 0s

Young Investors, Root for a Bear Market

Investing is a decades-long game. (00:14) Bill Barker and Ricky Mulvey discuss: - The Federal Trade Commission’s ruling on junk fees. - What killed a merger between Kroger and Albertsons. - How younger investors can prepare for the next bear market. Then, (17:28) Alison Southwick and Robert Brokamp offer some tips on tax-loss harvesting. WSJ column discussed: https://www.wsj.com/finance/stocks/why-this-frothy-market-has-me-scared-295c07c3 Companies discussed: KR, ACI, AZO, AAPL, ORLY, SBUX Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
17/12/2426m 2s

Apple Rethinks the iPhone

Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone. (00:14) Asit Sharma and Ricky Mulvey discuss: - Microstrategy’s entrance into the NASDAQ 100. - How Apple is trying to kickstart growth. - A burgeoning competitor to Uber and Lyft. Then, (16:56) Motley Fool Senior Analyst Anthony Schiavone joins Mary Long for a look at UPS, and its frenemy relationship with Amazon. Sign up for Breakfast News, our free daily market email newsletter: www.fool.com/breakfastnews WSJ Story on Apple: https://www.wsj.com/tech/apple-thin-iphone-foldable-computer-plans-dbb4286c NYTimes story on Empower: https://www.nytimes.com/2024/12/16/technology/empower-ride-hailing-washington-dc.html Companies discussed: MSTR, AAPL, UBER, LYFT, UPS, AMZN Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Anthony Schiavone Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
16/12/2429m 41s

Axon President on AI, AR, and Drones as First Responders

Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in the past year alone and returning over 100x since going public in 2001.  Josh Isner is the President of Axon Enterprise and has been with the company for over 15 years. He joins Fool Analyst Jason Moser to discuss:  - Why Axon is like the Apple of law enforcement. - How immersive technology improves police training and retention. - The role of drones and humanoids in public safety.  Companies discussed: AXON, MSI Host: Jason Moser Guests: Matt Frankel Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
15/12/2426m 8s

2024 in Review: Financials

It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date.  Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss: - Green shoots for the 2025 IPO market. - Alex Chriss’s first full year at PayPal. - Two promising payments processors. Companies discussed: GS, BAC, MS, JPM, PYPL, BOC, FOUR, TOST, SQ, SOFI Host: Ricky Mulvey Guests: Matt Frankel Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
14/12/2423m 18s

The Year of Concentration, Crypto, China

2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.   (00:46) Bill Mann and Matt Argersinger discuss: - Why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024. - The winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade.  (19:05) James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers - James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/  (34:35) Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield Stocks discussed: NVDA, NBIS, FYLD Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
13/12/2439m 25s

Google’s Quantum Chip

The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around. (00:14) Nick Sciple and Ricky Mulvey discuss: - The potential futures and lingering questions for quantum computers. - A restructuring at Warner Bros. Discovery that’s pleasing its investors. - Why the media conglomerate may be a falling knife. Then, (18:42) Motley Fool Contributor Lou Whiteman joins Mary Long for a look at FedEx, and holiday shipping season. Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX Host: Ricky Mulvey Guests: Mary Long, Lou Whiteman Engineers: Rick Engdahl, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
12/12/2432m 34s

Amazon Enters a New Lane

As if everything weren’t already enough, Amazon now sells cars. (00:14) Asit Sharma and Mary Long discuss: - Disruptions to traditional car dealerships. - Amazon’s next potential venture. - The rise and fall of GM’s driverless ambitions. Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.” Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Jim Gillies Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
11/12/2430m 18s

What Do Investors Underrate?

Riding coattails isn’t a bad thing in investing. (00:14) Jim Gillies and Ricky Mulvey discuss: - The alleged killer of Unitedhealthcare’s CEO getting caught. - A sporting goods retailer buying back a lot of stock. - Aritzia’s comeback year. Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales. Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ Sign up for Breakfast News: breakfast.fool.com Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10/12/2429m 55s

The $1 Trillion Ad Opportunity

Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?   (00:14) David Meier and Dylan Lewis discuss: - The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry.  - Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts.  - How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure. (17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR Host: Dylan Lewis Guests: David Meier, Asit Sharma, Mary Long Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
09/12/2431m 59s

Introducing the Dividend Seven

Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss:  - How a company enters into the Dividend Seven. - If Home Depot can still be a growth stock. - The metrics that dividend investors need to understand.  - Companies that have raised their dividend for decades. Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK Host: Mary Long Guests: Matt Argersinger, Anthony Schiavone Producer: Ricky Mulvey  Engineers: Desireé Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
08/12/2432m 22s

2024 in Review: Energy

It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year.  Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss: - How the US has gotten more efficient at extracting oil from the ground. - The challenges facing companies hoping to build small nuclear reactors. - Flatlining investor interest in renewables. Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR Host: Ricky Mulvey Guest: Nick Sciple Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
07/12/2431m 32s

Your “Portfolio Wrapped”

Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.   (00:14) Jason Moser and Asit Sharma discuss: - Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested. - Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts.  - What reinvention Airbnb might be scheming up for 2025. - Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year. (19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz.  (33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop. Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
06/12/2439m 24s

Bitcoin Breaks $2 Trillion

The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet. (00:14) Jason Moser and Ricky Mulvey discuss: - The murder of Unitedhealthcare’s CEO. - What’s contributed to Bitcoin’s rise to $100,000 per token. - Chewy’s trouble finding new customers. Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround. Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP Host: Ricky Mulvey Guests: Jason Moser, Sanmeet Deo Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
05/12/2431m 20s

Stop! Please Sign In Again

Okta achieves profitability; another CEO gets a software lesson from a torn Achilles. (00:14) David Meier and Mary Long discuss: - Okta’s earnings and the future of logging in - Marc Benioff’s ability to turn vision into performance - Salesforce’s AI-driven future Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement. Visit our sponsor: Get 15% off the Amazfit T-Rex 3 at US.Amazfit.com/fool Companies discussed: OKTA, CRM Host: Mary Long Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
04/12/2426m 53s

Who Won Black Friday, Cyber Monday?

More shoppers bought from Shopify merchants and foot traffic declined in physical stores. (00:14) Bill Mann and Ricky Mulvey discuss: - Shopping data from the holiday weekend and what retailers should be cautious of. - South Korea’s tense political situation, and what it means for the country’s companies. - Why Wall Street is rewarding a more focused AT&T. Then, (18:20) Dave Hatter, cybersecurity consultant at IntrustIT, continues his conversation with Ricky about big tech data collection, and how you can better protect your information. Check out the Giving Done Right Podcast: https://givingdoneright.org/ Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA Host: Ricky Mulvey Guests: Bill Mann, Dave Hatter Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
03/12/2429m 36s

Intel: 3rd in a Two-Horse Race

Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?   (00:14) Tim Beyers and Dylan Lewis discuss: - Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company.  - The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now.  - How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term. (20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up. Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY Host: Dylan Lewis Guests: Tim Beyers, Dave Hatter, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
02/12/2434m 3s

Dirty Words: Election, Tariffs, Spatchcock

It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks! (00:33) Ron Gross and Jason Moser discuss: - The market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers. - Why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon.  - The topics they don’t want to touch at the Thanksgiving table: the election and tariffs.  (19:03) We offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey. A reminder, you can reach us at: (703) 254-1445, radio@fool.com, or @MotleyFoolMoney on X.  (34:13) Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara. Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com Stocks discussed: TGT, OM, COST, AXON, GTX, IOT. Host: Dylan Lewis Guests: Ron Gross, Jason Moser Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
29/11/2440m 54s

Many Thanks, Mr. Buffett

Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.   (00:14) Asit Sharma and Dylan Lewis discuss: - NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race. - The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years. - Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week.  Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B,  Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
27/11/2426m 24s

Stock Floats, Lemonade Flies

After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra and Mary Long discuss: - How experiential shopping has lifted Dick’s Sporting Goods. - Two paths forward for Kohl’s. - Why Lemonade deserves a spot in a Thanksgiving parade. Then, (17:31) Robert Brokamp and Christine Benz continue their discussion on how to prepare for a healthy, wealthy retirement. Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool Companies discussed: DKS, KSS, M, LMND, BROS Host: Mary Long Guests: Kirsten Guerra, Robert Brokamp, Christine Benz Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
26/11/2432m 39s

Oops! $132 Million Disappeared

Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors. (00:14) Jason Moser and Ricky Mulvey discuss: - How more than a hundred million dollars can go missing. - The impact of weight-loss drugs on junk food manufacturers. - Some advice for investors looking for artificial intelligence “picks and shovels” plays. Then, (15:41) Bloomberg’s Lucas Shaw to check in on Netflix, and the company’s strategy on live events. Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com Link to NYTimes article about junk food and GLP-1 drugs: https://www.nytimes.com/2024/11/19/magazine/ozempic-junk-food.html Check out Shaw’s Screentime newsletter: https://www.bloomberg.com/screentime Companies discussed: M, CAG, TPL, NFLX Host: Ricky Mulvey Guests: Jason Moser, Lucas Shaw Producer: Mary Long Learn more about your ad choices. Visit megaphone.fm/adchoices
25/11/2429m 50s

Fast Fashion’s Unknowns

Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how is the company offering prices that low?  Timothy McLaughlin is a contributing writer for The Atlantic, with a story titled, “The Mysterious, Meteoric Rise of Shein”. Mary Long caught up with McLaughlin to discuss:   - The questions about how fast fashion became ultra-fast fashion. - Why Shein’s leaders may be staying quiet. - How an export and tax loophole is driving business for Shein and Temu, and why that could change.  Read Tim’s story: https://www.theatlantic.com/international/archive/2024/09/shein-ceo-chris-xu-fast-fashion/679709/  Companies discussed: PDD, AMZN OTC: HNNMY,  Host: Mary Long Guest: Timothy McLaughlin Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
24/11/2427m 31s

You Can’t Patent LSD

Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:   - Advice to investors looking at a highly speculative industry. - The cash and regulatory questions for these companies.  - Key differences between the cannabis market and psychedelic stocks. - The challenges of doing a double-blind test on psychedelic compounds. Companies discussed: CMPS, CYBN, ATAI Host: Mary Long Guest: Keith Speights Producer: Ricky Mulvey  Engineers: Rick Engdahl, Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
23/11/2424m 48s

Expectations Over Results

The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.  (00:55) Jason Moser and Emily Flippen discuss: - How Walmart is thriving while Target struggles with “decelerating discretionary demand.” - Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one.  - Snowflake’s strong report and what its new deal with Anthropic means . (19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization. (34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai. Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL Visit our sponsor at www.landroverusa.com Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI. Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Dan Durn Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
22/11/2441m 24s

Comcast Spins Out Cable Networks

Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo. (00:14) Bill Barker and Ricky Mulvey discuss: - Nvidia’s quarter and data center growth. - Why Comcast is spinning off its cable assets. - Microstrategy’s unusual bond offering. Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties. Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Companies discussed: NVDA, CMCSA, MSTR, EGP Host: Ricky Mulvey Guests: Bill Barker Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
21/11/2430m 18s

Target Misses the Mark

The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task? (00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus: - The state of the consumer heading into the holiday shopping season. - What it takes to build out a true omnichannel operation. - How management teams land on forward guidance. Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX Host: Mary Long Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
20/11/2428m 50s

Walmart’s Flywheel Keeps Spinning

But the retailer’s valuation is giving investors more questions. (00:14) Nick Sciple and Ricky Mulvey discuss: - Highlights from Walmart’s quarter. - What shoppers want from mac and cheese. - Why nicotine pouches may be “the biggest consumer product story this decade.” Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool Companies discussed: WMT, COST, PMI, MO, TPB Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Christine Benz Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
19/11/2431m 24s

Netflix: Show Me the Ad Money

Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model. (00:15) Seth Jayson and Dylan Lewis discuss: - Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter. - Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry. - Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market. (14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks. Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH Visit our sponsor: www.1password.com/MOTLEYFOOL for a two-week trial. Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
18/11/2427m 30s

Charles Duhigg on How Silicon Valley Learned to Lobby

Campaign contributions are just table stakes for companies trying to make legislation in their favor. Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss: - How Airbnb mobilized voters in San Francisco. - The battle to regulate artificial intelligence. - How the crypto industry is building political power. Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster Companies discussed: MSFT, ABNB, COIN Host: Mary Long Guest: Charles Duhigg Producer: Ricky Mulvey Engineers: Tim Sparks, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
17/11/2429m 3s

Valuation 101

Price matters. But how do you build a case for what the right price is?  Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss: - How to put P/E ratios in context – and how to look beyond that metric.  - Levers Walmart could pull to double its earnings. - Growth stories for Netflix that go beyond subscriber count.  Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
16/11/2437m 29s

Subscribers Drive Spotify and Disney

It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead.  (00:15) Andy Cross and Matt Argersinger discuss: - Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways.  - Why Cava and Instacart are both taking a breather post-earnings  - How the macro environment and housing market continues to weigh on activity for Home Depot. (19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security. (34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s. Learn more about the Range Rover Sport at www.landroverusa.com and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Robert Brokamp Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
15/11/2441m 25s

Is ESPN Undisruptable?

The future is growing brighter, and more efficient, for the entertainment giant. (00:13) Jason Moser and Ricky Mulvey discuss: - Highlights from Disney’s quarter. - The future of ESPN. - Amazon’s new discount shopping venture, Haul. Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch. Sign up for Breakfast News: breakfast.fool.com Companies discussed: DIS, AMZN, RKLB Visit our sponsor: www.vanta.com/fool Host: Ricky Mulvey Guests: Jason Moser, Yasser El-Shimy Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
14/11/2430m 21s

1 Restaurant = $51 Million

Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense? (00:13) Tim Beyers and Mary Long discuss: - The difficulties in valuing Cava. - Why the fast casual restaurant doesn’t want to lean too far into digital channels. - How Toast is able to keep growing despite macro headwinds. Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX Host: Mary Long Guests: Tim Beyers, Rick Munarriz Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
13/11/2432m 33s

Shopify’s Comeback Story

The e-commerce giant is proving that growth can forgive past valuation sins. (00:26) Jim Gillies and Ricky Mulvey discuss: - Why investors are cheering Shopify’s latest results. - An automotive supplier that can provide a ballast for portfolios. - Why excitement about the market right now isn’t quite a mania. Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection. Got a question for the show? Email us at podcasts@fool.com. Companies/tickers discussed: SHOP, ALV, RCL Visit our sponsor at www.public.com/motleyfool Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Engineer: Rick Engdahl Public.com disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more Learn more about your ad choices. Visit megaphone.fm/adchoices
12/11/2431m 25s

The Antidote to Euphoria? Normal.

When companies or crypto go parabolic, force yourself to think: what does normal look like?   (00:13) Tim Beyers and Dylan Lewis discuss: - Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase.  - Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation.  (19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models.  Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META Host: Dylan Lewis Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo Engineers: Dez Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
11/11/2434m 5s

“Pretty soon we’ll all be trillionaires, or whatever.”

While the storylines in crypto have gone quieter, coin prices have not. Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall”. Mary Long caught up with Faux for a conversation about: - The most genuine argument for crypto adoption. - Why more politicians have warmed up to the space. - What you have to believe, to be a Bitcoin maximalist. - A shoestring crypto operation that’s more profitable than Nike. Coins discussed: BTC, SOL, ETH, DOGE, WIF, USDT Host: Mary Long Guest: Zeke Faux Producer: Ricky Mulvey Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
10/11/2428m 42s

What’s Exciting About Superintelligence?

Diseases become easier to solve. Bureaucracy is simplified. But what will work look like? OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions. They discuss: - If building general intelligence is a winner-take-all game. - How AI advancements could develop in the next decade. - Lingering questions and worries about the future of superintelligence.  Read Sam Altman’s “The Intelligence Age” and Dario Amodei’s “Machines of Loving Grace” here. The poem from which Amodei’s essay takes its name is here.  Companies mentioned: MSFT, GOOG, GOOGL, TSM, META Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
09/11/2426m 47s

The Election, The Fed, and What’s Next

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.  (00:40) Jason Moser and Bill Mann discuss: - The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration.  - At all-time highs after earnings, will the good times keep rolling for Axon and Palantir?  - Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth. (19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give. (28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari. Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE Host: Dylan Lewis Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
08/11/2440m 23s

Two Growth Stocks Hit a Snag

Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil. (00:21) Bill Mann and Ricky Mulvey discuss: - Earnings from MercadoLibre and Celsius. - The difficult market for energy drink makers. - Schwab opening up 24 hour trading for stocks. Companies discussed: MELI, CELH, MNST, SCHW Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL Host: Ricky Mulvey Guest: Bill Mann Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
07/11/2421m 53s

Markets Love Certainty

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.   (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies. - Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange. - Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon.  - Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound.  Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO Host: Dylan Lewis Guests: Asit Sharma Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
06/11/2424m 6s

Smart Money ≠ High Returns

A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss: - Palantir’s impressive results. - Harvard’s “just ok” endowment returns. - Why individuals have advantages over institutional investors. - Stories causing them to be rationally optimistic. Companies discussed: PLTR, ACN, CTSH, VRTX Host: Ricky Mulvey Guest: David Meier Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
05/11/2429m 2s

Breaking Down Berkshire Earnings

There are a lot of billions on that balance sheet. What might Buffett want to do with all of it? (00:21) Jason Moser and Mary Long discuss: - What to make of Berkshire’s latest sells. - Turnaround ideas for TGI Friday’s. - Uber’s expanding network. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
04/11/2426m 31s

Sweetgreen Cofounder on Infinite Kitchens and Food Innovation

Some companies drop new products. sweetgreen drops new vegetables.  Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about:  - The future of automation and eating. - Creating an “Apple-like” retail experience at a restaurant. - sweetgreen’s balance between value and growing to become profitable. Companies discussed: SG Host: Mary Long Guest: Nicolas Jammet Producer: Ricky Mulvey Engineers: Tim Sparks, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices
03/11/2429m 1s

Stocks To Buy No Matter Who Is President

When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying.  Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about: What to do when you’re on edge – about investments and life. Whether politics matter in investing. Stocks they’re buying regardless of who’s in the White House. The note by Tom Engle that is read at the end of the show is also available here.  Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC Host: Ricky Mulvey Guest: Alicia Alfiere, Matt Argersinger Producer: Mary Long Engineers: Desiree Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
02/11/2424m 22s

Big Tech's AI Spending Spree

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
01/11/2440m 23s

The Overlooked, Obscure, and... Undervalued?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
31/10/2424m 19s

A Golf Clap for Google

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. Learn more about the Range Rover Sport at www.landroverusa.com 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
30/10/2431m 29s

PayPal Looks Beyond Payments

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. Visit our sponsor at www.landroverusa.com 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
29/10/2431m 54s

Boeing, Election Betting, Expanded Options

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. Visit our sponsor at www.landroverusa.com Companies discussed: HOOD, BA, CVNA Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Yasser El-Shimy  Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
28/10/2429m 21s

Activision Blizzard: What Microsoft Got for $69 Billion

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
26/10/2436m 47s

The Great Cacao Shortage

Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar.  (00:44) Ron Gross and Jason Moser discuss: - Tesla’s return to growth expectations and positive returns for investors in 2024. - How Southwest and American Airlines are trying to rally from an oversupplied air travel market, and Disney’s succession plans for moving on from Bob Iger.  - Earnings from UPS and Coke, and McDonald’s E.Coli issues. (19:03) Get ready for Halloween! We preview how cocoa production and the commodities market are shaping what houses will be giving out this October 31st. (35:15) Ron and Jason break down two stocks on their radar: Compass Minerals and Remitly. Visit our sponsor at www.landroverusa.com Stocks discussed: TSLA, LUV, AAL, DIS, UPS, KO, MCD, HSY, CMP, RELY Host: Dylan Lewis Guests: Jason Moser, Ron Gross Engineers: Rick Engdahl  Learn more about your ad choices. Visit megaphone.fm/adchoices
25/10/2440m 24s

Tesla: Full Self-Driving is Safer than Humans

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
24/10/2427m 4s

Starbucks Goes Back to Basics

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. Visit our sponsor at www.landroverusa.com Companies discussed: SBUX, GM, CART Host: Mary Long Guests: Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
23/10/2429m 22s

Do You Need a New Phone?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
22/10/2432m 16s

Doomers vs. Dollar-Cost Averaging

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.  Visit our sponsor at www.landroverusa.com Companies discussed: AAPL, MSFT, NVDA, SONO Host: Dylan Lewis Guests: Jason Moser, Mary Long, Asit Sharma Producer: Mary Long Engineers: RIck Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
21/10/2432m 44s

The Rise and Fall of Victoria’s Secret

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
20/10/2425m 59s

Stocks as FOMO Insurance

Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight?  Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on the different reasons why investors buy stocks. They also discuss: What we can learn from King Charles’ portfolio.  The math of winners vs. losers. How to think about expected value. Tickers mentioned: SFT, PLTR, BTC, CRSP, RKLB, USHY Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
19/10/2432m 38s

The Chips are Down (and Up!)

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. Visit our sponsor at www.landroverusa.com 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
18/10/2440m 24s

Big Tech Goes Nuclear

…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. Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA Host: Mary Long Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
17/10/2430m 24s

Chip Outlook Gets Cloudier

Early is not always better. (00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry. Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here. Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: ASML, WBA, CVS, ME, GSK Host: Mary Long Guests: Jason Moser, Brian Orelli Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
16/10/2430m 9s

Banks, Banks, Banks

When you are the custodian of almost $10 trillion, how much more can you possibly grow? Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss: - Why Charles Schwab is welcoming a rate cutting cycle. - Goldman Sachs’s biggest red flag. - Bank of America CEO Brian Moynihan’s outlook on the American economy. Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together. Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B Host: Ricky Mulvey Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
15/10/2430m 30s

Can a Time Traveler Beat the Market?

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/ Vote Motley Fool Money as the top Money and Finance Podcast of 2024. https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Learn more about the Range Rover Sport at www.landroverusa.com 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
14/10/2431m 11s

Ex-SoftBank CFO on OpenAI, Bubbles, and When to Sell

With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus.  Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss: OpenAI’s latest fundraising round. “Happiness for everyone” as an investment philosophy. The illusion – and reality – of power. Help Motley Fool Money win Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance   Companies discussed: MSFT, NVDA, META, ME, ARM, BABA, OTC: SFTBY  Host: Ricky Mulvey Guest: Alok Sama Producer: Mary Long Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
12/10/2440m 22s

The Future of Cars and Search

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. Visit our sponsor at www.landroverusa.com Vote here to help Motley Fool Money take home Signal’s Best Money & Finance Show for 2024.   Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META Host: Dylan Lewis Guests: Jason Moser, Andy Cross Engineers: Rick Engdahl  Learn more about your ad choices. Visit megaphone.fm/adchoices
11/10/2440m 23s

Recipes for Sales Growth, Mac and Cheese

More is not always better. (00:21) Jason Moser and Ricky Mulvey discuss: - Why the Department of Justice may breakup Alphabet. - If the search giant is a cheap stock. - Quarterly results from Domino’s and its new mac and cheese offering. Then (15:25) Motley Fool contributor Lou Whiteman joins Ricky Mulvey to discuss RocketLab, the space industry, and the difficulty of valuing speculative companies. Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Jason’s mac and cheese recipe: https://docs.google.com/document/d/14iq3L1m8W1iBmXSkAIyIylDrtbnvoEcg3N5KfRwR0jA/edit?usp=sharing Vote for Motley Fool Money in the 2024 Signal Awards for best money and finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: GOOG, GOOGL, DPZ, YUM, RKLB, ASTS, LUNR Host: Ricky Mulvey Guests: Jason Moser, Lou Whiteman Producer: Dylan Lewis Engineers: Rick Engdahl, Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
10/10/2429m 16s

Starbucks > Pepsi > Coke

For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table. (00:21) Jason Hall and Mary Long discuss: Recent earnings from PepsiCo Various forms of “flation” WeightWatchers’ foray into the GLP-1 market Then, (15:04) Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry. Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Learn more about the Range Rover Sport at www.landroverusa.com 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
09/10/2429m 19s

Are Insurers Ready for Hurricane Milton?

Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage. (00:21) Matt Frankel and Ricky Mulvey discuss: - How insurers prepare for catastrophic losses. - What extreme weather events mean for homeowners, car owners, and the commercial real estate market. - Why Alex Chriss gets an A for his first year leading PayPal. Then, (14:27) Robert Brokamp joins Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning. Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: BRK.A, BRK.B, SPG, UVE, PYPL Host: Ricky Mulvey Guests: Matt Frankel, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
08/10/2430m 39s

The GDP Growth Myth

Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns.   (00:12) Buck Hartzell and Dylan Lewis discuss: - What’s behind the sudden interest in China’s Shanghai Composite and its 20% run in September. - Research showing that high GDP growth doesn’t always turn into strong market returns for investors outside the U.S. - What to look for internationally, and why DLocal is a great small cap to study. (20:52) Can you find friends on a dating app? Platonic friends, that is. Mary Long caught up with Motley Fool Senior Analyst Alicia Alfiere for a look at Bumble, a dating app company that recently changed a foundational feature and is looking for growth in the friendship market.  Vote here to help Motley Fool Money take home Signal’s Best Money & Finance Show for 2024.   Companies discussed: BABA, TCEHY, MELI, DLO, BMBL, MTCH Host: Dylan Lewis Guests: Buck Hartzell, Mary Long, Alicia Alfiere Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
07/10/2433m 45s

Restaurants Play Value Games

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
06/10/2425m 31s

The Commercial Real Estate Revival

In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming.  Matt Argersinger is an advisor at The Motley Fool and heads up our Dividend Investor service. Mary Long caught up with him to discuss: The revival of commercial real estate A company that proves the importance of “location, location, location” What’s needed to address the US housing supply shortage. Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: SPG, KIM, MAA, CPT Host: Mary Long Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Tim Sparks, Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
05/10/2425m 50s

An AI IPO, 20 Years of RB

Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?   (00:45) Asit Sharma and Jason Moser discuss: The dock workers strike, its daily cost, and the industries it could impact most. Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competition.  Fresh earnings from: Nike, Paychex, and McCormick. (19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we’re airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow.  (35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation. Stocks discussed: NKE, PAYX, MCK, PEP, JOBY Motley Fool Epic members can access the full conversation with David: Here on the TMF site (login required) On Spotify here after linking their accounts  Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl Engineers: Rick Engdahl, Austin Morgan  Learn more about your ad choices. Visit megaphone.fm/adchoices
04/10/2440m 22s

Open Checks, Corked Bottles

OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. (00:21) Jim Gillies and Mary Long discuss: OpenAI’s $157 billion valuation The port strike’s potentially positive impact on two auto parts makers Changing tastes in the beverage market (16:33) Asit Shama and Ricky Mulvey test out a new rating system on Costco stock. Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: ALV, GTX, STZ, COST, BJ, WMT Host: Mary Long Guests: Jim Gillies, Asit Sharma, Ricky Mulvey Engineer: Rick Engdahl, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
03/10/2430m 20s

Nike’s Long Walk

A new CEO is hoping to turn the iconic brand around, but he’s not there yet. (00:21) Jason Moser and Ricky Mulvey discuss: - Earnings from Nike. - Tesla’s delivery numbers. - Adam Neumann returning to the office leasing business. Then, (16:06) Robert Brokamp and Dan Caplinger continue their conversation about estate planning, and how to give your loved ones a less complicated financial future. Visit our sponsor at www.landroverusa.com Companies discussed: NKE, TSLA, PYPL Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Dan Caplinger Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
02/10/2428m 45s

Ports On Strike

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
01/10/2428m 41s

CVS Gets an Activist Check-Up

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
30/09/2429m 8s

Quantum Is the New Silicon

$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 Learn more about your ad choices. Visit megaphone.fm/adchoices
29/09/2432m 24s

Autonomous Vehicles Have No Room for Error

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
28/09/2425m 58s

AI Bookings, Marketing Tools, Drama

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
27/09/2440m 24s

Meta's New Specs

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
26/09/2430m 1s

Can Stitch Fix Get Fixed?

The fashion company has a lot to offer its customers, but StitchFix is struggling to keep those customers around. (00:21) David Meier and Mary Long discuss: The disconnect between the stock market and consumer confidence. Stitch Fix’s fall. Why great consumer products don’t always make for great investments. Then, at (14:03), Ricky Mulvey and Fool contributor Lou Whiteman take a look at Palantir, a tech company with a lot of promise and a lot of expectations. Tickers mentioned: SFIX, RTR, PLTR, BAH Host: Mary Long Guests: David Meier, Lou Whiteman, Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
25/09/2428m 54s

What Makes a Turnaround Work

Usually, you don’t want to run toward a company that cut its dividend. (00:28) Jim Gillies and Ricky Mulvey discuss: Nike’s strategic pivot, and what it means for its retail partners. Why turnaround stories are difficult to implement. Foot Locker’s impressive leadership. Then, (15:08) Alison Southwick and Robert Brokamp discuss The Great Wealth Transfer, and how to factor a potential inheritance in a financial plan. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: NKE, FLHost: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
24/09/2429m 4s

What’s the Outlook on Spices?

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  Learn more about your ad choices. Visit megaphone.fm/adchoices
23/09/2428m 22s

Two Sides of Airbnb

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. Learn more about your ad choices. Visit megaphone.fm/adchoices
22/09/2428m 19s

Reddit CEO on Ads, AI, and Search Engines

“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 Learn more about your ad choices. Visit megaphone.fm/adchoices
21/09/2442m 27s

Rates Go Down, Market Goes Up

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
20/09/2440m 31s

Gimme! Gimme! Gimme! (A Half-Point Rate Cut)

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
19/09/2427m 43s

Celebs, CRMS, and Avocado Robots

Salesforce throws a party, while Chipotle streamlines guacamole prep. (00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss: - The enviable guest list at Dreamforce - Salesforce’s positioning in the AI arms race - The future of casual dining Then, (18:41) Fool Contributor Travis Hoium joins Ricky Mulvey for a close look at Crocs, the market-beating clog company. Check out the Range Rover Sport at www.landroverusa.com Companies discussed: CRM, NVDA, CMG, MCD, CROX, NKE, OTC: ADDYY Host: Mary Long Guests: Asit Sharma, Travis Hoium, Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
18/09/2430m 45s

Signs Intel’s Foundry is Heating Up

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
17/09/2430m 17s

The Next AI Investment Story: Power

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
16/09/2429m 24s

Stocks for the Road

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
15/09/2424m 11s

Amazon Can’t Be Contained

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
14/09/2431m 40s

Rich Signals from Berkshire

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
13/09/2440m 31s

Easy Money Returns

The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started. (00:21) David Meier and Ricky Mulvey discuss: - OpenAI’s $50 billion valuation jump in one week. - A space SPAC that’s more than 10xed since April, 2024. - One of Warren Buffett’s top lieutenants selling $140 million of Berkshire Hathaway stock. Then, (16:27) Asit Sharma joins Ricky to look back on Meta’s turnaround story and what it means for investors today. Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE Visit www.factormeals.com/foolpod50 to get 50% off your first box plus 20% off your next month. Host: Ricky Mulvey Guests: David Meier, Asit Sharma Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
12/09/2434m 31s

Southwest Changes Seats

The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss: Proposals for the US to develop a sovereign wealth fund The activist battle at Southwest Airlines Why Campbell’s dropped the “soup” Then, (13:52) Robert “Bro” Brokamp continues a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about how to protect your personal data after a security breach. Check out the Range Rover Sport at www.landroverusa.com Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/ Companies discussed: SWA, DLA, CPB Host: Mary Long Guests: Bill Mann, Robert Brokamp, Dave Hatter Producer: Ricky Mulvey Engineer: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
11/09/2426m 47s

How Starbucks Can Turn Around

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
10/09/2430m 34s

Apple’s “Glowtime” Event, AI Ambitions

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
09/09/2431m 19s

Mailbag with Tom Gardner

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
08/09/2424m 41s

Knife Juggling, Bottle Rockets, and Small Cap Investing

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
07/09/2424m 39s

Kickoff for Private Equity Investors

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
06/09/2440m 31s

Can AI Build Moats?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
05/09/2428m 11s

$279 Billion Lost In A Day

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
04/09/2428m 23s

Dow Loses Chips, Boeing Loses Money

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
03/09/2431m 54s

Missing Piece of the AI Spend Puzzle

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
03/09/2439m 31s

How to Analyze a Balance Sheet

“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 Learn more about your ad choices. Visit megaphone.fm/adchoices
01/09/2440m 42s

The State of the AI Arms Race

When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition.  Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book, “Mastering AI: A Survival Guide to our Superpowered Future.” Alex Friedman caught up with Kahn to talk about the current AI landscape. They also discuss: Bill Gates’ initial hesitancy to invest in OpenAI. Where LLMs go from here. Developments in biotech. Host: Alex Friedman Guest: Jeremy Kahn Producer: Mary Long Engineer: Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
31/08/2431m 3s

Nvidia’s “Burn the Ships” Moment

Why is the chip designer spending $50 billion on share buybacks? (00:21) Tim Beyers and Ricky Mulvey discuss: - Highlights from Nvidia’s earnings. - What future supercomputing systems could create. - CrowdStrike’s first call since its outage. Companies discussed: NVDA, CRWD, PANW, S Learn more about the Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guest: Tim Beyers Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
29/08/2427m 7s

How Banned Chips Get to China

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
28/08/2425m 43s

Is Nvidia a Vibe Stock?

In less than two years one company became the driving force of the S&P 500. That rise is unprecedented. (00:21) Bill Mann and Ricky Mulvey discuss: - Expectations going into Nvidia’s earnings results. - Temu’s owner, PDD, shedding $55 billion in value. - One possible reason why a co-CEO is talking down his company’s stock. - Red Lobster’s new CEO. Then, (15:35) Robert Brokamp interviews Dan Otter and Scott Dauenhauer about the challenges that teachers face while saving for retirement. Learn more about the Range Rover Sport at www.landroverusa.com See how your 403(b) stacks up at www.403bwise.org Companies discussed: NVDA, CSCO, PDD Host: Ricky Mulvey Guests: Bill Mann, Robert Brokamp, Dan Otter, Scott Dauenhauer Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
27/08/2428m 7s

Stationary Bikes are Difficult to Turn

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
26/08/2429m 1s

Meet the Fool: Tim Beyers

To become an expert, you may not always need expertise. You may just need to start asking better questions.  Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly show on our premium livestream. In today’s show, Tim talks with Mary Long about: What convinced him to buy Amazon for the first time (and why he sold 2 years later). Unit economics, and one company that excels at it. The relationship between enthusiasm and education. Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub.  To become a Motley Fool member, head to www.fool.com/signup. Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com Host: Mary Long Guest: Tim Beyers Engineer: Dez Jones, Kyle Carruthers Tickers mentioned: DUOL Learn more about your ad choices. Visit megaphone.fm/adchoices
25/08/2428m 30s

Sam Altman’s Nuclear Bet

You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up with Oklo’s CEO, Jake DeWitte, for a conversation about: - Why the buildout of nuclear energy stagnated and why that could change. - How Oklo is using old technology to develop new reactors. - A recycled energy source that could fuel the entire United States. Companies mentioned: OKLO Host: Ricky Mulvey Guest: Jake DeWitte Producer: Mary Long Engineers: Tim Sparks, Kyle Carrutherso Learn more about your ad choices. Visit megaphone.fm/adchoices
24/08/2430m 21s

Rates Going Down, Cava Keeps Climbing

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
23/08/2440m 31s

Can Zoom be More than Zoom?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
22/08/2420m 21s

One Lifetime of Ads = $22,000

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
20/08/2421m 41s

The Silicon, Software, and Systems

AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race.  (00:21) Asit Sharma and Dylan Lewis discuss: - Why AMD is spending $4.9B on ZT Systems, and what the company’s rack-scale ambitions look like. - General Motors’ plans to lay off over 1,000 employees, and why it might be AI-driven. - The questions that company leadership and boards should be asking as they think about AI, and two companies that have established good AI practices so far. Articles mentioned on the show: WSJ piece: Why AI Risks Are Keeping Board Members Up at Night Salesforce’s Generative AI Guidelines Companies discussed: AMD, NVDA, GM, CRM, NOW Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
19/08/2419m 5s

Meet the Fool: Bill Mann

To get outsized returns, it can pay to find a pond where fewer people are fishing.  Bill Mann is the director of Small Cap Research at The Motley Fool, lead advisor for our Global Partners service, and a frequent guest on the show. In today’s episode, Bill talks with Mary Long about: how travel has informed his investing philosophy. what initially caught his eye about Chipotle. why he thinks you should “keep turning over rocks.”  Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com Host: Mary Long Guest: Bill Mann Engineer: Tim Sparks Tickers mentioned: CMG, CNSWF Learn more about your ad choices. Visit megaphone.fm/adchoices
18/08/2423m 2s

Dividends = Discipline

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
17/08/2425m 13s

The Market's Coiled Spring

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
16/08/2439m 31s

Walmart Wins Bargain Games

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
15/08/2430m 49s

What Happens if Alphabet Breaks Up?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
14/08/2429m 0s

Chipotle CEO Orders Coffee

(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 Learn more about your ad choices. Visit megaphone.fm/adchoices
13/08/2426m 52s

All Eyes on the Attention Economy

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
12/08/2431m 22s

Nate Silver on Gambling, VCs, and AI

What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out.  Silver joins Ricky Mulvey for a conversation about expected value, Presidential polling, and risk. They also discuss:  Why Adam Neumann keeps getting money. DraftKings’s surcharge for winning bets. Why bubbles are bigger in meme-ified worlds. Companies mentioned: DKNG, MSFT  Host: Ricky Mulvey Guest: Nate Silver Producer: Mary Long Engineer: Dez Jones, Chace Pryzlepa Learn more about your ad choices. Visit megaphone.fm/adchoices
10/08/2451m 44s

Big Trouble or Business as Usual?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
09/08/2439m 31s

Two Growth Stories

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
08/08/2430m 15s

Another Wild Day in the Market

(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 Learn more about your ad choices. Visit megaphone.fm/adchoices
07/08/2430m 43s

“Since When Has The Fed Known Anything about The Economy?”

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 podcasts@fool.com Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
06/08/2430m 51s

The Carry Trade, Nikkei, and Your Portfolio

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
05/08/2428m 8s

Where Marvel Goes Next

After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here? Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest to Motley Fool Money. He joins Ricky Mulvey for a conversation on what the latest Deadpool movie means for the state of Disney’s Marvel Cinematic Universe. They also discuss: Ike Perlmutter’s attempt to oust Bob Iger Bubbles in comics, movies, and franchises Takeaways from Deadpool’s $400+ million opening weekend Heads up: at (18:05), spoilers for Deadpool abound! If you haven’t watched yet and want to, save this part of the show for once you’re back from the theater.  Companies mentioned: DIS Host: Ricky Mulvey Guest: Dave Gonzales Producer: Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
04/08/2431m 57s

Unit X and the Future of Defense

Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X.  Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on the changing defense landscape and what it’s like to bring a venture capital mindset to bureaucrats. They also discuss: What it’s like to disrupt Washington’s “primes” Supersonic drones, EVOTLs, and  How investors and lawmakers can distinguish “statistical techniques” from genuine AI Companies mentioned: NOC, BA, GOOG, GOOGL, JOBY, PLTR, TSM Host: Ricky Mulvey Guest: Christopher Kirchoff, Raj Shah Producer: Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
03/08/2429m 31s

Big Tech Bets on “Overinvesting”

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
02/08/2440m 31s

Chips, Glorious Chips!

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
01/08/2430m 52s

“Here’s Your Unicorn Drink. Now Get Out.”

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
31/07/2427m 38s

The Madden Curse for Investors

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
30/07/2429m 47s

McDonald’s Returns to Value

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
29/07/2433m 32s

Morgan Housel on Market History and Wild Minds

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
28/07/2428m 19s

The Investing Mosaic

How do you determine what a company’s worth? You pull a lot of information from a lot of different places.  Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss:  How incentives impact valuation The “new store growth story” at Costco Case studies from a sneaker company and a space company Companies/Tickers Mentioned: WINA, COST, ONON, SPCE Host: Ricky Mulvey Guest: Jim Gillies Producer: Mary Long Engineer: Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
27/07/2432m 27s

Billions in Lost Business

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
26/07/2440m 31s

This Seat Is Taken

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
25/07/2427m 44s

What Alphabet Wants

…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 Learn more about your ad choices. Visit megaphone.fm/adchoices
24/07/2428m 19s

A Slow, Expensive Housing Market

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
23/07/2425m 27s

:( Your PC Ran Into a Problem

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
22/07/2432m 0s

Getting Robbed, Making Millions, and Learning about Risk

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
21/07/2429m 47s

Liz Ann Sonders on Market Concentration and Economic Cycles

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
20/07/2429m 27s

Small Caps are Back!

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
19/07/2440m 30s

Big Banks Roll On

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
18/07/2429m 13s

Alphabet’s Next Act in Cybersecurity

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
17/07/2429m 34s

The CEO Draft

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
16/07/2429m 43s

Live from FoolFest 2024!

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
15/07/2425m 37s

Ryan Holiday on Decision-Making, Stoicism, and Comfort Zones

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
14/07/2427m 32s

A Sea Change of Mass Cognition

Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-Ups Change the Future.” Alex Friedman caught up with Maples for a conversation about: How to spot true visionaries. Missing out on an early investment opportunity in Airbnb. Whether the AI future will be defined by incumbents or upstarts. Companies mentioned: AMZN, LYFT, OKTA, CHGG, AAPL, MSFT Host: Alex Friedman Guest: Mike Maples, Jr. Producer: Mary Long Engineers: Dez Jones, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
13/07/2426m 9s

The Big Macro Gets Bigger

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  Learn more about your ad choices. Visit megaphone.fm/adchoices
12/07/2440m 31s

The Other Risk Powell Is Watching

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
11/07/2429m 44s

"Two Things Can Be True"

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
10/07/2429m 19s

Paramount Has a Buyer

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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
09/07/2430m 59s

Americans are Flying, Airline Stocks are Not

(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 Learn more about your ad choices. Visit megaphone.fm/adchoices
08/07/2428m 2s

Axios CEO on Media’s Existential Crisis, Entrepreneurship, and Luck

What happens to a publisher when an AI personal assistant can just give you the news? Jim VandeHei is the CEO of Axios, the co-founder of Politico and the author of Just the Good Stuff. Mary Long caught up with VandeHei for a conversation about: The “aha” moment that created Politico. How AI changes our relationship with information. Practicing good times paranoia and bad times optimism. The case for teaching kids how to play poker. Companies mentioned: ABNB, JPM Host: Mary Long Guest: Jim VandeHei Producer: Ricky Mulvey  Engineers: Desiree Jones, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
07/07/2429m 47s

How US Presidents Manage Money

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
06/07/2429m 9s

2024: Top-Heavy, AI-Fueled, Supply-Constrained

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
05/07/2439m 31s

What’s Upflation?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
03/07/2419m 8s

Chewy’s New Kitten

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
02/07/2417m 58s

Canada's Market: Apathy Means Opportunity

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
01/07/2419m 13s

The Global Cold Rush

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
30/06/2432m 1s

The Two Most Important Questions in Investing

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  Learn more about your ad choices. Visit megaphone.fm/adchoices
29/06/2429m 8s

Amazon Up, Walgreens, Nike & McPlant Down

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
28/06/2440m 31s

Amazon Joins the $2 Trillion Club

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
27/06/2431m 29s

FedEx Paints a Macro Picture

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
26/06/2431m 46s

Starbucks Sells Energy Drinks Now

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
25/06/2429m 26s

Customers for Life?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
24/06/2426m 27s

Meet the Fool: Ron Gross

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 podcasts@fool.com.  Host: Mary Long Guest: Ron Gross Engineer: Dez Jones, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices
23/06/2422m 26s

AI’s ROI

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
22/06/2431m 34s

Millions, Billions, Trillions for Nvidia

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
21/06/2440m 31s

Our Listeners Can Fix Cracker Barrel

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) Learn more about your ad choices. Visit megaphone.fm/adchoices
20/06/2429m 11s

Fisker: No Gas, All Brakes

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 podcasts@fool.com Companies discussed: FSRN, TSLA, WFC, GSG, DBC, GLD Host: Mary Long Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
18/06/2430m 13s

Activists at Autodesk’s Door

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
17/06/2429m 51s

Meet the Fool: Jason Moser

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 podcasts@fool.com Tickers mentioned: F, BAC, BRK.A, BRK.B, MKL, GVA  Host: Mary Long Guest: Jason Moser Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
16/06/2420m 39s

Meet the Fool: Asit Sharma

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 podcasts@fool.com 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
15/06/2419m 55s

Apple Shows Intelligence, Fed Signals Caution

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
14/06/2440m 31s

Oracle and the AI Boom

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
13/06/2430m 13s

How to Greet the Next Bear Market

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
12/06/2425m 6s

What Apple Didn’t Say

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 podcasts@fool.com Companies discussed: AAPL, MSFT, CBRL Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices
11/06/2430m 51s

We Can Fix You, Southwest

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. Learn more about your ad choices. Visit megaphone.fm/adchoices
10/06/2431m 21s

Ozempic’s Unknowns

Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”? Johann Hari is the author of the book, “Magic Pill: The Extraordinary Benefits and Disturbing Risks of the New Weight Loss Drugs.” Ricky Mulvey caught up with Hari for a conversation about: The medical magic that makes GLPs so effective Whether online pharmacies can responsibly prescribe these drugs Why there’s a much larger market for these in the US than in other parts of the world To see where you can get a copy of “Magic Pill,” head to: www.magicpillbook.com Host: Ricky Mulvey Guest: Johann Hari Producer: Mary Long Engineer: Tim Sparks Companies discussed: NVO, LLY, ZM Learn more about your ad choices. Visit megaphone.fm/adchoices
09/06/2436m 12s

Is Multifamily Overbuilt?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
08/06/2420m 38s

Cybersecurity Soars, Cyclical Stocks Cycle

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
07/06/2440m 31s

The Big Three Drive All-Time Highs

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
06/06/2427m 16s

“A Salesperson’s Dream”

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
05/06/2428m 18s

Hindenburg Targets Real Estate Lender

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
04/06/2431m 20s

Waste Management Goes Dumpster Diving

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
03/06/2428m 33s

Kyla Scanlon on Inflation, Economic Vibes, and Pizza

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
02/06/2425m 3s

What a CEO Learned from Warren Buffett

… and other legendary leaders. David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss: Using power to empower others. Lessons from market-beating executives. Why prioritizing people over results is a winning strategy. Host: Ricky Mulvey Guest: David Novak Producer: Mary Long Engineer: Tim Sparks Companies discussed: YUM, CHDN, SBUX, GE, WMT, HD, LUV, TGT, AMZN, AAPL, MSFT, NVDA, NFLX, GOOG, DASH Learn more about your ad choices. Visit megaphone.fm/adchoices
01/06/2425m 24s

Mall Retailers are Alive and Well

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
31/05/2440m 32s

Salesforce = Less of a Force?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
30/05/2428m 49s

529s for 5/29

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
29/05/2429m 57s

Activists: Higher All-Time Highs, Please

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
28/05/2428m 30s

Finding “Home Run” Investments

Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach?  Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about: The benefits of building an “anti-portfolio” Why it pays to get outside of your own four walls Lessons from a piggy bank auction Strebulaev is also the founder of the Venture Capital Initiative and a Professor of Private Equity and Finance at Stanford’s Graduate School of Business. Dang is a CEO, technology executive, and advisor who’s worked with Amazon, McKinsey, and across Silicon Valley. Companies discussed: CRM, AAPL, IBM Host: Ricky Mulvey Guest: Alex Dang, llya Strebulaev Producer: Mary Long Engineers: Tim Sparks, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices
26/05/2437m 16s

The Movies’ Market Correction

In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen? Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss: The relationship between streamers, studios, and theaters. How losing China as a distributor changes the dynamics of business – and creativity. Where moviemaking goes from here. Companies discussed: DIS Host: Ricky Mulvey Guest: Catie Peiper Producers: Mary Long Engineers: Tim Sparks, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
25/05/2419m 49s

Nvidia, Target & The Mailbag

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
24/05/2440m 31s

Nvidia Rolls On

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
23/05/2426m 26s

Tight Budgets Come for Target

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
22/05/2432m 14s

What's on Jamie Dimon's Mind?

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 podcasts@fool.com Companies discussed: JPM, CAVA, SG, TXRH Host: Ricky Mulvey Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
21/05/2432m 2s

A New Name in Weight-Loss Drugs

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
20/05/2426m 21s

Better Investment: Stocks or Real Estate?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
18/05/2450m 32s

Don’t Sleep on the Dow Jones

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
17/05/2440m 31s

Netflix Scores the NFL

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
16/05/2429m 28s

Google Speaks, OpenAI Listens

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
15/05/2428m 45s

The Meme Casino Reopens

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
14/05/2429m 48s

Squarespace’s $6.9B Takeover, First of Many?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
13/05/2429m 11s

Lessons From Startups

“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: How to spot strong leaders. The downside of overconfidence. How company culture affects stock returns. Companies discussed: SPOT Host: Ricky Mulvey Guest: Martin Gonzalez Producer: Mary Long Engineer: Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
12/05/2419m 57s

“A Great First Effort from Apple”

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
11/05/2423m 35s

It’s Always About the Forecast

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
10/05/2440m 31s

Roblox Hits Roadblock

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
09/05/2432m 4s

“This Looks Bad. Look Over Here.”

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
08/05/2426m 2s

Is Streaming Profitable?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
07/05/2433m 12s

What Buffett Is Selling and Saying

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
06/05/2423m 42s

More AI = More Cyberthreats

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
05/05/2436m 51s

Customer is Key This Earnings Season

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
03/05/2440m 31s

Peloton Needs A Wizard

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
02/05/2428m 17s

Starbucks Faces a Tall Order

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
01/05/2427m 58s

PayPal Turns Around (Slowly)

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
30/04/2432m 1s

Big Drama At Paramount

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
29/04/2432m 11s

How to Win in Business: Be Right, Be Positive

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: The power in being contrarian One mega cap that knows how to innovate Why ROIC is not a foolproof metric for investors.  Companies discussed: MSFT, IBM, AMZN, NFLX, BRK  Host: Ricky Mulvey Guest: Elliott Parker Producers: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
28/04/2430m 38s

Why Resale is Forever

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
27/04/2432m 16s

Earnings: Chipotle, Tesla, and Alphabet Soar

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
26/04/2440m 31s

Meta Slows Its Roll

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
25/04/2422m 10s

Tesla: Carmaker Now, Robotaxi Future

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
24/04/2423m 49s

These Investments Fight Inflation

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
23/04/2426m 29s

A 216% Premium for Home Tours

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
22/04/2424m 15s

A Shift to Hard Assets

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
21/04/2425m 3s

Before You Open an Investment Account

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
20/04/2426m 28s

Strong Earnings Results, Mixed Reactions

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
19/04/2439m 31s

The Treasure Hunt Economy

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
18/04/2426m 46s

Reminder: The Chip Biz is Cyclical

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
17/04/2426m 17s

Big Banks and Big Screens

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 podcasts@fool.com. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
16/04/2430m 13s

The Treat Yourself Economy Rolls On

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
15/04/2424m 17s

Braze Blazes Ahead

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: Braze’s origin story. The power of personalized marketing. The company’s latest results, and its plans to create even more value in the future. Companies discussed: BRZE Host:Tim Beyers Guest: Bill Magnuson Producer: Mary Long Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
14/04/2435m 24s

SBF Goes to Jail

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: FTX’s inevitable decline. The resurgence of meme coins, and smaller stories in the crypto space. The side effects of creating cryptocurrencies. Tickers discussed: BTC, META, DOGE, TSCO, GME, AMC, USDT, SLP, WIF Host: Ricky Mulvey Guest: Zeke Faux Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
13/04/2430m 2s

Everything at Highs: Tech, Rates, Gold and Cocoa

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
12/04/2440m 31s

Ok, Cloud

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
09/04/2427m 58s

If You Build It, Chips Will Come

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
08/04/2428m 41s

Grindr Goes Beyond Dating

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: Grindr’s growth story. Looking beyond dating for platform engagement. What companies can lose in a remote-only environment. Companies discussed: GRND, MTCH, BMBL, NFLX, SPOT, UBER Host: Dylan Lewis Guest: George Arison Producers: Mary Long, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
07/04/2428m 0s

Intangible Greatness

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
06/04/2428m 53s

Four Rules for Using AI

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
05/04/2440m 1s

Is Lemonade A Lemon?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
04/04/2428m 59s

The Chip Biz: Taiwan and Intel

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
03/04/2427m 56s

Valuation Matters

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
02/04/2430m 23s

Top Stocks to Buy Right Now (April 1 Edition)

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
01/04/2433m 16s

David Gardner on Financial Freedom, AI, and Basketball

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
31/03/2430m 32s

To LEO and Beyond

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
30/03/2431m 0s

Can a New CEO Fix Boeing?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
29/03/2439m 31s

Betting On Big Remodel

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
28/03/2429m 35s

Bridges and Digital Toll Roads

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
27/03/2425m 56s

NAR Settlement: Real Estate’s Potential Winners And Losers

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
26/03/2432m 3s

The Long Goodbye

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
25/03/2427m 44s

The Dividend Returns

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
24/03/2425m 56s

Does F1 Need Netflix?

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: How a used car dealer became a global entertainment magnate. Why the underdog never seems to win in racing. The inseparability of Ferrari and F1. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
23/03/2432m 0s

FTC vs. Apple’s Walled Garden

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
22/03/2440m 37s

A Denim Moat

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
21/03/2429m 6s

Split Your Burrito and Your Stock

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
20/03/2429m 30s

Nvidia Sells Chips Like Pancakes

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 podcasts@fool.com 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
19/03/2429m 52s

Meet The New Kids

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
18/03/2428m 24s

As Luck Would Have It

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: Being early to trends, and lucky to sell  The importance of journaling Time horizons, and what it means for stocks to be “up for sale every day.”  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 Learn more about your ad choices. Visit megaphone.fm/adchoices
17/03/2418m 37s

The Power of Place

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
16/03/2427m 44s

AI Gives and AI Takes

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
15/03/2439m 46s

Under Armour CEO Walks The Plank

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
14/03/2431m 48s

From 40-Bagger to Flatliner

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
13/03/2426m 35s

BMW’s Kinder Egg Strategy

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 Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial.  Host: Ricky Mulvey Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
12/03/2432m 8s

Clean Energy Solutions, Profitability Questions

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
11/03/2430m 53s

The Sky’s The Limit

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: How Sky Harbour is building home bases for planes. The massive growth in private aviation and why it’s poised to continue. Turning underutilized airports into hubs. Companies discussed: SKYH, GD, BDRBF, FDX Host: Deidre Woollard Guests: Tal Keinan, Bill Mann Producer: Dylan Lewis Engineers: Kyle Carruthers, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10/03/2428m 47s

A One-Night Tenant

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: If Airbnb can take a greater share of the hospitality market. Why sports and the Sphere are a winning combination for Las Vegas. How large-group travel provides a safety net for Ryman Hospitality. Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard Guest: Matt Argersinger Producer: Dylan Lewis Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
09/03/2428m 48s

Death, Taxes, Retail Membership Programs

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
08/03/2440m 31s

Can This Bank Be Saved?

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 Thank you to NordVPN -- get an exclusive NordVPN deal here ↣ https://nordvpn.com/MOTLEYFOOL It’s risk- free with Nord’s 30-day money back guarantee! Learn more about your ad choices. Visit megaphone.fm/adchoices
07/03/2431m 32s

Soaring Stocks and EVTOLs

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
06/03/2434m 15s

Trouble or Turnaround Plays?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
05/03/2425m 37s

Consumers, Choice, And Apple

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 Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Lou Whiteman Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
04/03/2430m 26s

What’s Up With Super Micro?

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
03/03/2426m 38s

The Small Cap Show

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: If the disappearance of “the small-cap premium” is a win for investors.   How to navigate environments with limited feedback. The value (or lack thereof) of book value.  Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B Host: Ricky Mulvey Guest: Bill Mann Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
02/03/2426m 29s

Tech in 2024: AI and Dividends

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
01/03/2440m 31s

Platforms, Platforms, Platforms

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 Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: David Meier, Gary Stevenson Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
29/02/2429m 27s

Greed is Short

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
28/02/2429m 10s

Earnings for Breakfast, Cereal for Dinner

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 podcasts@fool.com. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
27/02/2433m 10s

Berkshire After Charlie

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
26/02/2428m 12s

Charles Duhigg on Supercommunicators

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
25/02/2429m 56s

The Dawn of Spatial Computing

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
24/02/2429m 33s

It’s NVIDIA’s world and we’re just living in it!

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
23/02/2440m 31s

The NVDA Show

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
22/02/2426m 11s

Is PayPal the Next Meta?

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 Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Matt Frankel, Ricky Mulvey, David Meier Producer: Ricky Mulvey, Mary Long Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
21/02/2432m 55s

Capital One Applies for a Credit Card

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. EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/motleyfool Try it risk-free now with a 30-day money-back guarantee! 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
20/02/2433m 50s

Harvard Business Prof on Failing Well

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
18/02/2424m 28s

Change Equals Opportunity

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
17/02/2421m 44s

Stock Market Whip Lash

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
16/02/2440m 31s

Winter Chills Spending

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 Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Bill Barker, Chris Andrews Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
15/02/2429m 53s

Lyft’s Typ0

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 Learn more about your ad choices. Visit megaphone.fm/adchoices
14/02/2428m 21s

A Stock To Spice Things Up

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 Get Exclusive NordVPN deal here: www.nordvpn.com/motleyfool It’s risk- free with Nord’s 30-day money back guarantee. Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp, Bill Mann, Jason Moser Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
13/02/2429m 31s

Are Big Ads Worth The Spend?

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 Get your 30-day free trial of Monarch Money at www.monarchmoney.com/fool Host: Deidre Woollard Guests: Ricky Mulvey, Dan Boyd, Mary Long, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
12/02/2432m 6s

The Next Internet

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: The future of fraud detection. How to succeed at thinking clearly. The amorality of big tech companies. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
11/02/2428m 55s