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The World Grows More Uncertain
13 juni 2025 · 43 min
And yet, the market remains close to all time highs. Lees meer
(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
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Is CAVA a Palate Pleaser?
12 juni 2025 · 18 min
Two Fools duel over CAVA’s prospects. Is there enough tasty growth to support a spicy valuation? Lees meer
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
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Exploring CoreWeave: An NVIDIA-Backed AI Play
11 juni 2025 · 11 min
Would you be interested in a stock that’s quadrupled in less than three months? Lees meer
(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.
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Apple, SPACs and Stocks We Bought
10 juni 2025 · 19 min
Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best. Lees meer
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.
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HBO and CNN Split Up
9 juni 2025 · 17 min
Warner Bros. Discovery is planning to break itself up into two distinct companies. Lees meer
(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
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J.L. Collins, Achieving Financial Independence
7 juni 2025 · 47 min
Financial independence isn’t just about early retirement. It’s giving your future self freedom. Lees meer
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.
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Friendship Breakup Costs Tesla
6 juni 2025 · 40 min
You can’t maintain all of your friendships from the school year through summer vacation. Lees meer
(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.
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Nintendo’s Big Release
5 juni 2025 · 22 min
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? Lees meer
(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.
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What Bonds, Dollar Stores Say About Economy
4 juni 2025 · 24 min
More investors are fretting about the stability of the U.S. economy, but are there better options out there? Lees meer
(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.
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The Stock of the Summer
3 juni 2025 · 17 min
Which stock will have the best ice cream and beach season? Lees meer
(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.
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Right Place, Right Time for Zscaler
2 juni 2025 · 25 min
The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more? Lees meer
(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.
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The Next Gold Rush: Emerging Markets?
31 mei 2025 · 31 min
Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about: Lees meer
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.
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The Economic Mood Brightens
30 mei 2025 · 42 min
Americans are feeling better about the economy. What’s that mean for stock investors? Lees meer
(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.
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Nvidia’s Big Number
29 mei 2025 · 21 min
$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. Lees meer
(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.
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Security, Sports, and Skiing
28 mei 2025 · 19 min
Forget tariffs, earnings season rolls on! Lees meer
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.
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Salesforce Fuels AI Engine
27 mei 2025 · 28 min
Life is good when you can make an $8 billion move in cash. Lees meer
(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.
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David Gardner, What Rule Breakers Value
24 mei 2025 · 33 min
If you want to own best-in-class companies, you need to own stocks with a high sticker price. Lees meer
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
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Stock of the Summer and Unsung CEOs
23 mei 2025 · 43 min
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. Lees meer
(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
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Nike’s Turnaround Story
22 mei 2025 · 30 min
Turnarounds take longer than investors like to imagine. Lees meer
(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.
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Two Paths for Target
21 mei 2025 · 28 min
In one direction, there’s digital. In the other, there’s a treasure hunt. Lees meer
(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.
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Elon Hangs On
20 mei 2025 · 31 min
Elon Musk is committed to Tesla for at least five more years. Lees meer
(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.
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There is No (Convenient) Alternative
19 mei 2025 · 34 min
Downgrades sound scary, but the U.S. is still the best place for investors to put money to work. Lees meer
(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
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The Promise of Quantum Computing
17 mei 2025 · 41 min
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.” Lees meer
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
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Walmart’s Warning, Money Tips for 2025 Grads
16 mei 2025 · 43 min
Even the biggest retailer in the world is planning to pass along tariff increases to customers. Lees meer
(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.
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Netflix, YouTube Put Ads Up Front
16 mei 2025 · 30 min
More 18-to-34 year olds are watching Netflix’s cheapest tier than any U.S. broadcast or cable network. Lees meer
(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.
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Business Plans and Science Projects
14 mei 2025 · 31 min
Do you have a real relationship or just a non-binding letter of intent? Lees meer
(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.
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ONON Fire
13 mei 2025 · 32 min
A consumer goods company hit 40% yearly revenue growth. In this environment? Lees meer
(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.
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U.S. & China Strike a Trade Deal?
12 mei 2025 · 28 min
After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners. Lees meer
(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.
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How Governments Shape Markets
10 mei 2025 · 35 min
Even in free markets, governments still make plays. Lees meer
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.
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Wait and See on Rates and Tariffs
9 mei 2025 · 43 min
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. Lees meer
(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.
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S&P 500 Shakes Liberation Day Loss
8 mei 2025 · 33 min
For now at least. Lees meer
(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.
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Uber Hits Gas on Autonomous Vehicles
7 mei 2025 · 31 min
Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine? Lees meer
(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.
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Palantir’s Valuation Question
6 mei 2025 · 27 min
When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. Lees meer
(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.
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Warren Buffett Passes the Torch
5 mei 2025 · 28 min
After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. Lees meer
(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.
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Friendshore First, Trade War Second
3 mei 2025 · 43 min
Economic interdependence is unraveling. What comes next? Lees meer
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
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Taking the Market's Weight
2 mei 2025 · 42 min
The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Lees meer
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/
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The Best Company in Big Tech?
1 mei 2025 · 30 min
Microsoft just got the market focused on business results again. Lees meer
(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
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Is Starbucks Serving Up Promise or Peril?
30 april 2025 · 31 min
Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet. Lees meer
(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
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A Steady Business During Uncertain Times
30 april 2025 · 33 min
PayPal is not making noise, but standing firm on its earnings outlook. Lees meer
(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
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The Compounding Consumer Crunch
28 april 2025 · 29 min
Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. Lees meer
(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
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The Rise of Prediction Markets
26 april 2025 · 48 min
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. Lees meer
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 BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Google Banks Ads, Chipotle Eyes Mexico
25 april 2025 · 41 min
Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. Lees meer
(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
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Why is Berkshire Hathaway Hoarding Cash?
24 april 2025 · 28 min
Warren Buffett’s conglomerate has more cash on the books than any company in history. Lees meer
(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
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Tesla’s “Moment of Truth”
23 april 2025 · 36 min
Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind. Lees meer
(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
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Google Faces a Potential Breakup
22 april 2025 · 33 min
The Department of Justice is asking Alphabet to sell Chrome. Lees meer
(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
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The Market and Fed Chair Powell
21 april 2025 · 27 min
Fed independence brings stability, and markets love stability. Lees meer
(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
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Inside Nvidia’s “Thinking Machine”
19 april 2025 · 30 min
“AI wouldn’t exist without Nvidia, at least not in its current form.” Lees meer
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
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Management Weighs in on the Macro
18 april 2025 · 41 min
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. Lees meer
(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
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Big Earnings Energy
17 april 2025 · 30 min
In the face of a trade war, Taiwan Semiconductor is not changing its outlook. Lees meer
(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
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Rule Changes → Chip Charges
16 april 2025 · 27 min
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. Lees meer
(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
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