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Are Retail Stocks a Bargain?
15 april 2025 · 32 min
“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein. Lees meer
(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
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Tariffs Enter a Liminal Space
14 april 2025 · 30 min
The old order is gone. When will the new one arrive? Lees meer
(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
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Aswath Damodaran, Investing in Uncertainty
12 april 2025 · 36 min
Compared to Turkey, the United States is an ocean of stability. Lees meer
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 PrzylepaLearn more about your ad choices. Visit megaphone.fm/adchoices
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Tariffs, Trump, and Turmoil
11 april 2025 · 41 min
Today we talk economic uncertainty, airlines, building materials, and assorted spirits. Lees meer
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
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The Day After the Market Skyrocketed
10 april 2025 · 34 min
If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains. Lees meer
(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
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A Pause for Most Tariffs
9 april 2025 · 34 min
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. Lees meer
(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
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Sahil Bloom, The 5 Types of Wealth
5 april 2025 · 44 min
Your finances are one important piece of building a wealthy life. Lees meer
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
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Lions, and tigers, and tariffs. Oh my!
4 april 2025 · 41 min
Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Lees meer
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
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You Can’t Tariff Love
3 april 2025 · 30 min
The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess. Lees meer
(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
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Tariffs Loom, Tesla Underdelivers
2 april 2025 · 31 min
“Liberation Day” has arrived. Lees meer
(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
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Are Investors Leaving U.S. Stocks?
1 april 2025 · 30 min
The market is waiting for more clarity on tariffs. Fund managers are already making moves. Lees meer
(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
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Apple Bites Into Healthcare
31 maart 2025 · 29 min
The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing. Lees meer
(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
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Right Trend, Wrong Stock
29 maart 2025 · 47 min
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? Lees meer
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
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Volatility, Divestitures, and IPOs
28 maart 2025 · 41 min
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Lees meer
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
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The Future of Google Search
27 maart 2025 · 30 min
The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better. Lees meer
(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
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Chewy Fetches Growth
26 maart 2025 · 31 min
A discount retailer sheds some branches; a pet supply store picks up a few extra treats. Lees meer
(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
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Looking Back on Berkshire’s Outperformance
25 maart 2025 · 28 min
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. Lees meer
(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
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How To Tune Out Market Noise
24 maart 2025 · 32 min
Tariffs and tech bubbles and uncertainty, oh my! Lees meer
(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 filingThen, (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
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“Uncertainty is Winning”
22 maart 2025 · 34 min
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. Lees meer
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
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Market Movers: Jerome Powell and Jensen Huang
21 maart 2025 · 41 min
Two of the most influential voices in the market had something to say this week. Lees meer
(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
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The Fed Keeps It Steady
20 maart 2025 · 31 min
Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain. Lees meer
(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
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Nvidia’s New Chips, with a Side of Valuation
19 maart 2025 · 33 min
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? Lees meer
(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
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Alphabet’s $32 Billion Cybersecurity Play
18 maart 2025 · 31 min
If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz. Lees meer
(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
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Pepsi, Poppi, and the Creosote Bush
17 maart 2025 · 26 min
To stay on top, the consumer giants need a player in every potential market. Lees meer
(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
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Intro to Micro Caps
15 maart 2025 · 32 min
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. Lees meer
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
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The Uncertainty-Fueled Market Correction
14 maart 2025 · 41 min
Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. Lees meer
(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
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Welcome Back to Correction Territory
13 maart 2025 · 29 min
Volatility is the price of admission for long-term investing. Lees meer
(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
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Fear, Greed, and Quiet Exuberance
12 maart 2025 · 33 min
Wall Street is fearful. Should you be greedy? Lees meer
(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
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Should Investors Prepare for a Recession?
11 maart 2025 · 29 min
And what’s that mean for long-term stock investors? Lees meer
(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, LUVBuild 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
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Redfin is “Under Contract”
10 maart 2025 · 32 min
Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks. Lees meer
(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
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Marc Benioff on Agentic AI and Salesforce’s Next Chapter
8 maart 2025 · 32 min
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. Lees meerCompanies discussed: CRM, MSFT, LEN, DIS
Host: Dylan Lewis
Guest: Marc Benioff
Producer: Mary Long
Engineer: Rick Engdahl, Heather Horton
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Tariffs Tangle Markets, Businesses, Investors
7 maart 2025 · 41 min
When uncertainty spikes, our ability to look out into the future shrinks. Lees meer
(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
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Kroger CEO Kicked Out of Grocery Store
6 maart 2025 · 31 min
On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard. Lees meer
(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
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Crypto's New Backer
5 maart 2025 · 34 min
BlackRock wants to buy ports; Trump wants to buy crypto. Lees meer
(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
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Tariffs Become Reality
4 maart 2025 · 31 min
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? Lees meer
(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
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Now Serving: IPOs, Exits, Extra Cheese
3 maart 2025 · 30 min
A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza. Lees meer
(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 BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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The State of Weight-Loss Drugs
1 maart 2025 · 30 min
$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years. Lees meer
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 EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Nvidia, Apple, and Eli Lilly: Manufacturing the Future
28 februari 2025 · 41 min
The great buildout for AI and GLP-1 drugs continues. Lees meer
(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
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What Drives Nvidia’s Growth?
27 februari 2025 · 24 min
The tech giant is a data center business. Lees meer
(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
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“The Apple of Public Safety”
26 februari 2025 · 36 min
Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong. Lees meer
(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
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Celsius Pays for Growth
25 februari 2025 · 33 min
Some of the most speculative names in the market are seeing steep declines. What did you expect? Lees meer
(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
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Warren Buffett’s State of the Market
24 februari 2025 · 33 min
Berkshire’s cash hoard is approaching “Dr. Evil” levels. Lees meer
(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
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Malcolm Gladwell, Social Engineering and The Magic Third
22 februari 2025 · 37 min
If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs. Lees meer
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
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Walmart, Etsy Face Tighter Wallets
21 februari 2025 · 42 min
The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending. Lees meer
(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
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What’s Cooking at Toast
20 februari 2025 · 32 min
… and why the stock is “nowhere near fully valued.” Lees meer
(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
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The Infrastructure Behind the AI Revolution
19 februari 2025 · 34 min
If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. Lees meer
(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
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Apple's Next iPhone and Robotics Future
18 februari 2025 · 31 min
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? Lees meer
(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 sellingThen, (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
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The Business of Broadway
15 februari 2025 · 29 min
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. Lees meer
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 EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Valentines Day: Love, Money, and Stocks
14 februari 2025 · 41 min
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. Lees meer
(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
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Cyclical Stocks Cycle
13 februari 2025 · 28 min
Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased. Lees meer
(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