Motley Fool Money

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

…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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

$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

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

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

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

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

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

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

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

“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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

“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

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

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

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

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

Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere. (00:21) Asit Sharma and Dylan Lewis discuss: - Canada’s tariffs on electric vehicles from China, and what it says about global production and adoption of EVs. - Tesla’s diversified approach to manufacturing coming in handy as Canada, the U.S., Europe and China all craft trade policies. - Peloton’s return to growth… kind of. And why we’re not buying the turnaround yet. (15:15) Mary Long talks with David Foulkes, CEO of Brunswick Corporation, on the company’s subscription boating service and the latest in marine technology. Companies discussed: BYDDY, TSLA, PTON, BC Host: Dylan Lewis Guests: Asit Sharma, Mary Long, David Foulkes Producer: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.” (00:21) Ron Gross and Matt Argersinger discuss: - The Fed’s path to lower rates and what kind of cuts investors can expect. - Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024 - Retail earnings from: Target, Lowe’s, and TJX. (19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future. (28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive. Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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

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

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

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

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

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

(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

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

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

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

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

(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

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

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

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

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

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

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

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

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

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

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

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

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

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

…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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

(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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

… 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

“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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Before the Kansas City Chiefs face off against the San Francisco 49ers, we’ve got a look at the companies sponsoring the game, and a look at gambling history. Mary Long caught up with Motley Fool Senior Analyst Jason Moser for conversation about the publicly traded companies associated with the game, and find out if any are worth an investor’s attention. Plus, Mary interviews Dave Schwartz, Ombuds at the University of Nevada, Las Vegas and a student of gambling history. Companies discussed: UAL, BA, ALGT, CPB, PEP, PARA, NFLX Host: Mary Long Guests: Jason Moser, Dave Schwartz Producer: Ricky Mulvey Engineers: Tim Sparks, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

The industry defining companies continue to win in fast-casual, music streaming, and transportation. (00:21) Emily Flippen and Matt Argersinger discuss: - Chipotle’s status as big burrito, and how things look as the stock hits all-time highs. - Spotify and Uber’s impressive combo of growth and efficiency. - Earnings updates from Roblox, Simon Property Group, and Enphase. (19:11) Valentine’s day is coming up – to help our listeners in matter gift-giving and money in relationships, Deidre Woollard caught up with Scott Rick a marketing professor at The University of Michigan and the author of "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships." (34:04) Emily and Matt break down two stocks on their radar: Starbucks and Snap. Stocks discussed: CMG, SPOT, UBER, RBLX, SPG, ENPH Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Scott Rick Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Disney’s quarter included sports, games, and a healthy dose of cutting costs. (00:21) Rick Munarriz and Deidre Woollard discuss: - Disney’s ability to cut costs. - How Disney plans to extend its IP into gaming. - ESPN’s power moves. (17:33) Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers. Companies discussed: DIS, FLWS, NFLX, FUBO Claim your Epic Bundle discount: fool.com/epic198 Host: Deidre Woollard Guests: Rick Munarriz, Kirsten Guerra Producers: Ricky Mulvey, Mary Long Engineers: Desiree Jones, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?  (00:21) Tim Beyers and Dylan Lewis discuss: - Uber at all-time highs and its ride-hailing dominance. - Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito. - Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business. (17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors. Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Asit Sharma Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors don’t want to wait for interest rate cuts. (00:21) Ricky Mulvey and Asit Sharma discuss: - Fed Chair Jerome Powell’s appearance on 60 Minutes, and market reaction. - The commercial real estate risk for the central bank. - Spotify’s strategy shift in podcasting. - The audio company’s operating loss and big free cash flow number. Plus, (17:02) Alison Southwick and Robert Brokamp discuss the rise of exchange traded products tracking Bitcoin. Tickers discussed: SPOT, NFLX, HODL Host: Ricky Mulvey Guests: Asit Sharma, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Is chicken the new beef? McDonald’s is innovating to please global palates. (00:21) Jason Moser and Deidre Woollard discuss: - The changing behavior of global eaters. - How McDonald’s uses data to drive menu changes. - Snap’s proclamation that social media is dead. (16:53) Ricky Mulvey talks to Patrick Badolato, an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business about what lurks in company footnotes. Companies discussed: UBER, AAPL, MCD, SBUX, CMG, DPZ, SNAP Get your Monarch Money extended 30-day free trial: www.monarchmoney.com/fool Host: Deidre Woollard Guests: Patrick Badolato, Jason Moser, Ricky Mulvey Producers: Ricky Mulvey, Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to follow the great investors? Then good luck beating the market. Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about: - Corporate lifecycles, and why investors should understand them. - The problem with trying to follow great investors. - The fall of research analysts, and the rise of passive investing. - An investing lesson from Charlie Munger. Companies mentioned: TSLA, META, BIRK, DIS, NOK Host: Bill Mann Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Inside your cell phone, your car, even your leaf blower – there’s a collection of small, precious minerals making each one work.  Ernest Scheyder is a Reuters reporter covering the clean energy transition and author of the new book, “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives.” Deidre Woollard caught up with Scheyder for a conversation about: Tradeoffs in mining, and why the U.S. is falling behind in the race for precious minerals. Tensions of the clean energy transition. The “wacky journey” of a junior mining company.  Companies mentioned: TSLA, RIO, LAC, LAAC, CVX, F, GM Host: Deidre Woollard Guest: Ernest Scheyder Producer: Ricky Mulvey, Mary Long Learn more about your ad choices. Visit megaphone.fm/adchoices

A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash. (00:21) Bill Mann and Jason Moser discuss: - Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon. - Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China. (19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry.. (35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy. Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Prospects for a rapid string of rate cuts may be fading. That’s actually good news. (00:21) Bill Barker and Deidre Woollard discuss: - How fewer interest rate cuts may impact businesses. - Peloton’s path forward. - Ways streaks are valuable to businesses. (16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits. Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Bill Barker, Matt Frankel, Mary Long Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up. (00:21) Asit Sharma and Dylan Lewis discuss: - Where AI developments are showing up in Microsoft’s financials. - The concerns over Alphabet’s ad segment, even as it posts a return to growth. - How the market is grading big tech companies this earnings season. (14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots. Companies discussed: MSFT, GOOG, GOOGL, TSLA Host: Dylan Lewis Guests: Asit Sharma, Chris Camillo, Sanmeet Deo Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it? (00:21) Ricky Mulvey and Jim Gillies discuss: - What to watch as big tech companies report. - Concentration in the Magnificent Seven. - Questions about Flutter Entertainment’s share count and debt load. - The switching incentives in sports betting. Plus, (15:26) Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the Director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement. Epic Bundle Discount: www.fool.com/epic198 Gillies post on X: https://twitter.com/JimPGillies/status/1751713645816365089 Companies discussed: AAPL, MSFT, FLUT Hosts: Ricky Mulvey, Robert Brokamp Guests: Jim Gillies, Michael Finke Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear. (00:21) Jason Moser and Deidre Woollard discuss: - Why Amazon ended the iRobot deal. - Where iRobot could go next. - If Sofi is building the next big bank. (17:12) Eric Siegel, author of The AI Playbook, explains the challenges facing companies looking to adopt artificial intelligence. Companies discussed: AMZN, IRBT, SOFI Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Jason Moser, Eric Siegel Producers: Ricky Mulvey, Mary Long Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Owning companies can help you build wealth. So can real estate. Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.” Deidre Woollard caught up with Meyer to discuss: - Creating a vision for your investing plan. - “The HGTV disease.” - Risk mitigation strategies for real estate investors. - A common way that real estate investors start out. Host: Deidre Woollard Guest: Dave Meyer Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices

Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation.  Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things dividends. They discuss: Whether “special dividends” are really special at all.  2 “Dividend Knights” – and a Cincinnati grocer that may rejoin the same ranks. Why investing is not just about revenue growth. Get your dividends report here: www.fool.com/2024dividends A correction: Texas Roadhouse serves lunch on the weekends. Dividend Knights link: https://docs.google.com/spreadsheets/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0 Tickers discussed: TXRH, KR, DDS, SCHD, VIG Host: Ricky Mulvey Guest: Anthony Schiavone, Matt Argersinger Producer: Mary Long Engineers: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead. (00:21) Bill Mann and Andy Cross discuss: - Microsoft crossing $3T and surpassing Apple as the largest publicly traded company. - Alibaba’s co-founders buying up $200M shares, and the state of investing in China. - Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play. (19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience. (29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre. Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO Host: Dylan Lewis Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

(00:21) Asit Sharma and Deidre Woollard discuss: - The promise of Tesla’s next-generation vehicles. - If Tesla’s energy business is finally ready for prime time. - How ServiceNow’s AI push is paying off. (18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions. Companies discussed: TSLA, BYD, NOW, CNSWF Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Asit Sharma, Mary Long, Tom King Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming. (00:21) Tim Beyers and Dylan Lewis discuss: - ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi. - Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy. - Chipotle’s preparations for “peak burrito.” (15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline.  Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz Engineers:Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the biggest shows on cable is leaving for streaming. (00:21) Ricky Mulvey and Bill Mann discuss:  - Netflix’s $5 billion deal with the WWE.  - Proctor & Gamble’s quarter and write down of Gillette.  - Why Schwab’s deposit flight isn’t quite breaking the bank. Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement. Companies discussed: NFLX, TKO, PG, SCHW Hosts: Ricky Mulvey, Robert Brokamp Guests: Bill Mann, Michael Finke Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s behind this latest rally? (00:21) Jason Moser and Deidre Woollard discuss: - What could impact the recent rally? - The potential future for Macy’s. - Sports Illustrated and the value of legacy brands. (19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&R Block on where the tax-preparation company is headed next. Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Jason Moser, Jamil Khan Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more.  Ricky Mulvey caught up with Catmull to discuss:  Being in the “business of exponential change”  AI’s potential upheaval of the animation industry How technology and story advance each other Tickers discussed: DIS Host: Ricky Mulvey Guest: Ed Catmull Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss: - Biogen’s next shot at an Alzheimer’s treatment. - Why companies can’t “muscle their way” into making new molecules. - How NVIDIA could change drug development.  - Moderna’s vaccine strategy Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX Host: Deidre Woollard Guest: Karl Thiel Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto. (00:21) Jason Moser and Matt Argersinger discuss: - Why there’s so much cash sitting on the sidelines right now, and why it may or may not work back into the market. - Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase. - Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs. (19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world. (32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International. Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Regional banks are facing strong competition in the battle for your dollars. (00:21) Matt Frankel and Deidre Woollard discuss: - How new rules could change what you pay in overdraft fees. - Why banks are socking away money for credit losses. - The potential advantage for regional banks. (17:31) Asit Sharma and Mary Long take a medium dive into Paycom and discuss a product that could be too good for its own good. Companies discussed: TFC, DFS, USB, WFC, PAYC, JPM, PAYX, PCTY, ADP, ORCL Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Asit Sharma, Matt Frankel, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition.  (00:21) Asit Sharma and Dylan Lewis discuss: - Why JetBlue’s $3.8B acquisition of Spirit Airlines hit a snag. - Elon Musk’s comp package at Tesla, and what investors should think of his desire to have 25% voting control. - Uber’s plans to shelve Drizly two years after buying it for $1.1B. (13:36) Dave Holeman is the CEO of Whitestone REIT, which focuses on open-air retail centers. He talks to Deidre Woollard about why restaurants are the new anchor stores and how shopping habits are changing. Companies discussed: SAVE, JBLU, TSLA, UBER, WSR Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Dave Holeman Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Earnings season begins again and the big banks lead the way. (00:21) Ricky Mulvey and Jason Moser discuss: - The “new” growth engine for Goldman Sachs - The macro risks that Morgan Stanley highlighted. - Why the CEO of Adidas gave his cell phone number to 60,000 people. Plus, (14:20) Robert Brokamp and Alison Southwick open up the member mailbag and answer your questions about investing a lump sum, saving for kids, and ABLE accounts. Stocks mentioned: GS, MS, ADDYY Epic Bundle discount link: www.fool.com/epic198 Got a question for the show? Our email is podcasts@fool.com Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss:  Disconnects between the real economy and financial markets, Whether the US stock market is merely a “lucky survivor,” And the dangers of institutional thinking – in investing and academia. Tickers discussed: NOK, BTC Host: Ricky Mulvey Guest: Jules van Binsbergen Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up. Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss: - Why investors should pay attention to the S&P 600. - Cracks in consumer spending. - The year of efficiency, part two. - A major tailwind for the economy. Host: Deidre Woollard Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Tim Sparks, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices

Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming. (00:21) Ron Gross and Emily Flippen discuss: - The latest inflation numbers and why we shouldn’t bank on rate cuts yet - Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private. - Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season. (19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans. (32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings. Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP Host: Dylan Lewis Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

(00:21) David Meier and Deidre Woollard discuss: - The macro and micro of job cuts. - What companies are signaling when layoffs happen. - If bitcoin is more like an IPO or gold. (16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies. Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: David Meier, Ricky Mulvey, Alicia Alfiere Producers: Mary Long, Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space. (00:21) Jason Moser and Dylan Lewis discuss: - The SEC’s pending decision on crypto spot ETFs and the agency’s X account getting hacked. - Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash. - An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID. (12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina. Companies discussed: UBER, LYFT, DASH, AMXZN, BUR Host: Dylan Lewis Guests: Jason Moser, Rich Griefner, Engineers: Dan Boyd, Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Crocs investors are expecting slower sales growth this year, but they’re still celebrating. (00:21) Ricky Mulvey and Bill Barker discuss: - Boeing’s door plug accident, and what it means for the business. - Crocs updated sales guidance, and low valuation. - Why investors seem to always celebrate layoff announcements. Plus, (13:08) Robert Brokamp and Alison Southwick share some advice for a healthier new year. Dividends report: www.fool.com/2024dividends Companies discussed: BA, SPR, CROX Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The Consumer Electronics Show kicks off with big news from Nvidia and many more. (00:21) Jason Moser and Deidre Woollard discuss: - Announcements from CES. - What could make Apple’s Vision Pro successful. - The relevance of Twilio’s CEO switch. (17:42) Ricky Mulvey interviews Kevin Simzer, Chief Operating Officer of Trend Micro, about cybersecurity in the cloud and the new threats facing electric cars. Companies discussed: AAPL TWLO, NVDA, AMD, OTC: TMICY Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Kevin Simzer Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewis caught up with Housel for a discussion about:  - Setting up processes, not resolutions for the new year. - The biggest significant economic story (that’s already known). - What early criticisms of cars, airplanes, and AI have in common.  Host: Dylan Lewis Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

New year, new you! Or maybe just a new portfolio.  Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt Argersinger about:  (01:02) Fool Rules, (12:53) investing tools, (21:28) and what the year ahead might (or might not) have in store.  Claim your Epic Bundle discount here.  Host: Mary Long Guest: Asit Sharma, Meilin Quinn, Matt Argersinger Engineer: Tim Sparks, Dan Boyd Tickers mentioned: DIS, VINP, EPR, HSY Learn more about your ad choices. Visit megaphone.fm/adchoices

Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year. (00:21) Jason and Matt Argersinger discuss: - The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money. - Holiday e-commerce and retail numbers, and what they say about the shopping season. - Why Walgreen’s status as a Dividend Aristocrat is over. (19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024. (34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust. Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Walgreens’s new CEO has some big plans. (00:21) Bill Barker and Deidre Woollard discuss: - The big tasks ahead for Walgreens’s new CEO. - What a dividend drop might be signaling. - How price drops impacted Big Egg. (17:23) Jim Gillies and Ricky Mulvey talk pullback stocks including Aritzia and Shopify. Companies discussed: CALM, WBA, TSE:ATZ, ATZAF, SHOP Get your dividends report here: www.fool.com/2024dividends Host: Deidre Woollard Guests: Bill Barker, Jim Gillies, Ricky Mulvey Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

After 95 years of copyright protection, Steamboat Willie enters the public domain.   (00:21) Asit Sharma and Dylan Lewis discuss: - Why early versions of Disney’s Mickey and Minnie Mouse characters are now appearing in horror slasher films. - Tesla once again being the king of EVs, and what to make of BYD coming up on its heels. - A digital entertainment stock to watch in 2024. (15:47) It’s been a great run for growth stocks – and it might not be over! Deidre Woollard caught up with Motley Fool Analyst Kirsten Guerra for a look at some recent winners that could keep winning in 2024. Companies discussed: DIS, TSLA, SONO, DUOL Catch the original Steamboat Willie cartoon, in all its public domain glory here. Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Kirsten Guerra Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong. (00:21) Ricky Mulvey and Jason Moser discuss:  - Apple resuming watch sales, and long battle against Masimo.  - Why it’s difficult to make accurate economic predictions.  - Understanding a business’s valuation and its story.  - A stock and an ETF we plan on holding through 2024. Plus, (17:42) Robert Brokamp and Alison Southwick provide some tips to be more productive in the new year. Stocks/ETFs mentioned: AAPL, MASI, TDOC, AXON, SCHD Link to receive a complimentary report on dividend stocks: www.fool.com/2024dividends Learn more about your ad choices at megaphone.fm/adchoices Hosts: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions. (00:21) Ron Gross and Matt Argersinger share: - The trends they’re following in 2024 - CEOs in the hot seat - Reckless predications for the new year (19:11) Motley Fool CEO Tom Gardner shares his investing lessons from 2023 and a Fool stock he’s excited about for 2024. (34:45) Ron Gross and Matt Argersinger share two stocks on their radar for the new year: American Tower and EPR Properties. Stocks: SBUX, DIS, BRK, SHOP, AMT, EPR, Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Tom Gardner Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Dylan Lewis shares a family tradition and some well-wishes, however and wherever you might be spending the holidays. Host: Dylan Lewis Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets. Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate trends in 2023 and look ahead toward the year to come. They discuss: - Three scenarios for housing affordability - A void that Blackstone and Brookfield could be looking to fill - Why REITs are poised for a rebound Tickers discussed: DLR, EQIX, IRM, PLD, STAG, MAA, BX, BN, STWD, ZG, RDFN, CSGP Host: Deidre Woollard Guest: Matt Argersinger, Anthony Schiavone Producer: Mary Long Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s our annual best-of interview show! (00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes. (19:11) Restaurateur, investor, and chairman at Cava Ron Shaich talks about Cava’s path to becoming a public company, and why you might not want to bet against him in the restaurant industry. Stocks discussed: GOOG, GOOGL, X, META, CAVA, SBUX Host: Dylan Lewis Guests: Morgan Housel, Ron Shaich Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s travel season but Clear wants you to think of them as far more than just the fast way through the airport. (00:21) Yasser El-Shimy and Deidre Woollard discuss: - If Warner Bros. Discovery and Paramount would be a win-win deal. - Potential other media mash-ups. - Challenges facing the used car business. (20:06) Sanmeet Deo talks with Ken Cornick, the co-founder, President, and Chief Financial Officer of CLEAR, an identity management company. This conversation was recorded on Dec. 8, 2023. Companies discussed: YOU, WBD, PARA, KMX, CVNA, AMZN, NFLX, DIS Claim your dividend report here: www.fool.com/dividends Host: Deidre Woollard Guests: Yasser El-Shimy, Sanmeet Deo, Ken Cornick Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Ricky Mulvey Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president’s office decides to step in. (00:21) Tim Beyers and Dylan Lewis discuss: - Why you might not be able to buy the Apple Watch soon in the U.S. - Comcast’s data breach affecting 30+ million customers. - Fedex’s latest results and why they might be better than the market thinks. (16:39) Mary Long caught up with Kristy Akullian, Senior Member of the iShares investment strategy team at Blackrock. for a look at her team's 2024 outlook and one country to keep an eye on. Companies discussed: AAPL, MASI, CMCSA, FDX Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Kristy Akullian Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades. (00:21) Ricky Mulvey and Asit Sharma discuss: - Transitory inflation for the toy business… and beyond! - The everlasting power of Barbie, Hot Wheels, and Lego. - Coupang’s acquisition of luxury online retailer, FarFetch. Plus, (15:27) Alison Southwick and Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement. Got a question for the show? Email us at podcasts@fool.com Companies discussed: MAT, CPNG, FTCH Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

(00:21) Bill Barker and Deidre Woollard discuss: - The arc of U.S. Steel over time. - Why Adobe might be giving up on acquiring Figma - The changing environment for getting deals done. (17:00) Deidre Woollard talks to angel investor and author Bill Raduchel about how tech has changed over the past six decades. Companies discussed: X, ADBE, CLF, XRX, AAPL, META, GOOG, GOOGL, NVDA Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Bill Raduchel Producers: Ricky Mulvey, Mary Long Engineers: Kyle Carruthers, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies. Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Marvel Studios to discuss: - Why making superhero movies wasn’t always an obvious decision.  - The success, and future problems, created by “Iron Man.” - How the pandemic changed Marvel. Company discussed: DIS Host: Mary Long Guest: Dave Gonzales Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

The money ain’t flowing like it used to. What’s a tech investor to do?  Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss: Differences between public markets and the venture scene,  How money can ruin companies, And Tesla’s AI ambitions.  Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA Host: Mary Long Guest: Alicia Alfiere, Tim Beyers, Tim White Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about! (00:21) Bill Mann and Jason Moser discuss: - The data points that capture how 2023 has felt for investors, companies, and homeowners. - Why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General. - The IPO and product launch that were totally forgotten this year. (19:11) Dave Meyer – the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger Pockets – talks through insights from Bigger Pockets State of Real Estate Investing Report, and some interesting areas to watch in 2024. You can get Bigger Pockets full State of Real Estate Investing Report here: biggerpockets.com/REALESTATE24 (33:42) Jason and Bill break down two stocks on their radar: Okta and Crispr. Stocks discussed: NVDA, CCL, RCL, DG, CAVA, META, CRSP, OKTA Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Dave Meyer, Deidre Woollard Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.” Mary Long caught up with Emily to debrief on her time as a castaway in Fiji. They also discuss: Emily’s best-case scenario path to the Final Three, Conversations at camp (plus, whether she now believes that aliens built the pyramids), And what stocks she’d gift to the remaining castaways. Companies discussed: DASH, UBER Host: Mary Long Guest: Emily Flippen Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss: - Occidental Petroleum’s acquisition of private energy producer, CrownRock. - Disney licensing shows out of its walled garden. - Why Netflix is can afford to be a buyer right now. - Google’s antitrust loss against Epic Games. Plus, (13:58) Robert Brokamp interviews Mark Kantrowitz the author of “How to Appeal for More College Financial Aid” about the recent changes to the FAFSA. Stocks discussed: OXY, XOM, NFLX, DIS, WBD, GOOG, GOOGL, AAPL Hosts: Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Mark Kantrowitz Engineers: Tim Sparks, Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Should investors be excited about a big department store potentially going private? (00:21) Jason Moser and Deidre Woollard discuss: - The potential for Macy’s going private. - If department stores are going the way of the dodo. - What could change the regulatory climate for big deals. (17:06) Ricky Mulvey and Matt Frankel dive into Boston Omaha, a company that could be poised to be the next great conglomerate. Companies discussed: BOC, M, WMT, AMZN Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

The key word for retail in 2022 was inventory. This year, it’s shrink. Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss: - How Americans are spending and changing their priorities. - The tech replacement cycle, and what that means for Best Buy. - A slowdown for Home Depot and Lowes. - Retail trends to watch in 2024. Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA Host: Deidre Woollard  Guest: Asit Sharma, Toby Bordelon Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Get in, Fools! We’re going to Canada. Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportunities investors can find in a messy housing market. They also discuss: The deceptive nature of “static” mortgages 6 bank stocks that are long-term, growing winners And a company that “specializes in the absurd”  Tickers discussed: CM, BNS, TD, RY, BMO, TSX:NA, BB, SHOP,  TSX: CSU, TSX: ATD, TSX: SJ Host: Nick Sciple Guest: Jim Gillies Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT? (00:21) Ron Gross and Andy Cross discuss: - New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update. - Chewy’s status as the #1 pet pharmacy in the U.S., Lululemon’s business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter. (19:11) Journalist and author Bethany McLean’s talks with Deidre Woollard about her latest book “The Big Fail” and takes a look at the past three years, how we responded to COVID, and the lasting effects on households, businesses, and the economy. (33:05) Ron and Andy break down two stocks on their radar: Target and MongoDB. Stocks discussed: GOOG, GOOGL, GME, DOCU, CHWY, LULU, SJM, MDB, TGT Host: Dylan Lewis Guests: Andy Cross, Ron Gross, Bethany McLean, Deidre Woollard Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Chewy’s growth depends on how much we love our furry friends. (00:21) Bill Barker and Deidre Woollard discuss: - The power of Chewy’s auto-ship service. - If Chewy’s growth is too dependent on macro trends. - What factors could lead to a Dollar General turnaround. (21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care. Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT Claim your dividend report here: www.fool.com/dividends Host: Deidre Woollard Guests: Kevin Sayer, Mary Long, Bill Barker Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market. (00:21) Bill Mann and Dylan Lewis discuss: - McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day. - The sauce Bill wishes would get more love at McD’s. - Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo. (12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future. Companies discussed: TGT, BYND, SHOO Host: Dylan Lewis Guests: Bill Mann, Pinky Cole, Deidre Woollard Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice. (00:21) Tim Beyers and Dylan Lewis discuss: - Uber joining the S&P 500 and the company’s focus on profitability and owning its market. - How Wells Fargo seemed to announce future layoffs in a strange way. - Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024. (18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024. Companies discussed: UBER, LYFT, WFC, SPOT Host: Dylan Lewis Guests: Tim Beyers, Alison Southwick, Robert Brokamp Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time. (00:21) Jason Moser and Deidre Woollard discuss: - The possibility of the Alaska Airlines and Hawaiian Airlines deal going through. - If airlines lose specialness as they grow. - The race to bring GLP-1 drugs to market. (18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next. Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY Claim your dividend stocks here: www.fool.com/dividends Host: Deidre Woollard Guests: Jason Moser, John Merris Producer: Mary Long Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss: The state of the “War on Cash” Embedded finance And two “toll booths” that aren’t going away anytime soon Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH Host: Jason Moser, Matt Frankel Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

The rules of business are changing. And those rules are being written by some … unlikely characters. Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss: The power of “geekiness” How Satya Nadella turned Microsoft around And why Amazon *wants* to see billion-dollar failures. Tickers discussed: AMZN, MSFT, AAPL, GOOG, META Host: Mary Long Guest: Andrew McAfee Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on? (00:21) Jason Moser and Matt Argersinger discuss: - The market’s incredible November and why we may not be out of the woods yet on rate hikes. - Why Apple and Goldman Sachs are breaking up their credit card partnership. - Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase. (19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list. You can catch Adobe’s holiday shopping tracking here. (34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties. Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Vivek Pandya Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

When disruption strikes, what a company does next is crucial. (00:21) Bill Barker and Deidre Woollard discuss: - If we are already in a Santa Claus rally. - The challenges facing big automakers. - If cybersecurity’s challenges will fade. (20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today. Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Mary Long, David Meier Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie. (00:21) David Meier and Dylan Lewis discuss: - Some of their favorite Mungerisms on investing and life. - Berkshire’s incredible performance in his time with the company. - The best thing you can do to celebrate his life today – read a book. Companies discussed: BRK.A, BRK.B, AAPL Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access) Host: Dylan Lewis Guests: David Meier Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought. (00:21) Asit Sharma and Dylan Lewis discuss: - Early Cyber Monday results and why consumer spend isn’t slowing down quite yet. - News that Chinese fast fashion company Shein will likely be coming public in 2024. - How Weight Watchers is adjusting its strategy to incorporate weight loss drugs. (15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries. Companies discussed: WW, NVDA, MSFT, APPL Host: Dylan Lewis Guests: Asit Sharma, Alison Southwick, Robert Brokamp Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Black Friday showed consumers are still ready to buy. (00:21) Jason Moser and Deidre Woollard discuss: - Black Friday’s strong results. - The rise of mobile shopping. - If anyone can challenge Amazon’s reign as the holiday leader. (17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market. Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY Host: Deidre Woollard Guests: Jason Moser, Alex Friedman, Ariel Adams Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for. (00:21) Bill Mann and Jason Moser discuss: - Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving. - The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe. - The no-go topics at this year’s dinner table – crypto and weight-loss drugs. (19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season. (32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s. Catch a picture of the new Domino’s delivery oven bike here. Stocks discussed: CDNS, CRSP, IOT, DPZ Host: Dylan Lewis Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence.  (00:20) Asit Sharma and Dylan Lewis discuss: Nvidia’s epic quarter and the market’s ho-hum response.  The OpenAI drama, corporate governance, and  How they’re making their turkeys this Thanksgiving.  Companies discussed: NVDA, MSFT Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at 703-254-1445. Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Zoom’s slow revenue increase may show how the company is changing. (00:12) Asit Sharma and Deidre Woollard discuss: - Why Zoom is more than a videoconferencing company. - What happens when a company’s growth slows. - How big-ticket item sales are impacting Lowe’s and Best Buy. (14:52)  Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools. Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY Claim your dividend report here:  www.fool.com/dividends Host: Deidre Woollard Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pace of AI. - What former Cruise CEO Kyle Vogt might do next. (17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate. Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Ryan Severino Producer: Mary Long Engineers: Dan Boyd, Tim Sparks, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Did Elon Musk break Twitter? Or did Twitter break Elon Musk? Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss: Twitter’s impact on Musk’s legacy, The philosophies that drive Einstein-esque founders, And the startup working to “de-extinct” the Woolly Mammoth.   Tickers discussed: TSLA, META, GME, AMC Host: Ricky Mulvey Guest: Ben Mezrich Producer: Mary Long Engineer: Annie Pope, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence?  Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss: The semiconductor supply chain Intel’s turnaround and new focus on foundries  How TSMC balances secrecy, transparency, and trust when it comes to intellectual property Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML Host: Ricky Mulvey Guest: Chris Miller Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes. (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates. - Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer. - Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently. (19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring. Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here. (33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts. Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

For both Walmart and Cisco, expectations for the future don’t tell the whole story. (00:21) Tim Beyers and Deidre Woollard discuss: - Cisco’s move into the software space. - If AI can improve the meeting experience. - Walmart’s strengths as a global player. (21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars. Claim your five free dividend stock ideas here: www.fool.com/dividends Companies discussed: WMT, AMZN, COST, CSCO,ACVA Host: Deidre Woollard Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up. (00:21) Tim Beyers and Dylan Lewis discuss: - The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement. - Target’s efficient quarter and product mix decisions for the holiday quarter. - Airbnb’s $200M acquisition ot AI company GamePlanner.AI (16:28) Ricky Mulvey talks with Red Robin CEO GJ Hart about how he’s trying to turn the 54-year-old burger chain into a premier fast casual dining destination. Companies discussed: GOOG, GOOGL, AAPL, TGT, ABNB, RRGB Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, GJ Hart Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly. (00:21): Ricky Mulvey and Asit Sharma discuss:  - What lower inflation means for stock investors. - Sticky housing prices.  - Home Depot’s quarter and sales decline.  - What softer spend on big-ticket purchases means for Trex.  Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing.  Companies discussed: HD, TREX, AAPL, COST  Stock Advisor discount: www.fool.com/mfmdiscount  Hosts: Ricky Mulvey, Alison Southwick  Guests: Asit Sharma, Robert Brokamp  Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses. (00:21) David Meier aand Deidre Woollard discuss: - The evolving climate for business-to-business platforms. - What tech companies need to consider as they hit profitability. - If Monday.com will be the acquirer or the acquired. (19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season. Claim your free five stock recommendations here: www.fool.com/dividends Companies discussed: MDNY, CRM, HUBS, SIG Host: Deidre Woollard Guests: Rob Bates, David Meier Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices

You may be asking the wrong question about the future – it’s not what it looks like, but what it sounds like.  Tobias Dengel is the President of WillowTree, a TELUS International Company, that specializes in digital product design and development. He’s also the author of “The Sound of the Future: The Coming Age of Voice Technology.” Ricky Mulvey caught up with Dengel to discuss: What Alexa and Siri get wrong about voice interaction, Secret leaders in voice technology, And the next battle in the cybersecurity arms race. Tickers discussed: MCD, SG, AMZN, APPL, GOOG, MSFT, META, NVDA, TU Host: Ricky Mulvey Guest: Tobias Dengel Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Here at the Motley Fool, we like our individual stocks. But – what if we’re wrong?  Jonathan Berk is a professor of finance at the Stanford Graduate School of Business and co-host of the podcast “All Else Equal: Making Better Decisions.” Ricky Mulvey caught up with Berk to discuss – and debate – the merits of individual stock investing. They also talk about: The ripple effects of decision-making, Whether short-term investing deserves its bad reputation, And the time horizon needed to differentiate between luck and skill.  Tickers discussed: CMG, NFLX, NVDA, MCD Host: Ricky Mulvey Guest: Jonathan Berk Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?.  (00:11) Emily Flippen and Andy Cross discuss: SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.” The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend. How Adyen is learning how to better play the expectations game. (19:02) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars. (31:14) Emily and Andy break down two stocks on their radar: Axon and Gartner. Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON Host: Dylan Lewis Guests: Emily Flippen, Andy Cross, Lou Whiteman,  Engineers: Rick Engdahl, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

Actors are headed back to work as streamers seek to monetize viewers. (00:20) Bill Barker and Deidre Woollard discuss: - The long-term impact of Hollywood’s strikes. - Linear television’s fading ad value. - The value of sports entertainment. (17:09) : Tim White and Tim Beyers sit down with Iinformatica Chief Product Officer, Jitesh Ghai to discuss the future of data management.Claim your Stock Advisor discount here:  www.fool.com/mfmdiscount Companies discussed: DIS, WBD, NYT, NFLX, SNAP, PINS, INFAHost: Deidre Woollard Guests: Jitesh Ghai, Tim White, Tim Beyers, Bill Barker Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

To stop some bad behavior, sometimes you have to stop letting people do other stuff too. (00:14) Bill Mann and Dylan Lewis discuss: South Korea banning borrowing shares to address issues with illegal naked short selling. Robinhood “normalizing” and becoming a little Buffett-like with its interest income. The big reaction to restaurant tech company Toast’s slight guidance adjustment, and what it bodes for growth stocks. (16:26) Mary Long caught up with Adecco Staffing's Senior Vice President Amy Glaser for a look at holiday hiring trends and rising part-time work. Check out our Stock Advisor Dividend Report at: www.fool.com/dividends  Companies discussed: HOOD, TOST Host: Dylan Lewis Guests: Bill Mann, Mary Long, Amy Glaser Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

The fond expectancy of venture capital has turned into the hard facts of private equity.  (00:21) Ricky Mulvey and Bill Mann discuss: -Uber's focus on adjusted earnings. -WeWork filing Chapter 11 bankruptcy, and the knock on effects. -Economic takeaways from Bill's trip to Africa. Plus, (13:51) Robert Brokamp and Alison Southwick check in on how Americans are saving. Companies discussed: UBER, WE Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Mann, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market? (00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile of cash. - If the NAR lawsuit damages Berkshire’s real estate prospects. - Why it has been a good year for insurance. (21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks. Claim your dividend report here: www.fool.com/dividends Companies discussed: BAM, BRK.A, BRK.B, PANW, Z, ZG, RDFN Host: Deidre Woollard Guests: Matt Frankel, Mary Long, David Meier Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it mean if history is just the same movie, playing over and over?  Morgan Housel is a longtime Fool contributor and the bestselling author of The Psychology of Money. Dylan Lewis caught up with Morgan to talk about his latest book, Same as Ever: A Guide to What Never Changes. They discuss: The not-so-helpful side effect of having fewer economic downturns Why true optimists believe that the future is messy Cautionary tales from companies that “got too wide” And what Warren Buffett understands about storytelling. Tickers discussed: MSFT, GM, APPL, SSU, BRK.A, BRK.B Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Premium Motley Fool US members can check out the latest “Mindset with Morgan Housel” episode here. Host: Dylan Lewis Guest: Morgan Housel Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value?  Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caught up with Badolato for an “investing classroom” session. They discuss: Different drivers of business value What growth rates ignore And the thing that Sweetgreen misses about automation Tickers discussed: PTON, TGT, DXCM, HSY, NVDA, CHGG, COST, SG, RENT Link to Fool Message Boards + Classroom Podcast Discussions Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing. (00:19) Ron Gross and Matt Argersinger discuss: Why interest rate and unemployment news helped stocksthis week. Starbucks’ triple-shot growth plan, Apple’s flat growth, and why Shopify is firing on all cylinders. Huge earnings reactions from DoorDash and Roku, and Match’s struggle to hold onto singles.  (18:50) Marc Robinson breaks down the negotiations between the United Auto Workers and automakers Ford, Stellantis, and General Motors. (34:16) Ron and Matt break down two stocks on their radar: WK Kellogg and Quest Diagnostics. Stocks discussed: SBUX, AAPL, SHOP, MTCH, DASH, ROKU, KLG, DGX Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Marc Robinson Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

PayPal’s new CEO debuted with some heat.  (00:21) Ricky Mulvey and Jason Moser discuss: - Alex Chriss’s first earnings call as CEO of PayPal. - Renewed focus for the payments company. - Airbnb’s quarter and questions for its international growth. - Investors going through an “airline stocks phase.” Plus, (14:10) Mary Long and Tim Beyers take a look at restaurant tech company, Toast. Stock Advisor discount link: www.fool.com/mfmdiscount Companies discussed: PYPL, ABNB, TOST, ORCL Hosts: Ricky Mulvey, Mary Long Guests: Jason Moser, Tim Beyers Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Housing is expensive, rates are high, but the cut going to agents might be going down.  (00:21) Asit Sharma and Dylan Lewis discuss: - The $1.8B decision hitting The National Association of Realtors and real estate brokerages. - Why real estate might be an industry at a crossroads, and whether it means opportunity or challenges for companies like Redfin. - Three lessons from WeWork’s bankruptcy.  (16:13) Motley Fool Money’s Deidre Woollard caught up with Jean-Manuel Izaret to talk about his book "Game Changer” and the strategies companies use when they set prices. Companies discussed: RDFN, UBER, AAPL, SBUX Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Jean-Manuel Izaret Engineers: Dan Boyd, RIck Engdahl  Learn more about your ad choices. Visit megaphone.fm/adchoices

*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism.  (0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share buybacks gone wrong. - An airplane leasing company that may be taking itself private. Plus, (17:30) Alison Southwick and Robert Brokamp celebrate Halloween and discuss some financial horror stories. Companies discussed: AAPL, EBAY, SNBR, AER Link to “Financial Horror Stories Vol. 2, Scary Scams”: https://www.fool.com/podcasts/rule-breaker-investing/2023-10-18-financial-horror-stories-vol-2/ Link to Motley Fool message boards: https://community.fool.com/ Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Labor costs are just one concern facing restaurants. (00:21) Jason Moser and Deidre Woollard discuss: - Restaurant trends and consumer behavior. - The impact of rising labor costs on restaurants. - How delivery has changed the fast food landscape. (21:14) Asit Sharma joins Ricky Mulvey to look at a couple of Halloween stocks... one tasty and one a little bloody. Claim your five dividend stock recommendations: www.fool.com/dividends Companies discussed: MCD, CMG, DASH, UBER, DPZ, HSY, TMDX Host: Deidre Woollard Guests: Asit Sharma, Jason Moser, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you build a restaurant chain with lines out the door?  Dylan Lewis caught up with Ron Shaich, the former CEO of Panera and Au Bon Pain, the current Chairman of Cava, and author of the upcoming book Know What Matters: Lessons from a Lifetime of Transformation. At a live Motley Fool member event in New York, they discuss: Past, present, and future cravings of the American eater Fighting against the “pervasive short-termism in our capital markets. And the future of automation in food Ticker discussed: CAVA Host: Dylan Lewis Guest: Ron Shaich Producer: Mac Greer, Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Lewis knows how to tell a story. He’s given color to the characters behind baseball and the finance industry. Now, he paints a portrait of Sam-Bankman Fried, the infamous face of crypto who went from billionaire to bankrupt overnight. Motley Fool CEO and co-founder, Tom Gardner, caught up with Lewis at a Motley Fool member event in New York. They discuss: The downfall of crypto exchange FTX and potential outcomes for Bankman-Fried’s ongoing criminal trial The hold that FOMO has over Silicon Valley Why organizations can’t thrive without “keen emotional intelligence” Host: Tom Gardner Guest: Michael Lewis Producers: Mac Greer, Mary Long Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why.  (00:21) Emily Flippen and Jason Moser discuss: - Big tech earnings – trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta. - Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4. - Spotify’s fantastic past twelve months and what investors should think now. (19:11) Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at ONE: NYC about FTX, SBF, and the investing dynamics of Silicon Valley. (30:37) Jason and Emily break down two stocks on their radar: Masimo and Okta. Stocks discussed: AMZN, META, GOOG, GOOGL, MSFT, V, MA, SPOT, OKTA, MASI Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Tom Gardner, Michael Lewis Engineers: Tim Sparks, Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta will triumph in the great headset race. (21:40) Tim Beyers talks with author and New York University professor Melissa Schilling about traits shared by the world’s greatest innovators. Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed: META, AAPL, NVDA, SNOW, TSLA, AMZN Host: Deidre Woollard Guests: Asit Sharma, Melissa Schilling, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Alphabet shed $100 billion in market value as it ceded some ground in the cloud competition.  (00:21) Ricky Mulvey and Nick Sciple discuss: - Microsoft’s quarter and focus on Copilot. - If Bing can become more of a competitor to Google search. - Alphabet’s investments in self-driving technology. - The anti-trust suit hanging over Alphabet. Plus, (14:58) Deidre Woollard interviews Vincent Stanley, Patagonia’s Director of Philosophy, about companies that are doing work to help the planet. Companies discussed: MSFT, GOOG, GOOGL, WMT, UL, DANOY, SSU Hosts: Ricky Mulvey, Deidre Woollard Guests: Nick Sciple, Vincent Stanley Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Being a CEO is probably a pretty sweet gig. So why are so many leaving their posts?  (00:21) Ricky Mulvey and Bill Barker discuss: - General Motors quarter and the latest in its dispute with United Auto Workers. - A slowdown in electric vehicle production. - Coca Cola’s business and stock performance. - Why a record number of CEOs have left their seats this year. Plus, (13:53) Robert Brokamp and Alison Southwick discuss the pillars of retirement planning. Companies discussed: GM, TSLA, KO Stock Advisor Discount Link: www.fool.com/MFMDiscount Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We took Motley Fool Money on the road to our ONE member event in NYC, and we’ve got a special episode of analyst insights and listener questions.   (00:21) Asit Sharma and Andy Cross discuss: - The Nasdaq building in NYC, and how the company and exchange have fared in 2023. - Some sneak peeks at the sessions for our member event - One Fool stock that isn’t getting enough attention, and another that has surprised the investing team.  (14:08) We take questions from our ONE members in NYC – Andy and Asit weigh in on PayPal, how high rates impact investing decisions, and some companies that have done succession well recently. Companies discussed: NDAQ, ASML, META, PYPL, COST Host: Dylan Lewis Guests: Asit Sharma, Andy Cross Engineers: Rick Engdahl, Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

When you have about $150 billion in cash on hand, you’re never out of position for making a decision. Shane Parrish is the founder of Farnam Street, the host of “The Knowledge Project” podcast, and the author of “Clear Thinking: Turning Ordinary Moments Into Extraordinary Results.” Mary Long caught up with Parrish to discuss: - Decision making lessons from Warren Buffett, Charlie Munger, and Daniel Kahneman. - How to create rules to become a more disciplined investor. - Tips for writing an investment thesis. Tickers discussed: BRK.A, BRK.B Host: Mary Long Guest: Shane Parrish Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool CEO and co-founder Tom Gardner answers member questions in an excerpt from Stock Advisor Roundtable, our premium podcast offering. Tom talks about: His top starter stock picks and how Fool recommendations are made 5 CEO’s he’d trust to run The Motley Fool And what he’s learned from past investing wins (and misses) Stock Advisor members can listen to the full conversation here.  Tickers discussed: AXON, SPY, ABNB, TTD, TSLA, AMZN, DFH, TMDX, LUV, TREX, SHOP, ANET, CRM Host: Brian Stoffel Guest: Tom Gardner Producer: Mac Greer, Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier?  (00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right.  (19:04) Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers.  (32:11) Jason and Matt break down two stocks on their radar: Chipotle and Home Depot. To get our special Stock Advisor offer for podcast listeners, head to: fool.com/mfmdiscount Stocks discussed: NFLX, TSLA, COST, PLD, BX, TSM, HGTY, CMG, HD Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, McKeel Hagerty, Deidre Woollard Engineers: Rick Engdahl, Chace Przylepa  Learn more about your ad choices. Visit megaphone.fm/adchoices

Can Elon Musk build a $30,000 EV that everyone wants to drive? (00:15) Tim Beyers and Deidre Woollard discuss: - Tesla’s compressing margins. - Robots with brains and Tesla’s take on the AI universe. - How Netflix is becoming a global television network. (22:28) Deidre Woollard interviews real estate industry insider Greg Robertson on the impact of lawsuits against the National Association of Realtors. Claim your Stock Advisor discount: www.fool.com/mfmdiscount Companies discussed: TSLA, NFLX, RDFN, RMAX, HOUS Host: Deidre Woollard Guests: Tim Beyers, Greg Robertson Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

The IRS has good news for taxpayers and bad news for Intuit’s TurboTax.     (00:16) Jason Moser and Dylan Lewis discuss:   - The IRS’ Direct File pilot program coming to 13 states, and what it means for Intuit’s TurboTax. - Why activist investor Engaged Capital is interested in VF Corp – the owner of Vans, The North Face, and Supreme. - How Roblox’s return to office plans are a sign of the times for the pandemic darling.    (14:04) Ricky Mulvey caught up with Nick Sciple to check in on Next Era Energy and the rocky ride for utility stocks so far this year.   Companies discussed: INTU, VFC, RBLX, NEE, NEP, BWXT, CNQ, CEG   Host: Dylan Lewis Guests: Jason Moser, Ricky Mulvey, Nick Sciple Engineers: Tim Sparks   Learn more about your ad choices. Visit megaphone.fm/adchoices

Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history.  (00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line for its acquisition of Activision Blizzard. - An unexpected winner in the deal. - The latest memo from Howard Marks, “Further Thoughts on Sea Change.” - The case for credit investing, and a bond fund yielding 9%. Plus, (15:04) Robert Brokamp and Alison Southwick answer listener questions about money market funds, 401(k) rollovers, and automated investing. Companies/Funds mentioned: MSFT, LULU, USHY Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Citigroup’s Jane Fraser is looking to reinvent one of the Big Four banks. Can she do it? (00:21)Matt Frankel and Deidre Woollard discuss: - The challenges facing Citgroup. - Why big banks have to get serious about high-yield accounts. - Charles Schwab’s opportunity to build an integrated platform. (19:49) Mark Dixon, CEO of IWG, talks to Deidre Woollard about the changing role of the office in business life. Get your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed: C, IWG, SOFI, WFC, BAC, JPM, ALLY Host: Deidre Woollard Guests: Matt Frankel, Mark Dixon Producer: Ricky Mulvey Engineers: Annie Pope, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

The Federal Reserve may act on a forward looking basis, but the bank isn’t always quick in action. Ben Miller is the co-founder and CEO of Fundrise, a real estate investment platform. Deidre Woollard caught up with Miller to discuss: - How slow reaction times from the Fed impact the economy. - The home equity buffer. - Opportunities in innovative investing. - The AI boom in private markets and start-ups. Company discussed: NVDA Host: Deidre Woollard Guest: Ben Miller Producer: Ricky Mulvey Engineer: Rick Engdahl  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Motley Fool’s Bill Mann recently appeared on the BiggerPockets podcast “On The Market”. Today’s episode is a feed drop of that show. Host Dave Meyer caught up with Bill to chat about what’s going on around the world. They discuss: - Why the US dollar is a “bit of a wrecking ball.” - Semiconductor supply chains. - Apple’s political risks. - China’s real estate market. Companies discussed: AAPL, TSM, ASML, FANUY BiggerPockets credits: Host: Dave Meyer Producers: Kailyn Bennett, Hager Eldaas Engineer: Exodus Media Motley Fool credits: Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices