Motley Fool Money

Before you make the rules, you might have to break the rules.   Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about: - How he taught his children to invest - Memorable financial lessons from April Fool’s Day pranks in the past - What happens to rule breaker companies when they grow - The Fool Foundation’s mission and upcoming online event   To register for the free online event on April 14th with David Gardner, just go to foolfoundation.org.   Stocks discussed: DUOL, AAPL, AMZN, BABA, GOOG, META, DIS, SBUX   Host: Chris Hill Guest: David Gardner Producer: Ricky Mulvey Engineer: Dan Boyd

The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet. (0:21) Ron Gross and Matt Argersinger discuss: - New inflation data and real estate concerns in Silicon Valley - Why they're watching company margins and guidance updates over the next few weeks - Disney shutting down its metaverse division - Lululemon's (unsurprising) write-down of Mirror - The latest from Walgreens, RH, and McCormick (19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT. (32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International. To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC Host: Chris Hill Guests: Ron Gross, Matt Argersinger, Brad Stone Engineer: Dan Boyd

It helps to know the difference between an investing opportunity and a falling knife.   (0:21) Asit Sharma discusses: - RH (aka, Restoration Hardware) wrapping up a rough fiscal year. - How the retailer's great margins during the pandemic have gotten....less great. - Electronic Arts and Roku joining the list of tech companies laying off employees. (12:40) Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals. Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI.  (00:21) Tim Beyers discusses: - Moore's Law and Gordon Moore's mark on the tech industry and the world - How semiconductors became such a critical industry - Intel's disciplined approach to capital allocation AI Open Letter: https://futureoflife.org/open-letter/ai-open-letter/  (15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets?  Companies discussed: INTC, MDNY, BWXT  Host: Dylan Lewis  Guests: Tim Beyers, Nick Sciple  Producer: Ricky Mulvey  Engineers: Dan Boyd, Tim Sparks

Before you buy shares of a company, what should investors look for in a CEO?   (0:21) Bill Mann discusses: - Alibaba announcing its intention to split into 6 separate companies - Whether Amazon and Alphabet are discussing (or hearing from investment banks about) the same thing - Why he's watching where these companies raise money for their eventual IPOs  (11:05) Alison Southwick and Robert Brokamp talk with Asit Sharma about his framework for evaluating leadership. Companies discussed: BABA, ASML, AMZN, GOOG, JD, T, NOW, NVDA, SFIX, DOCN Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

Shares of the Raleigh, NC-based bank rose more than 50%.   (0:20) Jason Moser discusses: - First Citizens Bank buying (at a discount) $72 billion worth of Silicon Valley Bank's assets - Four tools (two free, two with a subscription fee) he uses in his investing research - The balance of weighing a company's information with the financial media's reporting on that information (10:30) Buck Hartzell talks with Michael Kehoe, CEO of Kinsale Capital Group, about the specialty insurance landscape and his company's competitive advantage.   Send your investing questions to podcasts@fool.com Companies discussed: FCNCA, KNSL   Host: Chris Hill Guests: Jason Moser, Buck Hartzell, Michael Kehoe Producer: Ricky Mulvey Engineer: Tim Sparks

Even if there are not many obvious warning signs, a gut feeling can tell you when something seems amiss.  Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University and the author of the book “Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.” Pope joined Ricky Mulvey to discuss: - How to talk to aging relatives about fraud - What your “gut feeling” can tell you about potential scams  - What generative AI means for the future of fraud Company discussed: WFC Host: Ricky Mulvey  Guest: Kelly Richmond Pope Engineers: Dan Boyd, Rick Engdahl

Should you save in a 401(k) or is it better to keep that money available in cash? Justin Richmond is the host of new podcast “Started from the Bottom”.  where he interviews successful people who grew up on the outside – people of color and people who grew up in a world where almost nobody went to college. He’s also the co-host of the popular music podcast "Broken Record" podcast alongside Rick Rubin, Bruce Headlam, and Malcolm Gladwell. Ricky Mulvey caught up with Richmond to discuss: - Learning the unwritten rules of business - How class and upbringing affects attitudes towards money - The relationship between musicians, Live Nation Entertainment, and dynamic pricing Company discussed: LYV Host: Ricky Mulvey Guest: Justin Richmond Engineers: Dan Boyd, Annie Franks

The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not. (0:21) Emily Flippen and Ron Gross discuss: - Fear of a recession vs. fear of a banking contagion - Whether social media giants like Meta Platforms and Snap stand to benefit from the drama around TikTok - Ford Motor's plan to go from losing billions on EVs to being profitable by the end of 2026 - The latest from Block, KB Home, and Accenture (19:11) Emily and Ron continue their analysis of the week's big investing stories, including: - Recent struggles from three pet companies: Chewy, Petco, and Trupanion - Apple's plan to spend $1 billion per year on theatrical releases - The latest from Nike, Ollie's Bargain Outlet, and Darden Restaurants - Two stocks on their radar: Globus Medical and Donnelly Financial Solutions To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: SNAP, META, GOOG, SQ, KBH, F, CAN, CHWY, WOOF, TRUP, NKE, OLLI, DRI, SBUX, IMAX, CNK, AMC, AAPL, GMED, DFIN Host: Chris Hill Guests: Emily Flippen, Ron Gross Engineer: Steve Broido

Just because things go as expected doesn't mean the ripple effects aren't surprising.   (0:20) Andy Cross discusses: - The Fed's 0.25% rate hike - Unfortunate timing around Chairman Powell's press conference and Sec. Yellen's public testimony - Why he's going to be paying more attention to annual reports in the coming weeks   (10:20) Nick Sciple and Jim Gillies face off in the semi-finals of our stock investing version of March Madness! Choose the winner by casting your vote in our Twitter poll @MotleyFoolMoney!   Companies discussed: RMAX, BWXT   Host: Chris Hill Guests: Andy Cross, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Steve Broido, Rick Engdahl

Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - How the banking drama is putting some commercial real estate businesses in peril while four REITs appear to have been oversold (8:20) Kirsten Guerra and Tim Beyers face off in the semi-finals of our stock investing version of March Madness! Companies discussed: NKE, MAA, ARE, O, PLD, GM, MNDY Host: Chris Hill Guests: Matt Argersinger, Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineer: Rick Engdahl

Which one is Fed Chief Jay Powell weighing more in advance of Wednesday afternoon's announcement about interest rates? (0:20) Bill Mann discusses: - The current state of play in the banking industry - Risks of trouble spreading to other industries - What Jay Powell is (probably) focusing on as he weighs the next decision around interest rates (10:37) Alison Southwick and Robert Brokamp answer your questions about asset allocation, company spin-offs, and bond ETFs. Companies discussed: UBS, CS, WBD Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

(0:21) Jason Moser discusses: - UBS buying Credit Suisse for $3.2 billion - The ripple effects of everyone checking with their bank - Why Amazon's latest layoff announcement has him looking at the revenue-per-employee metric (13:58) Ricky Mulvey catches up with Jacob Goldstein, host of the podcast "What's Your Problem?" to talk about bank runs, why they happen, and how businesses could potentially prepare for them. Companies discussed: UBS, CS, AMZN, SIVB Host: Chris Hill Guests: Jason Moser, Jacob Goldstein Producer: Ricky Mulvey Engineers: Dan Boyd

If you hate Vince McMahon, then maybe you’ll buy a tee-shirt for his rival. And that’s a great outcome for the WWE. Abraham Josephine Riesman is the author of “Ringmaster: Vince McMahon and the Unmaking of America.” Ricky Mulvey caught up with Riesman to discuss:  - Vince McMahon’s early life as a “pretty nice kid”, and the parts of his story he doesn’t want wrestling fans to know. - WWE’s potential deal with the Saudi Arabia Public Investment Fund. - The Montreal Screwjob, and the groundwork for the modern WWE. - A story about Saddam Hussein’s side job as a wrestling promoter, Andre the Giant, and a golden gun.  Company discussed: WWE Host: Ricky Mulvey Guest: Abraham Josephine Riesman Engineer: Dan Boyd

When venture capital investors walk into a pitch meeting, they usually know if they’re saying yes before anyone starts talking. Uri Levine is the co-founder of Waze and the author of “Fall in Love with the Problem, Not the Solution: A Handbook for Entrepreneurs.” Alex Friedman caught up with Levine to talk about: - The early days of Waze. - One way to know if a company “will die.” - What happens, behind the scenes, when venture capital investors choose investments. - ChatGPT, artificial intelligence, and autonomous driving. Company discussed: GOOG, GOOGL Host: Alex Friedman Guest: Uri Levine Producer: Ricky Mulvey Engineer: Tim Sparks

Inflation data and the state of play in the banking industry has investors wondering: What will the Fed decide next week about interest rates? (0:21) Jason Moser and Matt Argersinger discuss: - First Republic getting $30 billion in deposits from 11 major banks - The latest CPI and PPI numbers continuing the trend of cooling inflation - Whether the Federal Reserve should raise rates next week (and if so, by how much) or hit the pause button - The latest from FedEx, Adobe, Lennar, and Williams-Sonoma (19:11) John Ourand from Sports Business Journal and the "Sports Media Podcast" analyzes the economics of March Madness, why he's bullish on the upcoming MLB season, and Disney CEO Bob Iger's latest thinking on ESPN. (32:13) Matt and Jason discuss Google raising the price of YouTube TV and share two stocks on their radar: Charles Schwab and Zebra Technologies. Stocks discussed: SIVB, FRC, BAC, JPM, WFC, C, PNC, MTB, FDX, ADBE, LEN, WSM, FOX, WBD, PARA, DIS, AMZN, AAPL, GOOG, GOOGL, SCHW, ZBRA To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Ourand Engineer: Dan Boyd

Adobe wants to be a customer experience platform, and a discount retailer is upscaling.  (0:21) Deidre Woollard and Asit Sharma discuss:  - Adobe’s quarter, and issues acquiring Figma.  - Tech companies rushing to launch generative AI.  - Five Below converting stores to Five Beyond.  - Labor issues for Dollar General.  Plus, (15:50) stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate.  Companies discussed: ADBE, FIVE, DG, PAC, BWXT   Host: Deidre Woollard  Guests: Asit Sharma, Bill Mann, Nick Sciple  Producer: Ricky Mulvey  Engineer: Dan Boyd

Ryan Reynolds is joining the T-Mobile team, as Verizon and AT&T adjust. (0:21) Tim Beyers discusses: - T-Mobile buys the parent company of Mint Mobile in a cash and stock deal worth $1.3 billion - How (and when) Mint's business could be accretive to T-Mobile - Why the ripple effect from Silicon Valley Bank's situation will hit potential IPOs and what it means for investors (14:05) Our stock version of March Madness continues! Kirsten Guerra and Jason Moser face off to make the case on why their stock is a better buy right now. Companies discussed: TMUS, VZ, T, SIVB, GM, TSLA, OM Host: Chris Hill Guests: Tim Beyers, Kirsten Guerra, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd

Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy. (0:21) Bill Mann discusses: - The latest CPI numbers and the current state of play in the banking industry - One bank that fits the description of something Warren Buffett might be interested in - Meta Platforms announcing another round of layoffs (14:58) Sanmeet Deo and Tim Beyers face off against one another with stocks they believe are a better buy right now. Companies discussed: FRC, SCHW, SIVB, PNC, META, XPOF, MNDY Host: Chris Hill Guests: Bill Mann, Sanmeet Deo, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd

Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again. (0:21) Jason Moser discusses: - Signature Bank failing and shares of First Republic Bank falling 60%. - Why "bailout" is probably not the right word to describe what's happening - How big banks like JPMorgan Chase and Bank of America are gaining strength simply by going about their business (11:20) We're celebrating our own version of "March Madness" by having analysts face off, bracket-style, as they go head-to-head over which stock is a better buy. Jim Gillies and Jim Mueller kick off the week with a biotech software company and a well-known real estate broker. Companies discussed: SIVB, SBNY, FRC, SCHW, BAC, JPM, SDGR, RMAX Host: Chris Hill Guests: Jason Moser, Jim Gillies, Jim Mueller Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

One sign of a true expert is they often say “I don’t know”. Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, and Moneyball. He also hosts the podcast Against The Rules. Chris Hill talked with Lewis last year for an episode we published on May 20, 2022. Due to time constraints we had to leave some parts of the conversation out of that episode, so we're bringing them to you now! Hill and Lewis discuss: - Unintended consequences of Moneyball - Why single men fare worse in the stock market - How Iceland responded to the Great Recession - How to spot true experts "Boys Will Be Boys" paper: https://faculty.haas.berkeley.edu/odean/papers/gender/BoysWillBeBoys.pdf Host: Chris Hill Guest: Michael Lewis Producer: Ricky Mulvey Engineer: Dan Boyd

In everyday life, your value system is complicated and rich. Games make that system simple, and you know exactly how well you’ve done.  C. Thi Nguyen is a philosophy professor at University of Utah and author of the book Games: Agency As Art. Motley Fool co-founder David Gardner caught up with Nguyen to discuss:  - The bright and dark sides of gamification  - How Twitter changed the way we communicate  - Good, bad, and evil games Today’s conversation comes from a recent episode of David's weekly podcast, Rule Breaker Investing. To hear the entire show, click here: https://www.fool.com/podcasts/rule-breaker-investing/2023-02-15-from-twister-to-twitter-games-and-c Host: David Gardner Guest: C. Thi Nguyen Producer: Ricky Mulvey Engineer: Rick Engdahl

In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession. (0:21) Jason Moser and Matt Argersinger discuss: - February's jobs report (and potential ripple effects) - The stunning collapse of Silicon Valley Bank - Vail Resorts staffing up to meet demand - How the "Lipstick Effect" is benefitting Ulta Beauty - The latest from Docusign, and Dick's Sporting Goods (19:11) Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards.  (35:15) Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co. Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Nell Minow Engineer: Dan Boyd

(0:21) Jim Gillies discusses: - Why shares of SVB Financial Group are plunging more than 45% - The reasons he's a fan of AerCap Holdings' secondary offering (15:24) Ricky Mulvey talks with investigative reporter Marshall Zelinger about Xcel Energy and the fundamentals of being a monopoly. Companies discussed: SIVB, AER, XEL Host: Chris Hill Guests: Jim Gillies, Marshall Zelinger Producer: Ricky Mulvey Engineer: Dan Boyd

Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away. (0:21) Asit Sharma discusses: - Shares of Crowdstrike rising as the cybersecurity company closed out the fiscal year on a strong note - Taking the "basket approach" to cybersecurity stocks - Funko Pop's surprising solution to having too much inventory (12:13) Mary Long talks with Blackrock managing director Gargi Chaudhuri about the case for bonds, and some economic predictions her team made in 2022. Companies discussed: CRWD, FNKO Host: Chris Hill Guests: Asit Sharma, Mary Long, Gargi Chaudhuri Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

The Fed Chief goes to Capitol Hill, Dick's Sporting Goods crushes expectations, and there's more than one type of FIRE. (0:21) Bill Mann discusses: - The market's reaction to Chairman Powell's testimony in front of the U.S. Senate Banking Committee - Shares of Dick's Sporting Goods popping 11% on same-store sales growth that more than doubled expectations - How inventory management is a key in Dick's Sporting Goods recent success (12:33) Alison Southwick and Robert Brokamp talk with Megan Brinsfield about the FIRE (Financially Independent, Retire Early) movement. Companies discussed: DKS, HD, LOW, TGT, WMT Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, as affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed an investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is no guarantee of any outcome. Past performance does not guarantee future results.

It's always a good idea to know why you're about to invest in a business. (0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and why it's ok to invest in both - The importance of understanding how a business makes money - Reasons to sell a stock (10:17) Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book "Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink". Companies discussed: ABND GS, HLT Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Liz Hoffman Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton, Rick Engdahl

It’s one thing to hear that money doesn’t buy happiness. It's another to find that out after wiring $90 million dollars to two separate romantic partners in one afternoon. James B. Stewart and Rachel Abrams are the co-authors of “Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy.” They joined Catie Peiper to discuss: - How billionaires try to bend reality - If Paramount chair Shari Redstone can innovate in a new media landscape - Problems with CEO succession at media companies Companies discussed: PARA, DIS Host: Catie Peiper Guests: James B. Stewart, Rachel Stewart Producer: Ricky Mulvey Engineer: Tim Sparks

Michelle Singletary is a best-selling author and Loeb Award-winning writer. She also pens “The Color of Money,” a nationally syndicated personal finance column which appears in The Washington Post. Robert Brokamp caught up with Singletary to discuss:  - Why people fall for Ponzi schemes - If you should pay off your mortgage before retirement - Why we often lie about spending habits Host: Robert Brokamp Guest: Michelle Singletary Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks

When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan.  (0:21) Jason Moser and Ron Gross discuss: - Whether Costco is ready to increase membership fees - Salesforce focusing more on profitability - Seeing light at the end of Okta's tunnel - How "it's all ball bearings" for C3.AI - The latest from Target, Lowe's, Best Buy, and Zoom Video (19:11) Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street.  (35:00) Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price. Get a copy of our new free report, Top Stocks For Rising Interest Rates, by going to fool.com/interest! Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW Host: Chris Hill Guests: Ron Gross, Jason Moser, Bryan Fairbanks Engineer: Rick Engdahl

(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition  - The doubling of the company's share buyback program (11:30) Jason Moser and Matt Frankel discuss the decline of the "Nice to have" economy.  Companies discussed: CRM, PTON, NFLX, DIS, SFIX, FIGS Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl

Lowe's continues a recent trend from major retailers. (0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that some people on Wall Street are still surprised by cautious guidance - The relative attractiveness of Lowe's stock (10:00) Yasser El-Shimy and Ricky Mulvey share four stocks they bought recently.  Companies discussed: LOW, HD, WMT, TGT, ARHS, ENPH, BIG, MAA Host: Chris Hill Guests: Bill Mann, Yasser El-Shimy Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

After a particularly rough 2022, Target is getting back to basics.  (0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger competitors - Target beating expectations with household items, groceries, and a better management of its inventory (11:00) Alison Southwick and Robert Brokamp take a closer look at tech layoffs in 2023 and one company that's managed them well.  To watch the 30-minute deep dive on dividend investing go to MasterClass.Fool.com before midnight on Wednesday! Companies discussed: ZM, MSFT, GOOG, TGT, WMT, HD, AAPL Host: Chris Hill Guests: Matt Argersinger, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time. (0:21) Jason Moser discusses: - Buffett's vigorous defense of share buyback programs - How Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks  - McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors (14:45) Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox On a brand-new bonus episode of the Stock Advisor Roundtable podcast, Motley Fool CEO Tom Gardner shares his 10 stocks for making money in the market! Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! https://www.fool.com/premium/coverage/4056/coverage/introducing-stock-advisor-roundtable/ And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=cbdeaf17572144c3&nd=1 Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX Host: Chris Hill Guests: Jason Moser, Toby Bordelon, Jose Najarro Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

One of the most important events of America’s economic and racial history is one that hasn’t been discussed often. Gary Lee is the managing editor of the Oklahoma Eagle, a Tulsa-based and black-owned media company. Lee joined The Motley Fool’s Bill Mann to talk about: - The history of Black Wall Street, and the rise of the Greenwood community. - The legacy of the Tulsa Race Massacre and Tulsa’s path forward. Host: Bill Mann Guest: Gary Lee Producer: Ricky Mulvey Engineer: Tim Sparks

Motley Fool Senior Analyst Rich Greifner joins Ricky Mulvey for a primer on value investing, or trying to find out how much a company is worth, and buying them for less than that amount. They discuss:  - If there’s even a difference between growth and value investing. - Signs that a business is mispriced. - How investors can find mispriced businesses. - Why companies trade below their accounting-based worth. - If there even needs to be a distinction between growth and value investing. - Unpopular companies that may be worth your attention. Companies discussed: META, WCC Host: Ricky Mulvey Guest:Rich Greifner Engineer: Rick Engdahl

There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits.  (0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in the AI universe - Block surprising Wall Street with strong 4th-quarter revenue - Mercadolibre's enviable free cash flow - The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair (19:11) Emily and Jason continue the earnings analysis and discuss: - Warner Bros. Discovery growing subscribers and cutting costs   - The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack  - Their most recent stock purchases - Two stocks on their radar: Adobe and ANSYS Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Rick Engdahl

There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on? (1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends picking up Nvidia and the hype baked into its rally. - One shiny, distraction for investors watching the chipmaker. Plus, (19:02) Maya Lau, host of the podcast "Other People's Pockets" joins Sierra Baldwin to discuss her new show and what she's learned from having conversations about salary, economic class, and careers. Companies discussed: ETSY, NVDA Host: Dylan Lewis Guests: Tim Beyers, Sierra Baldwin, Maya Lau Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks, Annie Franks

In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed.  (0:21) Bill Mann discusses: - Intel cutting its dividend by 65% - Gelsinger's potential rationale for the cut - How else the company plans to invest the money  (8:00) Alison Southwick and Robert Brokamp answer more of your questions about home buying, pensions, and investing strategy. Companies discussed: INTC, AMD Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. (0:21) Jason Moser discusses: - Home Depot shares falling 5% after its first revenue miss since 2019 - The capital allocation flex of raising wages and HD's dividend - Walmart crushing its holiday quarter thanks to groceries (11:15) Alison Southwick and Robert Brokamp answer your questions about investment fees, insurance, and saving in a Roth IRA. Companies discussed: HD, WMT Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Tim Sparks

Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance. PJ Vogt is the host of Crypto Island and an eponymous show, Weekly. You may have also heard him on Reply All or This American Life. Ricky Mulvey caught up with him to discuss: - The wild present and future for artificial intelligence - How virtual reality parallels early internet chat rooms - Incentives and tradeoffs in the decarbonization movement - The downfall of Flappy Bird   Companies mentioned: META, GOOG, GOOGL, MSFT, TSLA, NTOIY Host: Ricky Mulvey Guest: PJ Vogt Engineer: Tim Sparks

When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-founder of KeyGlee, a real estate investment and wholesale company with more than 75 franchises. He’s also the star of “Triple Digit Flip” on A&E. Deidre Woollard caught up with Damji to discuss: - Why housing supply remains low, and its implications for homebuilders - How rents have stayed relatively stable - One player that’s fundamentally changed real estate investing -The changing role of the landlord Companies discussed: ZG, OPEN Host: Deidre Woollard Guest: Jamil Damji Producer: Ricky Mulvey Engineer: Tim Sparks

It was another big week of earnings results (and surprises). (0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Record revenue for The Trade Desk - Shares of Roku popping more than 25% - The latest from Marriott, Twilio, Cisco Systems, and Zillow Group (19:11) Jason and Ron keep the earnings coverage going and discuss: - Boston Beer surprising Wall Street - Outset Medical's latest results - The state of Microsoft's bid to buy Activision Blizzard - The latest from Coca-Cola, Roblox, Chipotle, and Alphabet - Two stocks on their radar: Etsy and Paramount Resources Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU Host: Chris Hill Guests: Ron Gross, Jason Moser Engineers: Steve Broido, Rick Engdahl

After spending a year getting rid of its iBuying business, how should investors regard Zillow Group? (0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growing skepticism around iBuying as a profitable business - 1 thing to watch when Redfin reports after the closing bell (9:25) Ricky Mulvey and Sanmeet Deo discuss companies that are flying under Wall Street's radar, in part because of where they're located.  Companies discussed: ZG, OPEN, RDFN, LULU, TSCO, SHAK, WINA Host: Chris Hill Guests: Jim Mueller, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15)  discuss: - A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do whenever you buy a stock. (17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today. Companies discussed: ABNB, UPST, ADANIENT Host: Dylan Lewis Guests: Tim Beyers, Bill Mann Producer: Ricky Mulvey Engineer: Rick Engdahl

Once again the monthly CPI report got Wall Street's attention.  (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed - Higher prices in the core division fueling Coca-Cola's 4th-quarter revenue (12:00) In this blast-from-the-past segment from 2018, Alison Southwick and Robert Brokamp celebrate Valentine's Day by discussing money as a source of conflict for couples. Stocks discussed: KO, PEP Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl

For the second time in five months, Twilio announces a round of layoffs.  (0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super Bowl 57 (13:20) Ricky Mulvey talks with Bloomberg entertainment reporter Lucas Shaw about the state of Spotify's business, its podcasting strategy, and whether they need to raise subscription fees. Stocks discussed: TWLO, BKNG, WDAY, GOOG, DEO, SPOT, AAPL Host: Chris Hill Guest: Jason Moser, Lucas Shaw Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss: - Where we are in the cloud adoption cycle  - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly Companies discussed: MSFT, NVDA, TSM, META, AMD  Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton

What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business where he teaches accounting and financial statement analysis. Badolato joined Ricky Mulvey to discuss: - How Walmart, Rent the Runway, and Peloton adjust earnings (and what it means for shareholders)  - Why investors should follow a company’s operating income - The pros and pitfalls of GAAP metrics - A better way to count stock-based comp. Companies Discussed: WMT, RENT, PTON Host: Ricky Mulvey Guest: Patrick Badolato Engineer: Tim Sparks

Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulman announcing his retirement - CVS Health buying a primary care business for $10 billion - The latest from Disney, Cloudflare, Chipotle, and Pepsi (19:11) Andrew Brandt, former NFL executive and director of Villanova University's Moorad Center of Sports Law, discusses the business health of the NFL, how the playoffs may change, and his prediction for a blowout Super Bowl 57.   (34:40) Andy and Emily share two stocks on their radar: Domino's Pizza and Boot Barn. Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Stocks discussed: MSFT, GOOG, DIS, LYFT, UBER, PYPL, NET, CMG, CVS, PEP, DPZ, BOOT Host: Chris Hill Guests: Emily Flippen, Andy Cross, Andrew Brandt Engineer: Rick Engdahl

Disney’s latest results and plans were just what Wall Street wanted to hear. (0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet shares falling over a botched AI demo and concerns about Microsoft (13:20) Just in time for Valentine’s Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and check out the latest episode of our exclusive podcast, Stock Advisor Roundtable! And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: DIS, MSFT, GOOG, MTCH Host: Chris Hill Guest: Tim Beyers, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineer: Rick Engdahl

Companies are shelling out big bucks to get your attention during the big game.  (0:21) Bill Mann discusses: - Chipotle maintaining their stance on prices - Dutch payment processor Adyen dealing with higher costs - Uber posting a profit in the 4th quarter thanks to the company's investments (10:30) Dylan Lewis talks with Ad Age editor Jeanine Poggi about some of the major brands looking to get your attention before, during, and after Super Bowl 57. Stocks discussed: CMG, ADYEN, UBER, FOXA, COIN, NFLX, TAP, BUD Host: Chris Hill Guest: Bill Mann, Dylan Lewis, Jeannie Poggi Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

Microsoft's AI event is only the latest sign of the hottest area of tech. (0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform company, doubling in the past five weeks - Zoom Video announcing it's laying off 15% of employees (12:00) Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field".  Stocks discussed: MSFT, GOOG, AMD, AI, ZM Host: Chris Hill Guest: Jason Moser, Robert Brokamp, Jonathan Scott Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

If the house always wins, why are gambling companies having trouble turning a profit?  (0:21) Jason Moser discusses: - Privately-owned restaurant companies Cava Group and Panera Brands mulling a return to the public markets - How Panera has evolved since its last time as a public company - A key metric he's watching when Chipotle reports earnings on Tuesday afternoon (9:40) Ricky Mulvey and Matt Frankel discuss the struggles gambling businesses having making money and one business breaking the trend.  Stocks discussed: CMG, PDYPY, MGM, DKNG, CHDN Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl

What's more challenging: facing off against a wide receiver or a room full of NFL owners? Domonique Foxworth made an impact on the field as an NFL cornerback for six season, and an impact off the field as the youngest player to be elected vice president of the NFL Players Association Executive Committee. Chris Hill caught up with him to discuss: - Negotiating with NFL owners - What led him to get his MBA from Harvard Business School - The enduring popularity of the NFL - What he will be watching during Super Bowl 57 to give him a sense of whether Philadelphia or Kansas City is in control of the game Host: Chris Hill Guest: Domonique Foxworth Producer: Ricky Mulvey Engineer: Rick Engdahl

If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selling book, “Stocks for the Long Run.” Robert Brokamp caught up with Schwartz to discuss: - Why “dying industrial companies” have beaten the broader market - Managing cash in a higher interest rate climate - How often investors should rebalance - The data that the Federal Reserve may be misreading Companies and investments discussed: MSFT, CVS, KO, DTH, AMZN, XOM, CVX, USFR Host: Robert Brokamp Guest: Jeremy Schwartz Producer: Ricky Mulvey Engineers: Annie Franks, Tim Sparks

Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports.  (0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 - Guidance overshadowing Amazon's holiday quarter - Starbucks struggling outside the U.S. - The latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD (19:11) Jason and Ron keep earnings-palooza going and discuss: - McDonald's ending the fiscal year on a high note - Match Group's disappointing results and layoff announcement - The latest from Qualcomm, Peloton, and Snap - Two stocks on their radar: Kinsale Capital Group and Samsara Looking for stocks trading at a discount?  Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT Host: Chris Hill Guests: Ron Gross, Jason Moser Engineer: Rick Engdahl

For the first time in a long time, Meta Platforms gave shareholders a reason to smile.  (0:21) Tim Beyers discusses: - 4th-quarter revenue coming in higher than expected for Meta - That $40 billion share buyback plan - Why AMD is demonstrating not all semiconductor chip companies are alike (11:00) How did Planet Fitness get the attention of the Federal Trade Commission? Ricky Mulvey and Sanmeet Deo discuss whether the low-cost gym deserves a spot on your watch list.  Stocks discussed: META, INTC, AMD, PLNT Host: Chris Hill Guest: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope. (0:21) Asit Sharma discusses: - Peloton's 2nd-quarter revenue surprising to the upside - A sluggish digital ad market hurting Snap's 4th-quarter results - How Snapchat+ could be a potential lever for management to pull  (11:00) Jason Moser and Matt Frankel discuss the 30th anniversary of exchange-traded funds and how stock investors use ETFs today. Stocks discussed: PTON, SNAP, GOOG, GOOGL, SPY, VNQ, RSP, CIBR Host: Chris Hill Guest: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl

The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short.  (0:21) Bill Mann discusses: - McDonald's growing global sales by $20 billion during the pandemic - Exxon Mobil racking up an annual profit of more than $55 billion - Why Wall Street seemed disappointed by a share buyback plan smaller than Chevron's (10:40) Alison Southwick and Robert Brokamp discuss reasons to be both uplifted (and depressed) about the economy, debt, and pandas. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: MCD, XOM, AAPL, MSFT, CVX Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday (11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT. Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change   Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey  Engineers: Rick Engdahl, Annie Franks

Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction?  If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks

As much as we love stocks, sometimes the Big Macro really does drive the market.  (0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mastercard delivering strong profits (again)  - The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson (19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid.  (30:00) Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza.  Looking for stocks trading at a discount?  Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ Host: Chris Hill Guests: Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo Engineer: Rick Engdahl

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results. (0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock (11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy.  Companies discussed: LUV, CMCSA, NFLX, WBD Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss: - Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter. Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022. Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG Host: Dylan Lewis Guests: Andy Cross, Jim Gillies Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

How long will macroeconomic pressures persist in 2023? (0:21) Asit Sharma discusses: - Johnson & Johnson's 4th-quarter profits falling 25% - Why he likes the company's balance of pharma and medtech - 3M's challenges and why an increase in consumer-facing solutions may be a better route (10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more. Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Stocks discussed: JNJ, MMM, BND Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl  

Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal. (0:21) Jason Moser discusses: - Spotify becoming the latest company to announce layoffs - Seven large banks combining forces to create a digital wallet product - How and why Apple and PayPal have such a large lead in this industry (12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes.  Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO Host: Chris Hill Guest: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl

You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: - The mythology behind General Electric’s birth - How corporations struggle mightily with CEO succession - Jack Welch and the religion of earnings consistency - Why he believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable” Companies discussed: GE, DIS, WBD, CMCSA Host: Ricky Mulvey Guest: William D. Cohan Engineer: Rick Engdahl, Tim Sparks, Annie Franks

The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss:  - How REITs differ from stocks - Publicly traded vs. private REITs - One office REIT that's evolving  - Ways to spot a yield trap - REITs benefiting from e-commerce trends Companies/REITs discussed: ESRT,  SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR  Host: Deidre Woollard  Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hastings stepping down from his co-CEO role - Cancellation rates soaring in one segment of the housing market - Differing views on interest rates from two major bank CEOs - The latest from Procter & Gamble, Nordstrom, and holiday retail data (19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that may hold opportunities for investors.  (33:30) Jason and Matt answer listener questions about CEOs they'd like to shadow for a day and under-the-radar trends, and share two stocks on their radar: Roper Technologies and Regions Financial.  Motley Fool Stock Advisor is open to new members for just $99 a year. Join the hundreds of thousands of investors in Stock Advisor by going to www.fool.com/intro. Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Rotonti, Jurrien Timmer Engineer: Rick Engdahl

Data this week suggest India is about to pass China as the world's most populous country.    (0:25) Bill Mann discusses: - Procter & Gamble bumping up against the limits of its pricing powers - Why China still has a demand problem - How companies in the U.S. are moving some operations from China to Vietnam and India   (11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare. Stocks discussed: PG, CMG, AAPL, SBUX, DXCM   Host: Chris Hill Guest: Bill Mann, Sanmeet Deo, Kevin Sayer Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

As many expected, Microsoft announced the layoff of 5% of its employees.   (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, much more than economists were expecting - Microsoft's layoffs, and whether Alphabet will be next - Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing   (9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate! Our flagship service, Stock Advisor, is open to new members for just $99 a year. To access this exclusive offer go to www.fool.com/intro.   Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE   Host: Chris Hill Guest: Asit Sharma, Ryan Henderson, Jamie Louko Producer: Ricky Mulvey Engineer: Rick Engdahl

Goldman Sachs Drags Down the Dow The investment bank suffered its worst earnings miss in a decade.   (0:21) Jason Moser discusses: - 4th-quarter profits for Goldman Sachs falling 66% - How investments in Marcus and the Apple Card partnership haven't paid off yet - Disney's blunt response to activist investor Nelson Peltz   (11:00) Alison Southwick and Robert Brokamp talk with Stephanie Marini, certified financial planner, about what investors need to know how The Secure 2.0 Act affects savings and retirement.   Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro.   Stocks discussed: GS, DIS   Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Stephanie Marini Producer: Ricky Mulvey Engineer: Rick Engdahl

"Guidance becomes even more important in this environment." Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this earnings season, as well as: - The unlikely start to her career in investing - Key macroeconomic data she and her team at Schwab are focused on - Her question about crypto - One idea to improve the odds of financial independence Host: Chris Hill Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Tim Sparks, Heather Horton

You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss: - How to think about allocation for smaller companies - Key small cap metrics to watch - Boring businesses that warrant more attention - A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR Host: Ricky Mulvey Guest: Bill Mann Engineer: Tim Sparks

Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. economy - Disney’s fight with activist investor Nelson Peltz - Starbucks and News Corp becoming the latest companies announcing a return to offices - The latest from Delta Air Lines and Outset Medical (19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants.   (36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! If you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII Host: Chris Hill Guests: Ron Gross, Jason Moser, David Henkes Engineer: Rick Engdahl

Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding. (0:21) Emily Flippen discusses: - Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board - Why Peltz is "a day late and a dollar short" - Salesforce partnering up with Walmart   (11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry.   Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.   Stocks discussed: DIS, NKE, WMT, CRM, RXO   Host: Chris Hill Guest: Emily Flippen, Jamie Harris Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

What does it say when a market leader steps back from….leading? (0:21) Asit Sharma discusses: - Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift - The role that the current state of housing plays in Wells Fargo's decision - Our brand new podcast, Stock Advisor Roundtable (10:15) Tim Beyers and Tim White take a closer look at "key person risk". Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: WFC, CRM, SFIX, GOOG, GOOGL Host: Chris Hill Guest: Asit Sharma, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions.   (0:21) Bill Mann discusses: - How U.S. companies can be a better way to play China’s reopening - Jay Powell’s latest speech reinforcing the Fed’s focus on stability - The potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1   (12:30) Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one.   Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.   Stocks discussed: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS   Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

A major investment bank became the latest (but not the last) to announce layoffs. (0:21) Jason Moser discusses: - Goldman Sachs cutting nearly 7% of its staff - Lululemon shares falling after the company lowered gross margin guidance - Why inventory levels will be a key retail metric to watch this upcoming earnings season (11:00) Kirsten Guerra and Lou Whiteman engage in Bull vs. Bear debate over Teladoc Health. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: GS, LULU ANF, AEO, TDOC, AMZN Host: Chris Hill Guest: Jason Moser, Kirsten Guerra, Lou Whiteman Producer: Ricky Mulvey Engineers: Tim Sparks, Rich Engdahl

Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-founder and CEO Tom Gardner for a conversation about: - Why cash is a better hedge against inflation than many believe - Parallels between the 2022 stock market and the dot-com bust of the early 2000s - What Tesla investors can learn from Starbucks’ past decline Companies discussed: BRK.A, BRK.B, TSLA, SBUX Host: Tom Gardner Guest: Morgan Housel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient. Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss: - Carvana’s boom and bust, and the takeaways for investors - If Zoom has a sticky product - How Roku is addressing a tougher advertisement landscape - Meta’s valuation, and questions about its leadership - Mindset advice if you want to be a contrarian investor Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META Aswath Damodaran’s blog on Meta: https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html Host: Ricky Mulvey Guest: Asit Sharma Engineer: Tim Sparks

On a shortened week of trading for investors, three CEOs dominated the headlines. (0:21) Matt Argersinger and Jason Moser discuss: - Layoff announcements and a sober prediction from Microsoft CEO Satya Nadella - The market's positive reaction to the December jobs report - Key things they're watching in the tech industry - Newest unveilings at CES in Las Vegas - The latest from Stitch Fix and Constellation Brands (19:11) Malcolm Ethridge, CFP and host of "The Tech Money Podcast", weighs in with predictions of two more interest rate hikes, why "Mega Cap Tech" is the key to a stock market rally, and what he's watching for this earnings season.   (34:00) Matt and Jason discuss Bed Bath & Beyond's real estate footprint as the company nears bankruptcy, and share two stocks on their radar: Amazon and Bentley Systems. Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro. Stocks discussed: CRM, AMZN, MSFT, AAPL, SFIX, STZ, ROKU, SONY, HMC, GOOG, GOOGL, SPOT, BBBY, BSY Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Malcolm Ethridge Engineer: Rick Engdahl

Value Opportunities for Investors Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason. (0:21) Bill Mann discusses: - Amazon laying off 18,000 employees - Whether layoffs are a bad sign or an indication a company is being honest with itself - The writing on the (bond market) wall for Bed Bath & Beyond (11:11) Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio. Stocks discussed: AMZN, CRM, MSFT, GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Bill Mann, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? (0:21) Tim Beyers discusses: - How Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising - Why HubSpot's next move is one of the most interesting things in tech - One tech business bucking the trend by increasing its hiring (8:22) Matt Argersinger previews the year for dividend stock investors, discusses why the payout radio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days. Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Tim Beyers, Ron Gross Producer: Ricky Mulvey Engineer: Rick Engdahl

'Tis the season for investing in your physical fitness. (0:21) Jason Moser discusses: - The relative strength of Planet Fitness - How "exercise at home" has been around for decades - Amazon actually testing flying drone deliveries in California and Texas (13:45) Dylan Lewis and Asit Sharma discuss what growth stock investors should be considering this year, as well as one business in particular with tailwinds (despite a tough environment). Stocks discussed: PLNT, PTON, AMZN, CRWD Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Jason Moser, Dylan Lewis, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

It's the perfect time to review your financial plan for investing in 2023. (0:21) Andy Cross discusses: - His optimism after the worst year for investors since 2008 - The potential for 2023 to be "a stock picker's market" - Why financials and healthcare are two of the industries he's watching for opportunities (10:15) Robert Brokamp weighs in on whether all investors should more seriously consider bonds, why retirees might be able to increase their safe withdrawal rates, and the biggest asset younger investors have this year.  Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Andy Cross, Robert Brokamp Engineer: Rick Engdahl

CEOs on the hot seat, stocks in the spotlight, and reckless predictions! (0:21) Jason Moser and Matt Argersinger discuss: - Industries and trends investors should be watching - Why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat - Two stocks poised for upside - Keeping online streaming and BNPL businesses on a short leash - Not being worried about Blackstone, Home Depot, and Johnson & Johnson (19:11) Jason and Matt continue our 2023 preview with: - Potential surprises for investors - Why Live Nation and nCino could both be acquired - 1 trend and 1 stock that investors will have to be very patient with - Reckless business predictions involving crypto, Elon Musk, and Warren Buffett - Two stocks on their radar: Topgolf Callaway and Easterly Government Properties Want even more stock ideas? Get a free copy of our "5 Stocks Under $49" report by going to www.fool.com/report. Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Rick Engdahl

(0:21) Chris Hill discusses: - What's coming up on the show in early January - Seth Rogen's revelation about stand-up comedy - What it takes to be an investor Host: Chris Hill Engineer: Rick Engdahl

Disruption is not a given, nor is it easy. (0:21) Jason Moser discusses: - How Visa and Mastercard fared in a year dominated by crypto news - Why fortress balance sheets will be an even bigger asset in the new year - Leaders he's watching in 2023 Stocks mentioned: V, MA, MSFT, APPL, GOOG, GOOGL, HD, LOW Host: Chris Hill Guest: Jason Moser Engineer: Rick Engdahl

Outside the U.S. there are opportunities for investors in the new year. (0:21) Bill Mann discusses: - Countries producing raw materials (and video games) - What needs to change in China to get him more interested in companies like Alibaba and JD.com - Why investors should be watching Canada and Norway Stocks mentioned: JD, BABA, TCEHY Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Bill Mann Engineer: Tim Sparks

We're taking a break from investing and stock talk to discuss: - Santa's actual weight - Murder's surprising popularity as an entertainment device - Best movie Santas - Alcoholic holiday drinks - "Cereal Derangement Syndrome" - Fascination with the NY Post's front page - Rule changes we would make in the NBA, NHL, and MLB - Who should narrate a classic McSweeney's essay To cast your vote for your favorite sports rule change, email podcasts@fool.com. Host: Chris Hill Guests: Bill Barker, Bill Mann Engineer: Rick Engdahl

We're easing into Christmas weekend with highlights from two of our favorite interviews of 2022. (0:21) Becky Quick discusses: - Helping The Wall Street Journal leap from print to the web - Making the switch from the Journal to CNBC - Her unexpected introduction to Warren Buffett - Behind the scenes at CNBC (19:11) Mark Cuban discusses: - His new health care venture, Cost Plus Drugs - Competing with major healthcare companies - Advice for potential NFL owner Jeff Bezos - The appeal of pickleball! Host: Chris Hill Guests: Becky Quick, Mark Cuban Engineers: Rick Engdahl, Dan Boyd

What's the downside to using public filings to mirror Berkshire-Hathaway's investments? (0:21) Jim Gillies discusses: - The strength of Berkshire-Hathaway's underlying businesses - Warren Buffett's less-than-perfect investing track record - How investors cannot get the exact same price as the Berkshire-Hathaway investment managers (10:20) Dylan Lewis and Ricky Mulvey engage in a bull vs. bear debate over e-commerce platform Etsy. Stocks mentioned: BRK.A, BRK.B, ETSY, EBAY Holiday Music: Merry, Merry Christmas by Keb’ Mo’ Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

The shipping giant has a demand problem, while Nike may be out of the woods. (0:21) Asit Sharma discusses: - FedEx cutting $1 billion in costs to make up for weak demand - UPS solidly outperforming FedEx (for years) - Nike getting past their inventory problems and increasing digital sales (10:30) John Rotonti and Ricky Mulvey analyze the implications of interest rates being higher for longer and one company that's benefiting.  Stocks mentioned: FDX, UPS, NKE, BX Holiday Music: Looks Like A Cold, Cold Winter by Ingrid Michaelson Host: Chris Hill Guests: Asit Sharma, John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

The digital advertising landscape is shifting. (0:21) Bill Mann discusses: - Google's and Meta Platform's collective share of the digital ad market shrinking - Amazon leading the charge in e-commerce ad players - TikTok's impact on the ad industry and whether it is "unbannable" in the U.S. (8:50) Alison Southwick and Robert Brokamp analyze the ins-and-outs of buying bonds. Stocks mentioned: GOOG, GOOGL, META, AMZN, SPG, BND, BLK, IBDN, IBDR Holiday Music: How Do You Spell Channukkahh? by The LeeVees Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineer: Tim Sparks

There's a value approach to Barron's annual list, and we've got some thoughts. (0:21) Jason Moser discusses: - The case for traditional value stocks like Bank of America and Berkshire-Hathaway - Inclusion of Big Tech companies like Alphabet and Amazon - Why attractive valuation isn't enough to get us interested in Madison Square Garden Sports (12:45) Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead. Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner talks with the “Dean of Valuation” about: - Inflation’s new questions for investors - The most important investor you can learn from - Incentives, correlations, and costs in ESG scoring Stocks mentioned: MO, BLK If you're a member of any Motley Fool service you can access the full conversation here: https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/ Host: Tom Gardner Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan, Tim Sparks

Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Mary Long caught up with Young to talk about: - Macro data that’s meaningful to stock investors - How to build an investment thesis - One sector that’s been “unfairly punished” - The likelihood of a recession in 2023 Host: Mary Long Guest: Liz Young Producer: Ricky Mulvey Engineer: Rick Engdahl

Time to hand out some awards! (0:21) Ron Gross, Emily Flippen, and Jason Moser discuss: - The biggest business/investing stories of the year - Who gets their vote for CEO of 2022 - Some of the dumbest investments of the year - How semiconductors and a stock hitting an all-time high flew under Wall Street's radar (19:11) Ron, Emily, and Jason continue our year-in-review special with: - Surprising years from Salesforce, Axon Enterprise, and Campbell Soup - Things they didn't have on their 2022 Bingo Cards - New investing discoveries - Three stocks on their radar: Booz Allen Hamilton, NextEra Energy, and Topgolf Callaway Stocks discussed: TSLA, TXN, ULTA, BBBY, K, CASY, OM, AXON, CPB, CRM, BRK.A, BRK.B, DIS, DOCU, NFLX, BAH, NEE, MODG Host: Chris Hill Guests: Ron Gross, Emily Flippen, Jason Moser Engineer: Rick Engdahl

With 42 college bowl games on tap, are companies spending smart money to sponsor the event? (0:21) Jason Moser discusses: - The economics of bowl game sponsorship - Why local businesses may have an edge - Kellogg sponsoring three bowl games, two of them with their Cheez-It brand (12:45) Tim White and Tim Beyers take a closer look at user-interface design and which companies get it right (and wrong). Stocks mentioned: AZO, COF, SAM, K, LYFT, HUBS, CRM, SNAP, AAPL, WDAY Holiday Music: The Hanukkah Waltz by Bela Fleck and the Flecktones Host: Chris Hill Guests: Jason Moser, Tim White, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. (0:21) Bill Mann discusses: - Delta Airlines projecting financial optimism in 2023 - Moderna shares up 20% this week after promising results from a skin cancer treatment trial in combination with Merck - Tesla shareholders being more nervous than before due to (among other things) Twitter taking more of CEO Elon Musk's time and attention (12:45) Ricky Mulvey talks with Jack Caporal from The Ascent about the most popular financial New Year's resolutions and tips for keeping them. For more data on The Ascent's survey on financial resolutioins, click here: https://www.fool.com/the-ascent/research/financial-new-years-resolutions/ Stocks mentioned: DAL, MRNA, MRK, TSLA Holiday Music: White Christmas by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

November's CPI rose just 0.1%, lower than economists were expecting. (0:21) Jim Gillies discusses: - How inflation in the US compares to other countries - Why some Nasdaq stocks have been "brutalized" - Sam Bankman-Fried, co-founder of FTX, being arrested and charged with (among other things) conspiracy and securities fraud (12:45) Alison Southwick and Robert Brokamp answer listeners questions about how many stocks to own, financial aid, and saving for kids. Stocks mentioned: STLJF Holiday Music: Five Pound Box Of Money by Pearl Bailey Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the two sides - How cloud services like Azure and AWS are becoming utilities - The short, not-so-happy public life of Weber Grill - Peter Lynch's advice being a starting point (not a finish line) for investors (12:30) Ricky Mulvey talks with Eddie Alterman, host of the "Car Show" podcast, about the used car market and how GM is competing with Ferrari. Stocks mentioned: MSFT, LDNXF, AMZN, GOOG, GOOGL, WEBR, COOK, GM Holiday Music: Sugar & Booze by Ana Gasteyer Host: Chris Hill Guests: Jason Moser, Eddie Alterman Producer: Ricky Mulvey Engineer: Rick Engdahl

Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and the author of “The Human Side of Innovation: The Power of People in Love with People.” Ricky Mulvey caught up with Porcini to discuss: - Why investors should watch companies with great design thinkers - The strategy behind limited-edition releases - How wearables could change what we eat and drink   Companies mentioned: PEP, MMM, AAPL   Host: Ricky Mulvey Guest: Mauro Porcini Engineer: Tim Sparks

You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting more expensive, and companies continue to struggle with hybrid-work plans. Deidre Woollard and Matt Argersinger discuss: - Lesser-known office REITs that may be presenting opportunities for investors - Homebuilders facing headwinds - Lessons from Las Vegas’s comeback Companies mentioned: SLG, ARE, HPP, DEA, TOL, PHM, HD, LOW, SHW, POOL, SPG, VICI, KIM, EPR Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl

It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing quarter - DocuSign ending the year on a positive note - Casey's General Stores hitting an all-time high thanks in part to beer cheese pizza - The latest from Lululemon, RH, Campbell's Soup, and Chewy (19:11) Rachel Warren talks with Jay Jacobs from BlackRock about megatrends to watch in healthcare, infrastructure, and electric vehicles. (30:20) Andy and Ron discuss the FTC suing Microsoft over its proposed acquisition of Activision Blizzard, and share two stocks on their radar: Stanley Black & Decker and Houlihan Lokey. Stocks discussed: COST, LULU, RH, DOCU, CPB, CHWY, CASY, BLK, MSFT, ATVI, SWK, HLI Host: Chris Hill Guests: Andy Cross, Ron Gross, Rachel Warren, Jay Jacobs Producer: Ricky Mulvey Engineer: Rick Engdahl

Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump. (0:21) Asit Sharma discusses: - The price of gas being lower than it was a year ago - Ripple effects (positive and negative) from lower gas prices - China stocks getting a short-term boost from the prospects of Covid restrictions being relaxed (9:45) Ricky Mulvey joins Asit to take a closer look at which food and beverage trends are gaining (and losing) steam. Stocks mentioned: BILI, JD, BYND, KO, SAM, KR Holiday Music: Christmas (Baby Please Come Home) by Dropkick Murphys Host: Chris Hill Guests: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl

After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing. (0:21) Jason Moser discusses: - Whether Robinhood's 1% match on new IRA accounts will force other financial institutions to do the same - If the new service from the still-unprofitable Robinhood will reward shareholders - A new survey from Forbes Advisor about the increase in buy-now, pay-later activity and what it bodes for consumer savings in 2023 (10:25) Asit Sharma talks with Endava CEO John Cottrell about digital payment trends and differentiating from the competition. Stocks mentioned: HOOD, DAVA, WISE Holiday Music: Christmas Will Work It Out by Paola Bennet Host: Chris Hill Guests: Jason Moser, Asit Sharma, John Cottrell Producer: Ricky Mulvey Engineers: Rick Engdahl

You might not expect to find a multi-bagger stock in aftermarket automotive parts. But, that's exactly what one retailer has accomplished. (0:44) Deidre Woollard and Jim Gillies discuss: - Europe's energy crunch, and why Russia isn't playing along with price caps. - Investing in economic cycles as a contrarian. - Why AutoZone is "one of the best managed companies and capital allocation stories." Plus, (17:31) Motley Fool Contributor Brian Withers joins Alison Southwick and Robert Brokamp to discuss how to encourage kids to invest when time is on their side. Companies mentioned: AZO, DIS, CMG Holiday Music: Disco Christmas by Universal Robot Host: Deidre Woollard Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Brian Withers Producer: Ricky Mulvey Engineer: Rick Engdahl

Executives at Warner Bros Discovery are planning to unveil a new streaming service combining the assets of HBO Max and Discovery+. (0:21) Jason Moser discusses: - How CEO David Zaslav's focus on profitability could pay off - WBD's underrated library of content - The rise of FAST (Free Ad-Supported TV) (12:30) Andy Cross talks with Airbnb co-founder Nat Blecharczyk about the latest improvements for the home-sharing platform. Stocks mentioned: WBD, NFLX, DIS, CMCSA, TTD, ABNB Holiday Music: Christmas Is Starting Now by Big Bad Voodoo Daddy Host: Chris Hill Guests: Jason Moser, Andy Cross, Nate Blecharczyk Producer: Ricky Mulvey Engineers: Rick Engdahl

During her 12-year run as CEO of Pepsi, Indra Nooyi helped the company grow sales by 80%. Despite her success as one of the most powerful women in business, she's happy to be out of the world of “bits and bytes.” Motley Fool co-founder and CEO Tom Gardner caught up with Nooyi to discuss: - Other CEOs she's learned from - Building a culture of ownership - Decision-making as an art and a science Companies mentioned: PEP, AAPL, AMZN, PFE Indra Nooyi's best-selling book is "My Life in Full: Work, Family, and Our Future". Host: Tom Gardner Guest: Indra Nooyi Producer: Ricky Mulvey Engineers: Heather Horton, Dan Boyd

The first rule of investing is don’t lose money. The other rules are a little more complicated. David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss: - Lessons from Warren Buffet, Larry Fink, and Seth Klarman - Genius and luck in investing - Happiness and expectations - Investing with a margin of safety Companies mentioned: CG, BLK, TSLA, HLT Host: John Rotonti Guest: David Rubenstein Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

If you're an investor trying to make sense of the conflicting signals from macroeconomic data, you're not alone. (0:21) Matt Argersinger and Jason Moser discuss:  - A strong jobs report, latest housing data, and contrary indications from the retail industry - Ulta Beauty continuing a standout year - VICI Properties increasing its share of properties on the Las Vegas Strip - Signs of life from Okta - The latest from Salesforce, Five Below, and Crowdstrike (19:11) Deidre Woollard talks with Ben Miller, CEO of crowdfunding investment platform Fundrise, about commercial real estate and the trends he's watching for homebuilders and office space. Stocks discussed: ULTA, CRM, VICI, BX, OKTA, FIVE, CRWD, APRN, EXR, CRNC Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Miller Producer: Ricky Mulvey Engineer: Dan Boyd

What's it like competing against a business that's 1,000 times bigger than your own? (0:21) Emily Flippen discusses: - Salesforce co-CEO Bret Taylor leaving his job exactly one year after he got it - Whether the market is overreacting to Taylor and underreacting to a strong 3rd-quarter report from Salesforce - Kroger's strong profits and prospects for expanding its grocery empire with a proposed acquisition of Albertson's (12:10) Jeff Santoro and Jamie Louko engage in "bull vs. bear" debate over cloud infrastructure company DigitalOcean. Stocks mentioned: CRM, CMG, TEAM, KR, ACI, DOCN, MSFT, AMZN, GOOG, GOOGL Holiday Music: Silent Night by Ska-J, Hey Skinny Santa by JD McPherson Host: Chris Hill Guests: Emily Flippen, Jeff Santoro, Jamie Louko Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks, Rick Engdahl

The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX. (0:21) Jim Gillies discusses: - Why the Dow Jones Industrial Average is "the dumbest index" - Where investors can find ballast for their portfolios (15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors. Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan Boyd

With more retail data rolling in, it might also be time to start paying attention to commodities. (0:21) Asit Sharma discusses: - Cyber Monday's results mirroring Black Friday's - How the headlines around strong holiday retail may be masking weakness underneath - Why stock investors may have to start paying attention to the price of copper (9:50) Alison Southwick and Robert Brokamp share some gift ideas the people on your list will actually enjoy. Stocks mentioned: ADBE Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China. (0:21) Jason Moser discusses: - Black Friday's new record of $9 billion spent - How other retailers are competing with Amazon - NFL viewing on Thanksgiving Day setting new records (9:33) Bill Mann discusses: - Rising unemployment among China's young adults - How municipalities are "drowning in debt" - The challenges of sourcing ingredients and manufacturing in China for U.S. companies like Apple and Procter & Gamble Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC Host: Chris Hill Guest: Jason Moser, Bill Mann, Engineer: Dan Boyd

Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession. Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss:  - How growth stories can change through time.  - Sectors showing the power of compounding dividends.  - If a “Fed Put” still exists.  Members of any Motley Fool service can watch the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/11/16/interview-richard-bernstein-ceo-cio-richard-bernst/  Host: John Rotonti Guest: Richard Bernstein Producer: Ricky Mulvey  Engineers: Heather Horton, Dan Boyd

Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies with unusual competitive advantages.  Motley Fool Canada’s Jim Gillies and Iain Butler join Ricky Mulvey to discuss: - What it means for a company to have a moat - Key metrics that can show whether a company has a competitive advantage - Moats in utility poles, engineering software, and gentlemen’s clubs Companies mentioned: ADSK, LYV, POOL, RICK, MO, STLJF Host: Ricky Mulvey Guests: Jim Gillies, Iain Butler Engineer: Rick Engdahl

Cue the sound effect, it's time for our Thanksgiving Special! (0:21) Ron Gross and Jason Moser discuss:  - Humble Pie (aka, stocks we were wrong about)  - Stocks we're thankful for  - Turkey stocks to avoid  - Financial topics we really hope don't come up this holiday season (19:11) We revisit our conversation Scott Galloway, author of the bestselling book “Adrift: America in 100 Charts” and discuss a potential rebranding for nuclear energy, and which CEO has created the most shareholder value. (37:20) Jason and Ron share two stocks on their radar: AMETEK and Taiwan Semiconductor. Stocks discussed: APPH, WD, SBUX, DIS, HD, COST, NKE, BRK.B, TSLA, BBBY, AME, TSM Host: Chris Hill Guests: Jason Moser, Ron Gross, Scott Galloway Engineer: Dan Boyd

Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense! (1:45) Chris Hill, Bill Barker, and Bill Mann discuss: - What should be on the “Mount Rushmore of Thanksgiving Side Dishes” - Where we would go if we were in the Witness Protection program - Pro sports mascots to represent Team USA at the World Cup - Movie sequels and characters we’d like to see more of - A wedding reception that went viral Host: Chris Hill Guests: Bill Barker, Bill Mann Engineer: Dan Boyd

Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss:  - Questions about Autodesk’s capital allocation strategy.  - Nordstrom's plans for a tough retail environment.  - Favorite Thanksgiving traditions! (12:44) Tim White joins Tim Beyers for an audio version of “This Week in Tech.” They discuss the fundamentals of software platforms, and how they could change over the next five years. Stocks mentioned: ADSK, JWN, CRM, TWLO, MDB, AMZN Host: Asit Sharma Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target. (0:21) Bill Mann discusses: - Bob Iger's second day back as CEO - Best Buy, and CEO Corie Barry, defying expectations (again) - Zoom Video shares falling close to a 2-year low - How Zoom could fit well into Oracle's business (12:25) Robert Brokamp talks with Megan McCoy, professor at Kansas State University, about relationships and money.  Stocks mentioned: DIS, BBY, AMZN, ZM, MSFT, ORCL Host: Chris Hill Guest: Bill Mann, Robert Brokamp, Megan McCoy Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger. (0:21) Jason Moser discusses: - The board's sudden reversal on Chapek - Expected changes in Disney's executive ranks - Iger's strengths in building relationships - Iger's track record in succession planning (13:11) Dylan Lewis and Kirsten Guerra engage in a bull vs. bear debate over Pinterest. Stocks mentioned: DIS, PEP, PINS, META Host: Chris Hill Guest: Jason Moser, Dylan Lewis, Kirsten Guerra Producer: Ricky Mulvey Engineer: Dan Boyd, Tim Sparks, Rick Engdahl

The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean a huge opportunity for the new start-up. Chris Hill caught up with Cuban to discuss: - Why he’s able to sell a leukemia drug for thousands of dollars less than competitors - Stocks he bought during the pandemic - Advice for potential NFL owner Jeff Bezos To check out Mark's new business go to www.CostPlusDrugs.com Companies mentioned: WBA, CVS, NFLX, LYV, LVS, AMZN Host: Chris Hill Guest: Mark Cuban Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan, Tim Sparks

Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money! Chris Hill talks with Bill Mann, Emily Flippen, and David Gardner about: - 2022 through the lens of a small business - The importance of evaluating the management team of a small cap company - How fear can be contagious for investors - Keeping an eye on inflation as we head into 2023 - Optimism around the UNC men's basketball team Check out the Rule Breaker Investing podcast with David Gardner! https://podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738 Host: Chris Hill Guests: Bill Mann, Emily Flippen, David Gardner Engineers: Rick Engdahl, Dan Boyd

If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays. (0:30) Emily Flippen and Jason Moser discuss: - Walmart beating expectations and raising guidance - Home Depot and Lowe's delivering the goods (without a boost in share prices) - Target's self-inflicted problems continuing - Former Domino's CEO Patrick Doyle taking his talents to Restaurant Brands International - The latest from Williams-Sonoma, Berkshire Hathaway, and Taiwan Semiconductor (19:15) Emily talks with Sumit Singh, CEO of Chewy, about the pet products industry, when it's ok to lose money on customer acquisition, and why his company is expanding into pet healthcare. (32:20) Emily and Jason discuss: - Sam's Club's new pricing strategy - Two stocks on their radar: Chart Industries and Zoom Video Stocks mentioned: WMT, HD, LOW, TGT, WSM, NVDA, BRK.A, BRK.B, TSM QSR, DPZ, CHWY, ROVR, GTLS, ZM Host: Chris Hill Guests: Jason Moser, Emily Flippen, Sumit Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common. (0:21) Ron Gross discusses: - Getting inspiration from a sitcom character - Buying his 1st stock from research in an investing newsletter - His enduring admiration for Costco - The undefinable-but-real value of the “Buffett Premium” when examining Berkshire-Hathaway’s business Stocks mentioned: DIS, NFLX, COST, BRK-B Host: Chris Hill Guest: Ron Gross Engineer: Dan Boyd, Tim Sparks

One reason we like Charlie Munger is he rarely, if ever, minces words. (0:21) Bill Mann discusses: - The latest PPI data boosting the market - Walmart's inventory levels (and 3rd-quarter results) catching Wall Street's attention - Charlie Munger sounding off on crypto (13:37) Alison Southwick and Robert Brokamp dip into the Fool Mailbag to answer questions about Roth IRAs, how ETFs work, and more! Companies discussed: WMT, GE, UAA Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Social media companies selling advertising have been handed an unexpected gift (if they're able to take it). (0:21) Jason Moser discusses: - Disney's historic win at the box office this weekend being overshadowed by the specter of layoffs - CEO Bob Chapek's metric for success in 2024 - Eli Lilly falling victim to a prank on Twitter and pulling its ad business in response - How Snap, Facebook, and Instagram need to take advantage of their sudden opportunity (11:35) Jason and Matt Frankel take a closer look at the returns that safe investments are offering. Companies discussed: DIS, AMZN, LLY, META, SNAP Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd

More senior-level women are leaving the workforce than ever before, and just 2% of venture capital funding goes to female-led start-ups. That said, there are plenty of reasons to be optimistic about the future of female leadership and entrepreneurship. Julia Boorstin is CNBC’s Senior Media & Tech Correspondent and the author of “When Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them.” Deidre Woollard caught up with Boorstin to discuss:  - Closing the funding gap for female-led companies - Shifting power dynamics in healthcare - What sports can teach kids about business - Why female leadership strategies are valuable for any business Companies mentioned: RENT, REAL, SFIX Host: Deidre Woollard Guest: Julia Boorstin Producer: Ricky Mulvey Engineer: Dan Boyd

Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss: - Which retailers are tackling inventory challenges well - An overlooked metric for retailers - And a compelling opportunity for long-term investors Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/ Host: Ricky Mulvey Guest: Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd

Several factors in the Big Macro pushed stocks higher at week's end. (0:30) Jason Moser and Ron Gross discuss: - How the Consumer Price Index report fueled an historic rise on Thursday - China's potential for pulling back Covid restrictions - The role layoffs will play in the coming months - Disney's parks division being the lone bright spot in an otherwise disappointing 4th-quarter report - The latest from The Trade Desk, Lyft, and Marqeta (19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change. (32:10) Jason and Ron return to talk about - Carnival Cruise's intriguing strategy to battle rising food costs - Two stocks on their radar: Outset Medical and Titan International Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI Host: Chris Hill Guests: Ron Gross, Jason Moser, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

A lower-than-expected CPI number sent stocks soaring. (0:21) Jim Gillies discusses: - Why he believes the reaction on Wall Street could signal a bottom for stocks - Bumble benefitting from today's market rise - How, after a "busted IPO, Bumble appears to be a real business trading at a more reasonable price (15:47) Jeremy Bowman talks with GitLab CFO Brian Robins about how his company is helping other companies develop software, and the trade-off between growth and profitability. Companies discussed: BMBL, MTCH, GTLB Host: Chris Hill Guests: Jim Gillies, Jeremy Bowman, Brian Robins Producer: Ricky Mulvey

The House That Mickey Built appears to be struggling. (0:21) Tim Beyers discusses: - Disney's 4th-quarter financials disappointing Wall Street - How the media division is dragging down the parks division - Redfin shutting down its home-flipping business and laying off 13% of staff (14:13) Deidre Woollard talks with Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book "Kick Up Some Dust: Lessons on Thinking Big, Giving Back, and Doing It Yourself". Companies discussed: DIS, NFLX, RDFN, HD Host: Chris Hill Guests: Tim Beyers, Deidre Woollard, Bernie Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Rough years for Lyft and Tripadvisor get even rougher. (0:21) Ron Gross discusses: - Lyft disappointing Wall Street in one key metric - Why Uber's diversification is currently an asset - Tripadvisor's guidance pulling down the stock (10:54) Alison Southwick and Robert Brokamp talk with Jack Caporal and analyze data around average American salaries, savings, and what it means for your financial goals. Companies discussed: LYFT, UBER, TRIP Host: Chris Hill Guests: Ron Gross, Alison Southwick, Robert Brokamp, Jack Caporal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Sometimes opportunity comes in the form of competitors making a mistake. (0:21) Jason Moser discusses: - Shares of Meta Platforms rising on reports of "large-scale layoffs" coming this week - How long it will take to know if Mark Zuckerberg's investments in the metaverse will pay off - Amazon angering Prime members with an "upgrade" of their music service that changes the user experience for the worse - Spotify and Apple being gifted an opportunity to find new members for their music services (13:57) Dylan Lewis and Ricky Mulvey discuss the changing advertising landscape and what the shifts mean for major players like Netflix and Google. Companies discussed: META, AAPL, SPOT, ROKU, SNAP, NFLX, GOOG, GOOGL Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKinsey Comes to Town: The Hidden Influence of the World's Most Powerful Consulting Firm.” Forsythe joined Ricky Mulvey to discuss: - Why Fortune 500 companies pay millions of dollars for the firm’s advice - What “The Carnegie Way” meant for US Steel - McKinsey’s relationship with the FDA and what it means for drugmakers Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY Host: Ricky Mulvey Guest: Michael Forsythe Engineer: Dan Boyd

Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made some expensive buybacks. They discuss: - A common misunderstanding investors have about free cash flow - Why management teams often struggle at doing share repurchases well - How Apple became a “shining example” of superior capital allocation - One less-familiar company that’s executed buybacks well Companies discussed: APPL, META, ORLY Capital Allocation episode: https://www.fool.com/podcasts/motley-fool-money/2022-05-14-capital-allocation-the-superpower Host: Dylan Lewis Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How two of the "War On Cash" stocks are doing - Etsy's cautious optimism heading into the holidays - North American same-store sales fueling the rise of Starbucks - The latest from Qualcomm, Atlassian, and Uber (19:15) Rachel Warren talks with Jon Maier, chief investment officer at Global X, about how to protect your portfolio during an economic downturn and trends he's watching over the next 3, 5, and 10 years. (30:30: Andy and Jason return to talk about - Hershey's latest quarter - Investing strategy for a college student - Two stocks on their radar: Ulta Beauty and The Trade Desk Stocks mentioned: SQ, PYPL, ETSY, SBUX, QCOM, TEAM, UBER, HSY, VOO, ULTA, TTD Host: Chris Hill Guests: Jason Moser, Andy Cross, Rachel Warren, Jon Maier Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

Some companies have bright futures, while others simply run out of time. (0:21) Tim Beyers discusses: - Roku having more cyclicality than investors might expect - Whether Peloton can produce lower inventories over the holidays - Fastly's CEO declaring a commitment to growth (15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles. Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM Host: Chris Hill Guest: Tim Beyers, Ben Foldy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

If you think this is a market that will automatically reward a stock because the company posted record revenue, think again.  (0:17) Asit Sharma discusses: - Why today's announcement from the Federal Reserve won't change the way he invests - Record revenue highlighting Airbnb's 3rd-quarter results - Whether today's drop in share price looks like a buying opportunity (8:31) Ben Foldy, Wall Street Journal reporter and host of the podcast "Bad Bets", shares insights on Nikola founder Trevor Milton, his early career, and the steps that led to one of the hottest stocks of the pandemic. Companies discussed: ABNB, NKLA, KNX Host: Chris Hill Guest: Asit Sharma, Ben Foldy Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it. (0:17) Bill Mann discusses: - Why he believes a "shock and awe" price was worth paying for J&J - How Abiomed strengthens the company's medical device portfolio - Amazon expanding its ad-free music library for Prime members - Signs that the retail giant is gunning for Spotify, Disney, and other entertainment companies (10:33)  Alison Southwick and Robert Brokamp discuss how shortcuts can make you a smarter saver. Companies discussed: JNJ, ABMD, AMZN, SPOT, DIS, PARA Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

October turned out to be the best month for the Dow Jones Industrial Average in a long time. (0:17) Jason Moser discusses: - The importance of staying invested through bear markets - JPMorgan Chase going after the rental payment market - How much JPM has been investing in technology - Wells Fargo issuing a "double downgrade" of Hanesbrands (13:49)  Matt Frankel joins Jason to discuss four companies they bought shares of recently. Companies discussed: JPM, HBI, HD, MKC, STOR, O, PINS Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

“When the party is happening in the penthouse, this is a sector that’s in the basement.” Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just have to look at “micro-verticals” like fluid-handling, label making, and aircraft replacement parts. Nick Santhanam is the CEO of the Fernweh Group and a co-author of the new book “The Titanium Economy: How Industrial Technology Can Create a Better, Faster, Stronger America.” Ricky Mulvey caught up with Santhanam to talk about: - Why investors often misunderstand the industrial sector - How companies are using 3D printing and blockchain technology - Why family-run companies have key advantages for long-term investors - The biggest challenge for companies in the Titanium Economy Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ Host: Ricky Mulvey Guest: Nick Santhanam Engineer: Dan Boyd

If you’re looking for a market-beating stock then you don’t have to go much further than the candy aisle. Ricky Mulvey and Asit Sharma gear up for Halloween and discuss: - Why candy is a growing market that’s also shrinking - Hershey’s M&A strategy and supply chain questions - Official Halloween candy power rankings Companies mentioned: HSY, GIS, NKE Michele Buck’s HBR article: https://hbr.org/2022/11/the-ceo-of-hershey-on-turning-a-candy-company-into-a-snacks-empire Host: Ricky Mulvey Guest: Asit Sharma Engineer: Dan Boyd

The biggest tech companies reported this week, but it was Apple that shined the brightest. (0:30) Jason Moser and Matt Argersinger discuss: - The diversity and strength of Apple's business lines - Slowing growth in Amazon Web Services - Meta Platforms hitting its lowest point in 6 years - Ford Motor's demonstration of fiscal discipline - The latest from Alphabet, Microsoft, and Visa (19:15) Jason and Matt continue the earnings analysis and discuss: - ExxonMobil and McDonald's hitting new highs - Chipotle's plans for growth - Surprisingly strong weeks for Teladoc Health and Intel - Overrated and underrated Halloween candy - Two stocks on their radar: SiTime Corp. and Lennox International Got a question about investing? Email podcasts@fool.com Stocks mentioned: AAPL, AMZN, META, GOOG, GOOGL, V, MSFT, F, XOM, TDOC, INTC, CMG, MCD, LII, SITM, TSM Host: Chris Hill Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd

On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016. (0:21) Andy Cross discusses: - Meta's worrisome R&D spending metric - Low expectations helping to fuel Shopify's rise - Comcast beating tough quarterly comps, thanks in part to the Minions (13:41)  Ricky Mulvey talks with Scott Ford, CEO of WestRock, a "brand behind the brands" coffee business serving up 20 million cups a day. Companies discussed: META, SHOP, CMCSA, WEST Host: Chris Hill Guest: Andy Cross, Scott Ford Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Google's parent company disappointed Wall Street, but share buybacks continue. (0:21) Bill Mann discusses: - Alphabet being a strong business, despite recent downturns - Spinning off YouTube being an idea that doesn't make sense - Visa wrapping up the fiscal year in strong fashion - CEO Al Kelly being among those who do not expect a recession in 2023 (10:56)  Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company. Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX Host: Chris Hill Guest: Bill Mann, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power. (0:21) Jason Moser discusses: - Coca-Cola's strength in the face of currency headwinds - PayPal's new partnership with Amazon - Weber's largest shareholder grilling up a buyout offer - A new metric for retail businesses: DTRG (13:17)  Just in time for Halloween, Alison Southwick and Robert Brokamp break down stock market superstitions. Companies discussed: KO, PEP, PYPL, AMZN, SHOP, LULU, WEBR, COOK Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week. (:21) Dylan Lewis and Tim Beyers discuss: - Margins, pricing power, and other metrics to watch from big tech companies. - More details about Twitter's acquisition. - Why Chinese tech stocks are dropping as Xi Jingping begins his third term. The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts. Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL Host: Dylan Lewis Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Spotting a stock fraud is extremely difficult, but finding some smoke is significantly easier.  Founded by Eddie Antar, Crazy Eddie was a chain of consumer electronic stores in the Northeast. After going public in the 1980s, the stock became nearly a ten-bagger before investigators found it to be a fraud. Investors may not have suspected that the retailer boosted profit margins by manipulating a cash skim, but there were some other signs that the soaring stock price didn’t tell the whole story. Ricky Mulvey talked with Gary Weiss, author of “Retail Gangster: The Insane, Real-Life Story of Crazy Eddie” about: - Why investors bought into Eddie Antar’s hype - How criminals save money on sales tax - The eventual downfall of Crazy Eddie Host: Ricky Mulvey  Guest: Gary Weiss Engineers: Rick Engdahl, Dan Boyd

Expect to hear “currency headwinds” a lot this earnings season. But a strong U.S. dollar isn’t all bad and can make international companies cheaper. Ricky Mulvey caught up with Bill Mann to look at four economies around the world, including: - England’s pension and interest rate problems - The challenges of investing in China -  A massive raw material exporter with a currency that outperformed the US dollar (NOTE: This episode was recorded before Liz Truss resigned as Britain's Prime Minister Companies mentioned: CNSWF, NXGPY Host: Ricky Mulvey Guest: Bill Mann Engineers: Rick Engdahl, Dan Boyd  

Snap fell 30% and took other social media and advertising stocks down with it. (0:30) Emily Flippen and Ron Gross discuss: - Pinterest, Meta Platforms, and Alphabet getting dragged down by Snap's bad news - American Express shares falling despite increased full-year guidance - Boston Beer's strong 3rd-quarter report - The latest from Microsoft, Netflix, Tesla, and Tractor Supply (19:15) Emily and Ron dip into the Fool Mailbag and discuss: - Medical device pure-plays - Investing books they recommend - Surprising economics of pumpkin spice - The latest from McDonald's and Keurig Dr. Pepper - Stocks they're more bullish on - Two stocks on their radar: ASML Holding and Blackstone Got a question about investing? Email podcasts@fool.com Stocks mentioned: SNAP, PINS, META, GOOG, GOOGL, CAT, DE, AXP, NFLX, MSFT, TSLA, TSCO, SAM, MCD, DNUT, SYK, MDT, ZBH, JNJ, RMD, SG, FNCL, JPM, SBUX, PEP, KO, KDP, BX, ASML Host: Chris Hill Guests: Emily Flippen, Ron Gross Engineer: Dan Boyd

Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future. (0:21) Bill Mann discusses: - Economic takeaways from England's sudden need for a new Prime Minister - Questions about Tesla's accounting - Why he believes that, despite falling in 2022, Tesla's stock is still pretty expensive. (10:11)  Buck Hartzell talks with Boston Omaha co-CEOs Adam Peterson and Alex Rozek about the nuts and bolts of their business, and how they're handling short-term pain. If you're a member of any Motley Fool service you can access the full Boston Omaha interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/10/19/interview-alex-rozek-adam-peterson-boston-omaha/ Companies discussed: TSLA, BOC Host: Chris Hill Guest: Bill Mann, Buck Hartzell, Adam Peterson, Alex Rozek Producer: Ricky Mulvey Engineers: Dan Boyd

Netflix surprises Wall Street and throws down the gauntlet at streaming competitors. (0:21) Tim Beyers discusses: - 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected - Optimism around Netflix's new ad platform - Why he believes the stock is fairly valued (with room to run) (11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired. Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA Host: Chris Hill Guest: Tim Beyers, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd

If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power. (0:21) Deidre Woollard and Asit Sharma discuss: - Starboard Value's recent stakes in Splunk and Salesforce. - Dan Loeb's push for a spinoff at Colgate-Palmolive. - Layoffs at Microsoft. Plus, Robert Brokamp and Matt Frankel (14:06) discuss how your home fits into a financial plan. Companies discussed: CRM, MSFT,  CL, SPLK, GIS, INTC Host: Deidre Woollard Guest: Asit Sharma, Robert Brokamp, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of America's strong quarter. - BNY Mellon's move to hold crypto for its clients. - Why banks are pumping up their loan loss reserves. Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet. Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd

More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing?  Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher about: - Opportunities in sustainable investing - Renewable energy technology. - How electric vehicles can help solve green energy’s intermittency problem Stocks mentioned: F, TSLA Additional resource: https://www.fool.com/investing/stock-market/types-of-stocks/esg-investing/climate-change-stocks/ Hosts: Maria Gallagher, Alyce Lomax Guest: Bruce Usher Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that have also beaten the market. Ricky Mulvey caught up with Matt Argersinger and Anthony Schiavone to discuss: - Surprising companies (e.g., Dillard's) that have beaten the market over a ten-year period - Listener questions about dividend stocks - One interesting income opportunity Companies discussed: UNP, HD, DDS, PRI, MTN, YARIY, GOOGL, GOOG, DIS, POOL Find the full list of Dividend Knights here: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0 Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineer: Dan Boyd

Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest earnings reports - Kroger's $24 billion plan to acquire rival grocery chain Albertson's - New details on Netflix's ad-supported tier starting in November - The latest from UnitedHealth Group, Walgreen's, and Domino's Pizza (19:15) For the past 25 years CNBC's Bob Pisani has been reporting live from the floor of the New York Stock Exchange. In his new book, "Shut Up and Keep Talking: Lessons on Life and Investing", he shares insights from investing legends (Vanguard's John Bogle) and memorable encounters with rock legends (Led Zeppelin's Jimmy Page). (37:30) Jason Moser and Ron Gross share two stocks on their radar: Uber and Stanley Black & Decker Stocks mentioned: C, JPM, MS, WFC, UNH, KR, ACI, WMT, TGT, AMZN, WBA, NFLX, DIS, MSFT, DPZ, UBER, SWK Host: Chris Hill Guests: Jason Moser, Ron Gross, Bob Pisani Engineer: Dan Boyd

Why are there so many horror movies? Because they're so profitable to make. (0:21) Jim Gillies discusses: - Volatility (the good kind!) in the market today - Insider buying being a signal he watches closely - Why he's most interested in TFS Financial Corp. and Medpace Holdings this earnings season (12:50) As horror movie fans get ready for this weekend's release of "Halloween Ends", Ricky Mulvey talks with Catie Peiper about the economics of horror movies. Stocks discussed: TGT, TFSL, MEDP Host: Chris Hill Guests: Jim Gillies, Catie Peiper Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are still willing to pay - The role of "shrinkflation" in Pepsi's strategy - Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report (10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today.  Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: PEP, DIS, META Host: Chris Hill Guests: Asit Sharma, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd

It's hard to argue with a headline like "The Great Post-Covid Online Shopping Bet Was a Costly Delusion", but we're going to anyway. (0:21) Bill Mann  discusses: - Why the investments Amazon and Shopify made were not a "delusion" - What to watch for among online retailers this holiday shopping season - Inventory management being the metric to watch in early 2023 (11:13) Mark Kantrowitz is an expert on saving for college and author of "Filing the FAFSA". Robert Brokamp talks with him about some of the most common errors people make when applying for financial aid. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: AMZN, SHOP, W Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Mark Kantrowitz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

It's quiet before earnings season. Too quiet. (0:21) Jason Moser discusses: - Expectations for earnings season (which really starts on Friday) - Jamie Dimon's comments about a U.S. recession being 6-9 months away - Key data around consumer savings and spending (11:58) In 2017 Intel bought Mobileye, a self-driving car company, for $15 billion. As Intel prepares to spin it out, Dylan Lewis and Ricky Mulvey discuss the relative attractiveness of the soon-to-be public Mobileye. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: ADBE, INTC, MBLY Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

You’ve got questions, so we rounded up some Fools with answers! In this fall mailbag we’re answering your voicemails and emails about: - Adobe’s $20 billion acquisition of Figma - If a cannabis REIT is a good buy - Luxury goods stocks as a hedge against inflation - Using dividend payments for a mortgage Got a question for the show? Call the Motley Fool Money hotline at 703-254-1445. Companies mentioned: XOM, RACE, RH, SWGAY, LVMUY, CPRI, MTN, PEB, ADBE, DOMO, IIPR Host: Chris Hill Guests: Matt Argersinger, Dylan Lewis, Tim Beyers, Emily Flippen, Jason Moser, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl, Tim Sparks

Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500  Companies mentioned: NVDA, CDNS, SNPS, ASML,  LRCX,  AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM,  KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. (0:21) Andy Cross and Jason Moser discuss: - AMD warning about lower revenue - Constellation Brands posting a lost in the 2nd quarter - Apple looking to boost production in India - Macy's gaining inventory insights from its own credit-card data - The latest from McCormick, Peloton, and more (19:11) Malcolm Ethridge, host of "The Tech Money Podcast", weighs in on prospects for more interest rate hikes, expectations for earnings season, why he's watching seasonal hiring, and the S&P 600. (32:45) Jason Moser and Andy Cross discuss the possibility of DraftKings signing an exclusive partnership with ESPN, and share two stocks on their radar: Alphabet and Dream Finders Homes. Stocks mentioned: AMD, NVDA, MKC, STZ, PTON, AAPL, M, TGT, NKE, DKNG, DIS, GOOG, GOOGL, DFH Host: Chris Hill Guests: Andy Cross, Jason Moser, Malcolm Ethridge Engineers: Dan Boyd, Rick Engdahl

Amazon is the latest to signal its intentions around holiday retail hiring. (0:21) Maria Gallagher discusses: - Amazon's announcement it will increase hourly pay and hire 150,000 seasonal workers - Data around consumer spending sentiment - Why she's watching how higher-end retailers will fare this year (8:53) You may enjoy a cold Sam Adams, Angry Orchard cider, or Truly hard seltzer, but does that make parent company Boston Beer Co. a good investment? Jason Hall and Travis Hoium engage in our latest bull vs. bear debate! Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: AMZN, UPS, TGT, WMT, LULU, SAM  Host: Chris Hill Guests: Maria Gallagher, Travis Hoium, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd

Elon Musk says he's going to buy Twitter at the original price, and this time he means it! (0:21) Bill Mann discusses: - His belief that the Musk/Twitter deal will get done - Forward guidance being the thing he'll be watching in the upcoming earnings season - Why he believes stagflation is the biggest risk to the economy right now (10:50) If you think SaaS companies are efficient, can we interest you in a retailer that that sells gently-used goods?  Jim Gillies discusses a small cap business that's been rewarding shareholders. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: TWTR, TSLA, WINA, EBAY  Host: Chris Hill Guests: Bill Mann, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

And another high-profile IPO company gets taken private. (0:21) Asit Sharma discusses: - Poshmark's all-cash deal that values the company at less than half of its IPO price. - Private market valuations coming down - National Taco Day and Chipotle's strong business (11:00) Alison Southwick and Robert Brokamp talk with senior analyst Rich Greiner about the fundamentals of value investing. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: POSH, REAL, CMG, VTV, VBR, META, BKNG  Host: Chris Hill Guests: Asit Sharma, Rich Greifner, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

What are the chances the stock market makes a 4th-quarter comeback? (0:21) Jason Moser discusses: - The chances of the S&P 500, down more than 20% year-to-date, rising over the last 3 months of the year - How the market tends to do worse the year before a recession - Kim Kardashian agreeing to pay $1.2 million to settle charges from the SEC she failed to disclose payment for touting crypto on Instagram (12:21) Dylan Lewis and Brian Feroldi take a closer look at Porsche, which was recently spun off from Volkswagen. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: META, P911, VWAPY Host: Chris Hill Guests: Jason Moser, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

If you want someone to manage your money then you better pay them. That’s just one lesson from Ben Franklin’s complicated financial life. Robert Brokamp talks with Michael Meyer, author of “Benjamin Franklin's Last Bet: The Favorite Founder's Divisive Death, Enduring Afterlife, and Blueprint for American Prosperity” about: - Franklin's mistakes in estate planning - The power of small, anonymous donations - Other fun facts about America's first celebrity Host: Robert Brokamp Guest: Michael Meyer Producer: Ricky Mulvey Engineer: Rick Engdahl

The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a cartoon chicken.  Wait, what?  Doomberg is an anonymous team of analysts covering energy and economic trends. Their newsletter is Substack’s #1 finance publication and the group is represented by a cartoon chicken.  Motley Fool Senior Analyst Nick Sciple caught up with Doomberg’s head writer for a chat about: - The state of Europe’s energy crisis.    - Nuclear’s place in a decarbonized future.  - And what the Nord Stream pipeline attack means for the world. Host: Nick Sciple Guest: Doomberg Producer: Ricky Mulvey Engineer: Rick Engdahl

(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss: - Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and product announcements.   (19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history. (37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target. Hosts: Ron Gross, Chris Hill Guests: Scott Galloway, Maria Gallagher, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA

Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September!  (0:18) Dylan Lewis and Tim Beyers discuss:  - Why Porsche is going public while other companies are holding off.  - Down rounds in the private markets.  - Promising results for Biogen’s Alzheimer’s treatment. Mortgage rates have doubled in the past year. (13:33) Deidre Woollard and Matt Argersinger look at the ripple effects and which companies could benefit from the shift. Companies mentioned: P911, VWAPY, RACE, BIIB, HD, Z, AOS, WSO, OPEN, LOW Host: Dylan Lewis Guests: Tim Beyers, Matt Argersinger, Deidre Woolard Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

If what's happening today with Apple seems familiar, it should. (0:21) Jim Gillies discusses: - Reports that lower demand for the iPhone 14 is causing Apple to tell their suppliers there's no need to ramp up production - How history is an excellent guide on what today's short-term drop in Apple's stock means for long-term investors - Why now is the time to invest (even if it doesn't feel great) (10:00) Ricky Mulvey talks with best-selling author Blake Crouch about gene modification, and a future that may be closer than most people imagine.  Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed: AAPL Host: Chris Hill Guests: Jim Gillies, Blake Crouch Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

When you don't get what you want, you get experience. (0:21) Asit Sharma discusses: - The S&P 500 hitting a new low for the year - Seeking out companies with "fortress balance sheets" - Whether Mullen Automotive is a meme stock - Learning from mistakes and staying in the game (11:00) Economists and personal finance authors have very different opinions on topics like savings and investing. Alison Southwick and Robert Brokamp break down the differences and share their own thoughts. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed: MULN, UA Host: Chris Hill Guests: Jason Moser, Brian Stoffel, Jamie Louko Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

For the first time ever, Amazon is having a second "Prime Day" event. (0:21) Jason Moser discusses: - Behind-the-scenes planning that led up to this announcement - Inventory clearing, and the role it may play in this event before Amazon's final holiday push - Apple finding their headliner for next year's Super Bowl halftime show (11:00) Brian Stoffel and Jamie Louko engage in a Bull vs. Bear debate over AirBnb. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed: AMZN, AAPL, ABNB, EXPE, BKNG Host: Chris Hill Guests: Jason Moser, Brian Stoffel, Jamie Louko Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest rates may be in its early innings.  John Worth is the executive vice president for research and investor outreach at the National Association of Real Estate Investment Trusts, or Nareit. Deidre Woollard and Matt Frankel caught up with Worth to talk about: - Strong REIT business performances and sliding stock prices - The lasting effects of COVID on commercial real estate - Why private equity firms are buying up public REITs Companies mentioned: PLD, DRE Hosts: Deidre Woollard, Matt Frankel Guest: John Worth Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

“No one's success is proven until they've survived a calamity.” You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separate in the financial world and making that distinction can take a few decades. Chris Hill talked with best-selling author Morgan Housel in front of a live audience about: - Why inflation is so personal and variable - Elon Musk’s best product (hint: it’s not a car) - The power of incentives - The secret to 99% of Warren Buffet’s success - Investing through bear markets Companies mentioned: BRK.A, BRK.B, HOOD, TSLA If you're a member of any Motley Fool service you can access the video for the full interview here: https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/wealth-greed-and-happiness-with-best-selling-autho   Host: Chris Hill Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Dan Boyd

For the 5th time in 6 weeks, there was a lot of red on Wall Street. (0:30) Jason Moser and Maria Gallagher discuss: - The Fed's latest rate hike spooking investors - Costco delivering (yet again) in the 4th quarter - Darden Restaurants walking a fine line with customers - DocuSign's hiring its new CEO from Alphabet - Amazon declaring victory with Thursday Night Football (19:45) Deidre Woollard and Matt Frankel talk with Robert Leonard, host of the Millennial Investing podcast, about house hacking. (28:30) Maria and Jason answer questions from the Fool Mailbag and share two stocks on their radar: Lululemon Athletica and Microsoft. Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed on the show: COST, TGT, UPS, WMT, DRI, DOCU, GOOG, GOOGL, AMZN, AAPL, PYPL, PG, LVMH, LULU, MSFT Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Deidre Woollard, Matt Frankel, Robert Leonard Producer: Ricky Mulvey Engineers: Dan Boyd

What does it say that no private company wants a check for $1.1 billion? (0:21) Bill Mann discusses: - The stock market being surprised that the Fed raised rates by 0.75% (as almost everyone expected) - Chamath Palihapitiya shutting down two SPACs and returning money to investors - Whether SPACs are essentially over (13:02) Rachel Warren talks with author Ross Dawson about his new book Thriving on Overload: The 5 Powers for Success in a World of Exponential Information. Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445. Host: Chris Hill Guests: Bill Mann, Rachel Warren, Ross Dawson Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

Alphabet, parent company of YouTube, deploys a new weapon in its battle with TikTok: cash. (0:25) Maria Gallagher discusses: - YouTube's announcement of a new revenue-sharing model for creators of short-form videos - How this strategy can help with retaining existing creators - Why should really hate to see Lisa Su leave the corner office at AMD (10:00) Ricky Mulvey and Asit Sharma talk about how some people make investing harder than it needs to be, and how to make your investing life a little easier.   Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445. Stocks mentioned: GOOG, GOOGL, COST, AMD, ADBE, TTD Host: Chris Hill Guests: Maria Gallagher, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd

Bear markets always come to an end, but they're not necessarily fun while they last. (0:21) Bill Mann discusses: - The market reacting to the Federal Reserve's announcement a day before the Fed actually makes it - Why large companies like Microsoft are quietly preparing for 2023 and 2024 - The bizarre incident involving Beyond Meat's chief operating officer (11:25) Alison Southwick and Robert Brokamp talk with Emily Flippen about some of the biggest consumer goods storylines of the year, and potential radar stocks for investors.  Stocks mentioned: MSFT, BYND, NFLX, LULU, PTON, CHWY, SG, BARK, VDC Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Flippen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

"The best time to buy is when pessimism is prevalent." (0:21) John Rotonti discusses: - Why the rise in investor pessimism gets him excited to go shopping for investments - What he's watching - A mind-blowing stat about how important it is to stay invested in the market (10:30) Tim Beyers talks with Tim White about which SaaS companies have sticky software (as opposed to skippable). Stocks mentioned: FDX, KKR, ADBE, SQSP, SHOP,  TEAM, HUBS, CRM Host: Chris Hill Guests: John Rotonti, Tim Beyers, Tim White Engineers: Dan Boyd, Rick Engdahl

Shorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, about: - The “mother’s milk” of stock prices - How this market is simultaneously like the 1970s, post-WWII, and completely unique - One common rebalancing mistake that investors often make Host: John Rotonti Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan

Genetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about: - How CRISPR works - Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops - How investors can approach investing in gene therapies - Biotech metrics to watch. Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA Host: Ricky Mulvey Guest: Karl Theil Engineers: Tim Sparks, Dan Boyd

Another rough week for the stock market coincides with Amazon's exclusive start to Thursday Night Football. (0:30) Emily Flippen and Ron Gross discuss: - FedEx shares having a historically bad day amid talk of a recession - Adobe spending $20 billion for a start-up software design firm - Optimism around Starbucks after an impressive (and detailed) investor day - Twilio laying off 11% of employees - Two business leaders and their legacies (19:45) John Ourand from the Sports Business Journal discusses Amazon's investments in NFL programming, Disney's thinking about ESPN, college football playoff expansion, and story lines for the MLB playoffs. (35:30) Ron and Emily share two stocks on their radar: Union Pacific and Costco. Stocks discussed on the show: FDX, ADBE, SBUX, TWLO, AMZN, DIS, AAPL, UNP, COST Host: Chris Hill Guests: Emily Flippen, Ron Gross, John Ourand Engineer: Dan BoydGenetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about: - How CRISPR works - Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops - How investors can approach investing in gene therapies - Biotech metrics to watch. Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA Host: Ricky Mulvey Guest: Karl Theil Engineers: Tim Sparks, Dan Boyd

Regulators take a closer look at buy-now, pay-later companies. (0:21) Bill Mann discusses: - The Consumer Financial Protection Bureau announcing plans to oversee BNPL businesses like Affirm Holdings - Why this is not an example of government overreach    - His very recent trip to eastern Europe and the current state of energy access in the region (13:30) Deidre Woollard interviews Trex CEO Bryan Fairbanks in front of a live audience and discusses the "public spaces" part of Trex's business, and what gets Fairbanks excited to go to work every day. If you're a member of any Motley Fool service, you can access the entire interview with Bryan Fairbanks here: https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/the-global-supply-chain-and-housing-trends-with-tr/   Stocks mentioned: PYPL, SQ, AFRM, TREX, HD, LOW Host: Chris Hill Guests: Bill Mann, Deidre Woollard, Bryan Fairbanks Engineers: Dan Boyd, Austin Morgan

Down days in the market aren't fun, but they may also be great days to buy stocks. (0:21) Jim Gillies discusses: - Why his rule is to never buy stocks on a day the market is up - The types of companies he's been buying shares of lately - Takeaways from Starbucks' investor day event (16:24) Ollen Douglass, managing partner of Motley Fool Ventures, talks with Jenny Abramson, founder and managing partner of Rethink Impact, in front of a live audience about investing in private companies and what she looks for company leaders.  Stocks mentioned: SBUX Host: Chris Hill Guests: Jason Moser, Marc Rapport, Joseph Ori Engineers: Dan Boyd, Spencer Daniel

If you're a long-term investor, today was a good day to go shopping. (0:21) Asit Sharma discusses: - Stocks, across the board, falling in response to the Consumer Price Index data for August - Jay Powell, and the increasing likelihood of a third consecutive rate hike of 0.75% - The importance of having a watchlist of stocks - Buying great businesses at lower prices (11:10) Tim Beyers joins Alison Southwick and Robert Brokamp to discuss the various businesses "tech stocks" actually consist of. Stocks mentioned: SPY, QQQ, AMZN, DIS, GOOG, GOOGL, JNJ, NVDA Host: Chris Hill Guests: Asit Sharma, Alison Southwick, Tim Beyers, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

Disney promoted upcoming movies and Disney+ programming at the D23 Expo, but CEO Bob Chapek's comments about ESPN caught Wall Street's attention. (0:21) Jason Moser discusses: - Why Disney spinning off ESPN wouldn't be the same as eBay spinning off PayPal - Live sports driving ad rates (and audience figures) higher - Major retailers continuing to invest, despite recent challenges (17:08) Marc Rapport talks with Joseph Ori, executive managing director at Paramount Capital Corporation, about commercial real estate trends and the red-hot industrial market. Stocks mentioned: DIS, DKNG, EBAY, PYPL, WMT, TGT, AMZN, DRI, HD, PLD, DRE Host: Chris Hill Guests: Jason Moser, Marc Rapport, Joseph Ori Engineers: Dan Boyd, Spencer Daniel

If you know you’re impatient, then value investing isn’t for you. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner caught up with the “Dean of Valuation” for a discussion on: - Inflation’s new questions for investors - Tesla valuations (from $50 billion to $1 trillion) - Incentives, correlations, and costs in ESG scoring - Jeff Bezos, Elon Musk, and the companies they've built Stocks mentioned on the show: TSLA, MO, BLK, AMZN If you're a member of any Motley Fool service you can access the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/ Host: Tom Gardner Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan

Do you really own your stocks? The stoics might suggest otherwise. Ricky Mulvey and Brian Stoffel serve up an introduction to stoicism, and why these philosophers from a few thousand years ago have practical advice for investors today. They discuss: - Fundamentals of stoicism - The dichotomy of control (and what it means for investors) - Seneca’s complex relationship with wealth - Company leaders that may exhibit some stoic virtues Companies mentioned: COST, AAPL, BRK.A, BRK.B Host: Ricky Mulvey Guest: Brian Stoffel Engineer: Dan Boyd

As profitable companies like Alphabet talk about steeling themselves for the immediate future, investors may want to ask: "How prepared are the companies in my portfolio are for the next 12-15 months?" (0:30) Jason Moser and Emily Flippen discuss: - DocuSign's latest results, and using the company as a lens for looking at other businesses - Good news (finally!) for Asana shareholders - Rough weeks for UiPath and Bilibili - RH taking a "Tiffany-like" approach to their business (19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as: - Stocks they've been buying over the past year - Acquisitions they'd like to see - Uber's upcoming robot delivery tests in Texas and California - 2 stocks on their radar: Casey's General Stores and McCormick Stocks discussed on the show: DOCU, GOOG, GOOGL, PYPL, ASAN, PATH, BILI, RH, MMM, SBUX, HD, TWLO, NET, OM, FTNT, CRWD, UA, UAA, LULU, NKE, ZM, UBER, CASY, MKC Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Dan Boyd

"Incremental upgrades" were the theme once again, and that seems to be working out well for Apple's customers and shareholders. (0:21) Tim Beyers discusses: - Fitness+ becoming a serious problem for Peloton - Apple not raising prices (in the U.S.) on the new iPhones - Tim Cook reminding us of his ability to be "a stone cold assassin" (13:22) Jason Moser and Matt Frankel do a "medium dive" on Boston Omaha, a small-cap holding company focused on billboards, bonds, broadband, and its asset management company. Stocks mentioned: AAPL, GOOG, GOOGL, PTON, BOC Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Engineers: Dan Boyd

It's CEO Day! (Ok, not really, but CEOs were very much in the news today.) (0:21) Jason Moser discusses: - Target eliminating a long-standing policy to extend Brian Cornell's job as CEO for 3 more years - Starbucks' plan to spend the next six months onboarding CEO-in-waiting Laxman Narasimhan (17:50) Ricky Mulvey talks with Entrepreneur Magazine editor-in-chief Jason Feifer about key takeaways from his new book Build for Tomorrow: Embrace Change, Adapt Fast, and Future-Proof Your Career and Life. Stocks mentioned: TGT, SBUX, DIS, SQ, BRDS, NFLX Host: Chris Hill Guests: Jason Moser, Ricky Mulvey, Jason Feifer Engineers: Dan Boyd, Rick Engdahl

The energy situation in Europe is getting more challenging. Finland's economic affairs minister (0:12) Bill Mann discusses: - CVS Health buying Signify Health for $8 billion in cash - Finland's minister of economic affairs comparing Europe's energy situation to the collapse of Lehman Brothers - How his investing outlook has been affected  (14:54) Nick Sciple joins Alison Southwick for an overview of the energy industry. (We opened the show with the tragic news of Bed Bath & Beyond CFO Gustavo Arnal taking his own life. If you are having suicidal thoughts, contact the Suicide & Crisis Lifeline at 988 for support and assistance from a trained counselor.) Stocks mentioned: CVS, SGFY Host: Chris Hill Guests: Bill Mann, Alison Southwick, Nick Sciple Engineers: Dan Boyd, Rick Engdahl

Annie Duke was a professional poker player before retiring in 2012. Now, she is a decision-making consultant for a venture capital firm and author of the upcoming book, “Quit: The Power of Knowing When to Walk Away.” Morgan Housel interviewed Duke in front of a live audience about: - Key differences between patience and stubbornness - How a quitter created Slack - Avoiding the sunk cost fallacy - How pre-mortems can make you a better investor Host: Morgan Housel Guest: Annie Duke Producer: Ricky Mulvey   Engineer: Tim Sparks

Michael Mauboussin is an adjunct professor of finance at the Columbia Business School and the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Bill Mann interviewed Mauboussin in front of a live audience about a range of investing topics, including: - The approach of "expectations investing" and how to apply it - Why a company's base case for growth is so important - Peloton’s faulty growth predictions - Businesses with real option value   Companies mentioned: SBUX, PTON, AMZN, GOOG, GOOGL, WMT, TGT   Host: Bill Mann Guest: Michael Mauboussin Producer: Ricky Mulvey Engineers: Tim Sparks

With four months left in 2022, what should investors be focusing on? (0:30) Emily Flippen and Jason Moser discuss: - Getting ready to "eat the volatility" - Why they're watching holiday shopping and the Fed's language - Meta Platforms and Lululemon need a strong end to the year - Capital allocation they want to see - 2 stocks that are still expensive (despite their recent drops) - 2 stocks looking attractive at their current price - Ideas for new consumer product innovations (19:45) Best-selling author Dan Pink shares insights from his latest book, The Power of Regret: How Looking Backward Moves Us Forward, including: - How embracing regret can improve our lives - Key lessons for investors - What Julius Caesar and Elmo can teach us about self-reflection For more about Dan and his latest book, visit http://danpink.com Stocks discussed on the show: META, LULU, ZM, CMG, CRM, OKTA, ABNB, TWLO, CHWY, PEP, COOK Host: Chris Hill Guests: Emily Flippen, Jason Moser, Dan Pink Engineer: Rick Engdahl

When it comes to the stock market, the 1st day of September is looking an awful lot like the entire month of August. (0:25) Jason Moser discusses: - Okta shares falling 30% as the company deals with ongoing challenges integrating its acquisition of former rival Auth0 - Snap's restructuring plans, layoffs, and increased focus on revenue growth, user growth, and augmented reality - Five Below's stock getting a boost from optimism for the discount retailer's plans for the holidays Host: Chris Hill Guest: Jason Moser Engineer: Rick Engdahl

Time for some freebies! Chris Hill and Ricky Mulvey discuss some of the best investing resources that won’t cost you a penny. Some you’ll probably know and some you may not. Here's the full list: Websites & Writers: Investopedia: https://www.investopedia.com/ EDGAR: https://www.sec.gov/edgar/searchedgar/companysearch Glassdoor: https://www.glassdoor.com/ YouTube (We know you know how to find it, but this is a FULL resource list): https://www.youtube.com/ SatPost by Trung Phan: https://trungphan.substack.com/ The Irrevant Investor: https://theirrelevantinvestor.com/ Aswath Damodaran Courses: https://pages.stern.nyu.edu/~adamodar/New_Home_Page/home.htm Podcasts: Check Your Balances: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Plain English with Derek Thompson: https://www.theringer.com/plain-english-with-derek-thompson-podcast The Watch: https://www.theringer.com/the-watch Library Stuff: Hoopla: https://www.hoopladigital.com Libby: https://www.overdrive.com/apps/libby Host: Chris Hill Guest: Ricky Mulvey Engineer: Dan Boyd

Day 2 and we're live (again) from FoolFest 2022! (0:21) Tim Beyers discusses: - Why Walmart is the un-tech tech stock - Interview highlights from investor Michael Mauboussin and author Annie Duke - How Warren Buffett can (or should) celebrate his 92nd birthday   Stocks mentioned: WMT, BRK-A, BRK-B Host: Chris Hill Guest: Tim Beyers Engineer: Dan Boyd

We're live from FoolFest 2022 and we've got highlights from the day so far! (0:21) Bill Mann discusses: - How the cost of power is putting English pubs in danger - The specific type of acquisition he expects to see more of - Deals in today's market - Takeaways from an interview with venture capital investor Jenny Abramson, founder of Rethink Impact Stocks mentioned: GOOG, GOOGL, CRM, DPZ, DIS Host: Chris Hill Guest: Bill Mann Engineer: Dan Boyd

Google’s acquisition of YouTube is now remembered as one of the most successful tech acquisitions ever, but that result was far from obvious in 2006. Bloomberg reporter Mark Bergen is the author of the upcoming book “Like, Comment, Subscribe. Inside YouTube’s Chaotic Rise to World Domination.” Dylan Lewis caught up with Bergen to talk about: - YouTube’s “Forrest Gump-like” tendency to be a part of world-changing events - The platform’s complicated relationship with its creator base - One missed opportunity around kids and education - The acquisition of YouTube, and its early days at Google Stocks mentioned: GOOG, GOOGL, META Host: Dylan Lewis Guest: Mark Bergen Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

2022 has been a challenging year for stocks in general, and rule-breaker stocks specifically. But the companies you buy during difficult times can become the best investments you make. Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about: - Maintaining a “net buyer mindset” during a downturn - 2 books that can help you improve your investing mindset - Investing lessons from Zoom’s “short strange trip” Stocks mentioned: ZM, GOOG, GOOGL, SPCE Host: Chris Hill Guest: David Gardner Engineers: Dan Boyd, Tim Sparks

Strong words from Federal Reserve chairman Powell sent stocks down on Friday. (0:30) Jason Moser and Emily Flippen discuss: - Why long-term investors should not be surprised by Powell's comments - Snowflake's strong week - Zoom Video shares falling to a 2-year low - Ulta Beauty's strong 2nd-quarter sending shares close to an all-time high - Amazon making headlines for what it is NOT planning to do - The latest from Peloton, Electronic Arts, Nvidia, Salesforce, and Intuit (19:45) Maria Gallagher talks with Harvard Business School professor Ranjay Gulati about key insights from his book, Deep Purpose: The Heart and Soul of High-Performance Companies. (29:45) Emily and Jason answer listener questions about Quidelortho Corp. and Berkshire-Hathaway, and share two stocks on their radar: Doximity and Autodesk Our annual investing conference is free for Motley Fool members! For more details go to http://Fool.com/FoolFest. Stocks discussed on the show: SNOW, ZM, PTON, ULTA, AMZN, EA, NVDA, CRM, INTU, ETSY, QDEL, BRK.A, BRK.B, ADSK, DOCS Host: Chris Hill Guests: Emily Flippen, Jason Moser, Maria Gallagher, Ranjay Gulati Producer: Ricky Mulvey Engineer: Dan Boyd

We're hours away from the official start of FoolFest 2022 (our annual investing conference) and we've got a preview of coming attractions! (0:21) Dylan Lewis discusses: - Setting the agenda for stock investors - Why we're looking forward to hearing from Michael Mauboussin and Trex CEO Bryan Fairbanks - Highlights from the event we'll be bringing to the podcast FoolFest is free for Motley Fool members. If you're not yet a member, just go to fool.com/foolfest to sign up for Stock Advisor and register for the event. If you're already a member of ANY Motley Fool service go to foolfest.fool.com to register. Stocks mentioned: TREX Host: Chris Hill Guest: Dylan Lewis Engineer: Dan Boyd

Amazon becomes the first partner to sell Peloton's equipment and apparel on their own site. (0:21) Bill Mann discusses: - The upside potential for Peloton - Whether Peloton may become part of Amazon's Prime membership offerings - Toll Brothers blaming supply chain and labor shortages for a cut in guidance - Nordstrom's challenges with inventory and family ownership (11:31) Jeremy Bowman and Jason Hall engage in a Bull vs. Bear debate over Beyond Meat. Who won the debate? You can cast your vote in our poll on Twitter @MotleyFoolMoney. Stocks mentioned: PTON, AMZN, TOL, JWN, BYND, YUM Host: Chris Hill Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd

How would you react if the first company you bought shares of went bankrupt within three years? (0:21) Matt Argersinger discusses: - The rise and sudden fall of Wang Laboratories - Why his search for "the next Warren Buffett" ended badly - Amazon and The Home Depot sharing discipline as a common business trait - How he overcame the challenge of adding to his winners Stocks mentioned: BH, SAM, AAPL, AMZN, HD, MELI, EBAY Host: Chris Hill Guest: Matt Argersinger Engineer: Dan Boyd

Inspiration for great investments can come from anywhere, including your childhood kitchen. As we head into the dog days of August, we're sharing "origin story" conversations with some of the investors you've heard on this show. (0:21) Jason Moser discusses: - The important (and very different) roles his parents played in his investing life - 1st stock he ever bought - How the worst stock he ever bought is now the property of JP Morgan Chase - The proverbial "one that got away" - The dividend aristocrat that takes him back to his childhood Stocks mentioned: CSCO, JPM, MKC, NFLX, APPH, AMZN Host: Chris Hill Guest: Jason Moser Engineer: Dan Boyd

Before her current job as an NFL analyst for ESPN, Mina Kimes broke into journalism on Wall Street. Host of the popular football podcast "The Mina Kimes Show featuring Lenny", she shares: - her move from Bloomberg to ESPN - insights on the business of the NFL - the NFL entering the streaming video wars - the stories she's watching this season - stats that fantasy football owners might want to keep an eye on You can find "The Mina Kimes Show featuring Lenny" on your favorite podcast app. Host: Chris Hill Guest: Mina Kimes Engineer: Dan Boyd

Institutional money is not invited to this party. Bill Mann and Ricky Mulvey continue their series on small cap investing, one area where individual investors have a shot at beating the market. They look at the stories behind some companies you know (and ones you probably don’t), and discuss: - How to discover new small cap opportunities - Metrics that can tell you a lot about a company’s future - Small caps for chicken wing lovers and fans of workers' comp insurance Stocks discussed: CPNG, WING, RENT, RRGB, EIG, CTAS, PENN, NWINF Host: Ricky Mulvey Guest: Bill Mann Engineers: Dan Boyd, Annie Franks

Details about The Federal Reserve's meeting in July sent stocks to their first losing week in a month. (0:30) Emily Flippen and Ron Gross discuss: - Expectations around more interest rate hikes in the near future - "Inventory" being the key story around big retailers like Walmart and Target - Deere's mixed 3rd-quarter results and potential for a bright future - The incredible roller coaster for Bed Bath and Beyond shareholders this week - Foot Locker's surprising 2nd-quarter results and new CEO - The latest from Home Depot, Lowe's, and Starbucks (19:45) Ricky Mulvey talks with Bloomberg entertainment industry reporter Lucas Shaw about Warner Brothers Discovery, and how the media conglomerate is consolidating and evolving. (32:50) Emily and Ron analyze the latest innovation from Papa John's and share two stocks on their radar: Rover Group and American Tower Stocks discussed on the show: WMT, TGT, HD, LOW, DE, BBBY, SBUX, FL, WBD, DIS, PARA, PZZA, AMT, ROVR Our annual investing conference is free for Motley Fool members! For more details go to http://Fool.com/FoolFest. Host: Chris Hill Guests: Emily Flippen, Ron Gross, Lucas Shaw Producer: Ricky Mulvey Engineer: Dan Boyd

Home sales fell nearly 6% in July. (0:21) Jason Moser discusses: - The challenge for 1st-time home buyers - Why he prefers investing in residential real estate through home improvement businesses (rather than home builders) - The airline industry's woeful track record on share buybacks - "Is this the best use of capital?" being a question to ask about any share buyback announcement (12:37) Asit Sharma and Deidre Woollard discuss the growing trend of 2nd-hand fashion and the opportunities for companies involved. Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest. Stocks mentioned: HD, LOW, DAL, UAL, AAL, LUV, BRK.A, BRK.B, TDUP, LEVI, NKE, REAL, ETSY Host: Chris Hill Guest: Jason Moser, Asit Sharma, Deidre Woollard Producer: Ricky Mulvey Engineer: Dan Boyd

Big Retail Earnings Week continues with the latest results from Target and Lowe's. (0:21) Asit Sharma discusses: - Target's 2nd-quarter profit falling nearly 90% compared to last year - Silver linings within Target's results - Lowe's posting a quintessential "mixed" quarter - CEO Marvin Ellison's steady leadership (11:05) Does Spotify have a moat against Apple? Travis Hoium joins Ricky Mulvey for a "medium dive" on the streaming audio business. Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest. Stocks mentioned: TGT, LOW, SPOT, AAPL, AMZN Host: Chris Hill Guest: Asit Sharma, Travis Hoium Producer: Ricky Mulvey Engineer: Dan Boyd

Big Retail starts to report earnings and the news is good (so far). (0:21) Jason Moser discusses: - Walmart exceeded lowered expectations for the 2nd quarter - CEO Doug McMillon's comments on the new customers that drove results - Home Depot passing inflation costs onto customers (and not missing a beat) - How the expectations bar has been raised for Target and Lowe's (13:37) Warren Buffett's quotations hold meaning for investors, regardless of their portfolio size. Alison Southwick and Robert Brokamp and a host of Fool investors share their favorite Buffett quotes and why they're relevant. Stocks mentioned: WMT, HD, LOW, TGT, BRK.A, BRK.B Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Buck Hartzell, Alyce Lomax, Scott Phillips, Anand Chokkavelu Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Peloton announces more layoffs and store closings. (0:21) Jim Gillies discusses: - How challenging Peloton's balance sheet is right now - Why Peloton will almost certainly have to raise money - The retail landscape when some of the biggest companies are set to report earnings - Why Costco is his favorite retail stock (followed closely by Home Depot) (18:41) Some companies are pulling back on investments, but others aren't stopping. Ricky Mulvey and Sanmeet Deo look at some businesses playing offense in a tough environment. Stocks mentioned: PTON, WMT, TGT, HD, LOW, COST, SHOP, AXON, XPOF, NFLX, TTD Host: Chris Hill Guest: Jim Gillies, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Build-to-rent housing is taking off and more home contracts are falling through. We’re probably not headed for another 2008 in the housing market, but it sure is weird out there. We’ve got two views on residential real estate, from renting and home lending. Rent CEO Jon Ziglar joined Motley Fool Contributor Matt Frankel for a discussion about: - The numbers behind rent increases. - The rise of build-to-rent housing. - How the rental landscape shifted over COVID. Brandon Snow, Executive Director, at Ally Bank caught up with Motley Fool Contributor Marc Rapport for a chat about the residential real estate market, and why more home contracts are falling through. Stocks mentioned: RDFN, HHC, ALLY Hosts: Matt Frankel, Marc Rapport Guests: Jon Ziglar, Brandon Snow Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel, Michael Schweitzer

This is the fun part of being a stock investor. Ricky Mulvey and Bill Mann, Director of Small Cap Research at The Motley Fool kick off their series on small cap investing. They discuss: - Why small cap investors have an opportunity to beat the market. - The metrics that really matter for small caps. - Spotting B.S. from younger companies. - One small cap trend catching our attention. Stocks mentioned: ANET, RDFN, CWH, NFLX, AMZN, CHD Additional resource: 4 Steps to Find Small-Cap Stocks (fool.com) Host: Ricky Mulvey Guest: Bill Mann Engineers: Dan Boyd, Tim Sparks

This week the Nasdaq officially entered bull market territory. (0:30) Emily Flippen and Jason Moser discuss: - July CPI and how lower-than-expected inflation fueled a market rally - Axon Enterprises posting record revenue in Q2 - Marqeta founder Jason Gardner stepping down as CEO - Drama between Unity Software, AppLovin, and Ironsource - The latest from Disney, Upstart Holdings, Sweetgreen and The Trade Desk (19:45) Tim Beyers talks with Marsha Barnes, founder & CEO of The Finance Bar, about the mindset traps that can keep people from investing and how to avoid them. (30:15) Emily and Jason analyze Nvidia pre-announcing their earnings, as well as: - Domino's Pizza exiting Italy - A listener's question about Intel - Two stocks on their radar: Sonos and Masimo Stocks discussed on the show: DIS, AXON, MQ, U, APPLOVIN, IS, SG, TTD, NVDA, DPZ, INTC, MASI, SONO Host: Chris Hill Guests: Emily Flippen, Jason Moser, Tim Beyers, Marsha Barnes Engineer: Dan Boyd

The House of Mouse is firing on all cylinders, and now its total number of subscribers for Disney+, Hulu, and ESPN+ is greater than Netflix. Dylan Lewis and Maria Gallagher (00:21) discuss: - Disney’s pricing power and streaming fatigue. - How Coinbase is faring through a Crypto Winter. - What Softbank is telling investors about the private markets. Plus, Nick Sciple interviews Tim Johnston, Co-Founder of Li-Cycle Holdings (15:41), a lithium-ion battery recycler. They discuss how Li-Cycle can meet some of the growing demand for the metals that go into electric cars, and the company’s partnerships with major energy providers. Stocks mentioned: DIS, NFLX, COIN, UBER, SFTBY, LICY Host: Dylan Lewis Guests: Maria Gallagher, Nick Sciple, Tim Johnston Producer: Ricky Mulvey Engineer: Dan Boyd

While some tech companies announce lay-offs, others are posting blowout earnings. (00:21) Deidre Woollard and Tim Beyers discuss: - How a decrease in consumer spending is hitting SaaS companies in unexpected ways. - Why The Trade Desk is thriving in a tough environment. - A “cautious” view on tech layoffs (and why we aren’t hitting the panic button). - Why Walmart might join the streaming wars. - A brilliant, tiny company that’s not getting enough attention from investors. Plus, (15:00) Jason Moser and Matt Argersinger look at how companies are managing their share count, and one homebuilder that’s outperformed Amazon for more than a decade. Stocks mentioned: DDOG, TTD, WMT, SNAP, GRPN, JAMF, META, NVR, LOW, NVDA, AMZN Host: Deidre Woollard Guests: Tim Beyers, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Chips, and the companies that make and use them, dominate the business news. (0:25) Bill Mann discusses: - Micron Technology cutting guidance while also announcing a $40 billion investment in the U.S. - How Micron's current picture is similar to Nvidia's - Take-Two Interactive continuing its rough year by lowering guidance - Allbirds shares falling 23% as the young company learns some harsh lessons about business and growth (13:57) Alison Southwick and Robert Brokamp look to "The Great Resignation" to find examples of what job-seekers should consider if they think we're heading for a recession. Stocks mentioned: MU, NVDA, TTWO, BIRD, MCD, WMT Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney Stocks mentioned: NVDA, SHOP, AMZN Host: Chris Hill Guest: Jason Moser, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

"We want a cashless society." That's what Bank of America CEO Brian Moynihan said in 2019. And while the war on cash may be a strong trend for investors, it's also important to understand the implications of a world that only takes cards (or Apple Pay). Jason Moser caught up with Brett Scott, author of the new book “Cloudmoney: Cash, Cards, Crypto, and the War for Our Wallets” to discuss: - Incentives in the war on cash - How money transforms when it moves from your wallet to a Venmo account - Why cash is like an emergency staircase - How COVID changed the way we use money Stocks mentioned: BAC, V, PYPL, SQ, MA Host: Jason Moser Guest: Brett Scott Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

What does it take to be a great CEO in 2022? Leading with a True North, and breaking down some of the crusty hierarchical structures. Some leaders get it, and some really don’t. During Bill George’s tenure at Medtronic, the company’s market cap rose from $1 billion to $60 billion. He believes that leading with authenticity is one of the reasons he was able to help do that. Ricky Mulvey caught up with George to discuss his forthcoming book, “True North: Leading Authentically in Today's Workplace” as well as: - How Best Buy CEO Corie Barry pivoted during the pandemic - Mark Zuckerberg vs Satya Nadella - Why more companies may benefit from giving CEOs a term limit - Mary Barra’s big goals at General Motors - How to find your own True North Stocks mentioned: MDT, MSFT, META, BBY, VMEO, GM Host: Ricky Mulvey Guest: Bill George Engineer: Dan Boyd

The U.S. private sector has added nearly 6 million jobs in the past year. (0:30) Jason Moser and Matt Argersinger discuss: - The unemployment rate falling to 3.5% - Demand for cold beverages driving Starbucks' latest quarter - PayPal getting back to basics - MercadoLibre's blowout earnings - The latest from Cloudflare, Zillow, and Twilio (19:45) Jason and Matt analyze Amazon buying iRobot for $1.7 billion in cash, as well as: - Simon Property Group's latest results - Uber's record revenue in the 2nd quarter - eBay's surprisingly profitable business - Two stocks on their radar: Procore Technologies and Stanley Black & Decker Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our 2-day investing conference August 29 & 30! (If you're already a Motley Fool member looking for details on the conference, go here - [http://foolfest.fool.com)]http://foolfest.fool.com) Stocks discussed on the show: SBUX, PYPL, MELI, NET, Z, ZG, TWLO, AMZN, IRBT, SPG, UBER, EBAY, CMG, HD, PCOR, SWK Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd

Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair! (0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality - Crocs struggling with gross margin pressure and inventory management - Whether buying the Hey Dude line of footwear was a good use of capital (10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group. Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB Host: Chris Hill Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Airbnb's record bookings in the 2nd quarter weren't enough to boost the stock higher. Why? (0:25) Tim Beyers discusses: - Airbnb's highly questionable decision to allocate $2 billion for a share buyback plan - Match Group shares hitting a new low as the business clearly has work to do - MicroStrategy CEO Michael Saylor stepping down after the company reports an eye-popping loss of $94 a share Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference! (13:35) Ricky Mulvey talks with WSJ tech columnist Christopher Mims about Meta Platforms, Apple, and how companies are really using artificial intelligence. Stocks discussed on the show: ABNB, MTCH, BMBL, MSTR, META, AAPL Host: Chris Hill Guests: Tim Beyers, Christopher Mims Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports! (0:25) Bill Mann discusses: - Global supply chain issues (understandably) affecting Caterpillar's results - How dividend-seeking investors should think about Caterpillar - Stellar results from Arista Networks and its longtime CEO Jayshree Ullal - Pinterest shares popping on user numbers and the backing of activist investor Elliott Management Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference! (13:51) Alison Southwick and Robert Brokamp talk about the indicators commonly associated with recessions and which ones they're watching. Stocks discussed on the show: CAT, ANET, PINS, TWTR Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Two stocks we recently covered on the show are back in the news. (0:22) Jason Moser discusses: - Outset Medical shares rising 20% on its announcement regarding shipments - How the FDA's thinking and Outset Medical's are aligned - Pepsi taking a $550 million stake in energy drink maker Celsius Holdings (14:08) Ricky Mulvey talks with Asit Sharma about becoming less distracted as an investor, and an insurance company with a very clear focus. Stocks mentioned: OM, CELH, KO, PEP, GOOG, GOOGL, SNAP, KNSL, MSTR Host: Chris Hill Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Eddie Alterman really likes cars. He is the Chief Brand Officer of Hearst Autos and was the editor-in-chief of Car & Driver. Alterman’s new podcast is called “Car Show! with Eddie Alterman”. He joined Ricky Mulvey to discuss: - Why autonomous cars feel farther away today than in 2017 - One way that Tesla could become the new Standard Oil - Ferrari’s strategy toward electric cars - Why traditional carmakers may not get enough credit from investors - Cadillacs with dry bars and LP record players Host: Ricky Mulvey Guest: Eddie Alterman Engineer: Dan Boyd Stocks: BMWYY, TSLA, F, GM, BA, POAHY, RACE, HYMTF

You've got question so we rounded up a wide range of Fools with some answers! In this summer mailbag we’re answering listener voicemails and emails about: - Whether a stock paying a 48% dividend yield is real or a mirage - Lesser-known energy and tech companies that may be worth your attention - How the student-loan pause is impacting SoFi - Saving in a 401(k) and being a stock investor Got a question for the show? Leave us a voicemail at 703-254-1445. Stocks mentioned: MDB, SOFI, STEM, ZIM, FLNC, ENPH Host: Chris Hill Guests: Robert Brokamp, Tim Beyers, Matt Argersinger, Matt Frankel, Jim Mueller Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

Apple, Microsoft, Alphabet, and Amazon provide a welcome lift to the market. (0:30) Andy Cross and Ron Gross discuss: - The Fed raising interest rates and GDP contracting - Apple and Amazon surprising to the upside - Microsoft's cloud division delivering again - Shopify's relative attractiveness as a stock - Meta Platforms warning investors (19:45) Andy and Ron discuss Chipotle's impressive ability to raise prices, as well as: - McDonald's stock closing in on a new high - The war on cash with Visa and Mastercard - Diageo wrapping up a strong year - The latest from Etsy and Roku - Unilever shutting down the Choco Taco - Two stocks on their radar: Masimo and NextEra Energy Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our biggest member event of the year! (If you're already a Motley Fool member looking for details on this year's FoolFest investing conference, go here - foolfest.fool.com) Stocks discussed on the show: AAPL, AMZN, MSFT, GOOG, GOOGL, SHOP, META, CMG, MCD, ETSY, ROKU, V, MA, DEO, UL, MASI, NEE Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd

Just because it's earnings season doesn't mean we don't still have stock pitches for your consideration! (0:22) Maria Gallagher discusses: - Meta Platforms latest results in the midst of its transition - CEO Mark Zuckerberg's blunt comments on guidance - Etsy's positive results (and stock reaction) (11:55) TMF's investing interns wrap up their summer by pitching Jason Moser on the bull case for three different stocks. Stocks mentioned: META, MSFT, ETSY, COST, PENN, TSCO Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Disha Chanana, Mason Tyndall, Kaitlyn Killeen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Microsoft and Alphabet didn't disappoint with their latest quarterly results. (0:22) Bill Mann discusses: - Microsoft having tough comps, with the cloud division shining once again - Alphabet proving its resilience - Chipotle continuing to raise prices and profits (12:54) Ricky Mulvey talks with Jack Caporal about The Motley Fool's latest research into crypto scams and how you can avoid them. Stocks mentioned: WMT, TGT, AMZN, COST, SHOP ETH, SOL Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Retail (physical and digital) is squarely in the spotlight. (0:22) Jason Moser discusses: - Walmart cutting guidance for the quarter and full fiscal year - The ripple effect for shares of Amazon, Costco, and Target - Shopify CEO Tobi Lutke's memo to employees about layoffs - Whether Shopify's falling stock, close to a 3-year low, looks like a buying opportunity (14:41) Robert Brokamp talks with financial psychologist Dr. Brad Klontz about why we're all a little crazy about money. Stocks mentioned: WMT, TGT, AMZN, COST, SHOP Host: Chris Hill Guests: Jason Moser, Robert Brokamp, Dr. Brad Klontz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Weber's CEO gets the boot from the board of directors. (0:22) Jason Moser discusses: - Why more company CEOs are on the hot seat - Expectations heading into a big week for Big Tech earnings - Why the idea that "search is forever" should give Alphabet shareholders comfort (12:57) Ricky Mulvey talks with Jennifer Moss, author of "The Burnout Epidemic" about one tech company that's nailing the hybrid transition. Stocks mentioned: WEBR, AAPL, GOOG, GOOGL, AMZN, META, OKTA, HPQ Host: Chris Hill Guests: Jason Moser, Jennifer Moss Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

The Federal Reserve could hike short-term interest rates to 4%, and that still might not be enough to cool inflation. Rich Lyons is the first Chief Innovation and Entrepreneurship Officer for the University of California, Berkeley. Before that, he spent a decade as the dean of Berkley’s Haas School of Business. He joined Motley Fool Contributor Rachel Warren to discuss: - How the Federal Reserve could hit a “hard break” with higher interest rates - A venture capital view about the future of crypto - How universities are creating a generational tailwind for the economy Host: Rachel Warren Guest: Rich Lyons Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

Editor's note: This episode was recorded before news of the Coinbase's insider trading case was made public on Friday. 2021 was a milestone year for companies going public. In 2022, the tide turned. Dylan Lewis and Brian Feroldi look back on the IPO boom and discuss: - Reasons why companies go public - Newly-public companies that may never come back to IPO levels - Questions for investors to ask even when financials look strong - The trends that hit Robinhood and Rocket Mortgage - Lessons from pre-revenue companies that went public Stocks mentioned: COIN, HOOD, RKT, NKLA, SPCE, JOBY, RIVN, LCID, SEMR, INTU Host: Dylan Lewis Guest: Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it. (0:30) Matt Argersinger and Jason Moser discuss: - Snap's incredible fall over the past year - How worried shareholders of Alphabet and Meta Platforms should be - Intuitive Surgical's latest results - The latest from Twitter, Amazon, and Johnson & Johnson (20:15) Jason and Matt discuss the latest results from Netflix, as well as: - A wide-ranging discussion of the connected TV landscape - The "coopetition" that exists among major players like Disney, Apple, The Trade Desk and Roku - Domino's Pizza's streak of global growth ending - Whether Shopify is a buy - Two stocks on their radar: Etsy and Berkshire-Hathaway Got a question about investing? Our email address is podcasts@fool.com Stocks discussed on the show: SNAP, PINS, META, GOOG, GOOGL, TWTR, ISRG, AMZN, JNJ, NFLX, MSFT, TTD, ROKU, AAPL, DPZ, SHOP, ETSY, BRK.A, BRK.B Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd

Tesla's profits surprise Wall Street, and Amazon buys 1Life Healthcare for $3.9 billion. (0:22) Bill Mann discusses: - Tesla's margins being compressed and STILL being the envy of rival automakers - How Tesla is (and isn't) comparable to Netflix - Amazon using "pocket change" to make its 3rd-largest acquisition (11:40) Jason Hall and Matt Frankel engage in a "Bull vs. Bear" debate over Lemonade, and both wish the AI-drive insurance company would hurry up and close its acquisition of micro-cap auto insurance company Metromile. Stocks mentioned: TSLA, F, NFLX AMZN, ONEM, LMND, MILE Host: Chris Hill Guests: Bill Mann, Jason Hall, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000) (0:22) Tim Beyers discusses: - The market's relief that 2nd-quarter results for Netflix were "less bad" - Why Microsoft shareholders have a stake in Netflix's success - Twitter winning the 1st round in its legal battle with Elon Musk (10:21) Ricky Mulvey and Catie Peiper discuss how entertainment companies have dealt with rough economic situations in the past (and how they could respond in the current environment), and preview this year's San Diego Comic-Con! Stocks mentioned: NFLX, MSFT, TWTR, DIS, WBD, AMZN Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Johnson & Johnson raises full-year guidance after delivering 3rd-quarter results. (0:22) Jason Moser discusses: - Highlights from JNJ's medical device and consumer health divisions - The spinoff of consumer health coming in late 2023 - How investors can find dividend-payers to add to their portfolio Relevant links to today's episode: Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/ Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/ (13:20) Robert Brokamp talks David Blanchett, head of retirement research at PGIM, about the 4% rule and a common misconception about retirement spending. Stocks mentioned: JNJ Host: Chris Hill Guests: Jason Moser, Robert Brokamp, David Blanchett Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Disney announces a (selective) price hike to one of its core streaming services. (0:22) Jason Moser discusses: - The strategy of encouraging people to sign up for a bundle of Disney services - Bob Iger, Bob Chapek, and their ongoing soap opera - A listener's question about Cerence and the opportunity shares present today (12:50) Tim Beyers talks with Vitaliy Katsenelson, CEO of Investment Management Associates, about his new book "Soul In The Game" and how philosophers from more than 2,000 years ago can make you a better investor today. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks mentioned: DIS, CRNC, MSFT Host: Chris Hill Guests: Jason Moser, Tim Beyers, Vitaliy Katsenelson Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

If you're interested in real estate then David Greene, host of the BiggerPockets Real Estate podcast, is probably a familiar voice. He weighs in on: - The current state of the housing market - Real estate data he considers most relevant to watch - Most common mistakes people make when listing their homes - Best neutral colors! Host: Chris Hill Guests: David Greene Producer: Ricky Mulvey Engineer: Dan Boyd

There are plenty of reasons to love a stock with a high dividend, and plenty of questions for investors to ask. Matt Argersinger, Anthony Schiavone, and Ricky Mulvey continue their conversation about dividend investing and discuss: - Dividend stocks that have taken a recent hit - A potential high-yield trap - The power of compounding dividends Stocks mentioned: KO, WMT, SBUX, HD, TXN, MTN, STWD, MO, VALE, IRM Additional resource: Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/ Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineers: Dan Boyd, Annie Franks

Earnings season has begun! (0:30) Emily Flippen and Jason Moser discuss: - Latest results from the Big Banks and tough comments from JPM's CEO Jamie Dimon - Pinterest shares rising on an activist buying 9% - Amazon's potential for dropping in-house brands - Unity Software buying Ironsource - BMW launching a SWaaS (seat warmers as a service) subscription - The latest from Microsoft, Netflix, Twitter, Disney, and The Trade Desk (20:17) Rachel Warren and Auri Hughes talk with Jared Isaacman, CEO of Shift4 Payments, about the future of fintech. (32:35) Emily and Jason answer mailbag questions about new "Night Effect" ETFs and underrated investing metrics, then share two stocks on their radar: Vail Resorts and Outset Medical. Got a question about investing? Our email address is podcasts@fool.com Stocks discussed on the show: JPM, WFC, C, PINS, TWTR, DIS, TTD, NFLX, MSFT, AMZN, U, IS, BMW, FOUR, SQ, PYPL, SHOP, NSPY, NIWM, OM, MTN Host: Chris Hill Guests: Jason Moser, Emily Flippen, Rachel Warren, Auri Hughes, Jared Isaacman Engineer: Dan Boyd

Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business. (0:21) Maria Gallagher discusses: - How Microsoft being "agnostic" helped it beat Google and Comcast - Netflix purposefully timing this news ahead of next week's earnings - Why she's focused on the ripple effects of Target's upcoming report (9:13) Ricky Mulvey and Rick Munarriz discuss Celsius Holdings, an energy drink company with triple-digit growth. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks mentioned: NFLX, GOOG, GOOGL, CMCSA, MSFT, TGT, CELH, KO, PEP, MNST Host: Chris Hill Guests: Maria Gallagher, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off. (0:21) Bill Mann discusses: - The prospect for more acquisitions and deploying of capital - Optimism being suspended this earnings season - Why he's watching homebuilders, especially Lennar (12:29) Travel spending is heating up! Could that mean a rebound for cruise stocks? Lou Whiteman and Jamie Louko engage in a Bull vs. Bear debate over Royal Caribbean Cruise Lines. Stocks mentioned: CSU, MSFT, CRM, LEN, RCL, CCL Host: Chris Hill Guests: Bill Mann, Lou Whiteman, Jamie Louko Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Pepsi is not an obvious candidate if you're looking for companies with pricing power, but the latest quarter proves Pepsi's got it. (0:21) Asit Sharma discusses: - Pepsi's strong quarterly results in the face of inflation and other headwinds - Gatorade and Doritos helping to fuel better-than-expected profits - Why he's keeping a close eye on Etsy's upcoming earnings report (10:09) Robert Brokamp talks with former FDIC chair Sheila Bair about how students can get smarter about debt and one "stressful" economic problem catching her attention. Bonus resource - https://www.studentdebtsmarter.org Stocks mentioned: PEP, KO, KDP, ETSY, MS, GS Host: Chris Hill Guests: Asit Sharma, Robert Brokamp, Sheila Bair Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Elon Musk and Twitter are headed to a Delaware courtroom. (0:21) Jason Moser discusses: - How messy the current situation is for Twitter's employees and shareholders - The potential for another company to swoop in and buy Twitter - Why Amazon's combination of retail and AWS make it the business he's most curious about this earnings season (14:30) Rachel Warren talks with Matt Kolby, VP of Investor Relations for Indeed, about the trends driving today's labor market and the implications for one lesser-known tech giant. Stocks mentioned: TWTR, CRM, AMZN, RCRUY Host: Chris Hill Guests: Jason Moser, Rachel Warren, Matt Kolby Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Cars and cameras are getting smarter, and that trend isn’t stopping any time soon. Billions more devices are going to connect to the cloud, and that's just one trend driving tech giant Qualcomm. The company is a leader in making the chips that connect devices to the cloud. Jason Moser sat down with Qualcomm’s Chief Financial Officer Akash Palkhiwala to discuss: - The growing opportunities in artificial intelligence and cloud-connected cars - How personal computers are evolving - One “almost unlimited” market opportunity Stocks mentioned: QCOM, MSFT, TMUS, VZ Host: Jason Moser Guest: Akash Palkhiwala Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer

Warren Buffett isn’t planning on paying his shareholders a dividend, but he’s a big fan of getting a piece of his stocks’ profits. Ricky Mulvey joins The Motley Fool’s Matt Argersinger and Anthony Schiavone to talk about the fundamentals of dividend investing, including: - The case for buying dividend stocks - How to spot healthy payouts - A few interesting income-generating opportunities Tickers mentioned: BRK.A, BRK.B, GE, KO, MTN, VYM, VIG, NOBL, EBAY, DGX, EPR Bonus Resource - List of Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/ Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl

As U.S. job growth continues, the biggest tech companies plot their next moves. (0:30) Maria Gallagher and Jason Moser discuss: - June's jobs report, falling gas prices, and the shifting employment landscape - Apple and Google looking to monetize the lock screen of your phone - Meta Platforms planning to launch a $1,000 VR headset - A big rationale for Levi's dividend increase - The latest from Amazon, Upstart Holdings, and GameStop (20:17) Rachel Warren talks with Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock, about the trends he and his team are watching in infrastructure, emerging markets, and healthcare. (33:33) Maria and Jason answer a listener's question about Warner Bros Discovery, and share two stocks on their radar: Paycom and Procore Technologies. Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit Stocks discussed on the show: UPST, AMZN, JET, DASH, META, AAPL, GOOG, GOOGL, TWTR, GME, LEVI, WBD, PAYC, PCOR Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Rachel Warren, Jay Jacobs Engineer: Dan Boyd

If you hate analogies you might want to skip this episode. (0:21) Tim Beyers discusses: - Why GameStop's 4-for-1 stock split is like a Chinese finger trap - Peloton's attempt at boosting employee morale and how it will cost existing shareholders - Whether Peloton is calling a "results-based play" - Virgin Galactic's new partnership with Boeing (13:45) From street food carts to publicly-traded companies, Ricky Mulvey and Asit Sharma dig into businesses that take pride in their craftsmanship. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks mentioned: GME, PTON, SPCE, BA, SONO, AAPL Host: Chris Hill Guests: Tim Beyers, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

The UK's regulatory authority on competition has officially opened an investigation into Microsoft's deal to buy Activision Blizzard. (0:21) Bill Mann discusses: - Why Wall Street is shrugging off the news - What to expect when the decision is announced by September 1st - Amazon's deal to take a small stake in GrubHub - The prospect for more companies (e.g., Salesforce, Atlassian) to take stakes in smaller software companies (11:51) Deidre Woollard talks with Jacob Goldstein about his recent interview with Redfin CEO Glenn Kelman, the 3% commission model, and more. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks mentioned: MSFT, ATVI, UBSFY, AMZN, JET, CRM, TEAM, RDFN, ZG Host: Chris Hill Guests: Bill Mann, Deidre Woollard, Jacob Goldstein Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Peacock isn't as big as Netflix or Disney+, but it continues to make progress shareholders should appreciate. (0:21) Jason Moser discusses: - NBCUniversal booking $1 billion in upfront ad revenue for Peacock - Why The Trade Desk could be a hidden winner from Peacock's advertising growth - Andy Jassy "celebrating" his 1st anniversary as CEO of Amazon (13:05) Alison Southwick and Robert Brokamp talk with Morgan Housel about the Great Recession, what led to the financial crisis of 2008, and implications for investors today. Stocks mentioned: CMCSA, NFLX, CHTR, TTD, AMZN, AIG Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence – with Motley Fool contributor Brian Feroldi.   (0:53) Dylan Lewis and Brian Feroldi discuss: - The core principles of FI and the different styles it can take - Why a down market is a great time to check in on your financial independence and retirement progress - Why it’s not too late to get started if you feel behind!   Host: Dylan Lewis   Guests: Brian Feroldi Producer: Ricky Mulvey Engineers: Rick Engdahl  

Halfway through 2022 it's time for investors to see where we've been and what to look for in the 2nd half of the year. (0:30) Ron Gross and Jason Moser discuss: - Investing headlines for the 1st half of the year - Early frontrunners for "CEO of the Year" - Who needs a stronger 2nd half of 2022 - 3 stocks poised for upside (19:00) We're dipping into the vault for one of our favorite conversations. Recorded in front of a live audience, best-selling author David Epstein discusses Tiger Woods, predictors of success in the business world, and other takeaways from his book Range: Why Generalists Triumph in a Specialized World. Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit Stocks discussed on the show: PFE, TTD, SBUX, TWTR, TGT, DIS, NFLX, DOCU, ADBE, MSFT, ZM, MAR, ABNB, UBER Host: Chris Hill Guests: Jason Moser, Ron Gross, David Epstein Engineer: Dan Boyd  

Inflation has been the story of 2022. We zoom in on comments from central bank leaders from yesterday’s ECB Forum to see what insights we can glean.   (0:14) Dylan Lewis and John Rotonti discuss: - Fed Chair Powell’s comments yesterday from the ECB Forum - Why experts have so consistently been off on inflation - The types of companies you want to own in an inflationary environment - Why Shopify’s stock split is less important than its share structure changes   (18:57) Ricky Mulvey and Ron Gross discuss the ins and outs of investing in a bear market and what types of companies you should be keeping an eye on.   Stocks mentioned: HD, COST, NKE, DIS, AAPL, MSFT, TGT   Host: Dylan Lewis   Guests: John Rotonti, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl

CEOs at Pinterest and Bed, Bath, and Beyond are heading for the exits. And that may be just the beginning. (0:31) Deidre Woollard and Tim Beyers discuss: - Where Pinterest has room to grow. - How stock investors should react to a CEO change. - Nike’s move to a direct-to-consumer strategy. Rachel Warren interviews Ali Parsa, CEO of Babylon Health, a digital-first health service provider. (17:40) They discuss the company’s journey going public and the exciting frontiers of genetic research. Stocks mentioned: PINS, DOCU, BBBY, PYPL, NKE, SAP, BBLN Host: Deidre Woollard Guests: Tim Beyers, Rachel Warren, Ali Parsa Producer: Ricky Mulvey Engineers: Rick Engdahl, Brandon Gentry

It’s not easy being a public company. Zendesk looks to go private, while acquisition battles continue to heat up. (:21) Deidre Woollard and Jason Moser discuss: - Stocks that could be prime acquisition targets. - JetBlue’s offer for Spirit Airlines. - Venture capital drying up, and what that means for technology innovation.   Plus, (14:46) Alison Southwick and Robert Brokamp continue their series on past market declines with Morgan Housel, this time covering the dot-com bubble, and the lessons investors can pull two decades later. Stocks mentioned: ZEN, SAVE,  JBLU, ULCC, CSCO, OTLY, PTON, MSFT, IBM Host: Deidre Woollard Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers. (:21) Asit Sharma and Maria Gallagher discuss: - Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ international stores. A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food. Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE Host: Asit Sharma Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything.” He joined Bill Mann, Maria Gallagher, and John Rotonti to discuss: - The “easy” process of money laundering - A look inside the business of corruption - Super yachts, volcanic islands, and opaque legal structures Hosts: Bill Mann, Maria Gallagher, John Rotonti Guest: Oliver Bullough Producer: Ricky Mulvey Engineers: Dan Boyd, Natasha Hall

Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ahead of themselves - Which stay-at-home stocks are worth a 2nd look - How these businesses could evolve from here Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss: - The lack of clarity (at the moment) facing investors - Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index - What the latest results from homebuilder KB Home reveal about housing - The latest from DocuSign, Darden Restaurants, and Kellogg. (19:00) Jim Mueller analyzes the companies competing for Netflix's ad business, opportunities in the metaverse, and Big Tech's pursuit of streaming live sports. (33:00) Jason and Matt answer a listener's question about Activision Blizzard and share two stocks on their radar: Qualcomm and eBay. Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit Stocks discussed on the show: NFLX, PYPL, META, FDX, DOCU, DRI, KBH, NVR, DHI, K, ROKU, TTD, GOOGL, RBLX, SRAD, AAPL, CMCSA, AMZN, ATVI, QCOM, EBAY Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Jim Mueller Engineer: Dan Boyd

Most restaurant businesses operate in a single category, but not Darden Restaurants. (0:25) Jason Moser discusses: - Olive Garden driving the bulk of revenue - A comeback by Darden's fine dining segment - Capital decisions that we like (dividend increase!) and don't like (share buyback plan) - Rite Aid's stock pop and raised guidance still not being enough to get us interested in buying shares (14:41) With shares down nearly 70% over the past year, is Zoom Video a screaming buy or past its prime? Jason Hall and Ryan Henderson debate bull vs. bear! Stocks discussed: DRI, RAD, CVS, WBA, ZM, MSFT Host: Chris Hill Guests: Jason Moser, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

The FDA is preparing to order Juul Labs to take its e-cigarettes off the market in the U.S. (0:25) Bill Mann discusses: - Shares of Altria Group, owner of a 35% stake in Juul, getting hit on the news - Why one of Altria's main competitors is unaffected - How he thinks about "sin stocks" as a category of investing (10:00) Ricky Mulvey talks with Bill about the billions of dollars of Bitcoin on MicroStrategy's balance sheet affects the view of the business, and what a potential margin call means for its shareholders. Stocks discussed: MO, BTI, MSTR, META, NVDA Host: Chris Hill Guests: Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Kellogg is planning to split into three separate companies, while DocuSign's CEO is just splitting. (0:25) Bill Mann discusses: - Why DocuSign's falling stock price is probably not the reason CEO Dan Springer is leaving immediately - The relative attractiveness of running DocuSign - Kellogg's plan to split into three companies (snacks, breakfast cereal, plant-based foods) and how long its going to take - Mondelez buying Clif Bar for $2.9 billion - His belief that more acquisitions are on the way and the reasons why (13:30) Morgan Housel joins Alison Southwick and Robert Brokamp to discuss how the economic challenges of the 1970s offer lessons for investors today. Stocks discussed: DOCU, K, MDZ Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Chris Hill Motley Fool Money http://motleyfoolmoney.com

Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It’s down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to discuss: - How Upstart is using its balance sheet now - Growth opportunities in auto lending - One stock idea (that’s not his own company) Stocks mentioned: UPST, AMZN, AAPL, ZM, GOOG, GOOGL Host: Tom Gardner Guest: Dave Girouard Producer: Ricky Mulvey Engineer: Dan Boyd, Adam Landfair

We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is there some opportunity in the middle for investors? Deidre Woollard and Matt Argersinger discuss: - The complexities in transforming an office building into apartments - Commercial real estate trends catching their attention - Ideas for investors who like dividends. Stocks/REITs mentioned: BX, AMZN, HHC, PLD, SRG, STAG, DRE, ARE, MAA, VICI, EPR Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

The Fed raises interest rates as the S&P 500 heads for its worst week since March 2020. (0:30) Ron Gross and Maria Gallagher discuss: - Stocks rallying on Wednesday afternoon only to fall on Thursday - Adobe's latest results being outweighed by guidance - Roku's new partnership with Walmart - Winners and losers from the trend of people returning to restaurants - The latest from Kroger, Oracle, and Chewy (19:00) Senior analyst Auri Hughes and CEO Tom Gardner talk with Rimini Street CEO Seth Ravin about his company's unique opportunity and its legal battle with Oracle. (35:10) Maria and Ron share two stocks on their radar: Rover Group and Sportradar Group. Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit Stocks discussed on the show: KR, ADBE, NFLX, ROKU, WMT, YELP, DASH, KO, PEP, ORCL, CHWY, RMNI, ROVR, SRAD Host: Chris Hill Guests: Maria Gallagher, Ron Gross, Auri Hughes, Tom Gardner, Seth Ravin Engineer: Dan Boyd

"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses: - The strength of a company's balance sheet becoming more important - Increasing data that customers are starting to spend less - Shrinkflation being a tool some (but not all) companies can employ - Net expansion being a key metric to watch (14:45) Sanmeet Deo joins Jason to talk about the potential applications for VR in the healthcare industry and a mid-cap company that may have advantages over the tech giants in the space. Stocks discussed: KR, ZM, CRM, MSFT, OKTA, META AAPL, PEN Host: Chris Hill Guests: Jason Moser, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. (0:25) Ron Gross discusses: - The positive reaction in the stock market - Prospects for much lower inflation in 2023 - Borrowing costs going higher - Expectations for more rate hikes later this year (11:40) Asit Sharma talks with Pubmatic CEO Rajeev Goel about why his company is becoming more predictably profitable, and the growing opportunity in connected TV. Got a question? Drop an email to podcasts@fool.com! Stocks discussed: PUBM, PG, WPP Host: Chris Hill Guests: Ron Gross, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

Most eyes are on the Federal Reserve in advance of (we assume) another interest rate hike. (0:25) Bill Mann discusses: - What he's watching in the market - Where he's been putting his money to work and which stocks he's been buying - His relative disinterest in IPOs as an event (13:23) Morgan Housel joins Alison Southwick and Robert Brokamp to talk about the speculative boom that caused the Great Depression, and how those lessons apply for investors today. Stocks discussed: BRK.A, BRK.B, MA, GOOG, GOOGL, DPZ Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl  

The S&P 500 officially entered bear market territory. (0:25) Jason Moser discusses: - The pain investors (including us) are feeling - Why he recommends putting cash to work slowly - DocuSign's latest quarter meeting management's expectations - The relative attractiveness of DocuSign's stock - Coca-Cola's new partnership for Jack-Daniel's-and-Coke cocktails in a can (16:06) Shares of Meta Platforms have fallen 50% this year. Is it a value play or is the stock in the bargain bin for valid reasons? Jose Najarro and Nick Rossolillo take a bull vs. bear approach to the social network. Stocks discussed: DOCU, KO, BF.A, META, NVDA Host: Chris Hill Guests: Jason Moser, Jose Najarro, Nick Rossolillo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

PJ Vogt has been following Bitcoin since it was worth $10. Maybe less. He didn’t buy in, and is more than happy to keep following the story. Vogt is the host of the new limited-series podcast “Crypto Island” and before that, you may have heard his voice on “Reply All”. Ricky Mulvey caught up with him to discuss: - The recent crash in crypto - What the “financialized version of the internet” can tell us about people - What happens when internet strangers try to operate a McDonald’s Cryptos mentioned: BTC, LUNA Host: Ricky Mulvey Guest: PJ Vogt Engineers: Dan Boyd, Tim Sparks

Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where they are finding investment opportunities, and discuss: - The wide-ranging effects of an energy crunch - How a shale boom “incinerated” $700 billion - Ways individual investors could benefit from pension funds leaving oil Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/ Stocks discussed: OTC:IPFCC, TSX:IPCO, CBRL Host: Nick Sciple Guest: Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd

Inflation hits a 40-year high. We know the effect on consumers, but what about investors? (0:30) Emily Flippen and Ron Gross discuss: - DocuSign's 25% drop - Target's bold moves - Stitch Fix continuing to struggle - Vail Resorts benefitting from relaxed Covid restrictions - The latest from Campbell Soup, Netflix, Amazon, and more.   (19:00) Matt Argersinger, lead investor for Millionacres, discusses the current state of the housing market, how a potential recession may affect real estate, and his interest in an alternative asset class: vintage comic books.   (35:20) Emily and Ron share two stocks on their radar: Bilibili and Airbnb.   Stocks discussed on the show: DOCU, MSFT, TGT, SFIX, MTN, CPB, NFLX, ROKU, AMZN, SHOP, GOOG, GOOGL, DIS, EBAY, BILI, ABNB   Host: Chris Hill Guests: Emily Flippen, Ron Gross, Matt Argersinger Engineers: Steve Broido, Rick Engdahl

SEC chairman Gary Gensler outlined rule changes to require trading firms to directly compete to execute trades from individual investors (0:25) Andy Cross discusses: - Why payment-for-order-flow (PFOF) is going to be a big topic this summer - Potential threats to Robinhood's business model - Five Below's recent (and uncharacteristic) struggles - Takeaways from Spotify's investor day event, including a push into audiobooks (15:45) Deidre Woollard continues her conversation with Jason Hall about homebuilders, including key metrics to watch and a few stock ideas.  Stocks discussed: HOOD, FIVE, DLTR, DG, WMT, SPOT, AMZN, AAPL, MTH, LGIH, NVR Host: Chris Hill Guests: Andy Cross, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineer: Rick Engdahl

Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses: - Whether acquiring Roku solves Netflix impending ad challenges - Why Roku's stock is still pricy after its recent fall - DocuSign's expanded partnership with Microsoft - If this paves the way for an eventual acquisition (13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis. Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM Host: Chris Hill Guests: Asit Sharma, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Target rips off the band-aid, while Apple shows off some new features. (0:25) Tim Beyers discusses: - CEO Brian Cornell taking a head-on approach to dealing with Target's inventory problems - Prepping for getting the all-important back-to-school and holiday shopping seasons right - Apple's newest features (including chips) unveiled at WWDC - Ripple effects from Apple Pay getting into the "buy now, pay later" space - Prospects for an Apple VR headset in 2023 (15:08) Alison Southwick and Robert Brokamp discuss how you can "recession-prep" your investments and your mindset. Stocks discussed: AAPL, AFRM, TGT, TSLA, BRK.A, BRK.B Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Amazon splits its stock 20-for-1 and while the pizza didn't get any bigger, there are short-term benefits to the split. (0:25) Jason Moser discusses: - Research from Bank of America showing the 12-month outperformance of companies splitting their stocks - Alphabet splitting their stock in July - Under Armour getting booted from the S&P 500 while Keurig Dr. Pepper (among others) replaces it - Howard Schultz declaring Starbucks' next CEO will be hired from outside the company (15:55) Matt Frankel joins Jason to discuss how you can find out what's inside and ETF and provide ideas for any investor who wants to keep it simple. Stocks discussed: AMZN, GOOG, GOOGL, UA, UAA, KDP, VICI, SBUX, CMG, VOO, VYM, VNQ Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Dan Boyd

Do you own your models or do your models own you? That’s one of the driving questions in Roger Martin’s new book, “A New Way To Think: Your Guide To Superior Management Effectiveness.” The former Dean of the Rotman School of Management at the University of Toronto, Martin has also been a strategic advisor to Procter & Gamble, Ford Motor, and Lego. Motley Fool contributor Rachel Warren talked with him about: - The flawed models driving back-to-office plans - Why stock-based compensation doesn’t necessarily help outside investors - When corporate mergers can succeed and why they often destroy value Stocks discussed: T, ZM, CSCO, AAPL Host: Rachel Warren Guest: Roger Martin Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer

Price elasticity, supply & demand curves....what better way to learn about economic fundamentals than through weed? (C'mon, isn't it more interesting when there’s an illegal market involved?) Robin Goldstein and Daniel Sumner are economists at UC Davis and co-authors of “Can Legal Weed Win?”, a book about how the economics of legal, and illegal weed intersect. Ricky Mulvey talks with them about: - How federal legalization could help or hurt weed investors - Economic lessons from pot laws in Oklahoma and California - One surprising way that weed is like bacon Additional resource: https://www.fool.com/investing/stock-market/market-sectors/healthcare/marijuana-stocks/ Host: Ricky Mulvey Guests: Robin Goldstein, Daniel Sumner Engineer: Dan Boyd

Microsoft lowered guidance, Elon Musk has a “super bad feeling” about the economy, and Jamie Dimon warned investors that a hurricane is coming. (0:30) Jason Moser and Ron Gross discuss: - Why short-term trading in and out of the market is NOT the answer - Okta’s strong results and optimism for the rest of the fiscal year - Lululemon’s online sales growth - Ford Motor CEO Jim Farley’s comments on plans for the electric vehicles - The latest from Chewy and Salesforce (19:00) Nick Maggiulli, COO of Ritholtz Wealth Management, discusses insights from his book “Just Keep Buying: Proven Ways to Save Money and Build Your Wealth”, why it’s important to splurge, the data behind retirement savings, and much more. For a copy of his book click here - https://www.amazon.com/gp/product/0857199250 (35:30) Jason and Ron share two stocks on their radar: Uber and Titan International. Stocks discussed on the show: MSFT, JPM, TSLA, OKTA, LULU, CHWY, RH, CRM, F, UBER, TWI Host: Chris Hill Guests: Jason Moser, Ron Gross, Nick Maggiulli Engineer: Dan Boyd

After 14 years at Chief Operating Officer at Meta Platforms Sheryl Sandberg is stepping down in the fall. (0:25) Asit Sharma discusses: - Sandberg's leadership in growing revenue and defending the company in public - How the company's pivot to the metaverse most likely contributes to her departure - Chewy's strong 1st-quarter profits against, albeit, modest expectations - Why the pet retailer needs to focus on getting fulfillment and infrastructure right - The numbers behind Chewy's customers spending more each year (16:04) Tim Beyers talks with Cameron Deatsch, Chief Revenue Officer at Atlassian, about the software company's humble origin and its cloud transition that could be worth billions. Stocks discussed: FB, CHWY, TEAM, MNDY, ASAN, AMZN Host: Chris Hill Guests: Asit Sharma, Tim Beyers, Cameron Deatsch Producer: Ricky Mulvey Engineers: Dan Boyd, Spencer Daniel

Jamie Dimon has a warning for Wall Street analysts and investors. (0:25) Jason Moser discusses: - Salesforce shares rising on strong Q1 results and increased guidance - How the Slack acquisition is going so far - Elon Musk's ultimatum for executives at his company - Dimon outlining how JP Morgan Chase is preparing for an "economic hurricane" (15:41) Just in time for summer concert season Ricky Mulvey talks with Yeganeh Torbati about her reporting for The Washington Post about Live Nation and how t may have benefited from millions of dollars in grants intended for small businesses. Stocks discussed: CRM, MSFT, TSLA, JPM, LYV Host: Chris Hill Guests: Jason Moser, Yaganeh Torbati Producer: Ricky Mulvey Engineers: Dan Boyd

It wasn't just Tom Cruise's biggest opening weekend ever, it was the biggest Memorial Day opening weekend for a U.S. movie. (0:25) Bill Mann discusses: - How "Top Gun: Maverick" is the right movie at the right time - Ripple effects for studios, streamers, and more - Unilever's stock popping 9% by adding activist investor Nelson Peltz to the board - Why he's a fan of Peltz and his form of shareholder activism (13:00) Robert Brokamp talks with Dan Caplinger about how investors can fight inflation and one common myth about how to hedge against rising prices. Stocks discussed: PARA, DIS, AMC, UL, PG Host: Chris Hill Guests: Bill Mann, Robert "Bro" Brokamp, Dan Caplinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Women have different challenges in investing, including a wage gap and longer life expectancies. We’ve got two conversations addressing some of those challenges. (1:09) Deidre Woollard talks with Sallie Krawcheck, co-founder and CEO of Ellevest (a bank and robo-advisor specifically designed for women) about how she’s helping more women invest and a lesser-known savings tool for investors who want to give back. (18:39) Dana Corl Kasarda talks with Kathryn Tuggle, co-author of the new book “How to Money”, about some of the positive ways that stereotypes are changing for women and investing. Hosts: Deidre Woollard, Dana Corl Kasarda Guests: Sallie Krawcheck, Kathryn Tuggle Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel

While the broad stock market has been plunged, energy has proven to be a rare safe haven. Warren Buffett has increased his stake in his energy investments by billions over the past year, but this industry runs in cycles. Nick Sciple and Jim Mueller go over the fundamentals of energy investing and discuss: - The complex connection between oil prices and what you pay at the pump - Which legacy energy companies are meaningfully moving to green energy - A 19th-century food processor that has an interesting strategy in renewable diesel Stocks mentioned: BP, XOM, SHEL, CVX, PSX, TPIC, VLO, BEP, TTNDY, DAR Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/ Host: Nick Sciple Guest: Jim Mueller Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

Heading into Memorial Day weekend, investors got some sunshine as the Dow, S&P 500, and Nasdaq all rose for the first time in over a month. (0:30) Emily Flippen and Maria Gallagher discuss: - Why they're watching inflation and increased talk of a recession - Costco posting stronger results than Walmart and Target - Baidu and Alibaba rising in China - Ulta Beauty's record sales in Q1 - Snowflake trading below its IPO price - Farfetch fighting on the front line of so many tough macro trends - The latest from Workday, Nvidia, and Williams-Sonoma (19:00) Asit Sharma talks with Georgetown University business professor and author Christine Porath about how Traeger's CEO changed the company's culture and other takeaways from her book, Mastering Community. (31:00) Maria and Emily respond to a listener's question about beach reads for investors with four recommendations (Money, The Fish that Ate The Whale, Red Notice, and The Coffeehouse Investor), discuss Unilever's new drone delivery ice cream business, and shares two stocks on their radar: 1Stdibs.com and Doximity. Stocks discussed: COST, BIDU, BABA, ULTA, SNOW, WDAY, NVDA, WSM, FTCH, COOK, UL, DIBS, DOCS Host: Chris Hill Guests: Emily Flippen, Maria Gallagher, Asit Sharma, Christine Porath Producer: Ricky Mulvey Engineer: Dan Boyd

Nvidia and Apple are two of the biggest companies investing in the metaverse, but they're making headlines today for different reasons. (0:25) Bill Mann discusses: - Nvidia's unusual stock movement in the past 24 hours - The graphics chipmaker slowing hiring and their guidance - Apple targeting the same iPhone production levels as last year - Why he's more concerned for Android phone makers than he is for Apple (13:56) Asit Sharma talks with Rickey Mulvey about the real possibilities (and companies) that might emerge from the metaverse. Stocks discussed: NVDA, FB, AAPL, U, GOOGL, WDFC, IBM, RBLX, DIS Host: Chris Hill Guests: Bill Mann, Ricky Mulvey, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

As rough a year as it's been so far for stocks, there's one industry doing just fine. (0:25) Bill Mann discusses: - Why oil and gas stocks have done well in 2022 - How he expects industry giants like Chevron and Exxon Mobil to deploy capital - Reports that Airbnb is getting ready to exit China - A way U.S. investors can think about getting exposure to the 400 million millennials in China (13:26) Jason Moser and Matt Argersinger share some lessons from past bear markets and three investment ideas for anyone looking to keep things simple. Stocks discussed: XOM, CVX, ABNB, SBUX, MCD, YUMC, VYM, VIG, HD Host: Chris Hill Guests: Bill Mann, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd

It's a rare day when a single $20 billion-dollar company drags much larger businesses down with it. (0:25) Tim Beyers discusses: - Snap's 40% drop and CEO Evan Spiegel's less-than-great communication around guidance - The ripple effect on Alphabet, Meta Platforms, The Trade Desk, and others - How the current environment has little patience for nuance - Zoom Video's strong results and upbeat guidance - The underrated health of Zoom's business (15:00) Robert Brokamp talks with Dan Caplinger about a couple of ways investors can fight inflation. Stocks discussed: SNAP, FB, ROKU, PINS, GOOG, GOOGL, TTD, ZM Host: Chris Hill Guests: Tim Beyers, Robert Brokamp, Dan Caplinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

It’s not quite Merger Monday, but it’s close! (0:25) Jason Moser discusses: - Starbucks becoming the latest U.S. business to exit Russia - VMWare shares popping 20% on reports it will be acquired by Broadcom - The chances more companies with deep pockets will start buying companies at lower valuations (13:55) Nick Sciple and Asit Sharma take a closer look at Funko and share some of the fundamental reasons they’re feeling bullish about a company that makes bobbleheads. Stocks discussed: SBUX, VMW, AVGO, FNKO, DIS, EBAY Host: Chris Hill Guests: Jason Moser, Nick Sciple, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

We’ve got two CEO interviews and several real estate trends for investors to watch. (1:10) Deidre Woollard interviews Nick Bailey, President and CEO of RE/MAX, one of the largest residential real estate brokerages in the world. They discuss the long-term forces driving single-family home buying and what may cool the surge in multi-family properties. (18:25) Motley Fool contributor Marc Rappaport speaks with Joel Marcus, CEO and founder of Alexandria Real Estate Equities. They break down why life sciences buildings have proven to be a bright spot in commercial real estate and how Marcus’ company built long-term relationships with Eli Lilly and Merck. Stocks discussed: RMAX, ARE, LLY, MRK Hosts: Deidre Woollard, Marc Rappaport Guests: Nick Bailey, Joel Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

Hey, what happened to all of those SPACs going public? Dylan Lewis and Bill Mann look back on the great SPAC boom, when more than $240 billion flowed into blank check companies between 2020 and 2021, and discuss: - The incentives that both created the boom and bust - Rare SPACs that may have a bright future ahead - A potential arbitrage opportunity for investors watching SPACs Stocks mentioned: NKLA, DKNG, LCID, QS, UTZ Additional resource: What Are SPACs in Finance? - https://www.fool.com/investing/how-to-invest/stocks/spac/ Host: Dylan Lewis Guest: Bill Mann, Chamath Palihapitiya Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

S&P 500 and Nasdaq had their 7th straight negative week and investors (including us) are feeling the pain. (0:30) Ron Gross and Jason Moser discuss: - How history shows staying invested through downturns pays off in the long run - Major retailers struggling with inventory - Signs of strength in the home improvement industry - Two stocks on their radar: Costco and Marqueta (14:20) Best-selling author Michael Lewis shares insights from the latest season of his podcast, Against The Rules, and discusses: - Why he chose "expertise" as the theme for this season's episodes - How you can spot a real expert - What CEOs can learn from their employees who are six levels down - His thoughts on cryptocurrency and NFTs - The experience of going back to re-read his first book, Liar's Poker Our Investing Starter Kit includes 15 stocks and 5 ETFs. Get a free copy here - http://fool.com/starterkit Stocks discussed: WMT, TGT, HD, LOW, COST, MQ Host: Chris Hill Guests: Jason Moser, Ron Gross, Michael Lewis Engineers: Dan Boyd, Austin Morgan

What's the Lipstick Effect? So glad you asked. (0:25) Maria Gallagher discusses: - TJX defying the recent trend of retailers struggling - How TJX can potentially smooth out its results in good economic times - Why she thinks beauty companies are the best examples of "Lipstick Effect" stocks Plus we take a call from Bryan in Kansas City and talk about how to evaluate which stocks in your portfolio might be good candidates to add to. Got a question for the show? Call our hotline: 703-254-1445 Stocks discussed: TJX, HSY, LVMUY, EL, PG, ULTA, UL Host: Chris Hill Guests: Maria Gallagher Producer: Ricky Mulvey Engineers: Dan Boyd

"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses: - Why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers - The inventory glut major these retailers will have to work through - Lowe's benefitting from the residential home environment - Whether Target's stock is more attractive after today's drop (13:11) Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream and one thing investors often get wrong about Arista. Stocks discussed: TGT, WMT, LOW, HD, ANET, MSFT, FB Host: Chris Hill Guests: Bill Mann, Tim Beyers, Jayshree Ullal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses: - Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results - Being a blacksmith, not a goldsmith - Home Depot raising guidance after strong 1st-quarter profits - The role of higher mortgage rates play for home improvement retailers (15:30) Alison Southwick and Robert Brokamp continue their conversation with Business Insider's Mark Reeth about unusual economic indicators. Stocks discussed: WMT, HD, LOW, AMZN Host: Chris Hill Guests: Asit Sharma, Alison Southwick, Robert Brokamp, Mark Reeth Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses: - JetBlue Airways going hostile in its pursuit of Spirit Airlines - McDonald's leaving a major market for the first time in its history - The prospect of other major restaurant chains following McDonald's and closing up shop in Russia (10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages. Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

You might not think of your money as a flock of sheep, but Dr. Martha Beck does. And it makes more sense than you’d imagine. A best-selling author and life coach, Beck joins Motley Fool contributor Brian Stoffel to discuss: - Why you should ask yourself “how much is enough?” - How to align your investments with a personal mission statement - And yes, financial lessons from chimpanzees Host: Brian Stoffel Guest: Martha Beck Producer: Ricky Mulvey Engineers: Dan Boyd, Spencer Daniel

After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company does it well. Motley Fool senior analysts Bill Mann, John Rotonti, and Auri Hughes discuss six companies handling capital allocation in a Foolish way, including: - How a stock with a slow-growing top-line can become a long-term compounder - One company that was built to make acquisitions - When it’s a “crime” for a company to pay a dividend - How to water-proof your shoes Stocks discussed: CSU, CNSWF, BRK.A, BRK.B, ACN, WDFC, TXN, ADYEY, MQ, CHD, HD Bonus resource - https://www.fool.com/investing/2016/09/07/interview-with-broad-run-investment-management.aspx Host: John Rotonti Guests: Bill Mann, Auri Hughes Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

"This is a once in a blue moon butt-kicking." And we've got the numbers to back it up! (0:30) Jason Moser and Maria Gallagher discuss: - Historic numbers to put the current market into perspective - Disney's better-than-you-might-think results - Rough times for coffee chain Dutch Bros - Unity Software's drive for profitability - Signs of life from Affirm Holdings - The latest from Roblox, The Trade Desk, and Peloton (19:00) Bill Mann talks with Okta co-founder Frederic Kerrest about lessons from his new book, Zero to IPO: Over $1 Trillion of Actionable Advice from the World’s Most Successful Entrepreneurs. (34:15) Maria analyzes Airbnb's platform enhancements, then she and Jason share two stocks on their radar: Airbnb and Home Depot. Stocks discussed: DIS, BROS, U, AFRM, RBLX, TTD, PTON, OKTA, HD, ABNB Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Bill Mann, Frederic Kerrest Engineers: Dan Boyd, Rick Engdahl

If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses: - Sonos being "underrated" as a business - Revenue growth being Sonos' key metric to watch - Why we keep hammering the point about taking the long view in stock investing (15:30) Jon Quast and Ryan Henderson talk with Reggie Fils-Aime, former president of Nintendo of America, about finding great business leaders and the future of consolidation in gaming. Stocks discussed: SONO, NTDOY, DIS, NFLX, TTWO, ZNGA, ATVI, SNMSF Host: Chris Hill Guests: Asit Sharma, Jon Quast, Ryan Henderson, Reggie Fils-Aime Producer: Ricky Mulvey Engineers: Dan Boyd

Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses: - Roblox shares rising despite (on the surface) a disappointing Q1 report - Developer exchange fees - Why The Trade Desk is a company in transition (15:23) Asit Sharma and Bill Mann take a closer look at Fiverr International, an online marketplace for freelance services. Stocks discussed: RBLX, TTD, FVRR Host: Chris Hill Guests: Tim Beyers, Asit Sharma, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Investors are taking a closer look at stocks trading below their IPO price. (0:20) Bill Mann discusses: - Why he believes that "poor uses of capital have not been punished" - Anchoring to 52-week highs and lows, and why it's dangerous - The level of concern over rolling lockdowns in China (14:47) Alison Southwick and Robert Brokamp talk with Business Insider's Mark Reeth about uncommon leading economic indicators, including the Men's Underwear Index. (Yes, really.) Stocks discussed: SBUX, EL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Mark Reeth Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

More companies are getting more serious about cutting spending. (0:20) Jason Moser discusses: - Uber's CEO telling employees they are cutting marketing and treating hiring like a privilege - Meta Platforms placing a freeze on hiring - The huge opening weekend box office for "Dr. Strange and the Multiverse of Madness" - Encouraging data around younger Americans' comfort level with going to theaters (14:55) Motley Fool contributor Rachel Warren talks with AppHarvest CEO Jonathan Webb about why he founded his company, the future of farming, and trends investors should be watching. Stocks discussed: UBER, FB, DIS, PARA, CMCSA, SONY, APPH Host: Chris Hill Guests: Jason Moser, Rachel Warren, Jonathan Webb Producer: Ricky Mulvey Engineers: Dan Boyd

The future of the metaverse is murky, even if its present technical challenges are clear. But there may be a few trillion reasons why investors should keep their eyes on this new frontier. Venture capitalist Matthew Ball is author of the upcoming book, “The Metaverse: And How It Will Revolutionize Everything.” Asit Sharma talks with him about: - The technical challenges in bringing the metaverse to life - A murky future for all involved - Why Nike may have meaningful exposure to the metaverse To learn more, click here - https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/what-is-the-metaverse/ Stocks mentioned: RBLX, FB, NKE, U Host: Asit Sharma Guest: Matthew Ball Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

Ready for a vacation? You’re not the only one! Deidre Woollard talks with Matt Argersinger, lead investor for Millionacres, about the state of hospitality, and the companies and REITs that stand to benefit from more travel. They also discuss: - How resorts are recovering - The present obstacles for Airbnb - Why the outlook for business travel is a mixed bag Stocks mentioned: SUI, ABNB, RHP, MTN, PEB, DIS Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Busy week for investors as the April jobs report came two days after the Federal Reserve raised interest rates a half-percent. (0:30) Ron Gross and Jason Moser discuss: - Pitfalls and potential for stock investors - Rocky times for e-commerce companies Etsy, Shopify, and Wayfair - Booking Holdings and Marriott leading the travel industry - AMD defying expectations - Under Armour hitting an 11-year low - The latest from Zillow, Block, and Starbucks   (19:00) Malcolm Ethridge, CFP and host of “The Tech Money Podcast”, weighs in on the Nasdaq selloff and the potential for commercial real estate. He also offers a sneak preview of his upcoming book!   (34:15) Jason and Ron discuss a new breakfast innovation and share two stocks on their radar: Outset Medical and Domino’s Pizza.   Stocks discussed: ETSY, SHOP, W, BKNG, MAR, AMD, Z, ZG, SQ, UA, UAA, SBUX, OM, DPZ   Looking for 15 more stocks and 5 ETFs? Get a copy of our free investing starter kit at http://fool.com/starterkit   Host: Chris Hill Guests: Jason Moser, Ron Gross, Malcolm Ethridge Engineer: Dan Boyd

The Nasdaq fell 5%, continuing a rough year for investors. (0:20) Andy Cross discusses: - The short-term pain being felt by all investors, including us - Shopify's 1st-quarter results looking similar to Amazon's - Deliverr, the logistics company Shopify just bought for $2.1 billion - EPAM Systems, the IT services provider that surprised investors with a strong 1st quarter (17:00) Jim Gillies talks with Ricky Mulvey about MTY Food Group, a Canadian food franchisor small cap with potential. Stocks discussed: SHOP, AMZN, EPAM, MTY, MTYFF, WEN Host: Chris Hill Guests: Andy Cross, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Ride-sharing stocks took a hit today, but don't assume they're the same. (0:20) Maria Gallagher discusses: - Uber's scale outweighing Lyft's - Prospects for Uber reaching profitability by the end of 2023 - Challenges in China contributing to Starbucks suspending guidance for the rest of the fiscal year - Starbucks 12% same-store sales growth in the U.S. - Match Group getting a new CEO (15:03) Emily Flippen and Asit Sharma discuss the business of pets ownership and the prospects for small-cap Rover Group. Stocks discussed: UBER, LYFT, SBUX, MTCH, BMBL, ROVR, CHWY, FRPT Our Investing Starter Kit includes 15 stocks and 5 ETFs. Get a free copy here - http://fool.com/starterkit Host: Chris Hill Guests: Maria Gallagher, Emily Flippen, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

A trio of earnings reports from Hilton Hotels, Expedia, and Avis Budget Group give us the chance to zoom in on the travel industry. (0:20) Asit Sharma discusses: - Key metrics for hotels, bookings, and car rentals - Travel industry's growth having a positive ripple effect on advertising revenue - Why he prefers travel brands with staying power (13:10) Alison Southwick and Robert Brokamp discuss how to adjust your monthly budget after you get a raise. Here's the retirement calculator Bro mentioned! - http://calcxml.com/calculators/retirement-planning?skn=606 Stocks discussed: HLT, EXPE, CAR, ABNB, MAR Host: Chris Hill Guests: Asit Sharma, Alison Southwick, Robert Brokamp, Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Just because it's been a rough start to 2022 doesn't mean the market is automatically going higher the rest of this year. (0:20) Jason Moser discusses: - Why right now is a gut check for every investor - What recent history says about the Nasdaq falling in the first 4 months of the year - The types of businesses he's looking to invest in right now (15:20) Matt Frankel spent the weekend in Omaha, Nebraska at "Woodstock for Capitalists". Ricky Mulvey talks with Matt about his biggest takeaways from the Berkshire-Hathaway annual meeting. Stocks discussed: PYPL, JNJ, HD, LOW, MKC, BRK.A, BRK.B, PGR, CVX, OXY, ATVI, MSFT Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

For more than 25 years Michelle Singletary has penned the nationally syndicated column "The Color of Money". Between her column and her books, she doesn't hold back when it comes to helping people be smarter about budgeting and personal finances. Deidre Woollard caught up with her to talk about: - How our financial habits changed during the pandemic - One significant way to take control of your budget - Why she suggests not buying a home right now Host: Deidre Woollard Guest: Michelle Singletary Producer: Ricky Mulvey Engineers: Brandon Gentry, Dan Boyd

Office Hours: Valuing ETFs, Investing For Kids, and Creating Dividends You've got questions? We've got answers! John Rotonti and Robert Brokamp answer audience questions about investing in ETFs, cash management, measuring risk, and more. Got a question for the show? Call our voicemail: 703-254-1445 Bonus resource - https://www.fool.com/investing/2020/07/16/do-you-have-an-investing-checklist.aspx Host: John Rotonti Guest: Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl, Dan Boyd

The biggest companies in the U.S. markets couldn't stop April being the worst month for the stock market in years. (0:30) Emily Flippen and Ron Gross discuss: - Amazon falling more than 10% after a weak 1st-quarter report - Apple's supply chain outlook - Microsoft delivering strong earnings across its business units - Atlassian's guidance outweighing great 3rd-quarter profits - Pinterest bouncing back from a 52-week low - The latest from Meta Platforms, Alphabet, and Pinterest (19:00) CNBC host Becky Quick calls in from the Berkshire-Hathaway annual meeting to discuss Warren Buffett's investing strategies, inflation, the strength of the U.S. economy, and more. (35:40) Emily and Ron share two stocks on their radar: Teladoc Health and Sherwin-Williams. Stocks discussed: AMZN, AAPL, MSFT, FB, TEAM, ROKU, GOOGL, PINS, BRK, HP, SHW, TDOC Looking for 15 more stocks and 5 ETFs? Get a copy of our free investing starter kit at http://fool.com/starterkit Host: Chris Hill Guests: Ron Gross, Emily Flippen, Becky Quick Engineer: Dan Boyd

It's one of the best advantages a business can have: a moat to keep competitors at bay. (0:21) Asit Sharma discusses: - Meta Platforms bouncing back from its recent lows - PayPal's strong 1st-quarter revenue and lowered guidance for the full fiscal year - The growing strength of ServiceNow's cloud business (14:22) Jason Moser and Matt Frankel discuss some ways to identify businesses with moats, and share some stocks that know how to protect themselves. Stocks discussed: FB, PYPL, NOW, BRK.A, BRK.B, AAPL, KO, BB, DIS, GOOG, GOOGL, INTC, AMZN, PGR Some of the stocks mentioned today are featured in our free Investing Starter Kit. Get your copy here - http://fool.com/starterkit Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

To understand Alphabet's latest results it helps to look past the headlines and hand-wringing. (0:20) Jason Moser discusses: - 1st-quarter revenue growing 23% - Alphabet's board approving a $70 billion share buyback plan - CFO Ruth Porat's continued strong performance with the company's capital allocation - The pricing power of Chipotle boosting its 1st-quarter results - How Chipotle's specific plans for opening new locations provides clues as to where the business goes from here (12:00) Jim Mueller and Bill Mann square off in a "bull vs. bear" debate over Netflix. Who made the better argument? Vote in our poll on Twitter @MotleyFoolMoney Stocks discussed: GOOG, GOOGL, CMG, NFLX Host: Chris Hill Guests: Jason Moser, Jim Mueller, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Now that Elon Musk has a deal in place to take Twitter private, we have a few questions. (0:20) Bill Mann discusses: - The mediocre performance (to date) of Twitter's business - Whether Tesla shareholders should be nervous about Musk running another company - How other ad-driven businesses like Pinterest and Facebook are feeling - The latest results, and near-term future, for bellwether stock UPS (14:00) Inflation is rising, but that's probably not a good enough reason by itself to expect a raise at work. Alison Southwick and Robert Brokamp talk with Kara Chambers, head of People Development at The Motley Fool, for insights and suggestions. Stocks discussed: TWTR, DRI, TSLA, FB, PINS, UPS Want even more stock ideas? Get a copy of our FREE investing starter kit - http://fool.com/starterkit Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Kara Chambers Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Shares of Coca-Cola hit a new all-time high today, continuing a trend of steady results for big soda producers. (0:20) Jason Moser discusses: - Coke's strong 1st-quarter organic revenue growth - CEO James Quincey's warning of "storm clouds" on the horizon - The success of Coke's 2018 acquisition of Costa Coffee - Why companies like Coke and Pepsi are outperforming major beer companies (11:00) Senior analysts Maria Gallagher and Alyce Lomax break down what investors need to know about reviewing board members, CEO Pay, and the other big issues surrounding proxy voting. Stocks discussed: KO, PEP, BUD, TAP, SAM, XOM Want even more stock ideas? Get a copy of our FREE investing starter kit - http://fool.com/starterkit Host: Chris Hill Guests: Jason Moser, Maria Gallagher, Alyce Lomax Producer: Ricky Mulvey Engineers: Dan Boyd

Genes aren’t always predictive, but understanding them better could dramatically improve our healthcare system. Motley Fool contributor Brian Orelli interviews Anne Wojcicki, the CEO of 23andMe, about her company and why it’s looking to tell you much more than the names of your long-lost relatives. They discuss: - Opportunities in direct-to-consumer healthcare - Creating more personalized medicine - The limits of genetic testing Host: Brian Orelli Guest: Anne Wojcicki Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

What separates a strong balance sheet from a weak one? Motley Fool senior analysts John Rotonti and Bill Mann discuss: - Assets, liabilities, and when more liabilities can actually be a good thing - A surprising way one retailer generates cash from its balance sheet - Companies holding the most formidable cash piles in the world Stocks: COST, GOOG, GOOGL, LOW, F, NCLH, RAD Host: John Rotonti Guest: Bill Mann Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

Comments from Fed Chief Jay Powell on Thursday sent the overall market lower. How should investors think about the impending interest rate hike in May? (0:30) Ron Gross and Jason Moser discuss: - A challenging immediate future for Netflix - Tesla's record profits in Q1 - Elon Musk's progression towards buying Twitter - Papa John's signing a new 3-year deal with board member Shaquille O'Neal - The latest from Gap, Boston Beer Co., and Johnson & Johnson (19:00) Matt Argersinger, lead investor for Millionacres, analyzes the current state of housing, why we still have too much office space in the U.S., and areas of real estate investing he likes right now. (31:00) Ron and Jason return to answer a listener's voicemail question about Traeger, and share two stocks on their radar: Atlassian and Twilio. Stocks discussed: NFLX, TSLA, TWTR, GPS, SAM, JNJ, PZZA, HD, TREX, PEB, RHP, MTN, LYV, MAR, ABNB, COOK, TEAM, TWLO Looking for even more stock ideas? Get a copy of our free investing starter kit at http://fool.com/starterkit Host: Chris Hill Guests: Jason Moser, Ron Gross, Matt Argersinger Engineer: Dan Boyd

As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses: - American, United, and the other major U.S. carriers - The airline-tangent stock he prefers - AT&T's timing with the spinoff of Warner Media - HBO Max gaining subscribers - Sleep Number's cash flow being better than its stock price would indicate (19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks. Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU Host: Chris Hill Guests: Jim Gillies, Deidre Woolard, Beth Kindig Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

For the first time in over a decade, Netflix had a quarterly net-loss of subscribers and shares fell more than 35%. (0:20) Tim Beyers discusses: - The growing competition in video streaming - Shares of Roku and Disney falling as well - How investors should think about the growth prospects for Netflix - Lululemon Athletica's plan to double its annual revenue in the next five years (15:30) Ricky Mulvey talks with Motley Fool senior analyst Sanmeet Deo about Xponential Fitness, a small-cap company rising in the boutique space. Stocks discussed: NFLX, ROKU, DIS, LULU, XPOF, PLNT Host: Chris Hill Guests: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

Is Wall Street starting to give companies the benefit of the doubt? (0:20) Bill Mann discusses: - Johnson & Johnson's rise despite lowering guidance - How J&J's margins are better than they appear - The company's 60-year streak of increasing its dividend - Didi Global's upcoming shareholder meeting to vote on delisting from the NYSE (10:30) Alison Southwick and Robert Brokamp talk with Motley Fool bureau chief Kirsten Guerra about how to find good financial advice on TikTok. Stocks discussed: JNJ, DIDI, AMC, GME, GOOG, GOOGL Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445 Host: Chris Hill Guests: Bill Mann, Alison Southwick, Kirsten Guerra, Robert "Bro" Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses: - His headline from Amazon CEO Andy Jassy's annual shareholder letter - Why AWS isn't getting spun off - Amazon doubling their fulfillment capacity in just 2 years - The company's approach to MLPs (Minimum Loveable Products) (13:59) Jason is joined by Matt Frankel to take a closer look at lending platform Upstart Holdings, which is down nearly 80% from its 52-week high. Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445 Stocks discussed: AMZN, UPST, SQ Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd

Grab your notebook and get ready to dive deep.  Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock.  Rotonti discusses:   - How to pick a discount rate for investments.  - The key difference between fair and intrinsic value. - How to project free cash flows.  Have an investing question for John? Call 703-254-1445, leave a voicemail, and he may answer your question in an upcoming episode.  Additional resource: https://www.fool.com/investing/2022/01/19/expectations-investing-qanda-mauboussin-rappaport/  Stocks discussed: IBM, NEE, PEP Host: John Rotonti Producer: Ricky Mulvey  Engineer: Rick Engdahl

Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark so much joy Marie Kondo would be proud - Potential comebacks for online retailers - Why they'd be hold Zscaler and Disney shares like Brood X cicadas - Actual cleaning tips! (19:00) Bill Mann talks with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side. Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445. Stocks discussed: WIX, OPEN, SFIX, PTON, MSFT, TREX, MELI, REAL, POSH, ETSY, ZS, DIS, OAK-A, OAK-B Host: Chris Hill Guests: Andy Cross, Maria Gallagher, Bill Mann, Howard Marks Engineers: Dan Boyd, Rick Engdahl

Elon Musk offers to take Twitter private in an all-cash deal. (0:14) Dylan Lewis and Bill Mann break down: - The details of Musk’s offer. - How the market is pricing in the probability of this takeover. - The issues at Tesla that may also warrant Musk’s attention right now. (14:02) Ricky Mulvey interviews Asit Sharma about how investors can find stocks with “escape velocity,” and one cybersecurity company that may have “overcome gravity”.   Stocks: TWTR, TSLA, GS, NVDA, CRWD   Host: Dylan Lewis Guests: Bill Mann, Asit Sharma, Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

Earnings season is here, and JPMorgan Chase is offering some “pessimistic optimism.” (00:22) Deidre Woollard and Jason Moser discuss: - How rising interest rates may affect mortgage lenders. - PayPal’s CFO moving to Walmart. - A rebound for Delta Airlines.   Running a double-blind study isn’t easy. It’s even tougher when the drug being tested is a psychedelic. (13:45) Emily Flippen and Meilin Quinn discuss the regulatory challenges psychedelic companies are facing, and if investors should jump into this growing trend. Stocks mentioned: DAL, WFC, JPM, PYPL, WMT, JNJ, CMPS, JAZZ, MNMD   Link: 6 Psychedelic Stocks to Consider in 2022 | The Motley Fool Host: Deidre Woollard Guests: Jason Moser, Emily Flippen, Meilin Quinn Producer: Ricky Mulvey Engineer: Tim Sparks

Inflation hit 8.5% in the month of March, the highest since 1981, and signs of demand destruction may be appearing in the used car market.   (0:17) Yasser El-Shimy joins Asit Sharma to discuss: - Why investors are hoping that inflation has peaked. - Carmax’s earnings miss and the state of the used car market. - The growing trend of buying homes sight unseen. When are you gonna get me a car? (14:55) Alison Southwick and Robert Brokamp continue their conversation with Ron Lieber, personal finance columnist for The New York Times and the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money.”   Got a question about stocks? Call our voicemail: 703-254-1445   Stocks mentioned: KMX, CVNA, FTCH, ZG, RDFN   Host: Asit Sharma Guests: Yasser El-Shimy, Alison Southwick, Robert Brokamp, Ron Lieber Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Twitter’s board was going to look a little different. Not so much anymore. (0:22) Tim Beyers joins Deidre Woollard to discuss: - The potential reasons why Elon Musk is jumping off Twitter’s board. - Warner Bros. Discovery’s first day as a publicly traded company. - A potential seller’s strike at Etsy. (20:05) Matt Argersinger joins Deidre in a discussion on how rising interest rates could impact Zillow and Redfin, and what those companies are doing differently from each other. Stocks discussed: WBD, T, DIS, TWTR, ETSY, ABNB, RDFN, ZG   Host: Deidre Woollard Guests: Tim Beyers, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl, Annie Franks

Beating a market for decades isn’t easy. Mary Childs, author of “The Bond King: How One Man Made a Market, Built an Empire, and Lost It All” joins Ricky Mulvey to talk about PIMCO founder Bill Gross and what retail investors can learn from his story. Childs discusses: - How Gross traded bonds to beat the market for decades - Why PIMCO may have “started the party” that led to the Great Recession - Why Bill Gross was blasting 50 Cent’s music at his neighbor’s house Bonus resource! How to Invest in Bonds - https://www.fool.com/investing/how-to-invest/bonds/ Host: Ricky Mulvey Guest: Mary Childs Engineer: Steve Broido, Tim Sparks

Motley Fool Senior Analyst John Rotonti continues his discussion on the most important financial statements, focusing on the cash flow statement and what it reveals to investors. In part two of this two-part series, Rotonti discusses: - How net income becomes free cash flow - The choices companies can make with free cash flow (and why investors should care) - Margins that can indicate the health of public companies Bonus resource! How Net Income Becomes Free Cash Flow: https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx Stock discussed: CMG Host: John Rotonti Producer: Ricky Mulvey Engineer: Rick Engdahl

The topic of inflation has focused on the Federal Reserve’s response, but how are companies responding? (0:30) Emily Flippen and Maria Gallagher analyze Walmart’s aggressive push to hire more full-time truckers, as well as: - Meta Platforms working on a currency for the metaverse - Twitter’s incoming director: Elon Musk - Berkshire-Hathaway’s new stake in HP - Rite Aid’s tenuous future - Coca-Cola’s latest flavor innovations (19:00) John Ourand from the Sports Business Journal discusses Tiger Woods’ impact on The Masters’ ratings, Apple and Amazon striking deals with Major League Baseball, and why ESPN has one of the best TV deals for live sports. (33:30) Maria and Emily recommend three books (The Ascent of Money by Niall Ferguson, The Art of Statistics: How to Learn from Data by David Spiegelhalter, Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio) and share two stocks on their radar: Airbnb and Etsy. Got a question about stocks?  Call our voicemail: 703-254-1445 Stocks discussed: WMT, COST, AMZN, TGT, FB, TWTR, TSLA, BRK, HP, BBY, RAD, KO, T, PARA, AAPL, CMCSA, AMZN, DIS, ABNB, ETSY Host: Chris Hill Guests: Emily Flippen, Maria Gallagher, John Ourand Engineers: Steve Broido, Rick Engdahl

Let's face it, some businesses just have that "Ick Factor" because they do the jobs most people don't want to do. (00:20) Jim Mueller discusses: - Whether people going back to offices could be a growth catalyst for Waste Management - The underrated subscription part of Rollins' business - How businesses like Sherwin-Williams can be compounding machines for shareholders   (12:00) Alicia Hammond discusses the psychological underpinnings of why we give someone "the benefit of the doubt" and how it relates to investing.   Stocks discussed: WM, WCN, ROL, SHW   Got a stock question? Email podcasts@fool.com!   Host: Chris Hill Guests: Jim Mueller, Alicia Hammond Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

(00:22) Acquisition battles are heating up as travel season kicks off. Asit Sharma joins Deidre Woollard to discuss: - JetBlue’s competition with Spirit to buy Frontier Airlines. - Amazon’s plan to launch 3,000 satellites into orbit for its broadband internet plans. - Restaurants in the metaverse. Jim Gillies and Brian Feroldi take a “Bull vs. Bear” approach to investing in Best Buy, (18:56) the company that was supposed to become Amazon’s showroom. You can decide who made the better argument @MotleyFoolMoney on Twitter.   Link: Metaverse Stocks -  https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/ Stocks: JBLU, SAVE, ULCC, AMZN, NKE, RBLX, CMG, BBY Host: Deidre Woollard Guests: Asit Sharma, Brian Feroldi, Jim Gillies Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

April is Financial Literacy Month and we've got some recommendations to make you a smarter investor! (00:20) Anand Chokkavelu mentions a couple of popular titles investors may want to skip, before he recommends the following books: Liar's Poker - Michael Lewis The Big Short - Michael Lewis (Shameless Plug Alert!) The Motley Fool Investment Guide - David and Tom Gardner The Little Book That Beats The Market - Joel Greenblatt One Up On Wall Street - Peter Lynch Beating The Streat - Peter Lynch (10:00) Alison Southwick and Robert Brokamp talk with best-selling author Ron Lieber about how to help your kids be smarter about money (without looking like a jerk). Host: Chris Hill Guests: Anand Chokkavelu, Alison Southwick, Robert Brokamp, Ron Lieber Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

One thing we like to focus on is the people running the businesses we own shares of. (00:20) Jim Gillies discusses: - Howard Schultz suspending Starbucks' stock buyback plan on his 1st day as interim CEO - The likelihood of Schultz remaining CEO beyond his "interim" period - Elon Musk taking a 9% "passive stake" in Twitter, according to the SEC - The subtle-yet-important difference between a 13D filing and a 13G filing - Whether Tesla shareholders are bothered by Musk paying attention to another company (18:30) Asit Sharma and Brian Stoffel examine cloud infrastructure company DigitalOcean through the lens of competitors like Amazon Web Services and Microsoft Azure. Stocks: SBUX, TWTR, TSLA, DOCN, SHOP, MSFT, AMZN, ORCL Host: Chris Hill Guests: Jim Gillies, Asit Sharma, Brian Stoffel Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

Sanctions go on a whole lot easier than they come off. Daniel Yergin is the Vice Chairman of S&P Global and the author of “The New Map: Energy, Climate, and the Clash of Nations". He’s been studying Russia's and China’s roles in the global energy markets for decades, and shares the implications of Russia becoming an unreliable oil and gas supplier in Europe.  In this conversation with Motley Fool Senior Analyst Ben Ra, Yergin discusses: - Russia’s economic relationship with China - The role of shale for US energy independence - Supply chain obstacles for wide-spread electric vehicle adoption Bonus Resources! Investing in Energy Stocks - https://www.fool.com/investing/stock-market/market-sectors/energy/ Investing in Copper Stocks - https://www.fool.com/investing/stock-market/market-sectors/materials/metal-stocks/copper-stocks/ Host: Ben Ra Guest: Daniel Yergin Producer: Ricky Mulvey Engineers: Rick Engdahl, Brandon Gentry

Motley Fool Senior Analyst John Rotonti walks you through the most important financial statements through the sale of a burrito. (Yes, really.)   In part one of this two part series on financial statements, Rotonti discusses: - How to understand balance sheets and income statements. - A key metric that can tell you about a company’s pricing power. - What you’re actually purchasing when you buy a stock.   Bonus Resources! Chipotle’s valuation metrics - https://www.fool.com/premium/company/nyse/cmg/ Reconciling Net Income to Free Cash Flow - https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx   Stock discussed: CMG   Host: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

The U.S. economy added 1.7 million jobs in the 1st quarter of 2022. Meanwhile, the stock market gave investors a negative quarter for the first time in two years. (0:30) Emily Flippen and Tim Beyers discuss the relative strength of the economy, as well as: - Booking Holdings CEO Glenn Fogel's prediction for summer travel - Baidu being added to the SEC's list of stocks potentially facing delisting - Chewy's struggles in its latest quarter - Brand growth continuing in the hard seltzer market - The latest from Lululemon, FedEx, and Five Below (19:00) David Gardner, co-founder of The Motley Fool, shares advice for investors rattled by recent underperformance in the market, a few Rule Breaker stocks he believes look attractive at their current prices, and the launch of The Motley Fool Foundation. (36:30) Tim and Emily share two stocks on their radar: Jamf Holding and Rover Group. To be part of The Motley Fool Foundation, join us here - www.foolfoundation.org Stocks discussed: BKNG, BIDU, CHWY, LULU, FDX, FIVE, SAM, BUD, Z, TTD, NFLX, AXON, NVDA, JAMF, ROVR Host: Chris Hill Guests: Emily Flippen, Tim Beyers, David Gardner Engineer: Rick Engdahl

For the 1st time in two years, investors experience a negative return in the Dow, S&P 500 and Nasdaq. But don't worry, you got this! (00:20) Asit Sharma discusses: - Amazon renewing its deal with JP Morgan Chase to issue Amazon's rewards credit card - Why shareholders of both companies should be happy with the outcome - How investors can take solace in a growing economy, even as stocks cooled off this quarter (14:00) Dylan Lewis talks with Brian Feroldi about how investing in the stock market is the great wealth creation machine in the world, and Brian's upcoming book "Why Does The Stock Market Go Up?" Post a review on Apple and include a question about a stock or industry! Stocks: AMZN, JPM, AXP, C, SYF, AAPL Host: Chris Hill Guests: Asit Sharma, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

Having led Restoration Hardware since 2014, Gary Friedman is an experienced CEO. But on his company's latest earnings call Friedman says he's never been more uncertain about the future. (00:20) Bill Mann discusses: - The record year RH just closed - Friedman invoking the 2008 collapse of Bear Stearns - Why RH is doing a 3-for-1 stock split Bill also answers a listener's question about small-cap stock 22nd Century Group. Post a review on Apple and include a question about a stock or industry! (14:00) Tim Beyers and Andy Cross talk with Jay Chaudhry, CEO of Zscaler, about what other cybersecurity companies are missing and the biggest misconception that Wall Street has about his company. Stocks: RH, WSM, XXII, ZS, CRM, TSLA Host: Chris Hill Guests: Bill Mann, Tim Beyers, Andy Cross, Jay Chaudhry Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

Real Estate Trends We're Watching FedEx CEO Fred Smith may not fit the traditional definition of "Visionary CEO" that we've come to accept, but he saw an industry where none previously existed. (00:20) Jason Moser discusses: - McCormick's 1st-quarter results being fueled by the B2B part of the company - Why executives are optimistic about the rest of the fiscal year - Fred Smith stepping down after more than 50 years of running FedEx - The leap of faith investors must take when it comes to CEO succession (17:30) Investing in real estate is less appealing if it involves 3 am phone calls from a renter. Matt Argersinger talks with Robert Brokamp about some current real estate trends he's excited about, as well as some key points of investing in REITs. Check out TMF's free guide to investing in real estate: http://realestateinvesting.fool.com Stocks: MKC, FDX, VNQ, RHP, PEB Host: Chris Hill Guests: Jason Moser, Robert Brokamp, Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

Will Smith slapped Chris Rock onstage at the Academy Awards. That single moment overshadowed everything else during the event, including how a single award altered the landscape for streaming video businesses. (00:20) Tim Beyers discusses: - Ripple effects of Apple becoming the 1st streaming service to win Best Picture - Overall spending on content increasing  - How things are going today at the offices of Netflix - Tesla's proposed stock split (14:00) It's 2022. Weren't we supposed to have flying drones delivering packages to our homes by now? Ricky Mulvey talks with Jacob Goldstein, host of the new podcast "What's Your Problem?", about drone delivery, self-driving cars, and the future problems that entrepreneurs are trying to solve right now. Stocks: AAPL, NFLX, DIS, AMZN, TSLA, UBER Host: Chris Hill Guests: Tim Beyers, Ricky Mulvey, Jacob Goldstein Engineer: Rick Engdahl, Tim Sparks

Looking to brush up your language skills when it comes to financial stocks? Motley Fool senior analyst Jason Moser and Matthew Frankel dive deep into the metrics they use to judge financial companies, and provide comparison guidelines for investors to watch. They discuss: - Why the P/E ratio is less important than you may think - The nuance of judging a bank’s efficiency - One metric to watch for any fintech company Additional resource - https://www.fool.com/investing/stock-market/market-sectors/financials/bank-stocks/how-banks-make-money/ Stocks: AXON, WFC, COF, PYPL, JPM, AFRM Host: Jason Moser Guest: Matthew Frankel Producer: Ricky Mulvey Engineer: Tim Sparks

Before the 94th Academy Awards on Sunday, we're taking a closer look at the battle between streaming services and some of the bitter rivalries in entertainment history.  Chris Hill is joined by Maria Gallagher, Catie Peiper, and Mac Greer, as they discuss: - The Academy’s tenuous relationship with Netflix and other streamers - Warner Brothers' history of trying to recreate Disney’s magic - Unexpected business lessons from Oscar winners and nominees Stocks: DIS, NFLX, T Host: Chris Hill Guests: Gordon Gekko, Maria Gallagher, Catie Peiper, Mac Greer Producer: Ricky Mulvey Engineers: Steve Broido, Tim Sparks

The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well as: - Google striking an app-store deal with Spotify - Uber teaming up with New York City taxis - Reports that Apple is developing a hardware subscription service - Darden Restaurants seeing improvement in its fine dining segment - The latest from Berkshire-Hathaway, Adobe, and Nike (19:00) Corporate governance expert Nell Minow analyzes how public companies are doing with their communications related to Russia, and why she's unimpressed with how Starbucks' board of directors handled the latest CEO change. Then she puts on her film critic hat to offer a preview of the Academy Awards and share who will win (and should win) Best Actor, Best Actress, and Best Picture. (32:00) Jason and Andy discuss Pepsi's latest limited-run flavor and share two stocks on their radar: McCormick and KB Home. Got a stock or topic you want us to discuss? Post a review on Apple and include your pitch! Stocks discussed: SPOT, GOOG, GOOGL, MTCH, BMBL, UBER, BRK, AAPL, NKE, DRI, SBUX, DIS, PEP, MKC, KBH Host: Chris Hill Guests: Jason Moser, Andy Cross, Nell Minow Engineer: Steve Broido