Episodes

23h ago

While many people are checking off items on their holiday shopping lists, we're making a list (and checking it twice) of stocks we would be happy to buy as 2025 comes to a close. Our list includes 3 giants in their respective fields, but are still Hidden Gems for investors who know what to look for. Companies discussed: LULU, GOOGL, GOOG, ABNB Host: Jason Hall, Jon Quast, Dan Caplinger Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

1d ago

Electric vehicles were supposed to disrupt the auto industry, but sales are down, subsidies are going away, and Ford is pivoting away from EVs and taking $19.5 billion in charges to shift to hybrids. What strategy is the right one long-term? Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Ford’s $19.5 billion EV writedown - Does Detriot have the right strategy? - What’s next for Rivian and Tesla Companies discussed: Ford (F), Rivian (RIVN), Tesla (TSLA), General Motors (GM), Lucid (LCID). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

2d ago

In today’s episode of Motley Fool Money, Emily Flippen is joined by Sanmeet Deo and Jason Hall to break down why the IPO market took off in 2025, which new listings may look like future Rule Breakers, and what investors should be keeping an eye on for new IPOs in 2026: - Why the IPO market heated up in 2025 and what it means for the future performance of newly listed companies - What separates true Rule Breaker contenders from fakers when listing on public markets - What the 2026 IPO market has in store, and if it ever makes sense to buy on day one Companies discussed: CRWV, FIG, KLAR, CRCL, SPCE, CHYM, SpaceX Host: Emily Flippen, Jason Hall, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

3d ago

Bloomberg and Reuters are now both reporting that SpaceX plans to go public in 2026 at a valuation that could reach $1.5 trillion, making it the biggest IPO of all time. Would you buy the SpaceX IPO? Leave a comment to let us know. Rick Munarriz, Karl Thiel, and Tim Beyers: - Talk about the prospective SpaceX IPO. - Debate the company’s status as a Rule Breaker. - Make a call on whether we’d buy the SpaceX IPO. - Answer listener Mindset questions! Companies discussed: RKLB, SpaceX Host: Tim Beyers Guests: Rick Munarriz, Karl Thiel Producer: Anand Chokkavelu Engineer: Annie Pope, Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

5d ago

Axon Enterprise produces the Taser, body cameras, and cloud-based software services. And the law enforcement technology company has produced big returns for investors. Motley Fool analyst Jason Moser recently talked with Axon President Josh Isner about the recent quarter, recent acquisitions, and the future of Axon. Host: Jason Moser Guest: Josh Isner Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

6d ago

These days, we're hearing a lot about the many benefits of Roth accounts. However, they’re not the best choice for every investor. Host Robert Brokamp speaks with Megan Brinsfield, CFP, CPA, president of Motley Fool Wealth Management (a sister company of The Motley Fool), about when the advice to Roth goes wrong. Also in this episode: -The Fed lowers interest rates, sending value and small-cap stocks soaring -Request your required minimum distributions at least a few days before Dec. 31, including if you inherited a retirement account -Every year the Nasdaq 100 drops, it drops big -Starting next year, catch-up 401(k) contributions from higher-earning workers age 50 or older must go into a Roth account – who’s affected and how to prevent suboptimal consequences Host: Robert Brokamp Guest: Megan Brinsfield Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

6d ago

Disney agreed to let its characters be used in OpenAI’s Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle’s recent earnings report, and ask what executive would be the dream free agent pickup for some beaten-up stocks. Travis Hoium, Dan Caplinger, and Jon Quast discuss: - Disney’s licensing deal with OpenAI - Oracle’s earnings and AI buildout - Lululemon earnings recap - CEO free agent picks Companies discussed: Nike (NKE), The Trade Desk (TTD), Disney (DIS), Block (XYZ), Oracle (ORCL), Alphabet (GOOG). Host: Travis Hoium Guests: Dan Caplinger, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 11

2025 has been an above-average year for stocks. And over 300 publicly-traded companies have increased in value by 100% or more. This has our team asking the question: Which of these upward moves are legit and which could be doomed to revert back in 2026? This episode features discussions on energy, technology, real estate, and more. And our analysts aren't in perfect agreement on the outlook for these stocks in the coming year. Tyler Crowe, Matt Frankel, and Jon Quast discuss: -Solar energy and nuclear energy. -Quantum computing and AI trends. -A real estate meme stock. -Stocks on our radar. Companies discussed: LMND, MU, NXT, OPEN, QBTS, OKLO, EME, DIS, MELI Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 10

Some of the most well-known companies in the world have dropped in 2025, so can they make a comeback? We dig into the fortunes of Chipotle, Target and Crocs. Travis Hoium, Jon Quast, and Rachel Warren discuss: - Chipotle’s drop and falling same-store sales - Target’s lost identity - Crocs’ value Companies discussed: Chipotle (CMG), Target (TGT), Crocs (CROX). Host: Travis Hoium Guests: Jon Quast, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 9

$70 billion can get a lot… but in the case of Netflix, it can’t buy anything better than Warner Bros Discovery. Host Emily Flippen is joined by Jason Hall and Dan Caplinger to break down what it means for investors, streamers, and how to evaluate mega-mergers to determine when they’re accretive or dilutive. They cover: - What Netflix is actually buying - and why Warner Bros said “yes” to Netflix over Paramount and Comcast. - Whether or not this smart capital allocation or peak hubris on the part of Netflix - A framework for judging mega-mergers in your own portfolio and how to evaluate when they do (or don’t!) make sense Companies discussed: WBD, NFLX, DIS, PARA, CMCSA Host: Emily Flippen, Dan Caplinger, Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 8

We review the results from SentinelOne (S) and Snowflake (SNOW) and predict which stock is more likely to record profits first. We also take a critics-eye view of the Netflix-Warner Bros. deal amid Paramount’s hostile counter offer. Rick Munarriz, Sanmeet Deo, and Tim Beyers: - Review last week’s results from SentinelOne and Snowflake. - Predict which of the two will reach GAAP profitability first. - Give a critics choice take on the Netflix-Warner Bros deal, including some thoughts on Paramount’s just-launched hostile takeover. Companies discussed: S, SNOW, NFLX, WBD, PSKY Host: Tim Beyers Guests: Rick Munarriz, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 7

E-commerce powerhouse Mercado Libre is Latin America’s largest company by market cap and is often called the Amazon of Latin America. Motley Fool analyst Asit Sharma recently talked with Leandro Cuccioli about opportunity, volatility, and the business of Mercado Libre. Host: Asit Sharma Guest: Leandro Cuccioli Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 6

If an illness or death befell your parents, spouse, kids, or any other close relative, would you be able to access their financial information and handle their affairs? If something happened to you, would your spouse and family know what to do and where to find everything? If the answer is no – as it is for most people – then Beth Pinsker has a roadmap for you. Beth is a Certified Financial Planner, a columnist for MarketWatch, and the author of My Mother's Money: A Guide to Financial Caregiving . Host Robert Brokamp and Beth discuss the documents you need and where to put them. Also in this episode: -Somber news on the employment front -Bonds are having one of their best years of the past two decades -As rates on cash decline, money market funds still offer compelling yields – and, in some cases, tax benefits -Use tax-loss harvesting to reduce your tax bill and rebalance your portfolio Host: Robert Brokamp Guest: Beth Pinsker Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 5

Netflix announced it will buy Warner Bros. Discovery’s studios and streaming assets, beating Paramount Skydance and Comcast who were also bidding for the assets. We discuss the implications for the streaming industry and winners and losers. Plus, Meta cuts spending on the metaverase and stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Netflix buys WBD - Mark Zuckerberg cuts metaverase spending - Where will disruption come from next? - Stocks on our radar Companies discussed: Netflix (NFLX), Disney (DIS), Hims & Hers (HIMS), Meta Platforms (META), Alphabet (GOOG), Delta (DAL), Salesforce (CRM). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 4

We’ve seen some sky high valuations among AI companies lately, and it appears that Anthropic wants to use investor optimism to go public as early as next year. Competition among Anthropic, OpenAI, and many other artificial intelligence companies is heating up and could have profound impacts on investing decisions. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Anthropic’s IPO - The competitive landscape of the large language models - Klarna’s Buy Now, Pay Later offering looking more and more like a credit card - Stocks on our radar Companies discussed: CRWV, FRMI, GOOGL, NVDA, MSFT, META, RIVN, KLAR, SEZL, AMEX, V, MA, KNSL, ALMU, BMI Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 3

We discuss the latest shopping data after Black Friday and then dive into the eVTOL industry. What are they? Who do you need to know? And how will these companies make money? Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Retail sales - What is an eVTOL? - How eVTOLs plan to make money - Our favorite eVTOL stocks Companies discussed: Joby Aviation (JOBY), Archer Aviation (ACHR), Eve Holding (EVEX), Beta Technologies (BETA). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 2

Holiday shopping isn’t just about deals at the mall - it can be a great time to think about the businesses benefitting from all that spending. In today’s episode of Motley Fool Money, Host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to talk holiday consumer trends and two “Rule Breaking” stocks they’re putting on their 2025 wishlists. Emily, Jason, and Asit discuss: - How Black Friday and holiday shopping trends are shaping the story for consumer-facing businesses. - Jason and Asit each share one Rule-Breaker style stock they think belongs on investors’ holiday lists. - How to build your own holiday shopping list of stocks without chasing every hot deal or fad. Companies discussed: TBBB, ALAB, WMT, AMZN, TJX, TGT, KSS, SHOP Host: Emily Flippen, Jason Hall, Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 1

We review the results from Zscaler (ZS) and Workday (WDAY) and predict which stock is more likely to outperform over the next 10 years. Who ya got? Asit Sharma, David Meier, and Tim Beyers: - Review last week’s results from Zscaler and Workday. - Predict which of the two will outperform more over the next 10 years. - Tackle investors’ pressing Mindset questions. Have a Mindset question you’d want answered on a future show? Reach out to Tim at tbeyers@fool.com. Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: ZS, WDAY Host: Tim Beyers Guests: Asit Sharma, David Meier Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 30

Aerospace company Rocket Lab has produced big returns for long-term investors. Motley Fool co-founder and CEO Tom Gardner and analyst Seth Jason recently talked with Rocket Lab Founder and CEO Peter Beck about business, engineering, and entrepreneurship. Host: Tom Gardner, Seth Jason Guest: Peter Beck Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 29

Financial independence isn’t just about early retirement. It’s giving your future self freedom.J.L. Collins is the best-selling author of “The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life.” In this replay from earlier this year, Robert Brokamp caught up with Collins for a conversation about: -The challenges and appeal of being a super-saver -How to use the 4% rule -Lessons from past market crashes -The “self-cleansing” value of index funds Company discussed: VTI Host: Robert Brokamp Guest: J.L. Collins Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 28

Black Friday is finally here and this one-day holiday has somehow become a month-long event. But it’s a reminder that retailers have to play a new game and that’s driving the winners and losers in retail. Plus, we discuss the stocks we would give as gifts and what’s on our radar this week. Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Spotify (SPOT), Garmin (GRMN), Roblox (RBLX), Astera Labs (ALAB), Ferrari (RACE), GE Aerospace (GE), Berkshire Hathaway (BRK-A, BRK-B), Target (TGT), Shopify (SHOP). Host: Travis Hoium Guests: Dan Caplinger, Asit Sharma Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 26

Waymo is in expansion mode as competitors fail to get fully autonomous vehicles (without a safety driver) off the ground. We discuss Waymo’s approach and whether there’s a sustainable lead in autonomy. Plus, what other stocks should you have on your radar in 2026? Travis Hoium, Rachel Warren, and Jon Quast discuss: - Waymo’s dominance - Can Waymo bring costs down? - AV stocks to watch - The future of ride-sharing Companies discussed: Uber (UBER), Lyft (LYFT), Alphabet (GOOG), WeRide (WRD), Doordash (DASH). Host: Travis Hoium Guests: Rachel Warren, Jon Quast Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 25

Some of the biggest mistakes investors make aren’t the stocks they buy - they’re the ones they sell. In today’s episode of Motley Fool Money, host Emily Flippen is joined by Fool analysts Jason Hall and Jeff Santoro to look back at some of The Motley Fool’s most painful sell decisions, from Netflix and beyond. They dig into: Why selling is so emotionally tempting and is often the biggest mistake for retail investors How a single 5, 10, or 100-bagger can offset other losers How to build a framework to help investors hold onto winners without holding everything forever Companies discussed: NFLX, SE, FLSR, CMG, GRMN, RCL, MELI, ISRG, TGT, WMT Host: Emily Flippen, Jason Hall, Jeff Santoro Producer: Anand Chokkavelu Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠ megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 24

We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere & Co. (reports tomorrow morning). Rick Munarriz, David Meier, and Tim Beyers: - Forecast a “miss, beat, or beat and raise” for ZM, BBY, and DE earnings reports this week. - Look at the potential growth drivers for each. - Play another round of Faker or Breaker with three stocks stuck in turnarounds - are they in dark clouds we can see through? Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: ZM, BBY, DE, AI, HNST, YELP Host: Tim Beyers Guests: Rick Munarriz, David Meier Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 23

What’s the first step in building wealth? How do we know if we’re on track financially? What does abundance look like? Motley Fool contributor Rich Lumelleau talks with Matson Money Founder and CEO Mark Matson, author of Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life. Host: Rich Lumelleau Guest: Mark Matson Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 22

For many Americans, contributing to an employer-sponsored plan is the primary way they’re saving for retirement. Unfortunately, not all of these plans are excellent, and you’re stuck with the investment choices and features chosen by your employer.Or are you? Longtime Motley Fool colleagues Robert Brokamp and Buck Hartzell talk about how the Motley Fool’s 401(k) was actually not very good in the early days, how they worked with the company to improve the plan, and how you might be able to get your employer to do the same. Also in this episode: How to lower your tax bill with charitable contributions, including why you maybe should give more in 2025 due to a provision in the new tax bill. Two worthy organizations to consider: the Fool Community Foundation ( FoolFoundation.org ), which creates new wealth-building opportunities for Americans living paycheck to paycheck, and Together We Bake ( TogetherWeBake.org ), which provides workforce development for women with limited resources facing barriers to employment. Host: Robert Brokamp Guest: Buck Hartzell Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 21

The market has gotten volatile the last few weeks and some sectors are dropping, like Bitcoin. How are we handling the drop and where are opportunities emerging? Plus, we discuss what CEOs belong in the Hall of Fame. Travis Hoium, Dan Caplinger, and Jon Quast discuss: - Why the market is down - Bitcoin’s drop - Where we see bargains - CEO Hall of Fame Companies discussed: Bitcoin (BTC), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Five Below (FIVE), Mercado Libre (MELI), Meta (META), Chipotle (CMG), Starbucks (SBUX). Host: Travis Hoium Guests: Dan Caplinger, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 20

This week is one of the biggest weeks in earnings as NVIDIA, Home Depot, Lowes, Walmart, and Target all reported earnings. All three provide both a look into the financials of great business and a deeper look into three of the biggest markets: AI, housing, and consumer spending. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Another quarter of monster numbers from NVIDIA - Home Depot and Lowe's thoughts on the housing and home improvement market. - Walmart’s quarterly numbers make Target’s management look silly. Companies discussed: NVDA, META, AMZN, GOOG, MSFT, PLTR, HD, LOW, TGT, WMT, BBWI Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 19

Gemini 3 is out and it may change the landscape in artificial intelligence. Benchmarks have it performing better than GPT-5 and Google is leaning into its competitive advantages in AI tech. Plus, we talk about the drop in Bitcoin and how Target lost its mojo. Travis Hoium, Rachel Warren, and Jon Quast discuss: - Gemini 3 is out - Anthropic’s capital raise - Bitcoin is down, but is it out? - Why Target is falling behind in retail Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Target (TGT), Bitcoin (BTC), Coinbase (COIN), Circle (CRCL). Host: Travis Hoium Guests: Rachel Warren, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 18

Chinese stocks are back in the headlines, and we’re putting them on trial. Motley Fool Money flips the script as Jason Hall steps into the host chair to referee a fast-paced bull/bear debate between longtime China investor Emily Flippen and resident skeptic Toby Bordelon. On today’s show, Emily, Jason, and Toby: - Go head-to-head on PDD Holdings - Debate whether Baidu can self-drive its future - Do a speed round between Weibo and iQiYi - deep value or value traps? Companies discussed: BIDU, PDD, WB, IQ Host: Emily Flippen, Jason Hall, Toby Bordelon Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 17

There are plenty of potential winners outside the world of AI. Anthony Schiavone and Karl Thiel join Tim Beyers in discussing three big names that may be worth betting on. Anthony Schiavone, Karl Thiel, and Tim Beyers: - Cover MRK’s $9.2 billion acquisition of CDTX. - Cover the earnings news from UPS and CVX. - Make a buy, sell, or hold call on each stock. - Play a game of Back It or Bin It featuring three dividend-payers. Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: MRK, CDTX, UPS, CVX, WAB, HAS, CF Host: Tim Beyers Guests: Anthony Schiavone, Karl Thiel Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 16

Sezzle is a fintech company known for its buy now, pay later services. At our annual Motley Fool member event, Motley Fool co-founder and CEO Tom Gardner talked with Sezzle co-founder and CEO Charlie Youakim about entrepreneurship, competition, and the business of buy now, pay later. Host: Tom Gardner Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 15

When saving for retirement, the first decision is how much. But the next decision is where: Do you contribute to a traditional retirement account or a Roth? By far, the majority of retirement assets are in traditional accounts, but that may not be the right choice for you. Motley Fool retirement experts Robert Brokamp and Dan Caplinger discuss five reasons why you might want to go with the Roth. Also in this episode: -Life expectancy is a crucial variable in retirement calculations – what should you assume? -The ratio of household wealth to income is at an all-time high -Almost 1 in 4 adults provide financial support to aging parents, often to their detriment -Aim to max out your retirement accounts in 2025, but don’t wait until Dec. 31 – especially with 401(k)s Host: Robert Brokamp Guest: Dan Caplinger Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 14

The stock market has slumped the first two weeks of November as investors worry about layoffs, consumer spending, and returns of the AI buildout. We discuss what we’re looking at and how we would invest if the market drops 30%. Plus, we discuss the bond market’s current view of risk, the state of streaming, and stocks on our radar. Travis Hoium, Emily Flippen, and Jon Quast discuss: - Is the top in for 2025? - What bonds are telling us - The future of streaming - Calls and puts - Stocks on our radar Companies discussed: Oracle (ORCL), Axon (AXON), Zillow (Z), Spotify (SPOT), Celsius (CELH), Monster (MNST), Dollar General (DG), Unity (U), Roku (ROKU), Airbnb (ABNB), Disney (DIS), Netflix (NFLX). Host: Travis Hoium Guests: Emily Flippen, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 13

Warren Buffett’s surprise announcement this past May that he would be stepping down as Berkshire Hathaway’s CEO lefty a few lingering questions that many ardent Berkshire followers wanted to know. Many of those questions were answered in this week’s letter he penned to shareholders that will be his new Thanksgiving tradition. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - The end of the government shutdown and the market’s “meh” response throughout. - Buffett quietly exiting stage left and his lasting impact on all of us. - Stocks on our radar. Companies discussed: BRK-A, BRK-B, CSIQ, APPN, DECK Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 12

We discuss Pfizer’s $10 billion deal to buy Metsera and finally get into weight loss. Plus, Peloton is making a compeback and Circle is growing on the back of stablecoins, but Coinbase may be the real winner here. Travis Hoium, Rachel Warren, and Jon Quast discuss: - Pfizer buying Metsera - Peloton’s comeback - Circle’s growth and why Coinbase is a winner Companies discussed: Pfizer (PFE), Peloton (PTON), Circle (CRCL), Coinbase (COIN). Host: Travis Hoium Guests: Rachel Warren, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 11

We’re mashing up quantum computing, AI infrastructure, and space stocks as we dig into a handful of headline-grabbing earnings reports. From GPU farms on the ground to satellites in orbit, we’re asking what’s investable now… and what still belongs in the “sci-fi someday” bucket. Emily Flippen, Jason Hall, and Keith Speights: - Break down CoreWeave’s latest results, including booming backlog, heavy capex, and whether an AI infrastructure arms race can still reward shareholders. - Compare CoreWeave’s reality to “up-and-coming” quantum names like Rigetti, IonQ, D-Wave, and QUBT – and make the case for (or against) taking the tech-giant route with Alphabet or Microsoft instead. - Explain why Rocket Lab’s record revenue, rising margins, and growing backlog are bright spots in a bruised space sector – and how government shutdown drama factors into the story. - Dig into AST SpaceMobile’s satellite-to-cell strategy, big-name carrier partners, ambitious launch plans, and why 2026 could be a make-or-break year for the stock. Companies discussed: CRWV, RGTI, RKLB, SPCE, ASTS Host: Emily Flippen, Jason Hall, Keith Speights Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 10

Wall Street didn’t take kindly to the financial reports from Axon, Trex, and Warby Parker. Should investors be buying amid the bloodbath? We answer that question on today’s show. Emily Flippen, Jason Hall, and Tim Beyers: - Report what Wall Street didn’t like about AXON, TREX, and WRBY earnings. - Make a buy, sell, or hold call on each stock. - Play another game of Faker or Breaker. Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: AXON, TREX, WRBY, ACHR, HIPO, SKY Host: Tim Beyers Guests: Emily Flippen, Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 9

Steph Wagner is the author of Fly, A Woman's Guide to Financial Freedom and Building a Life You Love. Motley Fool contributor Rachel Warren recently talked with Wagner about financial empowerment, retirement, and building a life you love. Host: Rachel Warren Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 8

The oldest members of Generation X reach 60 this year. Yet most have much less than $300,000 saved for retirement, while also carrying more student loan and credit card debt than any other generation. Robert Brokamp discusses the challenges and solutions with Kerry Hannon, co-author of Retirement Bites: A Gen X Guide to Securing Your Financial Future . Also in this episode: -Stock market valuations are high, but there are reasons to believe the bull market can continue -Unused 529 college savings money can be transferred to a Roth IRA and not be subject to federal taxes (if done right). But what about state taxes? -Recent reports from Vanguard and J.P. Morgan Asset Management have sobering projections for U.S. stocks over the next 10 to 15 years -Over the holidays, eat, drink, be merry, and discuss estate planning with your family Host: Robert Brokamp Guest: Kerry Hannon Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 7

Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the "holiday" and give some of these bears a hug. The team also tackles Berkshire Hathaway's record pile of cash, Elon Musk's $1 trillion payday, and restaurant stocks before wrapping up with stocks on our radar. Jon Quast, Lou Whiteman and Emily Flippen discuss: - The fear and greed index is showing extreme fear. -Berkshire Hathaway is sitting on $382 billion. -Tesla approves Elon Musk's performance award that includes important operational milestones. -Denny's is being acquired, Papa John's bid is pulled, and Yum! Brands may be looking for a buyer for Pizza Hut. - Stocks on our radar. Companies discussed: BRK.A, BRK.B, TSLA, EATZ, DPZ, PZZA, YUM, CASY, SBUX, DENN, SG, DASH, AXON, LULU, IT, SMCI, CMG, DUOL, TTD, STN Host: Jon Quast Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 6

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - Unity Software's strong progress toward a turnaround - Cancelled flights expected at 40 airports - Stocks on our radar Companies discussed: U, PINS, RCL, WM, AGM Host: Matt Frankel Guests: Tyler Crowe, Jon Quast Producer: Anand Chokkavelu Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 5

2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers & acquisitions, asset sales, and spin offs to rejuvenate their prospects. The team looks at this as well as checking how frothy the AI market looks to the Federal Reserve chairman. Tyler Crowe, Lou Whiteman, and Rachel Warren discuss: - Kimberly-Clark’s deal to acquire Kenvue - The numerous portfolio shakeups in consumer brands - Jerome Powell’s comments on AI bubbles - What AI businesses are thriving vs those spinning their wheels Companies discussed: NVDA, AMXN, MSFT, GOOG, META, KMB, KVUE, JNJ, KHC, UL, NSRGY, PEP, K, DKS, PNG Host: Tyler Crowe Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 4

Spotify, Shopify, and Uber were once the poster children for “growth at any cost.” Today, they’re talking cash flow, margins, and discipline. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Jeff Santoro to dig into what these “reformed Rule Breakers” are getting right - and where the risks still lurk. They discuss third quarter earnings reports for: - Shopify and how its business stacks up against Amazon and agentic shopping in the battle for online commerce. - Spotify’s margin makeover, and how the business has created scale in an industry many were skeptical of - Uber’s transformation from “broken IPO” to cash-flow machine, and how its pricing algorithm has unlocked margin potential Companies discussed: SHOP, SPOT, UBER, GRAB Host: Emily Flippen, Jason Hall, Jeff Santoro Producer: Anand Chokkavelu Engineer: Dan Boyd, Natasha Hall Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 3

Five of the Big Tech Behemoths reported last week. What did we learn and what should we expect looking ahead? Rick Munarriz, Sanmeet Deo, and Tim Beyers: - Discuss macro takeaways from last week’s Big Tech earnings. - Dig into the details for the unusual news in each report. - Make a few reckless predictions of what’s to come from Big Tech. Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: AAPL, AMZN, GOOGL, META, MSFT Host: Tim Beyers Guests: Rick Munarriz, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 2

Should investors take stock in preferred stock? Motley Fool analysts Matt Argersinger and Anthony Schiavone talk with Infrastructure Capital Advisors CEO Jay Hatfield about preferred stocks and why income investors should look beyond index funds. Host: Matt Argersinger, Anthony Schiavone Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 1

What makes the U.S. consumer and investor unique? Are we biologically programmed to be dissatisfied? Should you want your kids to be poor? Morgan Housel answers those questions and provides insights from his latest book, The Art of Spending. Also in this episode: -International stocks have notched a 30% gain so far this year -The Fed cut rates but dampened expectations for December -The job market is always in flux, as demonstrated by a slew of recent layoffs -The most tax-efficient way to give to charities may be donating appreciated shares of stock Host: Robert Brokamp Guest: Morgan Housel Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 31

Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar. Travis Hoium, Lou Whiteman, and Asit Sharma discuss: - Alphabet’s big cloud quarter - Meta’s AI questions - Amazon and AWS growth - Netflix’s surprising stock split Companies discussed: Nike (NKE), On Holding (ONON), Alphabet (GOOG), Meta (META), Netflix (NFLX), Coinbase (COIN), Microsoft (MSFT), Chipotle (CMG). Host: Travis Hoium Guests: Lou Whiteman, Asit Sharma Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 30

2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta’s ambitious spending plan sending the stock down -Microsoft’s and Alphabet’s earnings and outlook getting mixed reviews -One year without Brian Niccol at Chipotle -One year with Brian Niccol at Starbucks Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29

Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant’s stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine. Travis Hoium, Lou Whitemand, and Rachel Warren discuss: - Microsoft’s $135 billion OpenAI stake - Rolling layoffs in Corporate America - NVIDIA’s deals in robotics, aviation, and medicine Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS). Host: Travis Hoium Guests: Lou Whitemand, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 28

Host Emily Flippen is joined by Motley Fool analysts Jason Hall and Keith Speights to unpack how a prolonged U.S. government shutdown ripples through markets - from missing economic reports and the Fed’s next move to the on-the-ground impact for contractors, biotechs, and housing. Companies discussed: NOC, PLTR, BAH, ACN, MSFT, LLY, AMTM Host: Emily Flippen, Jason Hall, Keith Speights Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 27

AIs are hungry and growing more insatiable by the day. Will we be able to sustainably generate the power needed to feed the AI beast? Nick Sciple, Seth Jayson, and Tim Beyers: - Discuss the vast sums being invested in power infrastructure, and whether current plans will be enough to meet demand. - Cover the opportunities and complications from filling the void with existing and emerging nuclear technology. - Playing a nuclear-themed game of Faker or Breaker. Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: NUE, GEV, OKLO, MSFT, DXCM, NNE, SMR Host: Tim Beyers Guests: Nick Sciple, Seth Jayson Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 26

Scott D. Anthony is a professor of strategy at Dartmouth's Tuck School of Business and author of the new book, Epic Disruptions: 11 Innovations that Shaped Our Modern World . Motley Fool analyst Sanmeet Deo recently talked with Anthony about innovation, AI, and the business of disruption. Host: Sanmeet Deo Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 25

Sahil Bloom writes The Curiosity Chronicle newsletter and is the managing partner of SRB Ventures, a venture investment firm. He is also the author of The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life , which became a New York Times bestseller. In this rebroadcast of an interview from earlier this year, Motley Fool personal finance expert Robert Brokamp caught up with Bloom for a conversation about: -Why social, physical, mental, and time wealth are just as important as financial wealth -The transformative power of creating an energy calendar -What social media gets wrong about health advice -Why to never think twice about an investment in yourself Host: Robert Brokamp Guest: Sahil Bloom Engineers: Rick Engdahl and Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 24

We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM’s great results may show how weak EV sales will be in the U.S. and the how Co-CEO roles have become so popular in tech. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - Cloud outages - GM’s results and the EV future - The rise of the co-CEO - Apple’s iPhone growth Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), General Motors (GM), Tesla (TSLA), NVIDIA (NVDA), General Electric (GE), Walmart (WMT), Meta (META), Netflix (NFLX). Host: Travis Hoium Guests: Lou Whiteman, Jason Hall Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 23

There are a plethora of so-called stock market calendar effects. What are they and how should Foolish investors think about them? Matt and Jon also take a look at Tesla’s latest financial report as well as make some bullish stock predictions for two companies that were previously booted from the S&P 500. Jon Quast and Matt Frankel discuss: - Calendar related trading patterns such as tax-loss harvesting season, the Santa Claus rally, and the January Barometer. - Tesla’s financial results for the third quarter of 2025. - Stocks on our radar – companies that were removed from the S&P 500 within the last 18 months Companies discussed: ETSY, ENPH, AMZN, TSLA Host: Jon Quast Guest: Matt Frankel Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 22

We discuss the growing prevalence of celebrities being involved in big investment moves by VC and hedge funds, including Travis Kelce taking a role in Jana Partners’ 9% stake in Six Flags. We also debate the launch of ChatGPT Atlas and a potential deal between Warner Bros. Discovery and Skydance. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Six Flags activists - ChatGPT gets a browser - Interest in a Warner Bros. Discovery buyout Companies discussed: Warner Bros. Discovery (WBD), Alphabet (GOOG, GOOGL), Six Flags (FUN). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 21

Prediction markets are having a moment - from Fed odds to football. In this episode of Motley Fool Money, host Emily Flippen, with analysts Jason Hall and Sanmeet Deo, break down what prediction markets are, why they exploded, how regulators view them, and the smartest ways investors might (or might not) get exposure. Companies discussed: HOOD, ICE Host: Emily Flippen, Jason Hall, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠ megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 20

AWS goes down again. Is it time to re-assess risk in the cloud and AI-era, where so much of the digital assistance we get is housed someplace we can’t see and controlled by someone we don’t know? David Meier, Tom King, and Tim Beyers: - Discuss the failures that led to the AWS outage this morning and which companies are services were impacted as a result. - Debate whether companies have become too dependent on AWS and its peers, especially when virtually all the in-demand AI services we’re banking on are hosted in these clouds. - Play another game of Faker or Breaker with three companies impacted by the AWS outage. Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: AMZN, LYFT, UBER, HOOD, COIN, RBLX Host: Tim Beyers Guests: David Meier, Tom King Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 19

In our second Quarterly Call, Motley Fool CEO and co-founder Tom Gardner talked about the current market and what to do about it. Tom also shared five investment ideas. For today's Motley Fool Money episode, we're sharing the audio version of that Quarterly Call. 00:50 Where We Are Now 12:20 What To Do About It 15:00 Five Investment Ideas Guest: Tom Gardner Producers: Mac Greer, Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 18

Retirement will be an opportunity to do many things you always wanted to do. But it may also be a time when you have to do something you’ve never had to do – namely, get your own health insurance. Most retirees will get their health insurance through Medicare, which in many ways is far more complicated than the health insurance they were receiving from their employers. Robert Brokamp speaks with CoverRight CEO Richard Chan about Medicare essentials where to go to get help during the current open enrollment period. Also in this episode: -The S&P 500 is up 90% since the current bull market began in October of 2022, but some investments have done even better – while others, not quite as good -The average price of a new automobile crossed $50,000 for the first time ever, yet down payments on purchases are as low as they’ve been since 2021 -Those annoying texts telling you that you owe toll-booth money? They’re a scam, and have raked in more than $1 billion over the past three years -Two rules of thumb for determining how much life insurance coverage you should have Host: Robert Brokamp Guest: Richard Chan Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 17

Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor’s earnings, Google’s medical AI, and the “cockroaches” that could be hiding in the market. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss: - How highly shorted stocks and memes have outperformed the market - TSMC and ASML’s earnings - Hidden leverage in the market - Google’s new medical AI Companies discussed: Taiwan Semiconductor (TSM), ASML (ASML), AMC (AMC), Gamestop (GME), Bitcoin (BTC), Alphabet (GOOG), Palantir (PLTR), Coinbase (COIN), NVIDIA (NVDA), AMD (AMD), Joby (JOBY), Delta (DAL). Host: Travis Hoium Guests: Lou Whiteman, Dan Caplinger Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 16

One way or another, companies will find a way to let individuals own private assets in their retirement accounts. At this point, a new news story appears with a big bank or asset manager looking to sell private assets to individuals. This week, we discuss how investors should view private asset opportunities in their investing accounts, big bank earnings, and stocks on our radar. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Earnings, outlooks, and conference call commentary from the big banks third quarter. -Private asset’s role in an investors portfolio -Stocks on our radar Companies discussed: WFC, BAC, MS, GS, JPM, BLK, BK, TRIP, ABNB, ESRG, SLG, SLM Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 15

ASML reported earnings on Wednesday and we discuss if the company continues to be a leader in the AI boom. Then, we discuss the Fed pushing markets higher this week and hot we read earnings reports not that earnings season is upon us. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - ASML earnings - The Fed moving markets - How the Fed is stuck between a slowing economy and inflation - How we read earnings reports Companies discussed: ASML (ASML). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 14

In this episode of Motley Fool Money, long-time analysts Emily Flippen, Jeff Santoro, and Jason Hall dive into bank earnings, Robinhood’s meteoric rise, and take a look at how alcohol consumption has changed the landscape for vice investments. Companies discussed: JPM, GS, WFC, HOOD, STZ, SAM Host: Emily Flippen, Jason Hall, Jeff Santoro Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 13

Long-time Rule Breakers Karl Thiel, Rick Munarriz and Tim Beyers offer up three stocks that face dark clouds they can see through. Who are your favorite Broken Breakers? Karl Thiel, Rick Munarriz, and Tim Beyers: - Discuss the implications of mass restructuring at the federal agencies governing biotech and health care innovations. - Profile 3 stocks broken by bad decisions, bad luck, or bad timing, but which still have plenty of Rule Breaking potential. - Play another game of Yes, And! with three stocks from the Rule Breakers Database. Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: ARGX, CELH, CRM, TTD, BMY, PGNY Host: Tim Beyers Guests: Karl Thiel, Rick Munarriz Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 12

Docusign is a leader in the e-signatures and contract management tools market. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, and contributor Toby Bordelon talk with Docusign CEO Allan Thygesen about opportunity, innovation, and the business of Docusign. Host: Tom Gardner, Andy Cross, Toby Bordelon Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 11

How does spending change over the course of your life, and why it might mean you could spend more in retirement. Robert Brokamp discusses those topics and more – including why the 4% withdrawal rate is likely too low -- with financial planning expert David Blanchett, who is a managing director, portfolio manager, and head of retirement research at PGIM DC Solutions. Also in this episode: -The federal government shutdown will delay the release of many figures important to your finances -A recent New York Times article told the tale of how $120,000 worth investments got illegally transferred out of a victim’s IRA – how to prevent it from happening to you -The percentage of items in the CPI that are experiencing annualized price growth above 3% is on the rise -A recent report estimates that there’s $2.1 trillion in left-behind and forgotten 401(k)s – how to find a long-lost account Host: Robert Brokamp Guest: David Blanchett Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 10

What can we learn about investing in 1999 or 2007 that can be applied today? While history doesn’t repeat, it often rhymes and we discuss what we wish we would have known 25 years ago and how we’re applying that today. Travis Hoium, Jon Quast, and Jason Moser discuss: - How 2025 compares to 1999 and 2007 - What we wish we knew - Energy’s role in AI - How well do you know investing history? Companies discussed: Alphabet (GOOG), NVIDIA (NVDA), Waste Management (WM), Rubrik (RBRK). Host: Travis Hoium Guests: Jon Quast, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 9

Meme stocks, those companies that individuals love to speculate with, are roaring back in 2025. So much so that the Meme Stock ETF is coming back after being discontinued in 2023. Today’s show breaks down how much staying power the meme stock ETF will have this time around. Also, we review Ferrari’s less-than-stellar guidance for the next several years and cover stocks on our radar. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Ferrari’s decision to pare its electric vehicle lineup and its lower 2030 financial guidance - Roundhill Investment’s decision to relaunch the Meme Stock ETF - Stocks on our radar Companies discussed: RACE, TSLA, GM, LVMH.F, HESAY, RH, HOOD, SOUN, OKLO, BE, TGT, FSLR, FND, HD, LOW Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 8

OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech companies in the world, including Zillow, Amazon, Booking.com, and Target. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - ChatGPT gets apps - Disruption from ChatGPT - App opportunities - Trillion dollar question for ChatGPT Companies discussed: Zillow (Z), Target (TGT), Amazon (AMZN), Booking (BKNG), Expedia (EXPE), Figma (FIG), Spotify (SPOT). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 7

As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working” (and who’s really paying) - How a U.S. sale of TikTok could reshape social commerce just as Amazon’s big event feels less special - What the Sept. 30 expiration of federal EV tax credits means for demand at Tesla, BYD, Ford, and beyond - Plus, a lightning round of stocks positioned to benefit from these trends Companies discussed: AMZN, PDD, TSLA, BYDDY, F, SYM Host: Emily Flippen, Jason Hall, Dan Caplinger Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 6

Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next? Asit Sharma, Yasser El-Shimy, and Tim Beyers: - Discuss their views of the AI spending race and three stocks poised to profit regardless. - Make three reckless predictions for the A.I. industry. - Play another game of Faker or Breaker with three recent IPO stocks. Motley Fool Supernova is back! To learn more about the successor to the portfolios that brought Fools 9 years of greater than 21% annualized returns, please navigate to supernovaisback.fool.com. And in the meantime, be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Tickers: Companies discussed: BABA, AMD, NET, INTC, TOST Host: Tim Beyers Guests: Asit Sharma, Yasser El-Shimy Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 5

What are the biggest mistakes investors make? Motley Fool Chief Investment Officer Andy Cross and analyst Jason Moser talk with Barry Ritholtz , author of How Not to Invest: The ideas, numbers, and behaviors that destroy wealth―and how to avoid them. Winning the game Passive vs. active investing Common mistakes When to sell Emotions and investing Host: Andy Cross, Jason Moser Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 4

The Federal Reserve is lowering interest rates, which can be good for borrowers but not so good for savers. Robert Brokamp speaks with Brendan Byrnes, managing director of Motley Fool Money ( www.fool.com/money ), about how to find the highest yields for your cash and how to choose the best credit card for your situation. Also in this week’s episode: -A recent ADP report confirms that we’re in a “no-fire, no-hire” job market -A study puts popular AI tools to an estate-planning test – which came out on top? -Just in time for Halloween season, the S&P 500 has reached a spooky level – how has the classic 60/40 portfolio performed when the market is so richly valued? -The recent government shutdown demonstrates (once again) that everyone should have an emergency fund Tickers discussed : SPY Host: Robert Brokamp Guest: Brendan Byrnes Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 3

We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Tesla’s latest delivery boon is a peak for the company. Later in the show, we play over/under before covering the stocks on our radar. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Apple’s headset strategy - Tesla’s delivery numbers - Earnings trends to watch - Over/Under Companies discussed: Apple (AAPL), Alphabet (GOOG), NVIDIA (NVDA) MercadoLibre (MELI), Delta (DAL). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 2

In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is opening a new front in the battle for your credit score and Berkshire Hathaway puts its massive cash pile to use. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - OpenAI becomes a $500 billion company with staggering growth projections - Berkshire Hathaway acquires Occidental Petroleum’s chemical division - Fair Isaac Corporation upends the credit score market - The market’s performance during and after government shutdowns - Stocks on their radar Companies discussed: FRMI, DLR, ORCL, BRK.A, BRK.b, OXY, FICO, EXPN, EFX, TRU, UPST, MELI, ETSY, CW Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 1

OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in this agentic shopping world. Travis Hoium, Lou Whiteman and Rachel Warren discuss: - ChatGPT shopping launch - Winners in agentic shopping - Losers in agentic shopping - How big tech will adjust to the new world of commerce Companies discussed: Shopify (SHOP), Etsy (ETSY), Amazon (AMZN), Alphabet (GOOG, GOOGL). Host: Travis Hoium Guests: Lou Whiteman and Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 30

American palates are shifting, and investors are starting to take notice. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Jason Hall to unpack four of the newest Asian food chains looking to expand across the United States The team dives into: - Whether or not Jollibee’s rise is sustainable - The re-emergence of Luckin Coffee and changing consumer tastes - If the experiential dining of Kura Sushi and Haidilao Hot Pot are replicable - Which chain offers investors the best opportunity today Companies discussed: JBFCF, LKNCY, KRUS, HDALF Host: Emily Flippen, Jason Hall, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 29

David Meier, Rick Munarriz, and Tim Beyers preview the Oct. 1 return of Motley Fool Supernova with three stocks with Rule Breaker DNA that are worthy of your watchlist. David Meier, Rick Munarriz, and Tim Beyers discuss: - Supernova’s return with the real-money Odyssey and Phoenix portfolios. - Why CAVA, Camping World, and Warby Parker belong on your Rule Breakers watchlist. - A preview of new tools and what to expect when the new Supernova missions lift-off on Oct. 1. For a full breakdown of everything planned for Supernova when it relaunches on Oct. 1, please navigate to supernovaisback.fool.com . And in the meantime, be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth . It’s on shelves now; get it before it’s gone! Companies discussed: CAVA, CWH, WRBY, Host: Tim Beyers Guests: David Meier, Rick Munarriz Producer: Anand Chokkavelu Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 28

Motley Fool Co-Founder David Gardner has racked up big returns by bucking the conventional wisdom. Rule Breakers Senior Vice-President of Strategy Brian Richards talks with David about his new book, Rule Breaker Investing: How to Build the Best Stocks of the Future and Build Lasting Wealth . Topics include: Buy high, sell higher Traits of a Rule Breaker stock Building a Rule Breaker portfolio Host: Brian Richards Guest: David Gardner Producer: Bart Shannon, Mac Greer Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 27

When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are more associated with underperformance. Also in this episode: -The Russell 2000 finally surpassed its 2021 peak – what’s behind the small-cap surge? -The Treasury Department has released preliminary guidance about “no tax on tips” -The spread in yields between investment-grade corporates and Treasuries is the smallest it’s been since 1998 -A lesson from the life and recent death of financial journalist Jonathan Clements: Don’t delay your bucket list until retirement Investments discussed: VOO, QQQ, VTWO, IWC Host: Robert Brokamp Guest: Jeff Ptak Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 26

Beyond the big names, where are there opportunities in AI and discounts in the market overall? Plus, Meta’s changing AI plans and we play “Higher or Lower”.Travis Hoium, Lou Whiteman, and Jon Quast discuss: - AI’s hidden gems - Tiktok’s sale - Where there are opportunities today - Meta’s AI plans Companies discussed: Oracle (ORCL), Alphabet (GOOG), Meta Platforms (META), Chipotle (CMG), Cava (CAVA), NVIDIA (NVDA), Vertiv (VRT). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 25

Investors looking at housing and homebuilders are probably wondering what to make of the seemingly contradictory messages out of the housing market. In this episode, Tyler, Matt, and Jon drill down into the confounding numbers in the housing market and some recent homebuilder earnings reports. Also, they react to Starbucks restructuring and serve up some stocks on their radar. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Starbucks unveils a $1 billion restructuring plan - The good, the bad, and the outlook for homebuilder stocks. - Stocks on our radar. Companies discussed: SBUX, CMG, KBH, LEN, MIAX, FND, TTD, ICE, SPGI, NDAQ, HD, LOW, AMZN, DHI Hosts: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 24

We examine the failure of formerly highly valued retail brands like Allbirds, Peloton, and Casper, who were once highly valued only to fall on hard times. Why did they fail to live up to lofty expectations and will agentic shoppic agents lead to another shift in the industry? Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Why have DTC stocks plunged? - What omnichannel strategies have succeeded? - What’s the future of agentic shopping? Companies discussed: Peloton (PTON), Allbirds (BIRD), Stitch Fix (SFIX), Nike (NKE), Lululemon (LULU). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 23

On today’s episode of Motley Fool Money, analysts Emily Flippen, Jason Hall, and Toby Bordelon spotlight three off-the-radar small caps with very different stories. The team dives into: - Why the renewable energy industry deserves a second look, even with policy headwinds - If Phinia offers a pragmatic hedge against a slower-than-expected EV transition - A rapidly expanding premium Chinese tea-house that has changing unit economics Companies discussed: ENPH, FLNC, PHIN, TSLA, CHA, LKNCY Host: Emily Flippen, Jason Hall, Toby Bordelon Producer: Anand Chokkavelu Engineer: Bart Shannon, Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 22

Which is the better healthcare Breaker? Alicia Alfiere, Sanmeet Deo, and Tim Beyers pit Progyny against Hims & Hers. Leave a comment to get in on the debate! Alicia Alfiere, Sanmeet Deo, and Tim Beyers discuss: - Progyny vs. Hims & Hers - who goes on the watchlist? - Intel and NVIDIA’s big $5 billion deal. - Reflections on Rule Breaker Investing. Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing. It’s on shelves now; get it before it’s gone! Companies discussed: PGNY, HIMS, INTC, NVDA Host: Tim Beyers Guests: Alicia Alfiere, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 21

What began as a single Boba tea shop in 2000 has transformed into a leading supplier of sustainable packaging for local startups to national brands like Panda Express and Chipotle. Motley Fool CEO Tom Gardner and Chief Investment Officer Andy Cross talk with Alan Yu about the evolving business of packaging: Boba Tea beginnings Eco-friendly alternatives Partnership and leadership Strategic expansion Host: Tom Gardner, Andy Cross Producer: Mac Greer Engineer: Adam LandfairDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 20

Retirement is largely a math game, and calculators can help you crunch the numbers. Sean Gates of Motley Fool Wealth Management joins Robert Brokamp to discuss what to look for in a high-quality retirement tool, and to offer some recommendations. Also in this episode: -How the Fed rate cut will affect your finances -REITs have similar long-term returns as the S&P 500 but dissimilar short-term returns, which can add diversification to your portfolio – whether you like it or not -How the 0.01% rule can help determine whether you can afford an impulse purchase -The job market is slowing down, so it might be time to bulk up your resume Investments discussed: VNQ Host: Robert Brokamp Guest: Sean Gates Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 19

Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the economy and inflation. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - The Fed’s rate cut - NVIDIA invests in Intel - Meta can’t quit the metaverse - Rule Breaker investing - Google’s AI muscle Companies discussed: NVIDIA (NVDA), Intel (INTC), Meta Platforms (META), Alphabet (GOOG, GOOGL), Tesla (TSLA), Axon (AXON). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 18

Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well as talks about a proposal from President Trump to eliminate quarterly financial reports before wrapping up with stocks on our radar. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Nvidia takes a $5 billion stake in Intel as the pair begins co-developing products - Would it be a good thing if companies were no longer required to report quarterly financial results? - Stocks on our radar. Companies discussed: NVDA, INTC, AMD, XMTR, TTD, GM, CLS Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 17

Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Waymo’s rapid expansion - Rivian breaks ground - Tesla’s Robotaxi challenges - Our top EV/autonomous stock Companies discussed: Alphabet (GOOG, GOOGL), Mobileye (MBLY), Tesla (TSLA), Lyft (LYFT), Uber (UBER). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 16

Blind boxes, dopamine hits, and “adorably ugly” IP - today Emily Flippen alongside analysts Sanmeet Deo and Asit Sharma unpack the collectibles economy and the anatomy of a craze. We ask who actually wins when crazes hit the market, evaluate the value of owning or licensing intellectual property, and wrap up with a lightning round of stocks we’d use to play a craze. Companies discussed: PMRTY, HAS, FNKO, BILI, EBAY, META, COST Host: Emily Flippen, Sanmeet Deo, Asit Sharma Producer: Anand Chokkavelu Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠ megaphone.fm/adchoices " Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 15

We duel, you decide. Rick Munarriz and Tim Beyers debate whether DocuSign is a Breaker worth buying. Leave a comment to let us know which argument swayed you! Tim Beyers and Rick Munarriz discuss: - DocuSign’s prospects - is now the time to buy? - The Big Macro and resilient industries. - Three recent winners - who’s the Faker, who’s the Breaker? David’s Gardner’s new book — Rule Breaker Investing — hits shelves and will be available for purchase. Get it before it’s gone! Tickers: Companies discussed: DOCU, ALAB, OPEN, RDDT Host: Tim Beyers Guest: Rick Munarriz Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 14

Dan Ariely, a Professor of Behavioral Economics at Duke University, is the bestselling author of Misbelief , Dollars and Sense , and Predictably Irrational . Motley Fool contributor Rich Lumelleau talks with Ariely about the rational and irrational: Inspiration for studying human behavior Swiss Army Knife problem Emotions and investing Extrinsic and intrinsic motivation Host: Rich Lumulleau Producer: Mac Greer Engineer: Adam LandfairDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 13

No account has more tax benefits than the health savings account. You can make the most of those benefits by managing your HSA wisely. Roger Young, CFP®, discusses some suggestions from a T. Rowe Price report. Also in this episode: -401(k) millionaires are at an all-time high -- how did they do it? -The bond market is having its best year since 2020 -Gold is crushing the Nasdaq and the S&P 500, and Silver is doing even better -What determines your home’s cost basis, and how to keep track of all the necessary documents Host: Robert Brokamp Guest: Roger Young Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 12

We discuss the potential for another major media merger as Paramount Skydance eyes Warner Bros Discovery, and there’s a new richest person in the world as Oracle tries to take on big tech hyperscalers. Travis Hoium, Lou Whiteman, and Rick Munarriz discuss: - Paramount’s interest in Warner Bros Discovery - Oracle’s huge deal with OpenAI - Adobe’s AI story - Rank media, autonomous vehicle, and restaurant stocks Companies discussed: Netflix (NFLX), Disney (DIS), Warner Bros Discovery (WBD), Comcast (CMCSA), Fox (FOX), Tesla (TSLA), Rivian (RIVN), Uber (UBER), Mobileye (MBLY), WeRide (WRD), Chipotle (CMG), Darden (DRI), Cava (CAVA), Portillo’s (PTLO), Wingstop (WING) Host: Travis Hoium Guests: Lou Whiteman, Rick Munarriz Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 11

Ever since interest rates started to rise in 2022, the American mortgage market has been stuck. With recent economic data, though, mortgage rates have been coming down and it’s bringing buyers and refinancers out of the woodwork. Plus, Oracle’s record breaking market day and the continued rise of the exchange traded fund. Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Mortgage applications jumped the most in over three years - Oracle’s multi-year backlog and the implications for AI - Exchange Traded Funds outnumbering stocks for the first tim - Stocks (and ETFs) on our radar. Companies discussed: RKT, UPST, ORCL, STX, AMD, QTUM, VTWO Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 10

We discuss the new iPhone’s impact on Apple’s business, whether the economy is slowing, and what Oracle’s huge move today means for investors.Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Apple’s newest products Jobs data and the latest on inflation Oracle’s blowout numbers Companies discussed: AAPL (AAPL), Oracle (ORCL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Natasha Hall Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 9

Warby Parker’s has serious AI glasses plans with Google. Tom Gardner, Tim Beyers, and Dave Gilboa discuss: Explaining Warby Parker’s business to a 10-year-old Plans for those AI glasses Capital allocation at Warby Parker Hosts: Tom Gardner and Tim Beyers Guest: Dave Gilboa Engineer: Natasha Hall Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 8

Parting is such sweet sorrow. Today on Motley Fool Money, Rick Munarriz, with analysts Lou Whiteman and Jason Hall discuss selling decisions they wish they could have back. They also look at some stocks that could thrive in the new normal after last week’s problematic jobs report. There’s also a sporty look at some of this year’s biggest winners and losers. They unpack: - Painful decisions to sell that continue to haunt them. - Three stocks that should move higher as the Fed nudges rates lower. - A game that separates this year’s risers from sinkers. Companies discussed: AX, L, MSFT, NFLX, SBUX, MEG, ZG, TSLA, NVDA, Host: Rick Munarriz, Jason Hall, Lou Whiteman Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 7

Tom Slater is a partner and investment manager at Edinburgh-based investment firm Baillie Gifford. Motley Fool Chief Investment Officer Andy Cross talks with Slater about the keys to successful long-term investing. Topics discussed include: Finding long-term winners Managing your mindset Culture and leadership Allocation E-commerce winners Host: Andy Cross Producer: Mac Greer Engineer: Adam Landfair Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 6

Even if you’re a do-it-yourself investor, there are times when getting professional financial help can be one of the best investments you’ll make. Robert Brokamp talks with Bankrate’s Dayana Yochim about how a financial planner can help you navigate a money-related life event, relieve financial stress, prioritize your goals, and make sure you get money stuff done. Also in this episode: -Through most of the 2000s, wage growth for job switchers was higher than for job stayers. But not now. -The number of ETFs now exceeds the number of stocks – is that good or bad news? -It’s an odd time for the housing market, as evidenced by the fact that new homes cost less than existing homes. -Tips for making the most of your 401(k) Host: Robert Brokamp Guest: Dayana Yochim Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5

The crew discusses another disappointing jobs report, the week in artificial intelligence, and a vibe check on some of the most talked about names on the market. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - This week’s jobs data - Anthropic’s funding - Google antitrust win - Elon Musk’s potential trillion dollar payday Companies discussed: Tesla (TSLA), Alphabet (GOOG), Lululemon (LULU), Nike (NKE), On Holding (ONON), Figma (FIG), Coreweave (CRWV). Host: Travis Hoium Guests: Lou Whiteman, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 4

We’re racing to the end of 2025 and a year where AI and tariffs have dominated the headlines, gold has been the best investment so far. The team looks at why gold is rising, Figma’s sharp post-earnings decline, and crack open three IPO prospectuses to put on investors radar Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Gold outperforming the S&P 500 and crypto in 2025 - The gold mining stock at the top of the best performer list - Figma’s earnings - IPOs on deck worth an extra look Companies discussed: NEM, PLTR, STX, FIG, XYZ, SOFI, GEMI, BRCR, FIGR, BROS Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 3

Google shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals. Plus, we discuss the Kraft Heinz split and the IPO frenzy taking place today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Google keeps Chrome - Kraft Heinz split - IPO frenzy Companies discussed: Alphabet (GOOG, GOOGL), Kraft Heinz (KHZ), Coreweave (CRWV), Circle (CRCL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 2

It’s never too late to make the right investing decision. Today on Motley Fool Money, Rick Munarriz, with analysts Tim Beyers and Jason Hall dig into a document database developer and a cybersecurity leader that they believe can keep beating the market. There’s also a short-form look at three long-term opportunities with an improv game that has a stock market bent. They unpack: - A stock that soared 44% last week, but can keep moving higher in the long run. - A cybersecurity leader that has bounced back after a whopper of a blunder last summer. - The bullish case for three stocks, one point at a time. Companies discussed: MDB, CRWD, S, MELI, DUOL, WRBY Host: Rick Munarriz, Tim Beyers, Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 31

Charlie Wheelan has spent his career making complex ideas understandable and accessible. He’s the faculty director for the Dartmouth Tuck Center for Business, Government & Society, and the best-selling author of Naked Economics , Naked Money , and Naked Statistics . Motley Fool analyst Buck Hartzell and Motley Fool contributor Rich Lumelleau talk with Wheelan about tariffs, technology, and business. Tariffs and trade Manufacturing and technology National debt AI and investing Host: Buck Hartzell, Rich Lumelleau Producer: Mac Greer Engineer: Adam Landfair Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30

William Bengen established 4% as the initial safe withdrawal rate in retirement more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in his new book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.”Bengen joined Motley Fool retirement expert Robert Brokamp to discuss: - how factors such as market valuation and inflation affect the safe withdrawal rate - whether retirees should decrease or increase their allocation to stocks as they get older - Bengen’s suggested withdrawal rate for current retireesHost: Robert Brokamp Guest: William Bengen Engineer: Adam LandfairDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 29

AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss: - AI capex trends - Housing prices decline - KPop Demon Hunters and Netflix content - We play “Cut Down Day” Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Axon (AXON), Netflix (NFLX), Amazon (AMZN), Tesla (TSLA), Shopify (SHOP), Meta Platforms (META), Mercado Libre (MELI), Intuitive Surgical (ISGR), Chipotle (CMG), Palantir (PLTR), Aerovironment (AVAV) Host: Travis Hoium Guests: Lou Whiteman,Tim Beyers Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 28

Can NVIDIA’s recent earnings continue to bolster the market? Or maybe Nano Banana is the savior of AI? Travis Hoium, Jon Quast, and Dan Caplinger discuss: - NVIDIA’s earnings - Nano Banana from Google Gemini - Spotify gets social - Dollar General show momentum in retail. Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Microsoft (MSFT), Meta Platforms (META), Dollar General (DG), Dollarama (DOL), Spotify (SPOT). Host: Travis Hoium Guests: Jon Quast, Dan Caplinger Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 27

Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in defense companies and Fox’s weak hand as it looks for higher cable fees. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Elon Musk suing Apple Apple’s AI future with Siri and potential acquisitions The government’s Intel stake and (potential) defense deals Fox vs YouTube TV Companies discussed: Alphabet (GOOG), Apple (AAPL), Intel (INTC), Fox (FOX) Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 26

Lower interest rates are more than a macro headline - for some businesses, what the Federal Reserve decides to do plays an integral role for both management and investors. Today on Motley Fool Money, analysts Emily Flippen, Jason Hall, and David Meier debate the stocks most likely to be impacted after Federal Reserve Chair Jerome Powell’s speech at Jackson Hole Companies discussed: WD, RKT, GRBK, O, PYPL, ABNB, PAYC, TSLA Host: Emily Flippen, Jason Hall, David Meier Producer: Anand Chokkavelu Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠ ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 25

There are new ways to tackle weight loss, but the stocks leading the way are lagging. Today on Motley Fool Money, Rick Munarriz, with analysts Karl Thiel and Jason Hall dig into the problems with weight loss stocks. There’s also a look at some investments that can survive next month’s potential volatility as well as a long-term view at disruptors of the future that you probably didn’t see coming. They unpack: Three companies that can ride high through what could be a volatile September. A reality check for GLP-1 and other weight loss stocks. Finding the next great disruptor that could be hiding in plain sight. Companies discussed: VKTX, NVO, LLY, UNH, TREX, DIS, TBBB, LEN Host: Rick Munarriz, Karl Thiel, Jason Hall Producer: Anand Chokkavelu Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 24

Is the educational system ripe for disruption? Stride is a for-profit education company that provides online and blended education programs - programs from K-12 through career certification and training. Motley Fool CEO Tom Gardner and analyst Sanmeet Deo talk with Stride CEO James Rhyu about opportunity, disruption, AI, and leadership. Opportunity and disruption AI and the future of education Leadership Host: Tom Gardner, Sanmeet Deo Producer: Mac Greer Engineer: Adam Landfair Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 23

Home prices are near all-time highs, and homeowners have never had so much equity. Matt Frankel and Robert Brokamp discuss why, when, and how to turn your home into cash. Also in this episode: -Which types of stocks have performed best since the current rally began on April 8 -Why is car insurance so expensive, and what to do about it -How to benefit from the $84 trillion “Great Wealth Transfer” that will take place when Boomers leave inheritances to their heirs Companies discussed: MCD Host: Robert Brokamp Guest: Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 22

The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different? Travis Hoium, Jon Quast, and Matt Frankel discuss: - Retail earnings and takeaways for investors - Opendoor’s pop - The return of SPACs - Meta’s new AI strategy Companies discussed: Meta Platforms (META), Alphabet (GOOG), Dollar General (DG), NXP Semiconductor (NXPI), Walmart (WMT), Target (TGT), Home Depot (HD), Lowe’s (LOW), TJ Maxx (TJX), Costco (COST), On Holding (ONON), Nike (NKE). Host: Travis Hoium Guests: Jon Quast, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠ megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 21

Second quarter earnings results have been littered with slumping sales and disappointing guidance. Wal Mart threw that narrative on its head when it said it was raising sales guidance for the rest of the year. What’s in Wal Mart’s secret sauce? Also, investing lessons from Meta’s AI strategic changes, a smorgasboard of market news, and stocks on our radar Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Wal Mart’s increased sales guidance standing out from its peers - Meta’s hiring freeze - Chipotle drone delivery? - Cracker Barrel’s rebranding - SPACs are back? Companies discussed: WMT, TGT, META, CMG, CBRL, TRIP, TREX Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 20

Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from retailers looking at new leadership or acquisitions to right their respective ships Tyler Crowe, Lou Whiteman, and Rachel Warren discuss: -Open AI CEO Sam Altman’s comments about AI bubbles -Target and Estee Lauder under new leadership -Home Depot and Loew’s in a race to own the building products space Companies discussed: PLTR, CRWV, TGT, EL, HD, LOW, QXO, MSFT, AMZN, ELF, LRLCY, GOOG, GOOGL Host: Tyler Crowe Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 19

Palo Alto Networks is bracing investors with its latest earnings, homebuilders are sweetening deals to attract strapped buyers, and footwear brands are rewriting the playbook. Today on Motley Fool Money, analysts Emily Flippen, Sanmeet Deo, and David Meier evaluate how industries and businesses adapt even when the landscape changes. They debate: - Palo Alto’s strong fourth quarter report - How the landscape of shoe fashion has changed -Housing headwinds Companies discussed: PANW, FTNT, CROX, ONON, NKE, FL Host: Emily Flippen Guests: Sanmeet Deo, David Meier Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 18

Summer is heating up, but restaurant stocks are cooling down. Today on Motley Fool Money, Rick Munarriz, with analysts Alicia Alfiere and Jason Hall will dig into problems at your favorite chains. There’s also a look at some companies reporting earnings this week and it’s report card time for some of this year’s biggest gainers. They unpack: Three companies worth watching are reporting earnings this week. Sluggish comps at many leading restaurants. A few unexpected stocks have more than doubled this year. Can they keep the upticks coming? Companies discussed: CMG, CAVA, WING, SG, MCD, TJX, VIK, BIDU, CELH, RBLX, PLTR Host: Rick Munarriz, Jason Hall, Alicia Alfiere Producer: Anand Chokkavelu Engineer: Dan Boyd, Natasha Hall Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠ megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 17

Heard the one about the CEO who wanted to buy the url for his company, found out it was taken, and added a few o’s to save a few million? Karooooo CEO and founder Zak Calisto talks with Motley Fool CEO Tom Gardner and analyst Emily Flippen about the business of connected vehicles and about his company’s quirky name. Founder story Future growth Leadership style Autonomous vehicles Karooooo name Host: Tom Gardner, Emily Flippen Producer: Mac Greer Engineer: Adam Landfair Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 16

Wes Moss is a Certified Financial Planner practitioner and the author of “What the Happiest Retirees Know.” In Part 2 of this conversation with Robert Brokamp, Wes discusses the non-financial keys to a fulfilling retirement and whether more people should retire sooner. Also in this episode: -Chaos at the IRS -Credit card delinquencies are rising, and rates are sky-high -Tools to optimize your Social Security claiming strategy -How to determine whether your mutual fund is winning Host: Robert Brokamp Guest: Wes Moss Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 15

Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let’s Go!!” Travis Hoium, Lou Whiteman, and Rick Munarriz discuss: - Inflation is a boogeyman again - UFC gets a $7.7 billion deal with Paramount - Buffett makes a big buy - Stocks on our radar Companies discussed: Lululemon (LULU), TKO Group (TKO), Rigetti Computing (RGTI), Eli Lilly (LLY), Reddit (RDDT), Celsius (CELH), Crocs (CROX), Alphabet (GOOG), NVIDIA (NVDA), United Health (UNH) Host: Travis Hoium Guests: Lou Whiteman, Rick Munarriz Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 14

There are some stunningly large data points pulling the market in different directions between cash on the sidelines and market valuations. These numbers can be a little paralyzing for investors without context and sifting through the signal versus the noise. Plus, space investing is having its week in the sun and wrapping up second quarter earnings. Matt Frankel, Jon Quast, and Tyler Crowe discuss: – The massive cash pile sitting on the sidelines – How they invest when broader signals say the market’s overvalued. – The fast changing landscape in the space indsury – Second quarter earnings surprises from Dlocal, Circle Internet Group, and Sea Limited. Companies discussed: BAC, BA, LMT, RKLB, FLY, NOC, DLO, CRCL, SE Host: Tyler Crowe Guests: Matt Frankel, Jon Quast. Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 13

Restaurants are starting to see a drop in traffic and pressure from higher commodity prices and labor costs. So, it’s no surprise restaurant stocks are down big this year, but the size of the drop in names like Cava and Chipotle are shocking. Plus, we cover the one restaurant tech stock you need to know. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Cava’s big earnings drop - Why Chipotle has struggled - Restaurants as an economic warning - 1 restaurant tech stock that’s still growing Companies discussed: Cava (CAVA), Chipotle (CMG), Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 12

Today on Motley Fool Money, analysts Emily Flippen and Nick Sciple discuss the reemergence of “sin stocks” and whether today’s market is building lasting moats for these controversial businesses or simply pulling forward returns. From billion-dollar UFC rights deals to the shifting economics of sports betting and a regulatory revival in tobacco, we’re diving into what’s driving profits in industries built on vice, who’s executing best, and where the biggest risks lie for investors. They discuss: - TKO Group’s billion-dollar UFC deal with Paramount - The growing dominance of sports betting - Changing regulatory guidance fueling tobacco’s resurgence Companies discussed: TKO, PSKY, DKNG, FLUT, BTI, MO Host: Emily Flippen, Nick Sciple Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 11

Having a stock you own getting acquired at a premium feels good at first, but what about the long-term gains that will be left behind when your chips are off the table? Today on Motley Fool Money, Rick Munarriz, with analysts Karl Thiel and Jason Hall will dig into four growth stocks ripe for the acquiring. There’s also two sides to Tesla’s changing AI story and a new kind of stock quote game. They unpack: - Tesla throwing in the towel on its AI supercomputer initiative. - Four potential buyout candidates after another Rule Breaker agreed to be acquired. - A CEO quote challenge. Companies discussed: TSLA, LULU, VKTX, BMRN, ROKU Host: Rick Munarriz, Karl Thiel, Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 10

Martin Reeves is a business strategist, advisor, and author of several books, including Your Strategy Needs a Strategy , The Imagination Machine , and his most recent - Like: The Button That Changed the World. Motley Fool Chief Investment Officer Andy Cross, contributor Rich Lumelleau, and Martin Reeves discuss: Like button invention and implications Innovation in the digital age The role of imagination in business strategy Host: Andy Cross, Rich Lumelleau Producer: Mac Greer Engineer: Adam Landfair Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 9

For more than a decade, financial advisor and author Wes Moss has surveyed people near and in retirement. In Part 1 of this two-part discussion with Robert Brokamp, Wes shares the financial and non-financial metrics and habits of the happiest retirees. Also in this episode: - How the current bull market compares to those of the past - Estimates for the future returns from stocks - How to make more on your cash Tickers discussed: SGOV Host: Robert Brokamp Guest: Wes Moss Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 8

Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - AppLovin's strong second quarter - Why Airbnb fell on strong earnings - Retail real estate's surprising strength - What we're watching for next week Companies discussed: APP, ABNB, SPG, SKT, O, ZG Host: Matt Frankel Guests: Tyler Crowe, Jonathan Wilder Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6

The NFL and Disney have tied themselves more closely together with the NFL getting 10% of ESPN in exchange for the NFL Network, RedZone distribution rights, and more assets. Will it make Disney a winner in streaming? (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - The NFL and Disney - Rivian’s lost EV credits - Shopify’s great quarter - Upstart’s explosive growth Companies discussed: Disney (DIS), Netflix (NFLX), Rivian (RIVN), Tesla (TSLA), Shopify (SHOP), Upstart (UPST) Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 5

From overvalued stocks to outsized returns, some capital compounders keep breaking the mold. Today on Motley Fool Money, Emily Flippen, with analysts Sanmeet Deo and Jason Hall, dig into four market beaters and ask: can the flywheels keep spinning? They unpack: - Earnings from old-school winners Axon and MercadoLibre, including how they turned skeptics into believers with consistent execution - Results from new-school contenders Hims & Hers and Palantir, both of which face high levels of scrutiny despite strong performance - Tariff math that matters and where pricing power may blunt cost headwinds Companies discussed: MELI, AXON, HIMS, PLTR, ZBRA Host: Emily Flippen, Sanmeet Deo, Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd, Natasha Hall Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠ megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 4

Does a mixed bag of economic data forecast a good future for businesses that depend on consumer spending? We debate the results! Tim Beyers, Alicia Alfiere, and Tom King discuss: - Quarterly results from Etsy and Roblox. - Whether Reddit is shaping up to be a Rule Breaker. - A bit of business history as the big grocers prepare to report earnings. Tickers: Companies discussed: ETSY, RBLX, RDDT, WMT, KR Host: Tim Beyers Guests: Alicia Alfiere, Tom King Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 3

How can investors separate the signal from the noise? What’s the key to achieving financial freedom? And what’s the real risk investors face? Motley Fool analyst Buck Hartzell and contributor Rich Lumelleau talk with financial theorist and neurologist Bill Bernstein, author of numerous books, including The Four Pillars of Investing. The conversation covers a variety of investing topics: Advice for New Investors Misconceptions about Risk Mindset and Volatility Current Market Host: Rich Lumelleau, Buck Hartzell Producer: Mac Greer Engineer: Adam Landfair Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 2

More people are claiming Social Security early in 2025. Robert Brokamp speaks with Dr. Michael Finke, a professor at the American College of Financial Services, about why he thinks this is likely a mistake for most retirees.Also in this episode: - How much money do you need to be financially comfortable, and how much makes you wealthy? - Which countries’ stock markets are performing the best in 2025 -A unique way to measure the stock market’s valuationHost: Robert Brokamp Guest: Dr. Michael Finke Engineer: Adam Landfair Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1

The Fed’s Inflation Conundrum & an AI Billionaire Battle RoyaleThe Fed kept rates flat this week, Apple and Amazon reported earnings, and we have the biggest names in AI battle it out for supremacy.Travis Hoium, Lou Whiteman, and Jason Moser discuss:- The Fed’s decision to hold rates steady - Apple and Amazon earnings - AI billionaire battle royale - Stocks on our radarCompanies discussed: Alphabet (GOOG, GOOGL), Apple (AAPL), Alphabet (GOOG, GOOGL), Cloudflare (NET), PayPal (PYPL), Microsoft (MSFT).Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Bart Shannon, Adam LandfairAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 31

The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI spending. Lou Whiteman, Rachel Warren, and Jon Quast discuss: - The Federal Reserve’s decision to keep rates steady - A shift in smartphone production - Microsoft and Meta Platforms commit to continued elevated capex spending - Who will be the next $4 trillion company? Companies discussed: Meta Platforms (META), Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA) Host: Rachel Warren Guests: Lou Whiteman, Jon Quast Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 30

Earnings from Starbucks, Visa, and Spotify’s earnings give us a read on the consumer and Samsung takes a big chip order from Tesla. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Tesla’s chip deal with Samsung - Spotify’s earnings - Visa, Starbucks, and Booking earnings - Are you bull or bear? Companies discussed: Tesla (TSLA), Spotify (SPOT), Visa (V), Starbucks (SBUX), Booking (BKNG), NVIDIA (NVDA) Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 29

Between battered industries and overlooked opportunities, plenty of dividend-paying companies have slipped to the bottom of the earnings jar. Today, Emily Flippen, Matt Argersinger, and Ant Schiavone dig into: The shrinking ranks of “Dividend Knight” contenders Healthcare stocks with hard times but high yields What investors should prioritize in dividend-paying stocks Companies discussed: NVO, UNH, WHR, PLD, CNQ, SCHDHost: Emily Flippen, Anthony Schiavone, Matthew Argersinger Producer: Anand Chokkavelu Engineer: Adam Landfair, Natasha HallDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠ megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 28

The former Chip King is cutting again in hopes of finding a path to sustainable growth. Tim Beyers and Jose Najarro discuss: - Intel’s big restructuring plans. - Predictions for when Intel Foundry may finally be profitable. - The seven links of the semiconductor value chain.We also ask Jose to rank six of his favorite stocks in the sector! Companies discussed: INTC, TSM, ASML, MU, NVDA, CDNS, LRCX Host: Tim Beyers Guests: Jose Najarro Producer: Anand Chokkavelu Engineer: Adam Landfair Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 27

So what is the role of business? Motley Fool contributor Rich Lumelleau and Motley Fool analyst Dave Meier talk with Andy Hoffman, Professor at University of Michigan’s Ross School of Business and School of Sustainability. He’s the author of 14 books, including his most recent, Business School and the Noble Purpose of the Market. The conversation covers a motley array of topics: Business and Sustainability Business School ESG Funds Heresy to Dogma Sectors to Watch Host: Rich Lumelleau, Dave Meir Producer: Mac Greer Engineer: Dan Boyd, Natasha Hall Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 26

529 plans aren’t just for college anymore. Robert Brokamp speaks with Martha Kortiak Mert of Savingforcollege.com about the newly expanded uses of 529s and how to choose the right plan for you. Also in this episode: -How does your 401(k) compare to the average worker’s? -Is it time to buy small-cap stocks? -What you should do with the “raise” you’ll receive from the One Big Beautiful Bill Companies discussed: VTWO, IJR Host: Robert Brokamp Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 25

Meme stocks had a huge week, earnings season got into full swing with Alphabet going big on AI, and we draft our top stocks in the S&P 500 today. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Meme stock mania returns - Alphabet’s $85 billion AI bet - Fantasy stock draft - 60-second earnings takes - Radar stocks Companies discussed: Alphabet (GOOG, GOOGL), GXO, UPS, Accenture (ACN), Truist (TFC), Tyler Technologies (TYL), Lululemon (LULU), Chipotle (CMG), Apple (AAPL), Alphabet (GOOG), GM (GM), MGM Resorts (MGM), Garmin (GRMN), Chagee Holdings (CHA), Intel (INTC). Host: Travis Hoium Guests: Lou Whiteman, Emily Flippen Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 24

Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss: - Earnings disappointments from Tesla and Chipotle - AI-powered growth from Alphabet and ServiceNow - IBM's surprisingly strong AI business - Figma's upcoming IPO Companies discussed: TSLA, CMG, GOOGL/GOOG, IBM, NOW Host: Matt Frankel Guests: Tom Gardner, Jon Quast, Jonathan Wilder Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 23

The U.S. and Japan announced a big trade deal that lowers tariffs to just 15% on imports, and we discuss earnings from General Motors, Intuitive Surgical, and Enphase Energy. (00:21) Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - Japan’s trade deal - GM’s stock drops after earnings - Intuitive Surgical’s growth continues - Enphase Energy holds up well in a rapidly changing solar environment. Companies discussed: General Motors (GM), Tesla (TSLA), Toyota (TM), Honda (HMC), Intuitive Surgical (ISGR), Enphase Energy (ENPH), Alphabet (GOOG, GOOGL) Host: Travis Hoium Guests: Lou Whiteman, Matt Frankel Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 22

With Block joining the S&P500 and Figma pricing its IPO, investors may be wondering if they should be rising with the tide or fishing where others are not.Emily Flippen, Jason Hall, and Sanmeet Deo discuss: Whether or not it makes sense to "buy the add" when a stock is added to an index Figma's drive to enter public markets and its current valuation Contrarian investment ideas for beaten-down rule breakers Companies discussed: XYZ, FIG, ROKU, PTON, W, ETSYHost: Emily Flippen, Jason Hall, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Dan Boyd, Adam Landfair Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 21

A surge in private market investment has Fools wondering: is it time to bet bigger on biotech? Tim Beyers and Karl Thiel discuss: - The rise in biotech funding from VCs and wealthy individuals. - The key attributes of an investable biotech. - Which is the better biotech: Viking Therapeutics or Eli Lilly? Companies discussed: VKTX, LLY, MRK Host: Tim Beyers and Karl Thiel Producer: Anand Chokkavelu Engineer: Dan Boyd, Natasha Hall Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 20

A set of AI use cases within the medical space. David Meier, Asit Sharma, and Roland Rott discuss: The latest on GE Healthcare, of which GE Healthcare Imaging is a piece. How AI is used to create efficiency gains, AND How AI is used to boost patient outcomes. Hosts: David Meier and Asit Sharma Guest: Roland Rott Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 19

Christine Benz is the director of personal finance at Morningstar and the author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement.” In this rebroadcast of an interview recorded last November, Benz joined Motley Fool financial planning expert Robert Brokamp to discuss: - Updated research on safe withdrawal rates in retirement - When and how to de-risk your portfolio as retirement approaches - The right age to claim Social Security - Whether retirement is healthy for most people - Benz’s advice to “find your micro-joys” and “don't be afraid to be a weirdo" Host: Robert Brokamp Guests: Christine Benz Engineers: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 18

Earnings season is here! Jason Hall and Matt Frankel discuss: - Netflix’s beat and raise. - Interest rate predictions for a year from now. - Crypto week’s three bills, including the GENIUS Act. And how we personally invest in cryptocurrency. - The best (and worst) big bank earnings. - How we invest with our kids. - Stocks on our radar. Stocks discussed: NFLX, Bitcoin, Ethereum, JPM, C, BAC, WFC, MELI, LOB, RKT Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 17

The Trade Desk is now included in the S&P 500 but are there any actionable takeaways for investors today? Also we discuss Bitcoin's rising appeal as a corporate treasury strategy, a surging interest in trading stock options, as well as 3 stocks that our hosts believe are hidden gems going into this earnings season. (00:21) Jon Quast, Matt Frankel, and Tom Gardner discuss: - The Trade Desk inclusion in the S&P 500 - Bitcoin's all-time high amid surging institutional demand - Investors' increased appetite for zero-day options - Hidden gems on our radar Companies discussed: TTD, BTC, SMLR, MSTR, BLK, HOOD, RKT, PGR, XMTR Host: Jon Quast Guests: Matt Frankel, Tom Gardner Engineers: Dan Boyd, Adam Landfair Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 16

Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Is the market in a bubble? - Google’s $25 billion data center and energy deals - Earnings takeaways from ASML and J&J - Bold predictions this earnings season Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson & Johnson (JNJ), Alphabet (GOOG, GOOGL), ASML (ASML), Palantir (PLTR), Robinhood (HOOD), Cloudflare (NET) Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineers: Dan Boyd, Natasha Hall Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 15

Get excited…today is the first day of earnings season! (00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss: - Inflation ticks up - NVIDIA and semiconductors get a China bump - The big banks kick off earnings season (and tell us about the economy) - Is “Crypto Week” a thing? - Bold predictions on which company will surprise this earnings season Companies discussed: NVDA, AMD, JPM, WFC, C, Bitcoin, ETSY, CFLT, WBD Host: Anand Chokkavelu Guests: Emily Flippen, Jason Hall, Jose Najarro Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 14

Despite inflation concerns and tariff uncertainty, restaurants are busier than ever. Can it continue? Tim Beyers and Rick Munarriz discuss: - Surprisingly good data from the Restaurant Performance Index. - The metrics that matter when investing in the restaurant sector. - And a Fool’s duel over the future of Toast! Tickers: Companies discussed: CMG, CAVA, TOST, SG, WING Host: Tim Beyers Guests: Rick Munarriz Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 13

A view from the intersection of AI and creators. Rich Lumelleau and Data Scientist Hilary Mason discuss: - How her company Hidden Door uses generative AI to turn any work of fiction into an online social roleplaying game. - Whether Napster is a fair comparison. - What the future of storytelling could look like. Host: Rich Lumelleau Guests: Hilary Mason Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 12

Motley Fool co-founder and CEO Tom Gardner shares some investing insights on the current market, investments to avoid, and a motley array of investing topics: - Investments to Avoid - Motley Fool Approach to Investing - Market Valuations - Paying for Investment Advice - Two Big Questions To watch Tom's message to all members, check out fool.com/message . Host: Mac Greer Guest: Tom Gardner Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 11

Oh yes, we’re talking all kinds of stocks! (00:21) Jason Hall and Matt Frankel discuss: - AI stocks in the data center space (including CoreWeave) - Winners and losers in energy and solar from the Big Beautiful Bill. - With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix (19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night. (32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar. Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 10

Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping. Tyler Crowe and Matt Frankel discuss: - Taiwan Semiconductor’s most recent earnings report - The torrid pace of AI spending - Lower mortgage rates are taking the cork off existing home sales and refinancing - Insulation contractor TopBuild now does roofs. - Ferrero International acquires WK Kellogg - Two stocks we’re watching this earnings season Tickers Mentioned: TSM, NVDA, RKT, HD, BLD, QXO, KLG, KO, PEP, HSY, MDLZ, K, NSRGY, PLD Host: Tyler Crowe Guest: Matt Frankel Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 9

Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China business. - Hershey hires a new CEO. - Meta moves for more talent and invests in eyewear. - What should be on investors' radar this coming earnings season. Tickers mentioned: SBUX, HSY, WEN, META, TWLO, NET, CRWD, PANW Host: Jason Moser Guest: Lou Whiteman Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 8

Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 tariffs - This year’s four-day Prime Day (and whether Amazon stock is a deal) - Elon Musk’s political party and Tesla - Bold predictions Companies discussed: AMZN, TSLA Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 7

Andy Cross and Jason Moser discuss: - Jurassic World Rebirth delivers for Comcast - CoreWeave finally gets it done for CoreScientific - Oracle makes a deal with the federal government - Two stocks to look for if the market pulls back Companies discussed: CMCSA, NFLX, CRWV, CORZ, ORCL, IOT, HWM Host: Andy Cross Guests: Jason Moser Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 5

Independence Week in the United States is the perfect time to explore financial freedom. This week’s podcast highlights nine key points leading to financial independence, featuring insights from Greek Philosophers, Rule Breaker listeners, and David himself. Rediscover Ask For a Raise Day and living below your means. Learn from listener stories about the importance of resilience, avoiding debt, multiplicands or multiplican'ts, and when your kids begin to see the financial light. Real stories and inspiration helping you achieve financial freedom, American-style. Host: David Gardner Producer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 4

For once, the big tech giants are not driving the market’s returns. (00:21) Motley Fool Senior Analyst, Anthony Schiavone, and Motley Fool Asset Management’s Chief Investment Strategist, Bill Mann, join Ricky Mulvey to discuss: - American equity markets reaching all-time highs. - The surprising performance of dollar stores. - What the passage of The Big Beautiful Bill means for EV makers and the federal deficit. - Ricky’s goodbye to Motley Fool Money. Then, (19:11) Motley Fool Canada’s Jim Gillies joins Ricky to discuss speculation in the market and to shine a light on five stocks to keep an eye on. (35:26) Bill and Anthony discuss two radar stocks, Alphabet and Target. Companies discussed: MSFT, META, TSLA, DG, MEDP, LULU, SMPL, ATGE, KTB, TGT, GOOG, GOOGL Host: Ricky Mulvey Guests: Bill Mann, Anthony Schiavone, Jim Gillies Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 3

Jobs hold steady, Cloudflare takes a stand on AI and the stocks leading us to financial freedom. Jason Moser and Andy Cross discuss: - The recent jobs report. - What the stress test means for banks. - The current state of autos - Cloudflare pushes back on AI crawlers. - Stocks to celebrate financial freedom. Tickers mentioned: BAC, TSLA, F, GM, NET, NFLX, HD, WM Host: Jason Moser Guest: Andy Cross Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 2

Figma files for its initial public offering, Amazon ushers in the rise of the machines and Apple noodles its AI strategy. Jason Moser and Lou Whiteman discuss: - Figma's IPO filing and what investors should be watching. - Amazon's robotics aspirations. - Apple's AI strategy: buy it or build it? Tickers mentioned: FIG, AMZN, AAPL, HON, ADBE Host: Jason Moser Guest: Lou Whiteman Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 2

Aerovironment’s CEO shares insights on the drone company’s game-changing merger and how unmanned systems are revolutionizing modern combat. Andy Cross interviews CEO Wahid Nawabi to discuss: - Multi-billion-dollar BlueHalo merger expanding capabilities across air, ground, space, and cyber - Fast Innovation: 18-month product cycles vs. 10-year industry standard - Record Growth: $764M backlog across 55 international customers - Vertical Integration: In-house design enables optimized performance at lower costs Companies discussed: AVAV Host: Andy Cross Guests: Wahid Nawabi Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 30

Nike stock moves higher after Q4 earnings. Andy Cross and Jason Hall discuss - Why Nike stock rallied after its latest earnings - Also: Home Depot to buy GMS for $5.5 billion - And will F1 the Movie drive Apple’s stock? Companies discussed: NKE, HD, GMS, QXO, AAPL, NFLX, AMZN Host: Andy Cross Guests: Jason Hall Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 28

Brian Robins is the CFO of GitLab, a DevSecOps platform that supports software innovation. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and AI Engineer Karl Juhl for a conversation about: - How GitLab scaled for remote culture - How technology and AI have shifted over the years - GitLab’s plan to handle the evolving cloud and DevOps landscape. Companies mentioned: GTLB Hosts: Tom Gardner, Andy Cross, Karl Juhl Guest: Brian Robins Engineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 27

Amazon’s latest data center will require the same amount of electricity as one million homes. (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss: - The data center spending boom. - Hims & Hers messy breakup with Novo Nordisk. - Overrated and underrated business stories from the year so far. (19:11) Progyny CEO, Peter Anevski, joins Tim Beyers and Holly Anderson to discuss the growth path ahead for the health benefits company. (31:28) Jason and Matt discuss Disney’s box office struggle with “Elio” and offer up two radar stocks: Uber and Otis Worldwide. Companies discussed: AMZN, HIMS, NVO, TSLA, PGNY, DIS, UBER, OTIS Host: Ricky Mulvey Guests: Jason Moser, Matt Argersinger, Tim Beyers, Holly Anderson, Peter Anevski Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 26

Will innovations from the Paris Air Show be enough to lift airlines to new heights? Tim Beyers and Lou Whiteman discuss: - More AI-fueled earnings from Micron and changes at the Fed? - The Paris Air Show’s big reveals - Debating the better stock: Boeing or Airbus? Tickers: Companies discussed: BA, EADSY, MU, RYCEY, TXT Host: Tim Beyers Guests: Lou Whiteman Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 25

A stablecoin stock isn’t so stable; an accessible watch brand looks to lean into luxury. (00:21) Asit Sharma and Mary Long discuss: - The housing market slowdown, and where prices go from here. - How Carnival rides the waves of uncertainty. - Circle’s meteoric rise. - Diworsification at a watch company. The Wall Street Journal story discussed at the end of the show can be found here: https://www.wsj.com/business/american-investor-steven-wood-swatch-hayek-founding-family-7e17f6c6 Companies discussed: CCL, CRCL, COIN, SWGAY Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 24

Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more! Jason Moser and Matt Frankel discuss: - Why Novo Nordisk is parting ways with Hims & Hers. - Waymo and Uber's big Atlanta debut. - What the potential tax deduction on autos could mean for consumers and companies. - Matt has a financials-related stock he thinks is worth a closer look. Tickers mentioned: NVO, HIMS, TSLA, UBER, GOOG, GM, ALLY, RKT Host: Jason Moser Guest: Matt Frankel Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 23

FICO turns to BNPL data and Fiserv embraces a new stablecoin. Andy Cross, Jason Hall, and Matt Frankel discuss: - FICO to include BNPL data - The importance of Tesla’s robotaxi - Tesla’s advantages and challenges in self-driving - Fiserv launches its own stablecoin Companies discussed: FICO, TSLA, GOOGL, UBER, FI, PYPL, CRCL, SHOP Host: Andy Cross Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 21

Seth Godin is a bestselling author of “Purple Cow” and “This Is Strategy: Make Better Plans”. Godin is a member of the Marketing Hall of Fame and the Coordinator of The Carbon Almanac. Godin joined chief Rule Breaker David Gardner joined TMF CIO Andy Cross to discuss: - If AI has a branding problem. - How the needs for status and affiliation drive human behavior. - Alphabet’s strategy problem. Companies mentioned: NKE, H, GOOG, GOOGL Hosts: David Gardner, Andy Cross Guest: Seth Godin Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. [The product advertised in this episode was loaned to TMF and was returned after a test period.] or [The product advertised in this episode was purchased by TMF.] [Advertiser] paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 20

Households and businesses are feeling more uncertain about the future, but the labor market is strong. (00:21) Motley Fool Senior Analysts Asit Sharma and David Meier join Ricky Mulvey to discuss: - The latest Fed meeting, and what Jerome Powell is watching. - What AI means for a consulting giant. - Earnings from Kroger and Darden Restaurants. (19:11) Then, we play a portion of our member’s only podcast “Stock Advisor Roundtable.” Brian Stoffel interviews Motley Fool Co-founder and CEO Tom Gardner about how AI has changed his investing process. (33:36) Asit and David share two radar stocks: Ferrari and CAVA. Host: Ricky Mulvey Guests: Asit Sharma, David Meier Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. [The product advertised in this episode was loaned to TMF and was returned after a test period.] or [The product advertised in this episode was purchased by TMF.] [Advertiser] paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 18

The grocer is in a pickle. Can a longtime employee and new CEO turn it around? (00:21) David Meier and Mary Long discuss: - The macro factors influencing Powell’s interest rate decision. - Andy Jassy’s letter to Amazon employees. - Albertson’s turnaround and market-beating potential (or lack thereof). Companies discussed: AMZN, META, MSFT, ACI, KR Host: Mary Long Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 17

Solar stocks take a tumble. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Why solar stocks are falling today. - Lennar earnings. - How to think of your house: asset vs. investment. - Matt & Jason’s top 3 homebuilders. Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 16

Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar! Jason Moser and Matt Argersinger discuss: - Why Walmart and Amazon are considering launching their own stablecoins. - Roku and Amazon expand their partnership. - Two dividend stocks Matt thinks are worth getting on your radar. Tickers mentioned: WMT, AMZN, ROKU, TTD, OC, WHR Host: Jason Moser Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 15

Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior Analyst Buck Hartzell for a conversation about: - How investors should think about the deficit - Investing in human emotion - The inescapability of risk Hosts: Tom Gardner, Andy Cross, Buck Hartzell Guest: Howard Marks Engineers: Bart Shannon, Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 14

Travel can slow down temporary but the demand to get away from your home is everlasting. Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-founder, Tom Gardner, and Chief Investment Officer, Andy Cross, for a conversation about: - Why Airbnb is focusing on experiences and services. - The stock’s long-term performance. - How ideas develop at Airbnb. Company discussed: ABNB Hosts: Tom Gardner, Andy Cross Guest: Ellie Mertz Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 13

And yet, the market remains close to all time highs. (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss: - Macro uncertainty and market bullishness. - A record amount of unsold housing stock in the United States. - Chime’s IPO. - Earnings from RH and Adobe. (19:11) Malcolm Ethridge, Managing Partner at Capital Area Planning Group and author of "Financial Independence Doesn't Happen by Accident". (35:00) Jason and Matt share two radar stocks: Chipotle and Whirlpool. Companies discussed: RDFN, CHYM, RH, ADBE, CMG, WHR Host: Ricky Mulvey Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 12

Two Fools duel over CAVA’s prospects. Is there enough tasty growth to support a spicy valuation? Tim Beyers and Rick Munarriz discuss: - Oracle’s AI-fueled earnings. - Dave & Busters and Chewy: who had the better earnings? - All about the Chime IPO - Plus … Dueling Fools returns! Companies discussed: CAVA, ORCL, PLAY, CHWY, CHYM Host: Tim Beyers Guests: Rick Munarriz Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 11

Would you be interested in a stock that’s quadrupled in less than three months? (00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss: - Chewy earnings - Hype Meter: CoreWeave - Sezzle vs. Shopify Companies discussed: CHWY, CRWV, SEZL, SHOP Host: Anand Chokkavelu Guests: Lou Whiteman, Rick Munarriz Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 10

Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best. Jason Moser and Matt Frankel discuss: - The latest news from Apple's Worldwide Developers Conference. - Are Opendoor's best days behind it? - The two stocks we just bought! Companies discussed: AAPL, OPEN, AMD, WM Host: Jason Moser Guests: Matt Frankel Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 9

Warner Bros. Discovery is planning to break itself up into two distinct companies. (00:21) Andy Cross and Jason Hall discuss: - Warner Bros. Discovery splits up. - How does it affect the streaming game of thrones? - Reddit vs. Claude Companies discussed: WBD, NFLX, DIS, CMCSA, RDDT Host: Andy Cross Guests: Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 7

Financial independence isn’t just about early retirement. It’s giving your future self freedom. J.L. Collins is the best-selling author of The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life . Robert Brokamp caught up with Collins for a conversation about: - The challenges and appeal of being a super-saver. - How to use the 4% rule. - The value of “self-cleansing” index funds for investors. Ticker discussed: VTI Host: Robert Brokamp Guest: J.L. Collins Producer: Ricky Mulvey Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 6

You can’t maintain all of your friendships from the school year through summer vacation. (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss: - Earnings from CrowdStrike, lululemon, and Broadcom. - Elon Musk’s feud with President Donald Trump and the impact on Tesla shareholders. - Docusign’s turnaround story. (19:03) Stacey Vanek Smith, co-host of “Everybody’s Business”, joins Ricky for a look at the tough job market facing college grads. Then, (35:20) David and Jason pitch two radar stocks, Asana and Amazon. Companies discussed: CRWD, LULU, TSLA, DOCU, AVGO, AMZN, ASAN Host: Ricky Mulvey Guests: David Meier, Jason Moser, Stacey Vanek Smith Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 5

Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher? (00:21) Jason Moser and Mary Long discuss: - The disconnect between Nintendo’s sales and its share price. - Different strategies across the video game industry. - Five Below’s impressive quarter. Companies mentioned: NTDOY, MSFT, SONY, FIVE Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 4

More investors are fretting about the stability of the U.S. economy, but are there better options out there? (00:14) Asit Sharma and Ricky Mulvey discuss: - Earnings from CrowdStrike, and the stock’s recovery from the widespread outage last year. - What Dollar Tree’s results reveal about the American economy. - Why stock investors should care about the bond market’s signals. Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 3

Which stock will have the best ice cream and beach season? (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Jason’s and Matt’s picks for the stock of the summer. - “News or Noise” with Dollar General, Disney, and Meta. - “Buy, Sell, or Meh” with the same three companies. Companies discussed: EPR, AMD, SNOW, DIS, META Build your Range Rover Sport at www.rangerover.com/us/sport Host: Anand Chokkavelu Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 2

The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more? (00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and Ulta Beauty. Companies discussed: ZS, NOW, ULTA, ELF Host: Andy Cross Guest: Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 31

Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about: The future of Social Security, de-dollarization, and demand for gold. Opportunities in China, India, and Brazil. What falls into Jan’s “hated things” bucket. Companies discussed: TSLA, NSE: BHARTIARTL Host: Ricky Mulvey Guest: Jan van Eck Producer: Mary Long Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 30

Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail round-up including Abercrombie & Fitch and Pinduoduo. (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinfeld, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages. (32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI. Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S Host: Ricky Mulvey Guests: David Meier, Asit Sharma, Klaus Kleinfeld Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 29

$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. (00:21) Tim Beyers and Mary Long discuss: - Market relief about the latest in Trump’s trade saga. - A rose and a thorn from Nvidia’s latest report. - Another trade-related announcement that affects the semiconductor supply chain. Companies discussed: NVDA, CDNS, SNPS, SIEGY Host: Mary Long Guest: Tim Beyers Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 28

Forget tariffs, earnings season rolls on! Jason Moser and Matt Argersinger discuss: Okta's good quarter versus the market's glass half-empty reaction. Dick's Sporting Goods brings the goods, though the acquisition of Foot Locker leaves some questions. Vail Resorts has new "old" leadership, but will it be enough? Companies Discussed: OKTA, MSFT, DKS, MTN Host: Jason Moser Guest: Matt Argersinger Producer: Mary Long Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

May 27

Life is good when you can make an $8 billion move in cash. (00:21) Tim Beyers and Ricky Mulvey discuss: - A record Memorial Day weekend for the box office. - Salesforce’s announced acquisition of Informatica. - Why investors may be underrating the growth of 5G. Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work. Companies discussed: CRM, INFA, DE, IOT Build your Range Rover Sport at www.rangerover.com/us/sport Host: Ricky Mulvey Guests: Tim Beyers, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 24

If you want to own best-in-class companies, you need to own stocks with a high sticker price. Motley Fool Co-founder and Chief Rule Breaker, David Gardner, joined Ricky Mulvey for a conversation about how he thinks about valuation. They discuss: - Palantir’s current valuation, and what investors should prepare for. - The value of paying up for “top dogs” and holding on to them for long periods of time. - Tesla’s surprising performance over the past year. Companies discussed: PLTR, MELI, TSLA, SHOP, NFLX, AMZN, NVDA, AXON, ISRG Host: Ricky Mulvey Guest: David Gardner Engineer: Rick Engdah Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.l Learn more about your ad choices. Visit megaphone.fm/adchoices

May 23

Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching. (0:21): Jason Moser and Bill Mann discuss: - What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io. - MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love. - Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return. (19:11) With summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up. (33:19) Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo. Stocks discussed: AAPL, MELI, TGT, HD, LOW, TREX, WRBY, PDD, Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Bryan Fairbanks Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

May 22

Turnarounds take longer than investors like to imagine. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nike’s return to Amazon. - The fundamentals and risks of investing in turnaround stories. - A fitness company with a potentially brighter future. Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goel about trends in digital advertising and his company’s future. Members of any Motley Fool service can access the whole conversation here: https://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc. Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM Host: Ricky Mulvey Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 21

In one direction, there’s digital. In the other, there’s a treasure hunt. (00:21) David Meier and Mary Long discuss: - Target’s off-the-mark results. - Lessons from TJX Companies’ under-the-radar CEO. - What caused David to do a double-take when listening to Palo Alto’s earnings call. Then, (17:05), Morgan Housel joins Motley Fool Chief Investment Officer Andy Cross for a conversation about investment decisionmaking and the psychology of spending money. Companies discussed: TGT, TJX, WMT, PANW Host: Mary Long Guests: David Meier, Andy Cross, Morgan Housel Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 20

Elon Musk is committed to Tesla for at least five more years. (00:21) Jason Moser and Ricky Mulvey discuss: - Investing in companies with a singular leader. - Earnings results from Home Depot. - A listener's suggestion to create a “laziness” stock basket. Then, (17:04) Robert Brokamp answers listener questions about Roth IRAs and dividend investing. Companies discussed: TSLA, TTD, HD, DASH, UBER, DPZ, AMZN, WMT, NFLX, LYFT Host: Ricky Mulvey Guest: Jason Moser, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 19

Downgrades sound scary, but the U.S. is still the best place for investors to put money to work. (00:21) Asit Sharma and Dylan Lewis discuss: - Moody’s downgrading U.S. debt, and why it’s somewhere between a symbolic and substantial update for investors. - Whether the downgrade and “Sell America” thinking means international investors are rethinking “there is no alternative” (TINA) to the U.S. - Coinbase joining the S&P 500, and crypto’s continued march towards legitimacy. (16:16) Restaurant industry expert and Principal at Technomic David Henkes joins Ricky Mulvey to talk through why more consumers are brown-bagging it for lunch, and what successful restaurants are getting right. Companies discussed: WMT, COIN Host: Dylan Lewis Guests: Asit Sharma, David Henkes, Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

May 17

The race to quantum supremacy is on. While this future will not come tomorrow, big tech companies are building to the technology’s “ChatGPT moment.” Motley Fool Senior Analyst, Asit Sharma ,joins Mary Long to discuss: - The complex problems that quantum computers could solve. - How healthcare and logistics companies benefit from ultra-fast processing. - The small players and hyperscalers building the future of quantum. Companies discussed: GOOG, GOOGL, MSFT, IBM, QBTS, AMZN, RGTI, CDNS, SNPS, IONQ Motley Fool One members can access Asit’s full report, “Decoding Quantum” here: https://www.fool.com/premium/4627/coverage/2025/03/19/decoding-quantum-insights-for-investors Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 16

Even the biggest retailer in the world is planning to pass along tariff increases to customers. (00:21) David Meier and Andy Cross discuss: - The market cheering a short-term solution to trade between the U.S. and China, and Walmart signalling that prices on the shelves are going up anyways. - Cava’s “new factor” helping it continue to put up strong growth and comps numbers in a really tough market for restaurants. - Dick’s headscratching $2B buy of Foot Locker, and the lesson to take away from one of athleisure’s best performers – On Holdings. (19:11) Financial planning expert Robert Brokamp offers his money tips and the financial commencement speech for the class of 2025. (32:46) David and Andy break down two stocks on their radar: Evolve Technology and Booz Allen Hamilton. Stocks discussed: WMT, CAVA, DKS, FL, ONON, EVLV, BAH Host: Dylan Lewis Guests: David Meier, Andy Cross, Robert Brokamp Engineers: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 15

More 18-to-34 year olds are watching Netflix’s cheapest tier than any U.S. broadcast or cable network. (00:21) Tim Beyers and Ricky Mulvey discuss: - Walmart’s response to tariff uncertainty. - Netflix’s booming ad business. - How YouTube is capitalizing on points of “maximum attention.” Then, (17:39) Motley Fool Senior Analyst, Karl Thiel, joins Mary Long to dive into the executive order on prescription drug prices and questions for pharmaceutical companies. Companies discussed: WMT, NFLX, GOOG, GOOGL , NVO Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Karl Thiel Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 14

Do you have a real relationship or just a non-binding letter of intent? (00:21) Nick Sciple and Mary Long discuss: - The S&P’s turnaround and inflation’s slow month-over-month decline. - A stock pop from a nuclear reactor company that doesn’t have a working nuclear reactor. - Pricing for Disney’s latest streaming service. Then, (17:39), Mesoblast CEO Silviu Itescu joins Ricky Mulvey for a conversation about how to price medical treatments and the future of regenerative medicine. Companies mentioned: OKLO, BWXT, DIS, MESO Host: Mary Long Guests: Nick Sciple, Ricky Mulvey, SIlviu Itescu Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 13

A consumer goods company hit 40% yearly revenue growth. In this environment? (00:21) David Meier and Ricky Mulvey discuss: - Why pharma investors aren’t reacting to President Trump’s executive order on drug prices. - On Holding’s blistering sales growth. - If Alphabet’s stock deserves to be in value town. Then, (19:23) Robert Brokamp joins Ricky to discuss why investors should consider buying individual bonds. Companies discussed: ONON, NKE, UA, GOOG, GOOGL Host: Ricky Mulvey Guests: David Meier, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 12

After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners. (00:21) Jason Moser and Dylan Lewis discuss: - The U.S. and China’s short-term trade truce, and why there’s some hope that a more permanent deal will be struck. - Fox’s next step into streaming with Fox ONE, its existing Tubi footprint, and success in video advertising. (16:07) GoDaddy is known for its commercials, less known for its capital allocation strategy. GoDaddy CFO Mark McCaffrey walks Ricky Mulvey through the company’s philosophy on share buybacks. Companies discussed: FOX Host: Dylan Lewis Guests: Jason Moser, Ricky Mulvey, Mark McCaffrey Producer: Ricky Mulvey Engineers: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 10

Even in free markets, governments still make plays. Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed policy. He is also the author of “MarketCrafters: The 100-Year Struggle to Shape the American Economy.” Hughes joined Ricky Mulvey to discuss: - Modern examples of American “market craft.” - How to fix the housing crisis. - What we did and didn’t get from $2 trillion in COVID aid. Host: Ricky Mulvey Guest: Chris Hughes Producer: Mary Long Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 9

Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs. (00:21) Tim Beyers and Bill Mann discuss: - The Fed’s continued wait and see approach to tariff policy, inflation, and interest rate cuts. - Ford’s warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty. - How Uber and DoorDash are both flourishing as they cash in on the delivery market and consumer laziness. (19:11) Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel. (31:12) Bill and Tim break down two stocks on their radar: Apple and Ibotta. Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT Host: Dylan Lewis Guests: Bill Mann, Tim Beyers, Jason Hall Engineers: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 8

For now at least. (00:21) Jason Moser and Ricky Mulvey discuss: - The economic outlook from the Federal Reserve and the new US trade deal with the UK. - How Axon Enterprise keeps posting impressive growth numbers. - What more global uncertainty means for Shopify. Then, (17:38) Ricky continues his conversation with Gerard Barron, CEO of The Metals Company, about the environmental impact of deep sea mining. Companies discussed: AXON, SHOP, TMC Host: Ricky Mulvey Guests: Jason Moser, Gerard Barron Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 7

Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine? (00:14) David Meier and Mary Long discuss earnings from Disney and Uber. Then, (15:22), Ricky Mulvey talks with Gerard Barron, the CEO of The Metals Company, about the political hurdles TMC needs to clear in order to pick up rocks from the ocean floor. Companies discussed: DIS, UBER, GOOG, TMC Host: Mary Long Guests: David Meier, Gerard Barron Producer: Ricky Mulvey Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 6

When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulvey discuss: - Palantir’s impressive business results and astonishing valuation. - Celsius’s “meh” quarter. - Why DoorDash kept growing after COVID. Then, (16:10) Cynthia Stewart, Executive Director of DART Collective, joins Robert Brokamp to discuss how AI is changing scams and how to protect yourself. Companies discussed: PLTR, CELH, DASH Host: Ricky Mulvey Guest: Sanmeet Deo, Robert Brokamp, Cynthia Stewart Producer: Mary Long Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 5

After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. (00:21) Jim Gillies and Dylan Lewis discuss: - Warren Buffett’s plan to step down as CEO of Berkshire Hathaway. - The parallels between Berkshire’s succession planning and Apple’s transition from Steve Jobs to Tim Cook. - The available cash, opportunities, and challenges ahead for Greg Abel and team. Companies discussed: BRK.A, BRK.B, AAPL, BAC Host: Dylan Lewis Guest: Jim Gillies Producer: Mary Long Engineers: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 3

Economic interdependence is unraveling. What comes next? Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare. Fishman teaches at Columbia University’s School of International and Public Affairs and has served in the Pentagon and State Department. Mary Long caught up with Fishman to discuss: - How the US dollar became the most powerful currency in the war. - Playing defense in a trade war. - The economic effects from an embargo on Chinese goods. Host: Mary Long Guest: Edward Fishman Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 2

The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Jason Moser and Asit Sharma join Ricky Mulvey to discuss: - If the U.S. economy is sliding into a recession. - Earnings from Amazon, Meta, Microsoft, and Apple. - If investors should mind 20% of the S&P 500’s market cap being tied to four companies. Then (19:11) Motley Fool Contributor Rick Munnariz joins Mary Long to discuss Universal Studio’s new park, Epic Universe, and the state of the travel industry. (32:17) Asit and Jason break down two radar stocks: Twilio and Reddit. Host: Ricky Mulvey Guests: Jason Moser, Asit Sharma, Mary Long, Rick Munarriz Engineer: Dan Boyd Notes: How a millions of dollars worth of NFTs temporarily disappeared: https://www.404media.co/nfts-that-cost-millions-replaced-with-error-message-after-project-downgraded-to-free-cloudflare-plan/ This advertisement is sponsored content and is provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within this advertisement. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement Learn more about your ad choices. Visit megaphone.fm/adchoices

May 1

Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud. - Meta’s advertising present and AI future. - Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. (17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future. Companies discussed: MSFT, META, AAPL, AMZN, WBD Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 30

Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet. (00:21) Asit Sharma and Mary Long discuss: - What to do with two minutes’ extra time. - Earnings from Starbucks. - What’s cooking at Wingstop. Then, (19:30), Yasser el-Shimy joins Mary for a look at Warner Brothers Discovery, in the first of a two-part series about the entertainment conglomerate and its controversial CEO. Tickers mentioned: SBUX, WING, WBD Host: Mary Long Guests: Asit Sharma, Yasser el-Shimy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 29

PayPal is not making noise, but standing firm on its earnings outlook. (00:21) Jason Moser and Ricky Mulvey discuss: - How trade disputes are impacting the Port of Los Angeles. - What PayPal’s advertising business means for its growth story. - Earnings from Spotify. Then, (15:30) Robert Brokamp joins Ricky to discuss some methods to diversify your savings. Companies discussed: WMT, PYPL, SPOT Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 28

Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. (00:21) David Meier and Dylan Lewis discuss: - Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often.. - Temu and Shein pushing tariff increases to American consumers over the weekend. - Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S. (15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. . Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH. Host: Dylan Lewis Guests: David Meier Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 26

This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth. This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss: - What he learned about Kalshi from this past election. - The difference between an events contract and gambling. - How prediction markets could disrupt sports betting. Then, New York Magazine Features writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States. Read Wieczner’s piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html Company discussed: HOOD Hosts: Mary Long, Ricky Mulvey Guests: Tarek Mansour, Jen Wieczner Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 25

Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason Moser and Asit Sharma discuss: - Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens. - Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis. - Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical. (19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks. (34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe. Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE. Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, Malcolm Ethridge Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 24

Warren Buffett’s conglomerate has more cash on the books than any company in history. (00:21) Matt Argersinger and Ricky Mulvey discuss: - What home sales data says about the economy. - A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics. - The reasons why Warren Buffett could be sitting on record cash. Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer. Companies discussed: DHI, CMG, BRK.A, BRK.B, AMD Host: Ricky Mulvey Guests: Matt Argersinger, Mary Long, Asit Sharma Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 23

Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind. (00:21) Sanmeet Deo and Mary Long discuss: - Poor results from Tesla’s automotive segment. - Whether Musk’s return can revive the company. - Half marathons, and the future of humanoids. Then, (18:20), Asit Sharma joins Mary for a look at AMD and how the chip company is different from its biggest competitor. Companies mentioned: TSLA, AMD, NVDA Host: Mary Long Guests: Sanmeet Deo, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 22

The Department of Justice is asking Alphabet to sell Chrome. (00:21) Jason Moser and Ricky Mulvey discuss: - Why Apple could lose an “easy $20 billion” from Alphabet’s break-up. - General Motor’s big bet on electric vehicles. - Bill Ackman’s hedge fund, Pershing Square, buying a 20% stake in Hertz. Then, (16:52) Robert Brokamp answers listener questions about tariffs, capital accumulation plans, and 401(k)s. Companies mentioned: GOOG, GOOGL, AAPL, GM, TSLA, HTZ Businessweek feature on GM: https://www.bloomberg.com/news/features/2025-04-14/inside-gm-mary-barra-s-35-billion-bet-on-electric-cars Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 21

Fed independence brings stability, and markets love stability. (00:21) Asit Sharma and Dylan Lewis discuss: - The Trump Administration’s focus on Fed Chair Jerome Powell. - The role of an independent Federal Reserve Bank for the market and investors. - Netflix’s earnings and status as a “recession-proof” stock. (16:23) Anand Chokkavelu hosts Fool Contributors Dan Caplinger and Rick Munarriz for a Scoreboard episode on Shopify. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup . Companies discussed: NFLX, SHOP, AMZN Host: Dylan Lewis Guests: Anand Chokkavelu, Dan Caplinger, Rick Munarriz Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 19

“AI wouldn’t exist without Nvidia, at least not in its current form.” So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about: - What Jensen Huang is afraid of. - Whether anything can stop the current capex cycle. - Where Nvidia’s next $3 trillion in market cap could come from. The full version of this conversation is able to Motley Fool members via our Fool24 livestream, available here: https://www.fool.com/premium/news-and-analysis/media Companies/tickers discussed: NVDA, META, MSFT, AAPL, TSM Hosts: Andy Cross, Jose Najarro Guest: Stephen Witt Producer: Mac Greer, Mary Long Engineer: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 18

As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs. (00:21) Jason Moser and Matt Argersinger discuss: - Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior. - Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis. (19:11) We’re entering the age of sophisticated robotics. Daniela Rus – author of The Heart and The Chip and The Mind’s Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded. (33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Daniela Rus Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 17

In the face of a trade war, Taiwan Semiconductor is not changing its outlook. (00:21) Tim Beyers and Ricky Mulvey discuss: - Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results. - The chipmaker’s growth story in 2025. - Netflix’s plan to become a trillion dollar company. Then, (15:20) Tim and Ricky discuss the export ban on Nvidia’s H20 chips and what it means for the tech giant. Learn more about the Range Rover Sport at www.rangerover.com/us/sport Companies discussed: TSM, NFLX, NVDA Host: Ricky Mulvey Guest: Tim Beyers Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 16

Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit. (00:21) Anthony Schiavone and Mary Long discuss Nvidia’s $5.5 billion charge and earnings from Prologis. Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI’s impact on the cybersecurity space. Companies mentioned: NVDA, PLD, AOT Host: Mary Long Guests: Anthony Schiavone, Ricky Mulvey, Kevin Simzer Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 15

“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein . (00:14) Jim Gillies Ricky Mulvey and discuss: - Fund managers cutting their positions in US stocks. - How long-term investors should react to fear in the markets. - If Abercrombie & Fitch’s stock deserves to be in the bargain bin. (19:02) Then, Robert Brokamp joins Ricky to discuss what your tax return reveals about your finances. Companies and tickers discussed: ASO, ANF, XRT Learn more about the Range Rover Sport at www.rangerover.com/us/sport Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 14

The old order is gone. When will the new one arrive? (00:14) Asit Sharma and Mary Long discuss: - How to make sense of “tariff buckets.” - What a French ethnographer can teach us about the current moment. - Earnings from Goldman Sachs. Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company. The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort Companies mentioned: AAPL, GS Host: Mary Long Guests: Asit Sharma, Tim Beyers Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 12

Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. They discuss: - How politics and investing have become intertwined. - Damodaran’s view on Mag7 valuations. - The role of taxes in deciding whether to buy or sell stocks. Motley Fool members can find replays from the entire event at live.fool.com. Companies discussed: TSLA, DIS, META, GOOG, GOOGL, NVDA, AMZN, AAPL, MSFT Host: Matt Argersinger Guest: Aswath Damodaran Producer: Ricky Mulvey Engineer: Rick Engdahl, Chase Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 11

Today we talk economic uncertainty, airlines, building materials, and assorted spirits. Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few weeks ago for The Motley Fool's Market Volatility Summit. They talked about how MercadoLibre became resilient, and the long-term opportunities for the company. And Emily and Matt share two stocks on their radar. Host: Ron Gross Guests: Emily Flippen, Matt Argersinger, Asit Sharma, Martín de los Santos Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 10

If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains. (00:21) Asit Sharma and Ricky Mulvey discuss: - Their reflections on one of the best days in the market since WWII, and the hangover today. - Nike and Lululemon getting caught in a brewing trade war. - Andy Jassy’s annual letter to Amazon shareholders. Then, (18:45) Tim Beyers and Mary Long discuss some “icks” for investors to watch as companies report earnings. Companies discussed: NKE, LULU, AMZN, NFLX, IQ, LCID, CSCO Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Tim Beyers Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 9

President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up. (00:21) Jason Moser and Ricky Mulvey discuss: - The market’s extreme reactions to tariff news. - China’s “nuclear option” for the U.S. economy. - The key themes coming up this earnings season. - Looking for opportunities in an uncertain environment. Host: Ricky Mulvey Guest: Jason Moser Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 5

Your finances are one important piece of building a wealthy life. Sahil Bloom writes The Curiosity Chronicle newsletter and is the Managing Partner of SRB Ventures, a venture investment firm. His first book is The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life. Robert Brokamp caught up with Bloom for a conversation about: - Why money does buy happiness (to an extent). - Managing your time wealth. - What social media gets wrong about health advice. - The case for creating an energy calendar. Company discussed: AAPL Producer’s note: We’ve got a full company onsite meeting this Monday and Tuesday. A new Motley Fool Money episode will drop on Wednesday, April 9. Host: Robert Brokamp Guest: Sahil Bloom Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 4

Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders. And Asit and Jason share two stocks on their radar. Host: Ron Gross Guests: Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 3

The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess. (00:21) Nick Sciple and Ricky Mulvey discuss: - Why markets are reacting so strongly to the reciprocal tariff announcements. - How investors can look for opportunities, but “not be a hero” right now. - Match Group’s new artificial intelligence flirting game. Then, (17:24) Rick Munarriz joins Ricky for a conversation about Nintendo’s new Switch 2, and how the device could boost earnings for the video game maker. Companies discussed: WINA, MTCH, OTC: NTDOY Host: Ricky Mulvey Guests: Nick Sciple, Rick Munnariz Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 2

“Liberation Day” has arrived. (00:21) David Meier and Mary Long discuss: - When we’ll know if the longer-term tariff plan is working. - How different companies are bracing for impact. - Tesla’s sales slump. Then, (16:23), Fool contributor Jason Hall joins Ricky Mulvey for a look at Texas Instruments and Taiwan Semiconductor. Companies discussed: WMT, TSLA, TXN, TSM Host: Mary Long Guests: David Meier, Ricky Mulvey, Jason Hall Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 1

The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer is a value trap. - OpenAI’s funding round, valuing the hybrid non-profit at $300 billion. Then, (17:08) Alison Southwick and Robert Brokamp discuss how to recession-proof your finances. Companies discussed: HOG, OTC: SFTBY Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 31

The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing. (00:21) Jason Moser and Mary Long discuss xAI’s latest purchase, Apple’s healthcare endeavors, and what Larry Fink is looking forward to. Then, (19:50), Anand Chokkavelu hosts Fool contributors Jason Hall and Tyler Crower for a Scoreboard episode on Next Era Energy. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies mentioned: TSLA, META, AAPL, BLK, NEE Host: Mary Long Guests: Jason Moser, Anand Chokkavelu, Tyler Crowe, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 29

Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong? Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss: Expanding your definition of competition. Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped. Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.” Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 28

Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar. Host: Ron Gross Guests: Asit Sharma, Matt Argersinger, Ben Wallace Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 27

The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better. (00:21) Jason Moser and Ricky Mulvey discuss: - The 25% tariffs that the Trump administration announced for imported cars and auto parts. - How Google is trying to respond to the next era of search. - Robinhood’s quest to become the everything-finance app. Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider. Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE Host: Ricky Mulvey Guests: Jason Moser, Anthony Schiavone Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 26

A discount retailer sheds some branches; a pet supply store picks up a few extra treats. (00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings. Then, (16:36), Tom Gardner and Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy-now-pay-later company. Companies discussed: DLTR, DG, WMT, CHWY, SZL Host: Mary Long Guest: Tim Beyers, Tom Gardner, Andy Cross, Charlie Youakim Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25

Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries. (00:21) Jim Gillies and Ricky Mulvey discuss: - How Apple has driven Berkshire’s performance. - Disney’s flat returns over the past five years. - A jeans manufacturer that is smashing the market. Then, (19:07) Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day. Companies discussed: BRK.A, BRK.B, AAPL, DIS, KTB Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 24

Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’s to blame for last week’s market “freakout” - 23andme’s bankruptcy filing Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks. Start your day with The Fool's free daily market email newsletter. Subscribe at www.fool.com/breakfastnews How do you tune out market noise? Tell us by writing into podcasts@fool.com ! Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Travis Hoium Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 22

What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein. Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about: - Trade wars - Degloblalization - The crypto industry - And how investors ought to make sense of the news. Host: Ricky Mulvey Guest: Richard Bernstein Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 21

Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing. - What Tesla investors need to know about the headlines around recent accounting concerns. - Earnings updates and red market reactions for FedEx, Nike, and Accenture. (19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO. (30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma. Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 20

Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain. (00:21) Ricky Mulvey and Nick Sciple discuss: - Takeaways from the Federal Reserve’s Open Market Committee Meeting. - Netflix’s $320 million movie, The Electric State. - Brad Jacob’s venture, QXO, acquiring Beacon Roofing Supply. Then, (16:40) Fools answer mailbag questions about industrial stocks, quantum computing, and biotech. Companies discussed: NFLX, CNQ, QXO, AER, BECN, VRTX, TDG, GXO, GOOG, GOOGL, MSFT Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Karl Thiel, Lou Whiteman, Tim Beyers, Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 19

Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus: - The coming generation of chips. - Increased competition from hyperscalers. - Partnerships in fast food, autonomous driving, and robotics. Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions. Got a question for the show? Email podcasts@fool.com Companies/tickers discussed: NVDA, PYPL Host: Mary Long Guests: Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 18

If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz. (00:14) Jason Moser and Ricky Mulvey discuss: - Why Alphabet is spending $32 billion on a cloud security company. - BYD’s announcement that it can charge an electric vehicle battery in five minutes. - Robinhood rolling out prediction markets on its platform. Then, (18:51) Alison Southwick and Robert Brokamp answer mailbag questions about keeping cash on the sidelines and health savings accounts. Visit our sponsor: Build your Range Rover Sport at www.landroverusa.com Got a question for the show? Email podcasts@fool.com Companies/tickers discussed: GOOG, GOOGL, CRWD, CIBR, OTC: BYDDY, HOOD Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 17

To stay on top, the consumer giants need a player in every potential market. (00:21) David Meier and Dylan Lewis discuss: - February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy. - Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing. (13:55) It’s no secret that a lot of investors have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field? Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence. Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm Companies discussed: DG, WMT, PEP, KO. Host: Dylan Lewis Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 15

How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients. Ian Cassel is a micro-cap investor, the founder of MicroCap Club, and the author of two books. Motley Fool Senior Analyst Buck Hartzell caught up with Cassel for a conversation about investing in the smallest kinds of public companies. They also discuss: - How to evaluate companies with market caps less than $500M. - What makes an “intelligent fanatic.” - Why growing a stock position is like cultivating a relationship. Host: Buck Hartzell Guest: Ian Cassel Producer: Mac Greer, Mary Long Engineer: Chace Pryzlepa, RIck Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 14

Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. (00:21) Jason Moser and Matt Argersinger discuss: - The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less. - The market’s questions around Tesla’s tough start to 2025, slipping european sales, and Elon Musk. - Earnings from Adobe, Vail, and Docusign. (19:22) Macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks. (32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks. Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 13

Volatility is the price of admission for long-term investing. (00:21) Anthony Schiavone and Ricky Mulvey discuss: - Investing mindset for market corrections. - Earnings results from Dollar General. - Why Americans are spending less at convenience stores. Then, (14:08) Nick Sciple joins Ricky to chat about TKO Group and the company’s new boxing league and why company insiders are buying up shares. Companies discussed: DG, SCHD, SPG, HSY, TKO Host: Ricky Mulvey Guests: Anthony Schiavone, Nick Sciple Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 12

Wall Street is fearful. Should you be greedy? (00:21) David Meier and Mary Long discuss: - What’s changed and stayed the same since March 2020. - If cooling inflation data is enough to calm markets. - Meta’s plan to train an AI chip in-house. Then, (21:12), IWG CEO Mark Dixon joins for a conversation about hybrid work, changing downtowns, and how companies can measure the financial benefits of in-person connection. Host: Mary Long Guests: David Meier, Mark Dixon Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 11

And what’s that mean for long-term stock investors? (00:21) Asit Sharma and Ricky Mulvey discuss: - The tech stock sell-off. - If the investing thesis for Tesla has fundamentally changed. - No more free bags on Southwest Airlines (for most fliers). Then, (19:18) Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare. Companies/tickers discussed: QQQ, TSLA, LUV Build your Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 10

Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks. (00:21) Tim Beyers and Dylan Lewis discuss: - Rocket Company’s plans to own even more of the homebuying process with its all-stock purchase of Redfin. - ServiceNow’s step into agentic AI and Salesforce’s turf with its $2.8B purchase of Moveworks. (17:03) Vail Resorts kicked off the winter season with some rough conditions despite having snowy slopes. Motley Fool analyst Anthony Schiavone joins Mary Long to check in on the ski resort owner before the company’s quarterly report after the bell today. Companies discussed: RDFN, RKT, NOW, MTN Host: Dylan Lewis Guests: Tim Beyers, Anthony Schiavone, Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 8

Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss: - Why Salesforce doesn’t plan to hire any software engineers this year. - Lessons learned from major acquisitions, like Slack and Tableau. - Where AI goes next. Companies discussed: CRM, MSFT, LEN, DIS Host: Dylan Lewis Guest: Marc Benioff Producer: Mary Long Engineer: Rick Engdahl, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 7

When uncertainty spikes, our ability to look out into the future shrinks. (00:21) Emily Flippen and Matt Argersinger discuss: - How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks. - Target’s continuing troubles, and why even Costco can’t escape the retail slowdown. - What’s behind Okta’s 25% post-earnings pop. (19:11) Five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book Revenge of the Tipping Point. (31:44) Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac. Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVE Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Malcolm Gladwell. Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 6

On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard. (00:21) Nick Sciple and Ricky Mulvey discuss: - Kroger’s business results. - Why some investors are becoming more pessimistic about Abercrombie & Fitch. - A small-cap tobacco company playing in a fast-growing trend. Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical. Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Karl Thiel Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 5

BlackRock wants to buy ports; Trump wants to buy crypto. (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “disturbance.” - BlackRock’s latest acquisition. - The reasons for and against a national “strategic reserve” of cryptocurrency. Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver. Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA Host: Mary Long Guests: Asit Sharma, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 4

The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? (00:21) Jason Moser and Ricky Mulvey discuss: - The impacts of tariffs on investors and companies. - If Target is a value play. - Okta’s market opportunity in security verification. Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs. Companies discussed: HD, TSM, TGT, OKTA Build your Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 3

A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza. (00:21) Bill Barker and Dylan Lewis discuss: - Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s. - Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain. - Domino’s finally delivering what the people want: stuffed crust pizza. (17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger. Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS Host: Dylan Lewis Guests: Bill Barker, Nick Sciple, Mary Long Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 1

$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years. Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss: - How weight-loss drugs actually work, and how big-name prescriptions differ from each other. - What investors need to know about Ozempic and Mounjarno’s patent cliffs. - The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued. Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG Host: Ricky Mulvey Guest: Karl Thiel Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 28

The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss: - How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025. - Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S. - Earning updates from Home Depot, Axon, and Cava. Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/ (19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks. (34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties. Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Josh Isner Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 27

The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin. Companies discussed: NVDA, APP, META Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 26

Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong. (00:21) Jason Moser and Mary Long discuss: - Axon earnings, and the headline that sent the stock down nearly 30% last week. - What artificial intelligence looks like in policing. - What success looks like for TJX Companies. Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation. Companies/tickers discussed: AXON, TJX, BROS Host: Mary Long Guests: Jason Moser, Emily Flippen, Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 25

Some of the most speculative names in the market are seeing steep declines. What did you expect? (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - If Home Depot’s cash flow story is intact. - Celsius’s $1.8 billion acquisition of Alani Nu. Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors. Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Dylan Lewis Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 24

Berkshire’s cash hoard is approaching “Dr. Evil” levels. (00:21) Tim Beyers and Dylan Lewis discuss: - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter. - Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there. - Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts. (16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health. Companies discussed: BRK.A, BRK.B, AAPL, MNMD Host: Dylan Lewis Guests: Tim Beyers, Rob Barrow, Ricky Mulvey Producer: RIcky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 22

If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs. Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History . Dylan Lewis caught up with Gladwell for a conversation about: - How social engineering effects your life. - Why real diversity can prevent leaders from doing stupid things. - The demand to return to more in-person experiences. Host: Dylan Lewis Guest: Malcolm Gladwell Producer:Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 21

The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending. (00:21) Asit Sharma and Jason Moser discuss: - Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer. - How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs - The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies. (19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective. Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/ (31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 20

… and why the stock is “nowhere near fully valued.” (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing. Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors. Companies discussed: TOST, MSFT, RBLX, META, SNAP Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 19

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO, Jayshree Ullal, is managing Wall Street expectations. - The downfall of dating app Bumble. Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters. Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB Host: Ricky Mulvey Guests: David Meier, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 18

Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store? (00:21) Jason Moser and Ricky Mulvey discuss: - Apple's and Meta’s robotics ambitions. - Earnings from payments company Adyen. - What Berkshire Hathaway is buying and selling Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace. Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 15

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

Feb 14

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

Feb 13

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

Feb 12

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

Feb 11

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

Feb 10

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

Feb 8

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

Feb 7

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

Feb 6

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

Feb 5

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

Feb 4

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

Feb 3

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

Feb 1

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

Jan 31

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

Jan 30

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

Jan 29

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

Jan 28

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

Jan 27

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

Jan 25

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

Jan 24

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

Jan 23

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

Jan 22

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

Jan 21

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

Jan 18

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

Jan 17

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

Jan 16

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

Jan 15

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

Jan 14

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

Jan 13

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

Jan 11

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

Jan 10

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

Jan 8

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

Jan 7

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

Jan 7

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

Jan 6

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

Jan 3

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

Jan 2

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

Dec 31, 2024

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

Dec 30, 2024

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

Dec 27, 2024

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

Dec 24, 2024

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

Dec 23, 2024

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

Dec 22, 2024

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

Dec 21, 2024

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

Dec 20, 2024

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

Dec 19, 2024

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

Dec 18, 2024

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

Dec 17, 2024

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

Dec 16, 2024

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

Dec 15, 2024

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

Dec 14, 2024

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

Dec 13, 2024

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

Dec 12, 2024

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

Dec 11, 2024

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

Dec 10, 2024

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

Dec 9, 2024

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

Dec 8, 2024

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

Dec 7, 2024

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

Dec 6, 2024

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

Dec 5, 2024

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

Dec 4, 2024

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

Dec 3, 2024

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

Dec 2, 2024

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

Nov 29, 2024

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

Nov 27, 2024

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

Nov 26, 2024

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

Nov 25, 2024

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

Nov 24, 2024

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

Nov 23, 2024

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

Nov 22, 2024

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

Nov 21, 2024

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

Nov 20, 2024

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

Nov 19, 2024

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

Nov 18, 2024

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

Nov 17, 2024

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

Nov 16, 2024

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

Nov 15, 2024

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

Nov 14, 2024

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

Nov 13, 2024

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

Nov 12, 2024

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

Nov 11, 2024

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

Nov 10, 2024

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

Nov 9, 2024

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

Nov 8, 2024

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

Nov 7, 2024

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

Nov 6, 2024

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

Nov 5, 2024

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

Nov 4, 2024

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

Nov 3, 2024

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

Nov 2, 2024

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

Nov 1, 2024

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. (00:42) Bill Mann and Matt Argersinger discuss: - How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend. - Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach. - Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly. (19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week. (34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer. Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI. Host: Dylan Lewis Guests: Bill Mann, Matt Argersinger, David Gardner Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 31, 2024

If you want to find market-beating stocks, sometimes you have to go where few others are. (00:15) Jim Gillies and Ricky Mulvey discuss: - Why the market may be overreacting to Boot Barn’s CEO departure. - A niche-grocer that’s seen its stock 2x in the past year. - Finding “growth at a reasonable price.” Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween. Companies discussed: BOOT, SFM, AER, HSY Host: Ricky Mulvey Guests: Jim Gillies, Larry the Werewolf Producer: Mary Long Engineers: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 30, 2024

The company’s cloud segment just got A LOT more efficient. (00:21) Tim Beyers and Mary Long discuss: - The transition from “search engines” to “answer engines.” - Google’s fast-improving position within the cloud computing market. - Lessons learned from SuperMicro’s steep rise and sharp fall. Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE Host: Mary Long Guests: Tim Beyers, Bill Mann, Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 2024

It’s not just a payments company. (00:34) Jason Moser and Ricky Mulvey discuss: - PayPal’s move to become a commerce platform, and how it’s impacting the business. - What’s next for Venmo. - McDonald’s traffic problems. Then, (16:35) Robert Brokamp and Motley Fool Senior Analyst Buck Hartzell finish their series on Berkshire Hathaway, and discuss some lesser-known names trying to follow Berkshire’s path. Visit our sponsor at www.landroverusa.com Companies discussed: PYPL, MCD, BRK.A, BRK.B, MRK, OTC: CNSWF Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 28, 2024

Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat. (00:21) Asit Sharma and Dylan Lewis discuss: - Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue. - The CFPBs “open banking” push and what it means for consumers and banks. - Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business. (16:32) Carvana stock has been on a wild ride Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out. Visit our sponsor at www.landroverusa.com Companies discussed: HOOD, BA, CVNA Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Yasser El-Shimy Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 26, 2024

Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce. Jason Schreier is the author of Play Nice: The Rise, Fall, and Future of Blizzard Entertainment and a reporter at Bloomberg. Schreier joined Ricky Mulvey for a conversation about: - The magic that made Blizzard Entertainment. - The state of the video game industry. - Why Grand Theft Auto VI is taking so long to develop. Companies discussed: MSFT, TTWO, OTC: NTDOY Host: Ricky Mulvey Guest: Jason Schreier Producer: Mary Long Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 25, 2024

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

Oct 24, 2024

In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles. (00:21) David Meier and Ricky Mulvey discuss: - Tesla returning to growth. - Expectations for full self driving and humanoid robots. - Peloton’s deal with Costco. Then, (15:39) Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service at 7:00 pm ET on Motley Fool Live, or any time in the video library. Motley Fool video library: https://www.fool.com/premium/news-and-analysis/media Companies discussed: TSLA, PTON, ESRT Host: Ricky Mulvey Guests: David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser Producer: Dylan Lewis Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 23, 2024

The coffee chain drops some bad news early, while General Motors takes a victory lap. (00:21) Kirsten Guerra and Mary Long discuss: - Starbucks’ bitter earnings - Brian Niccols’ barista-focused turnaround plan - Surprising beats from an old automaker Then, (15:52) Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business. Visit our sponsor at www.landroverusa.com Companies discussed: SBUX, GM, CART Host: Mary Long Guests: Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 22, 2024

The answer is probably no, and that’s impacting telecom companies. (00:21) Ricky Mulvey and Tim Beyers discuss: - What a longer hardware upgrade cycle means for Verizon. - If this delay could impact the PC market, and electronics retailer Best Buy. - Major League Soccer’s record regular season. - YouTube’s advantages for streaming sports. Then, (17:06) Alison Southwick and Robert Brokamp continue their conversation about the history of Berkshire Hathaway with Motley Fool Senior Analyst Buck Hartzell. Companies discussed: VZ, AAPL, BBY, GOOG, GOOGL, BRK.A, BRK.B Host: Ricky Mulvey Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineers: Desireé Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 21, 2024

When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge. (00:22) Jason Moser and Dylan Lewis discuss: - Nassim Taleb’s recent calls for a market drop and why he’s focused on the U.S. dollar, domestic debt, and S&P 500 concentration. - What investors can learn from someone focused on tail-risk hedging. - The peace of mind hedges investors can put in place for their own portfolios (19:35) Asit Sharma and Mary Long discuss Sonos’s ongoing recovery after rushing to release an app before it was ready for prime time. Visit our sponsor at www.landroverusa.com Companies discussed: AAPL, MSFT, NVDA, SONO Host: Dylan Lewis Guests: Jason Moser, Mary Long, Asit Sharma Producer: Mary Long Engineers: RIck Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 20, 2024

When a retailer falls, it falls quickly. Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon.” - What Les Wexner understood about American consumers. - The new competition for Victoria’s Secret. - Lessons for retailers from Abercrombie & Fitch. Companies discussed: VSCO, ANF Host: Mary Long Guests: Lauren Sherman, Chantal Fernandez Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 19, 2024

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

Oct 18, 2024

Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark? (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market. - Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs. - Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office. (19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance. (33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan. Visit our sponsor at www.landroverusa.com Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM, Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Bob Stark Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 17, 2024

…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions. (00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.” Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape. Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA Host: Mary Long Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 16, 2024

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

Oct 15, 2024

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

Oct 14, 2024

Even knowing the headlines, could you predict which way stocks and treasuries would move? (00:21) Bill Mann and Dylan Lewis discuss: - SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation. - Officials in China signaling more stimulus is on the way, but why investors really shouldn’t get too excited. - A game designed to show just how hard the market makes it to peer into a crystal ball, and a surprising stat about the daily returns during a great decade for investors. (17:04) Motley Fool contributor, Rick Munarriz joins Ricky Mulvey for a look at the cruise industry and one long-term tailwind for its sails. You can play Elm Wealth's Crystal Ball trading game here: https://elmwealth.com/crystal-ball-challenge/ Vote Motley Fool Money as the top Money and Finance Podcast of 2024. https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: TSLA, NKE, AAPL, RCL, DIS, CCL Host: Dylan Lewis Guests: Bill Mann, Rick Mulvey, Rick Munarriz Producer: Ricky Mulvey Engineer: Desiree Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 12, 2024

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

Oct 11, 2024

Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google. (00:42) Jason Moser and Andy Cross discuss: - Why Jamie Dimon is trying to get investors past the rate story in banking. - Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy. - Earnings updates from Delta, Pepsi, and Domino’s. (19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning. (32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta. Visit our sponsor at www.landroverusa.com Vote here to help Motley Fool Money take home Signal’s Best Money & Finance Show for 2024. Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META Host: Dylan Lewis Guests: Jason Moser, Andy Cross Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 10, 2024

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

Oct 9, 2024

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

Oct 8, 2024

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

Oct 7, 2024

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

Oct 6, 2024

David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about: - How McDonald’s kicked off the value wars. - Why the price of fast food convergerged with some sit-down meals. - The publicly traded restaurants where customers are flocking. Companies discussed: MCD, EAT, BLMN, TXRH, DRI Host: Ricky Mulvey Guest: David Henkes Producer: Mary Long Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 5, 2024

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

Oct 4, 2024

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

Oct 3, 2024

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

Oct 2, 2024

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

Oct 1, 2024

About half of U.S. imports go through the ports where dock workers just went on strike. (00:25) David Meier and Ricky Mulvey discuss: - How companies are navigating the port worker’s strike. - The disagreement over automation. - Investor sentiment in artificial intelligence - One less discussed company that’s benefiting from others spending on AI. (18:28) Motley Fool Contributor, Dan Caplinger, joins Robert Brokamp to kick off a two part series on estate planning, and how you can help your family avoid going to court. Companies discussed: COST, CHRW, DBI, MSFT, META, PCOR Host: Ricky Mulvey Guests: David Meier, Robert Brokamp, Dan Caplinger Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 30, 2024

Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track? (00:19) Seth Jayson and Dylan Lewis discuss: - Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion. - How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax. (15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app. Companies discussed: CVS, KBH, KMX Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Jason Moser Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 29, 2024

$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number even higher. “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the transition to quantum computing, investment opportunities in the budding space, and why subatomic particles are like kindergarteners. Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub . To become a Motley Fool member, head to www.fool.com/signup . Tickers mentioned: ASML Host: Tim Beyers Guest: Tim White Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 28, 2024

Driverless vehicles are already here, even if they’ve made some wrong terms. Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss: - The progress that autonomous vehicles have made over the past few years. - Where automakers including Tesla and General Motors stand in the race. - How autonomous vehicles could deploy on a large scale. Two notes. One is that Tesla’s market cap is $800 million. Also, Travis meant to include Uber in his autonomous driving stock basket. Companies discussed: TSLA, GM, INTC, MBLY, UBER, BIDU, GOOG, GOOGL Host: Ricky Mulvey Guest: Travis Hoium Producer: Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 27, 2024

Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers. (01:02) Emily Flippen and Bill Mann discuss: - Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events. - Meta’s new Orion augmented reality prototype, and the latest drama at OpenAI. - Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom. (19:04) Braze CEO Bill Magnuson took a break from the company’s Forge 2024 event to give analyst Tim Beyers a rundown on the company's latest innovations, how it's helping marketers harness AI, and the different ways these new offerings play into the company's growth story. (33:27) Bill and Emily break down two stocks on their radar: Carnival Cruise Lines and Visa. Stocks discussed: LMND, META, VAIL, COST, ACN, CCL, V. Host: Dylan Lewis Guests: Bill Mann, Emily Flippen, TIm Beyers, Bill Magnuson Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 26, 2024

Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside world. No battery pack needed. (19:30) Jason Moser and Ricky Mulvey discuss:- Updates from Meta Connect 2024. - Use cases for AR glasses - New details about Southwest Airlines' overhaul. Then, (17:01) Brookfield Corporation CFO, Nick Goodman, joins Motley Fool Senior Analyst Buck Hartzell to discuss how he thinks about capital allocation. Host: Ricky Mulvey Guests: Jason Moser, Buck Hartzell, Producer: Mary Long Engineers: Rick Engdahl, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 25, 2024

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

Sep 24, 2024

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

Sep 23, 2024

McCormick’s been a laggard over the past few years, does it have some growth levers to get back on track? (00:11) Jason Moser and Dylan Lewis discuss: - Why interest is picking up for Intel, and what Qualcomm and Apollo Global see in the chipmaker. - A listener question: What to expect from spicemaker McCormick this quarter. - How the rate environment might play into results we see from companies this upcoming earnings season. (15:54) Mary Long and Motley Fool Analyst Anthony Schiavone continue their conversation from last week about housing stocks and the build-to-rent industry. Companies discussed: INTC, QCOM, MKC, INVH, AMH Host: Dylan Lewis Guests: Jason Moser, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 22, 2024

The “Airbnbust” has not arrived, but Airbnb is no longer at peak expectations. Mary Long hosted Motley Fool Analyst Alicia Alfiere and BiggerPockets CEO Scott Trench at The Denver Press Club for a conversation about Airbnb as a stock and as a real estate investment. They discuss: - Airbnb’s capital allocation strategy. - The hosting platform’s competition. - How real estate investors can get started with Airbnb. - The scaling challenges of managing short-term rentals. Company discussed: ABNB Host: Mary Long Guests: Alicia Alfiere, Scott Trench Producer: Ricky Mulvey Engineer: Tim Sparks Special thanks to Alex Pailet from BiggerPockets and Alby Segall, Jean-Luc Currie, Jim Bofencamp, and Katlyn Howery from the Denver Press Club for making the event happen. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 21, 2024

“Reddit” was one of the top ten most searched words on Google over the past twelve months in the United States, searched more often than “map” or “calculator”. The social networking site is a central hub for the internet. Dylan Lewis caught up with Reddit CEO Steve Huffman for a conversation about: - What’s driving Reddit’s 50% year-over-year user growth. - How the social network targets ads. - What Reddit is doing with large language models. Companies discussed: RDDT, GOOG, GOOGL Host: Dylan Lewis Guest: Steve Huffman Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 20, 2024

Low rates are great for stocks, as long as we’re looking at a soft landing. (00:21) Ron Gross and Asit Sharma discuss: - The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic. - Nike’s CEO swap, what went wrong for John Donahoe and whether Elliot Hill has what it takes to turn the company around. - A new partnership masking bad results from Olive Garden, and FedEx’s signals about shipping trends. (19:11) Reddit hit the market in 2024, but it’s been around as the front page of the internet for almost 20 years. CEO Steve Huffman joined us to talk through how the company stands out in the world of social media with its focus on community, where it has been and where it is heading. (33:26) Ron and Asit break down two stocks on their radar: D.R. Horton and Intel. Stocks discussed: NKE, DRI, FDX, RDDT, DHI, INTC, Host: Dylan Lewis Guests: Asit Sharma, Ron Gross, Steve Huffman Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 19, 2024

Markets, you got what you wanted. (00:21) Bill Mann and Ricky Mulvey discuss: - The rate cut from the Federal Reserve, and what the central bank is responding to. - New rules from the SEC that aim to make markets more efficient. - Tupperware Brands filing for bankruptcy. Then, (16:50) Mary Long and Motley Fool analyst Anthony Schiavone check in on housing stocks in the first of a two-part series. Visit our sponsor: www.landroverusa.com Companies discussed: TUP, AAPL, DFH, NVR, DHI Host: Ricky Mulvey Guests: Bill Mann, Mary Long, Anthony Schiavone Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 18, 2024

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

Sep 17, 2024

Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help. (00:21) Tim Beyers and Dylan Lewis discuss: - Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure. - The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy. - Microsoft’s new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat. (18:20) Alison Southwick and Robert Brokamp look at how Gen X saves and how to catch up if you’re feeling behind. Join us at our live podcast recording in Denver with BiggerPockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/ Companies discussed: INTC, TSMC, AMZN, MSFT Host: Dylan Lewis Guests: Tim Beyers, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 16, 2024

One query on ChatGPT takes 10x the amount of electricity as a Google search. (00:21) Ricky Mulvey and Asit Sharma discuss: - How big tech is dealing with the electricity demands of AI systems. - Companies that could benefit from more energy usage. - If Under Armour can turn around. Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch. Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV Live podcast in Denver on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/?eventOrigin=group_upcoming_events Visit our sponsor: Go to www.monarchmoney.com/fool for an extended 30-day free trial Host: Ricky Mulvey Guests: Asit Sharma, Brendan Hughes Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 15, 2024

If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart. Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look at three companies you can find on your next road trip. They discuss: - An industry where investors can ignore sales growth. - What shifting consumer tastes mean for convenience stores. - One company “taking over a mountain no one else wants”. Companies mentioned: TSE: ATD, OTCMKTS: SVNDY, CASY, TKO, WMT, MUSA Host: Mary Long Guest: Jim Gillies Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 14, 2024

40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure. Amazon is a goliath. Dana Mattioli is an investigative journalist at the Wall Street Journal and the author of “The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power.” Mary Long caught up with Mattioli for a conversation about: - Amazon’s early days and how it withstood years of sustained losses. - How Amazon makes Wall Street look genteel. - The lengths that the company went to get information from competitors. Companies discussed: AMZN, TGT, EBAY Host: Mary Long Guest: Dana Mattioli Producer: Ricky Mulvey Engineers: Dez Jones, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 13, 2024

Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants. (00:21) Jason Moser and Matt Argersinger discuss: - The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity. - Brian Niccol’s vision for returning to Starbucks’ roots as a third place. - Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through. (19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025. (33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries. Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG. Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Dan Barbera Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 12, 2024

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

Sep 11, 2024

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

Sep 10, 2024

Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a tough task. (00:21) Jim Gillies and Ricky Mulvey discuss: - The situation that Niccol is coming into at Starbucks. - Why previous leadership at the coffee giant didn’t work out. - A sporting goods retailer that may have reached bottom. Then, (18:22) Robert “Bro” Brokamp kicks off a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about the Social Security database hack and how to make your personal information more secure. Visit our sponsor www.factormeals.com/foolpod50 Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/ Companies discussed: SBUX, ASO Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Dave Hatter Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 9, 2024

Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going? (00:21) Jason Moser and Dylan Lewis discuss: - Apple’s “Glowtime” product event, what to expect for the iPhone line and the company’s AI ambitions. - The latest anti-trust case against Google and why Meta and Apple should probably be paying attention. - Big Lots’ bankruptcy and why the discount retailer has struggled at a time when customers are looking for value. (14:46) OneStream is an operating system for CFOs. Its CEO, Tom Shea, joined Ricky Mulvey for a conversation about the problems that its software solves for, its AI use case, and what's behind the company's 36% year-over-year revenue growth. Companies discussed: AAPL, GOOG, GOOGL, META, BIG, WMT, TGT, DG, OS Host: Dylan Lewis Guests: Jason Moser, Ricky Muley, Tom Shea Producer: Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 8, 2024

Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions about: - Finding multi-baggers. - Under the radar opportunities. - Having a Chief Technology Officer in your family. Join Stock Advisor here: www.fool.com/signup Members of Stock Advisor and other advanced investing solutions at the Motley Fool can listen to the full show here: https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=255f8cf561f94cc5 Companies discussed: GOOG, AMZN, APPL, NVDA, SEZL, DFH, PACS, CLBT Host: Brian Stoffel Guest: Tom Gardner Producers: Mac Greer, Ricky Mulvey Engineers: Austin Morgan, Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 7, 2024

The fewer eyes on a market, the less efficient it’s going to be. Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss: - What investors should look for in younger companies. - If Walgreens has a real turnaround story brewing. - A rapidly growing travel company out of South America. Companies discussed: WBA, SCHW, CRSP, DESP Host: Ricky Mulvey Guest: Bill Mann Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 6, 2024

NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money. (00:21) Emily Flippen and Matt Argersinger discuss: - Weak jobs data, inverted yield curve, and whether the market will cheer a larger rate cut this fall. - Why private equity is interested in Smartsheet and putting money into NFL franchises this season. - The latest earnings updates from: Toro, Docusign, and ABM Industries (20:20) Brandon Copeland played ten years in the NFL – now the linebacker is an ivy league professor, author, and advocate for college athletes. Copeland talks through his book Your Money Playbook, the realities of an NFL contract, and how some college players are finally getting their due. (34:45) Emily and Matt break down two stocks on their radar: McKesson and AO Smith. Stocks discussed: SMAR, DOCU, TTC, ABM, MCK, AOS Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Brandon Copeland Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 5, 2024

It takes more than a buncha buzzwords to build a company. (00:21) Tim Beyers and Mary Long discuss: How jobs reports impact investment theses A tech company’s changing identity What C3.ai actually does (14:48) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success. Learn more about the Range Rover Sport www.landroverusa.com Companies discussed: AI, NVDA, MSFT, WING Host: Mary Long Guest: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 4, 2024

The Department of Justice has some questions about Nvidia’s business. (00:21) Jason Moser and Ricky Mulvey discuss: - The subpoena that instigated the chip maker's selloff. - A record amount of share repurchases by corporations. - Earnings from Dick’s Sporting Goods and Dollar Tree. (18:10) Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry. Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z Register for our live event in Denver, CO on September 18 here: https://www.meetup.com/biggerpockets/events/303028272/?utm_medium=referral&utm_campaign=share-btn_savedevents_share_modal&utm_source=link Host: Ricky Mulvey Guest: Jason Moser, Matt Frankel Producer: Mary Long Engineers: Dan Boyd, Chace Przylepa, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 3, 2024

Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around? (00:21) Asit Sharma and Dylan Lewis discuss: - The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here. - Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline. - Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions. (16:23) Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor. Companies discussed: INTC, NVDA, LUV, BA Host: Dylan Lewis Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 3, 2024

Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. (1:08) Jason Moser and Bill Mann discuss: - Nvidia’s killer quarter, and why the market yawned over the results. - The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year. - Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce. (19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams. (33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard. Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Nell Minow Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 1, 2024

“If you thought we were in the weeds, now we’re about to start tunneling.” Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss: - The basics of balance sheets. - If lululemon has an inventory problem. - A cautionary tale from a mattress seller. - Companies with strong balance sheets, (besides Berkshire Hathaway). Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA Host: Ricky Mulvey Guest: Jim Gillies Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 31, 2024

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

Aug 29, 2024

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

Aug 28, 2024

The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success. (00:21) Alicia Alfiere and Mary Long discuss results from retailers, Abercrombie’s turnaround, and Chewy’s commitment to customers. Then, (12:40) New York Times reporter Ana Swanson talks with Ricky Mulvey about how Nvidia chips are ending up in China, despite America’s efforts to keep them stateside. Read Ana’s story here . Companies discussed: CMG, JWN, ANF, CHWY, NVDA "With Smugglers and Front Companies, China is Skirting American A.I. Bans." https://www.nytimes.com/2024/08/04/technology/china-ai-microchips.html Host: Mary Long Guests: Alicia Alfiere, Ana Swanson, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 27, 2024

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

Aug 26, 2024

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

Aug 25, 2024

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

Aug 24, 2024

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

Aug 23, 2024

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

Aug 22, 2024

Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going. (00:21) Jason Moser and Dylan Lewis discuss: - Whether AI and expanded offerings can create a next act and growth pillar for Zoom. - Why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up. - The early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping. Companies discussed: ZM, LOW, HD, TGT, WMT Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 20, 2024

Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss: - The macro landscape for advertisers. - Podcasting’s shift to video. - The real value of your time to marketers. Companies discussed: TTD, PUBM, SPOT Note: No show tomorrow, we’re back on Thursday, August 22. Host: Ricky Mulvey Guests: Dylan Lewis, Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 19, 2024

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

Aug 18, 2024

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

Aug 17, 2024

Right now, the S&P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom. Matt Argesinger and Anthony Schiavone lead The Motley Fool’s Dividend Investor portfolio. They joined Mary Long for a conversation about: - Why companies pay dividends. - How to tell if a company’s payout is sustainable. - Dividend payers including Pool Corp, Nike, and Starbucks Companies/tickers mentioned: HSY, FAST, POOL, NKE, SPG, SBUX, CMG, SPG, SCHD Host: Mary Long Guests: Matt Argersinger, Anthony Schiavone Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 16, 2024

The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves. (00:21) Jason Moser and Matt Argersinger discuss: - What Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive. - Earnings updates from Home Depot, Walmart, and Brinker. - Warren Buffett’s latest buys – Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean. (30:45) Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue. Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 15, 2024

The world’s largest retailer is crushing the market. (00:21) Asit Sharma and Ricky Mulvey discuss: - Walmart’s international growth and pricing power. - What broader retail sales data says about the economy. - The economic side effects of weight-loss drugs. Then, (16:39) Motley Fool Analyst Buck Hartzell joins Ricky to discuss Shift4, a payments company putting up impressive growth numbers. Companies discussed: WMT, COST, KR, WMS, LLY Article discussed: https://www.bloomberg.com/news/features/2024-08-07/ozempic-boom-inside-usa-s-weight-loss-drug-capital?ref=biztoc.com Host: Ricky Mulvey Guests: Asit Sharma, Buck Hartzell Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 14, 2024

Here’s why investors could win. (00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector. Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar power stocks. Learn more about the Range Rover Sport at www.landorverusa.com Companies discussed: GOOG, GOOGL, K, ENPH, SEDG Host: Mary Long Guests: Tim Beyers, Jason Hall, Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 13, 2024

(00:21) David Meier and Ricky Mulvey discuss: - Why Starbucks wants Chipotle’s CEO. - What Home Depot’s quarter says about the economy. - On Holding’s impressive growth. Plus, (15:39) Alison Southwick and Robert Brokamp discuss how investors can prepare for a lower-rate world. Factor offer: Head to www.factormeals.com/foolpod50 and use code foolpod50 to get 50% off your first box and 20% off your next month. Companies discussed: SBUX, CMG, HD, TREX, ONON, NKE, OTC: ADDYY Host: Ricky Mulvey Guests: David Meier, Alison Southwick, Robert Brokamp Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 12, 2024

Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment. (00:21) Asit Sharma and Dylan Lewis discuss: - Reddit’s strong growth numbers, some of its monetization opportunities beyond ads, and why it could buck the trend of struggling social companies like Pinterest, Snap, and Twitter/X. - Why strong box office and streaming results weren’t enough to get investors excited about Disney, but long term the company’s prospects still look good. (16:43) Jason Moser and Mary Long discuss Wayfair, the power of a good distribution network, and the company’s path to consistent profitability. Companies discussed: RDDT, DIS, W, AMZN, KO Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Jason Moser Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 10, 2024

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

Aug 9, 2024

The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of? (00:21) Jason Moser and Emily Flippen discuss: - The market’s dip earlier this week and whether its business-as-usual or cause for concern. - Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation. - Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart (19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors. (31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot. Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Bill Mann Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 8, 2024

Wall Street may be missing something about Toast. (00:21) Ricky Mulvey and Tim Beyers discuss: - Toast’s quarter, and move into convenience stores. - Shopify’s impressive profitability. - What could put a damper on the e-commerce platform’s growth story. Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis. Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account. And here's the show's home on Spotify Companies discussed: TOST, SHOP, LRCX Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Asit Sharma Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7, 2024

(00:21) Kirsten Guerra and Mary Long discuss: - Why SuperMicro stock is down bad after boasting nearly 150% revenue growth. - Whether Airbnb's slump is due to a company problem or a macro one. -The importance of celebrating wins, even when you’ve got losses. Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit. Companies mentioned: SMCI, NVDA, META, ABNB, AXON Host: Mary Long Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6, 2024

Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut. (00:21) Jim Gillies and Ricky Mulvey discuss: - Being a buyer of stocks when others are forced to sell. - Signs that the economy is fraying, and reasons not to panic. - Celsius’s quarter. Plus, (17:51) Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security. Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY Learn more about the Range Rover Sport at www.landroverusa.com Epic members: Here's where you can to access Epic Opportunities and link your premium Motley Fool account with your Spotify account to access these episodes. And here's the show's home on Spotify . Got a question for the show? Email us at podcasts@fool.com Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 5, 2024

There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts. (00:21) Jason Moser and Dylan Lewis discuss: - The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world. - Whether investors should be paying attention to Warren Buffett’s cash position - Some keep calm and carry on advice for weathering whatever the market has in store for us. (16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step. Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here . Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B Host: Dylan Lewis Guests: Jason Moser, Mary Long, Lou Whiteman Producer: Ricky Mulvey Engineers: Austin Morgan, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 4, 2024

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

Aug 3, 2024

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

Aug 2, 2024

Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet. (00:21) Ron Gross and Matt Argersinger discuss: - Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024. - Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders. - Why Apple and Meta are holding up well during a tough earnings season for big tech. - Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI. (31:41) Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre. Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 1, 2024

Someone’s gotta make ‘em, and someone’s gotta buy ‘em. (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you should fall in love with companies - AMD’s data center business - Meta’s “special treatment” Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street. Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR Host: Mary Long Guests: Asit Sharma, Karl Thiel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 31, 2024

Is efficiency everything? Starbucks certainly seems to think so. (00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain. Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock. Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD Host: Mary Long Guests: Bill Mann, Hannah Miller Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 30, 2024

When you get to be a famous investor, it is harder to generate market-beating returns. (00:21) Jason Hall and Ricky Mulvey discuss - Earnings from PayPal. - Cooled expectations for Bill Ackman’s latest offering. - And if CrowdStrike is becoming a buying opportunity. Then, (15:01) Alison Southwick and Brian Feroldi finish up their Summer School series with a biology class and examine the life cycle of companies. Companies mentioned: PYPL, OTC: PSHZF, DAL, CRWD, RIVN, MNDY, AMZN, AAPL Host: Ricky Mulvey Guests: Jason Hall, Alison Southwick, Brian Feroldi Producer: Mary Long Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 29, 2024

Eaters and investors are both happy to see the $5 value meal on the menu. (00:21) Asit Sharma and Dylan Lewis discuss: - 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors. - McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon. (17:44) CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&E’s turnaround and how her company is serving the growing electricity demand from data centers. Companies discussed: LINE, COLD, MCD, PCG Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Patti Poppe Producer: Mary Long, Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 28, 2024

Every stock market valuation is a number from today multiplied by a story about tomorrow. Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This episode is a cut of their conversation. They discuss: - Why professional money managers often underperform the market. - The relationship between success and luck for investors. - Saving like a pessimist and investing like an optimist. - What spreadsheets can’t tell you about spending. - The benefit of losing money early in an investing journey. Companies/Tickers Mentioned: TSLA Host: Robert Brokamp Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 27, 2024

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

Jul 26, 2024

We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap. (00:21) Jason Moser and Matt Argersinger discuss: - The impact of the global IT outage, where it will show up financially and how Crowdstrike responded. - Why the market is down on Tesla’s profitability - How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS. (19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space. (31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang. Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG. Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 25, 2024

Open seating is coming to an end on Southwest flights. (00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors. Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics. Companies discussed: CMG, LUV, LULU, AMD, NVDA Learn more about the Range Rover Sport at www.landroverusa.com. Host: Ricky Mulvey Guests: Sanmeet Deo, Asit Sharma Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 24, 2024

…and it’s not getting from Wiz. (00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla. Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team. Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Matt Frankel Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 23, 2024

Housing supply is slowly rising. So are prices. (00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify. Then, (14:52) Alison Southwick and Brian Feroldi continue their summer school series with a language arts class for investors. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: UPS, SPOT Host: Ricky Mulvey Guests: David Meier, Alison Southwick, Brian Feroldi Producer: Mary Long Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 22, 2024

CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will have going forward? (00:21) Tim Beyers and Dylan Lewis discuss: - The details of the global IT outage over the weekend and CrowdStrike’s response. - CrowdStrike’s unique root access and whether vendors will continue to be allowed such deep access to customer Windows systems. - Whether CrowdStrike is worth buying on the sell-off, or if management has something to prove first. (17:16) President and COO of Kinsale Capital Brian Haney talks Bill Mann through how retail investors can judge financial companies and why insurers have such a tough time in states like Florida. Companies discussed: CRWD, MSFT, KNSL Our conversation with Brian Haney was from FoolFest 2024 – members can catch the full interview and everything from our FoolFest digital pass at foolfest.fool.com. Host: Dylan Lewis Guests: Tim Beyers, Bill Mann, Brian Haney Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 21, 2024

What would you do if you had $10 million in cryptocurrency? Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance . The Motley Fool’s Scott Kassing caught up with Eliason for a conversation about: - How Eliason’s journey in crypto affected how he thinks about risk. - Why speculative crypto games were rigged against retail traders. - How fast money corrupts those grabbing for it. Host: Scott Kassing Guest: Nathaniel Eliason Producer: Ricky Mulvey Engineers: Tim Sparks, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 20, 2024

Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conversation. They discuss: - How a deluge of economic information has changed investing. - What’s happening beneath the surface of broad market indexes. - The Magnificent Seven and the best performers in the S&P 500. Companies mentioned: SCHW, GE, NVDA Host: Bill Mann Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Desiree Jones, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 19, 2024

After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run. (00:21) Bill Mann and Jason Moser discuss: - The Russell 2000s unusual spike, and why it’s a mix of good news and bad news. - The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall. - Earnings updates from Netflix, Domino’s, and Five Below. (19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant. (33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet. Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 18, 2024

The traders are making money and credit card delinquencies are hopefully plateauing. (00:21) Matt Frankel and Ricky Mulvey discuss: - Bank of America’s comeback story. - What big financial institutions are counting on from the Fed. - Why commercial real estate giant Prologis is getting into the data center business. Then, (17:58) Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock, about fixed income trends for investors to watch. Companies discussed: BAC, WFC, PLD, DLR Host: Ricky Mulvey Guests: Matt Frankel, Rachel Warren, Dhruv Nagrath Producer: Dylan Lewis Engineers: Desiree Jones, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 17, 2024

Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors. (00:22) Jason Moser and Dylan Lewis discuss: - Retirement lessons and a reminder to ignore the exogenous from our colleagues at FoolFest 2024. - Why Alphabet is eying a $23B cybersecurity acquisition. - Five Below’s stock going on sale, and whether new leadership can put the struggling retailer back on track. (16:25) Alison Southwick and Brian Feroldi continue their summer school series, running through the financial metrics that can help investors understand a company's valuation and one less common ratio that can tell you a lot about profitability. Companies discussed: GOOG, GOOGL, FIVE, AAPL, NVDA, MSFT Host: Dylan Lewis Guests: Jason Moser, Alison Southwick, Brian Feroldi Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 16, 2024

We’re picking CEOs for investors to watch. (1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference. (7:50) Then, they draft their favorite CEOs in the following categories– capital allocation, growth stories, turnarounds, and wildcard picks. A correction: The CEO of Kinsale Capital is Michael Kehoe. Companies discussed: SCHW, OTC: CNSWF, ANET, WINA, KNSL, AMD, TTD, IBM, PEP, OTC: ADDYY, RKLB, ORCL, JPM Host: Ricky Mulvey Guests: Bill Mann, Asit Sharma, Erick DeVore Engineers: Desiree Jones, Michael Towers of Marx Productions Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 15, 2024

We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests. (0:49) Matt Argersinger and Andy Cross discuss: - Why dividends and some specific market indicators are in focus at FoolFest. - What to watch as earnings season picks up – Netflix’s metrics game, and whether spend returns for big-ticket items at Home Depot. - Some of our favorite memories from a decade of FoolFests and a few trivia questions to revisit Fool stocks and the market over a 10-year period. Companies discussed: NFLX, HD, PLD, BABA, HUBS, NVDA, ANET, PANW, MELI Host: Dylan Lewis Guests: Matt Argersinger, Andy Cross Engineer: Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 14, 2024

Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China. Ryan Holiday is a best-selling author and a student of stoic philosophy. His latest book is Right Thing, Right Now: Good Values. Good Character. Good Deeds. Dylan Lewis caught up with Holiday for a conversation about: - How investors can implement stoic philosophy. - Why Holiday gave up on marketing spend for his business. - The cost of getting outside of your comfort zone. Company mentioned: AAPL Host: Dylan Lewis Guest: Ryan Holiday Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 13, 2024

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

Jul 12, 2024

The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too. (00:21) Ron Gross and Bill Mann discuss: - How Fed Chair Jerome Powell and Jamie Dimon have more than inflation on their mind when it comes to the interest rate picture – they’re watching unemployment, the federal deficit, and spending. - Why bank earnings were a bit of a mixed bag, and Delta’s results show the pain may continue for airlines. - A small acquisition from AMD that could be a big deal in the AI race, and Costco deciding to finally raise the price of its membership tiers. (19:11) We kick off FoolFest 2024 with a trip into the vault – Motley Fool CEO Tom Gardner with author Malcolm Gladwell in 2014 talking through David and Goliath, the lessons that can be borrowed as we look at small disruptive businesses, and whether titans can hold their lead in major industries. (34:11) Ron and Bill break down two stocks on their radar: Elf Beauty and Charles Schwab. Stocks discussed: JPM, WFC, DAL, AMD, NVDA, COST, ELF, SCHW Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Tom Gardner, Malcolm Gladwell Engineers: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 11, 2024

Fed Chair Jerome Powell is keeping tabs on commercial real estate. (00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quarter, and Tesla’s 50% run-up over the last month. Then, (16:23) we play an audio-only version of “Scoreboard” from Fool Live, our member’s only livestream. Anand Chokkavelu hosts Lou Whiteman and Rick Munarriz to break down AT&T. Companies mentioned: DAL, VLY, TSLA, GOOG, GOOGL, HUBS, T, CCI Check out our sponsor at www.rangeroverusa.com Host: Ricky Mulvey Guests: Asit Sharma, Anand Chokkavelu, Lou Whiteman, Rick Munarriz Producer: Mary Long Engineer: Desiree Jones, Michael Schweitzer, Brandon Gentry Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 10, 2024

The market may be overvalued, but some stocks are underpriced. (00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might mean for the rest of us. Then, (17:28) Sanmeet Deo and Ricky Mulvey discuss energy drinks as investments, and whether Monster or Celsius deserves the title of top dog. Companies discussed: CRWD, PANW, MSFT, MNST, CELH Host: Mary Long Guests: Tim Beyers, Ricky Mulvey, Sanmeet Deo Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 9, 2024

A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing the deal. (00:21) Jason Moser and Ricky Mulvey discuss: - What Skydance Media is getting in the Paramount deal. - Why Netflix is winning the streaming wars. - Questions that investors should ask before putting money in a turnaround story. Then, (15:58) Alison Southwick and Brian Feroldi kick off their summer school series with a history class on markets. Companies discussed: PARA, NFLX, DIS, PYPL Learn more about the Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Brian Feroldi Engineers: Dan Boyd, Desiree Jones David Ellison interview on “The Town”: https://podcasts.apple.com/us/podcast/skydances-david-ellison-on-his-plans-for-paramount/id1612131897?i=1000661591016 Brian Feroldi’s newsletter: https://longtermmindset.co/newsletter/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 8, 2024

(00:21) Asit Sharma and Dylan Lewis discuss: - How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand. - Eli Lilly’s $3.2B acquisition of Morphic, why it’s interested in the inflammatory bowel disease markets, and a few risks to keep in mind for the high-flying provider of weight-loss drugs. (14:39) Fool analyst Kirsten Guerra talks with Mary Long about her investing journey, and a career pivot that took her from rocks to stocks. Companies discussed: DAL, UAL, AAL, JBLU, LUV, LLY, MORF Host: Dylan Lewis Guests: Asit Sharma, Kirsten Guerra, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 7, 2024

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

Jul 6, 2024

Reagan knew how to budget. Jefferson knew how to party. Megan Gorman is the author of the upcoming book, “All the Presidents' Money: How the Men Who Governed America Governed Their Money.” Gorman is also the founding partner of Chequers Financial Management Robert Brokamp caught up with Gorman for a conversation about: - What FDR, a “bit of a trust fund kid,” did if he needed money. - How Ronald Reagan’s humble beginnings impacted his finances. - Why a Great Depression president was a great investor. Host: Robert Brokamp Guest: Megan Gorman Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 5, 2024

It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be. (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech. - Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. - The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates. (31:01) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik. Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 3, 2024

I don’t know, what’s up with you? Jason Moser and Mary Long discuss Tesla’s delivery numbers, how personal care companies are dealing with declining sales, and a mattress merger that might not come to be. Read the Bloomberg article mentioned here . Companies discussed: TSLA, TPX Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 2, 2024

This investor is not a cat, though. Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one company, and headlines from 2029. Companies discussed: CHWY, SIX, FUN, AMZN, WMT Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 1, 2024

It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market. (00:21) Jim Gillies and Dylan Lewis discuss: - How the TSX stacks up to the S&P 500 so far in 2024. - Why investor apathy in Canada is creating some low valuations and great buying opportunities. - Two Canadian stocks to watch: MTY Brands and Kit’s Eyewear Companies discussed: BMO, BNS, RY, ENB, SHOP, MTY, KITS Host: Dylan Lewis Guests: Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 30, 2024

Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about: - The cold chain and our economy. - Finding investment opportunities inside of refrigerators. - And one reason why Unilever gave up on ice cream. - A new technology changing how we eat fruits and vegetables. Companies mentioned: COLD, WMT, UL, YUMC Host: Ricky Mulvey Guest: Nicola Twilley Producer: Mary Long Engineers: Desiree Jones, Chace Pryzlepa Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 29, 2024

What is it worth? Why? Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional traders. They discuss: - The difference between price and value. - What financial metrics can and can’t tell investors. - The valuation case for a sporting goods retailer. Companies mentioned: AAPL, OTC: WIPKF, MEDP, ASO, DKS, ADDYY, SFM Host: Ricky Mulvey Guest: Jim Gillies Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 28, 2024

Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there? (00:21) Jason Moser and Bill Mann discuss: - Tips for playing the long game with the 2024 election cycle ramping up - Amazon joining the $2T club, and which member is most likely to experience a big fall. - Disappointing earnings for Walgreen’s and Nike, while McCormick keeps business zesty. (19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today. (31:22) Jason and Bill break down two stocks on their radar: Disney and Itron. Stocks discussed: AMZN, RMD, WBA, NKE, NVDA, DIS, ITRI Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Nicola Twilley, Ricky Mulvey Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 27, 2024

Welcome to the stock market in 2024. When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month. (00:21) Ricky Mulvey and Tim Beyers discuss what’s behind Chewy’s surge, Amazon’s new retail plan and journey to being a multi-trillion-dollar company. Then, William Cohan from Puck (16:13) joins Ricky to discuss his reporting on Paramount and future after it turned down a buyout deal from Skydance Media. Companies discussed: CHWY, AMZN, PARA Check out Puck’s newsletters: https://puck.news/newsletters/ Host: Ricky Mulvey Guests: Tim Beyers, William Cohan Producer: Dylan Lewis Engineers: Dan Boyd, Tim Sparks Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 26, 2024

2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again. (00:21) Asit Sharma and Dylan Lewis discuss: - Rivian and Volkswagen’s partnership and why capital and scale are the name of the game in electric vehicles. - FedEx’s year focusing on costs paying off, and what their outlook says about the general macro picture. (15:24) Adam Ante, CFO of Paycor, walks Ricky Mulvey through how the company fits into the landscape of payroll and HR software and the investment thesis behind naming an NFL Stadium. Companies discussed: RIVN, VWAPY, FDX, PYCR, PAYC Host: Dylan Lewis Guests: Asit Sharma, Adam Ante, Ricky Mulvey Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 25, 2024

The coffee giant is making a play into a fast growing market. (00:21) Jason Moser and Ricky Mulvey discuss Apple’s plans for its next headset, Starbucks new offerings, and earnings from Carnival Cruise Line. Then, (16:18) Robert Brokamp shares how he’s preparing for retirement, and what he’s learned from leading The Motley Fool’s “Rule Your Retirement” newsletter for two decades. Companies mentioned: AAPL, AXON, SBUX, CCL Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Engineers: Dan Boyd, Austin Morgan Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 24, 2024

ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers. (00:21) Bill Barker and Dylan Lewis discuss: - How weight-loss drugs like Eli Lilly’s Zepbound might be coming for ResMed and the sleep apnea market. - RXO take a bigger piece of the brokered transportation market, scooping up Coyote Logistics from UPS. - Target and Shopify linking up for a win-win partnership. (13:02) Tim Beyers and Ricky Mulvey discuss the value of lifetime-customer relationships, why they’re huge for the likes of Apple, and Costco, and one lesser-known name that may have one too. Companies discussed: LLY, NVO, RMD, SPOT, AAPL, SNOW Host: Dylan Lewis Guests: Tim Beyers, Tim Beyers, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 23, 2024

Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career. Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In today’s episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts. Share stories of your own investing journey with us at podcasts@fool.com . Host: Mary Long Guest: Ron Gross Engineer: Dez Jones, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 22, 2024

In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about? RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss: - The rate of improvement for AI models - How non-Mag 7 companies are using AI - And one company that’s spending smartly on the new technology. Take a look at the Gartner Hype Cycle . Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 21, 2024

Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&P 500 is. (:21) Ron Gross and Bill Mann discuss: - How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies. - An luxury-fashion IPO that wasn’t in Italy. - AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food . (19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer. (35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick. Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Fawn Weaver Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 20, 2024

Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic. (00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by Motley Fool Money listeners. Plus, (13:55) Alicia Alfiere and Mary Long take a look at Coupang, a dominant e-commerce company in South Korea. Companies discussed: NVDA, MSFT, CBRL, WDFC, CPNG Host: Ricky Mulvey Guests: Bill Mann, Mary Long, Alicia Alfiere Engineer: Dan Boyd Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account (edited) Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 18, 2024

Sometimes, a billion bucks just isn’t enough to kickstart the engine. (00:21) Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet. Then, at (17:22), Ailson and Bro tackle the listener mailbag, answering questions about retirement distributions, target date funds, and commodities. Learn more about the Range Rover Sport at www.landroverusa.com Got a question for Alison and Bro? Email it to podcasts@fool.com Companies discussed: FSRN, TSLA, WFC, GSG, DBC, GLD Host: Mary Long Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 17, 2024

Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice. (00:21) Tim Beyers and Dylan Lewis discuss: - Why Starboard Value is putting Autodesk’s management team and board on notice. - Broadcom’s 10-for-1 stock split, and why the 90s are alive and well in tech. - Nvidia CEO Jensen Huang’s advice for graduates at Caltech and wisdom from 30 years at the helm. Then, at (18:02) Ricky Mulvey talks with Bryce Tingle, business law professor and author of the new book, “Hard Lessons in Corporate Governance,” about Elon Musk’s big pay raise. Companies discussed: ADSK, AVGO, NVDA, TSLA. Catch Jensen Huang’s Caltech commencement speech here: https://www.youtube.com/watch?v=-qXDdToZHzE&t=3138s Go to www.monarchmoney.com/fool for an extended 30-day free trial. Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, Bryce Tingle Producer: Mary Long Engineers: Dan Boyd, Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 16, 2024

Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too. Jason Moser is a Senior Analyst at The Motley Fool who heads up our Virtual Revolution portfolio. In today’s episode, Jason talks with Mary Long about early investing successes, what’s shaped his investing philosophy, and how golf changed his life. Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to podcasts@fool.com Tickers mentioned: F, BAC, BRK.A, BRK.B, MKL, GVA Host: Mary Long Guest: Jason Moser Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 15, 2024

How do you go from writing poetry to reading 10Ks for a living? Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long about “the long and winding road” of his investing journey, mistakes he’s made along the way, and advice for navigating a career pivot. Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to podcasts@fool.com Also: Join Stock Advisor, The Motley Fool’s flagship investing service, at www.fool.com/asit Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Tim Sparks Tickers mentioned: AMZN Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 14, 2024

Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 . (00:21) Jason Moser and Emily Flippen discuss: - Apple’s entrance to the world of AI, the details of Apple Intelligence and the OpenAI partnership. . -Tesla shareholders approving Elon Musk’s 2018 pay package and plans to move to Texas, and what’s next for the largest executive compensation plan of all time. - The Fed’s plan to hold steady on rates, and Adobe’s stellar quarter. (19:11) Trex CEO Bryan Fairbanks talks through the state of outdoor decking and the company’s plans to grow by replacing the average wood deck. (34:12) Jason and Emily break down two stocks on their radar: Autodesk and Green Thumb Industries. Stocks discussed: AAPL, MSFT, TSLA, ADBE, ADSK, GTBIF Host: Dylan Lewis Guests: Jason Moser, Emily Flippen Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 13, 2024

Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors. Companies discussed: ORCL, MSFT, DOCN, HSY Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7 Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Austin Morgan Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 12, 2024

If everyone else is buying, should you be too? (00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by. Then, at (16:10) Alex Friedman talks with organizational psychologist Richard Davis, author of the new book “Good Judgment,” about the importance of a CEO’s personality. Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Companies discussed: PTON, UA Host: Mary Long Guests: Jim Gillies, Alex Friedman, Richard Davis Producer: Ricky Mulvey Engineers: Dan Boyd, Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 11, 2024

It’s not artificial intelligence. It’s Apple Intelligence. (00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant’s customers and investors. Plus, they look at how Cracker Barrel is trying to reinvent itself. Then, (17:48) Alison Southwick and Robert Brokamp check in on the state of retirement. Learn more about the Range Rover Sport at www.landroverusa.com Got a question for Alison and Bro? Email it to podcasts@fool.com Companies discussed: AAPL, MSFT, CBRL Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 10, 2024

Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice. (00:21) Asit Sharma and Dylan Lewis discuss: - Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline. - Nvidia’s stock split, and why this one may matter more than most. - The new names in the S&P 500 – Crowdstrike, KKR, and GoDaddy – and what they say about the state of the market. (17:57) Are the world’s tallest buildings ego-projects or promising investment opportunities? Ricky Mulvey talks with economist and skyscraper expert Jason Barr, about the state of “supertalls” and how China’s building boom is leading to an increase in homeowners without homes. Companies discussed: LUV, NVDA, CRWD, KKR, GDDY, RHI, CMA, ILMN Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Jason Barr Producer: Ricky Mulvey Engineers: Dan Boyd Visit our sponsor Monarch Money: Go to monarchmoney.com/FOO L for an extended 30 day free trial. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 9, 2024

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

Jun 8, 2024

Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT investors? Matt Argersinger and Ricky Mulvey discuss the state of the multifamily market and why REITs (of any stripe!) aren’t out for the count quite yet. Host: Ricky Mulvey Guest: Matt Argersinger Producer: Mary Long Engineer: Dan Boyd Epic Bundle discount link: www.fool.com/epic Companies discussed: MAA, PLD, DLR, SPG Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 7, 2024

Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves. (00:21) Bill Mann and Jason Moser discuss: - The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do. - Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price hikes. (19:11) The regulatory environment continues to heat up – late last month the DOJ filed its latest antitrust suit against ticketing giant Live Nation. Motley Fool Canada analyst Nick Sciple unpacks the case and what it might mean for Live Nation and investors. (32:24) Jason and Bill break down two stocks on their radar: Docusign and Casey’s General Stores. Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Nick Sciple Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 6, 2024

If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple. (00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors. Plus, (17:05) Mary Long interviews Tom Steyer, author of “Cheaper, Faster, Better: How We’ll Win the Climate War” about advancements in green tech. Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Tom Steyer Engineers: Dan Boyd, Tim Sparks Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 5, 2024

Growth comes easy when the product speaks for itself. At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage. Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company. Learn more about the Range Rover Sport at: www.landroverusa.com Companies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFT Host: Mary Long Guests: David Meier, Asit Sharma, John McCool Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 4, 2024

A juicy short report goes up against business fundamentals. (00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should consider adding Academy Sports + Outdoors to their watchlists. Plus, (16:47) Robert Brokamp interviews Eileen Freiburger, Managing Director of the Garrett Planning Network, about what you should expect from meeting with a financial advisor. Learn more about the Range Rover Sport at www.landroverusa.com Companies mentioned: AX, NKLA, CLOV, DKS, ASO Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Eileen Freiburger Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 3, 2024

The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle. (0:25) Bill Barker and Dylan Lewis discuss: - Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings. - Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50. - Why big is better for retailers this earnings season. (15:34) How is AI changing search? Tim Beyers and Tim White breakdown why Google has welcomed what used to be its greatest fear onto its site. Companies discussed: WM, COST, SRCL, GOOG, GOOGL Host: Dylan Lewis Guests: Bill Barker, Tim Beyers, Tim White Producer: Mary Long Engineers: Dan Boyd, Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 2, 2024

Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect? Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money & Markets Really Work.” Mary Long caught up with Scanlon for a conversation about: - The challenges of measuring economic data. - What’s driving inflation. - How Domino’s turned around its business. Host: Mary Long Guest: Kyla Scanlon Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 1, 2024

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

May 31, 2024

Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop. (00:21) Jason Moser and Matt Argersinger discuss: - Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display. - Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon. (19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop. (35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group. Stocks discussed: PYPL, SPG. Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices