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Musk Applies For New Job
12 februari 2025 · 29 min
Now he wants to run OpenAI.
(00:21) Jason Moser and Mary Long discuss:
- Elon Musk’s bid for OpenAI
- What BYD’s rollout of self-driving technology means for Tesla
- Revitalized interest in Upstart’s AI lending platform
- Developments in the buy now, pay later space
Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company. Lees meerTo become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.
Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX
Host: Mary Long
Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer
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A Shopify Takeover
11 februari 2025 · 29 min
We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss: Lees meer
- Shopify as a 100-year company.
- What a change in de minimis rules would mean for merchants.
- Shopify’s growth levers.Company discussed: SHOP
Got a question for the show? Email us at podcasts@fool.com
Note: Ricky Mulvey has a position in SHOP
Host: Ricky Mulvey
Guests: Asit Sharma, Harley Finkelstein
Producer: Mary Long
Engineer: Rick Engdahl
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Dunkin', Kendrick on Offense at Super Bowl
10 februari 2025 · 30 min
The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime. Lees meer
(00:14) David Meier and Dylan Lewis discuss:
- HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them.
- Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers.
- McDonald’s lackluster Super Bowl ad and earnings results.WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c
(21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.
Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD
Host: Dylan Lewis
Guests: David Meier, Robert Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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What Great Investors Do
8 februari 2025 · 48 min
The principles of investing are fairly simple to understand. Application requires some intensity. Lees meer
William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about:
- What successful investing comes down to.
- The personality traits of market beaters.
- Investing lessons from Charlie Munger, Howard Marks, and John Templeton.Companies mentioned: BRK.A, BRK.B, MKL
Host: Robert Brokamp
Guest: William Green
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Big Tech’s $300B Spending Spree
7 februari 2025 · 40 min
DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend. Lees meer
(00:43) Ron Gross and Jason Moser discuss:
- What the Jobs report and the tariff headfake mean for the big macro.
- Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025.
- PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.(19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling.
(33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber.
Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple
Engineers: Rick Engdahl
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Americans Take Weight-Loss Drugs, Eat Salty Snacks
6 februari 2025 · 29 min
Two things can be true. Lees meer
(00:14) Bill Barker and Ricky Mulvey discuss:
- Legislation to ban DeepSeek on US government devices.
- Hershey’s quarter, and what it reveals about American eating habits.
- Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation.Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era.
Companies discussed: NVDA, HSY, LLY
Host: Ricky Mulvey
Guests: Bill Barker, Jordan Harper
Producer: Mary Long
Engineer: Rick Engdahl
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How Do You Value Alphabet?
5 februari 2025 · 33 min
Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works? Lees meer
(00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:
- Why cloud computing isn’t going anywhere.
- YouTube’s secret sauce.
- What Palantir really does.Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.
Companies mentioned: GOOG, NFLX, PLTR
Host: Mary Long
Guests: David Meier, Ricky Mulvey, Jordan Harper
Engineer: Rick Engdahl
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Your Political Brain vs. Your Investing Decisions
4 februari 2025 · 28 min
Think you know how the trade wars will shake out? Don’t bet on it. Lees meer
(00:14) Jim Gillies and Ricky Mulvey discuss:
- The reaction to potential tariffs in Canada.
- Separating your political ideas from your investments.
- PayPal’s $15 billion buyback authorization.Then, (16:38) Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape.
Companies mentioned: PYPL
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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Global Trade, Tariffs, AI Efforts
3 februari 2025 · 33 min
The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech. Lees meer
(00:14) Asit Sharma and Dylan Lewis discuss:
- The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800.
- How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods.
- OpenAI and Softbank’s latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses.(17:43) In the week before Trump’s inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco’s “smoke-free” future.
Companies discussed: CP, SFTBY, PDD PM, MO
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, Nick Sciple
Producer: Mary Long
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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What Does Masayoshi Son Want?
1 februari 2025 · 31 min
The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like? Lees meer
Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss:
- Masa Son’s instincts as a salesperson and investor.
- Why the founder is still driven by his roots.
- Questions for anyone who’s tempted to put their life savings into SoftBank.Tickers mentioned: SFTBY, NVDA
Host: Ricky Mulvey
Guest: Lionel Barber
Producer: Mary Long
Engineer: Rick Engdahl
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DeepSeek Disrupts, Big Tech Responds
31 januari 2025 · 39 min
The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending. Lees meer
(00:44) Jason Moser and Asit Sharma discuss:
- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.
- Apple’s continued struggles to find growth with the iPhone and its China business.(19:03) The earnings rundown continues!
- Tesla finishes a flat year, but has big futurey plans for 2025 and 2026.
- Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.”
- Visa and Mastercard show the consumer is still doing quite alright.(34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.
Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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The Hyperscalers Are Hyper-Spending
30 januari 2025 · 22 min
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment? Lees meer
(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:
- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.
- The future of Reality Labs.
- Microsoft’s $13B-and-growing AI business.
- Why “fungible fleet” is a potentially ominous phrase for Sam AltmanCompanies discussed: META, MSFT, NVDA
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Starbucks' Slow Drip Recovery
29 januari 2025 · 29 min
New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic. Lees meer
(00:14) Anthony Schiavone and Dylan Lewis discuss:
- The market’s very upbeat reaction to Starbucks’ fairly lackluster results.
- Brian Niccol’s “Back to Starbucks” plan and the progress so far.
- Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up.(13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle.
Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF
Host: Dylan Lewis
Guests: Anthony Schiavone, Nick Sciple, Mary Long
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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JetBlue Has Jet Lag
28 januari 2025 · 30 min
The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around? Lees meer
(00:14) Jason Moser and Mary Long discuss:
- Why not all airlines are facing the same headwinds
- GM’s quarterly net loss
- The just-announced partnership between X and Visa.Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss.
Tickers mentioned: JBLU, UAL, DAL, GM, V
Host: Mary Long
Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach
Engineers: Rick Engdahl, Austin Morgan
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DeepSeek and AI’s Efficiency Era
27 januari 2025 · 32 min
The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less. Lees meer
(00:14) Tim Beyers and Dylan Lewis discuss:
- The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology.
- Why software prowess and efficiency will be the major themes for AI in 2025.
- What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.(19:15) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy’s President of the Americas, about the utilities side of the renewables market.
Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC
Host: Dylan Lewis
Guests: Tim Beyers, David Meier, John Zahurancik
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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How Nvidia Changed the World
25 januari 2025 · 31 min
There’s more to the legendary chipmaker than its tech stack. Lees meer
Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about:
- The early days at Nvidia and its long path to “overnight” success.
- What drives Nvidia’s employees.
- How Jensen Huang takes long-term thinking to the extreme.Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way
To become a premium Motley Fool member, go to www.fool.com/signup
Host: Morgan Housel
Guest: Tae Kim
Producer: Mac Greer, Mary Long
Engineer: Tim Sparks, Rick Engdahl
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S&P 500: New Highs, Same Valuation Questions
24 januari 2025 · 40 min
At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence. Lees meer
(00:44) Jason Moser and Asit Sharma discuss:
- The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.
- Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech.
- Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.(19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.
AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep
(32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.
Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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AI Gets Star Power
23 januari 2025 · 31 min
...as if it didn’t have enough already! Lees meer
(00:14) Asit Sharma and Mary Long discuss:
- The new venture to build out American AI infrastructure.
- How 20 data centers get a $500 billion price tag.
- GE Aerospace’s razor-and-blades business model.Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.
Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG
To become a premium Motley Fool member, go to www.fool.com/signup
Host: Mary Long
Guests: Asit Sharma, Seth Jayson
Engineer: Rick Engdahl
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Party On Netflix!
22 januari 2025 · 29 min
Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years? Lees meer
(00:14) Jim Gillies and Dylan Lewis discuss:
- Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans.
- The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns.
- What updates from Interactive Brokers and Schwab say about where investor minds are at.(17:17) What would it take to live a hundred healthy years?
Fool analyst Sanmeet Deo talks with Jonathan Swerdlin, co-founder of Function Health, about the overlapping future of artificial intelligence and human health.
Companies discussed: NFLX, TKO, GOOG, GOOGL, AMZN
Premium Motley Fool members can catch the full AI Summit replay here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay
You can become a premium Motley Fool member at: www.fool.com/sigup
Host: Dylan Lewis
Guests: Jim Gillies, Sanmeet Deo, Jonathan Swerdlin
Producer: Mary Long
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Focus on (Tangible) Value
21 januari 2025 · 26 min
Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters? Lees meer
(00:14) Anthony Schiavone and Mary Long discuss:
- Separating signal from noise in an attention economy.
- Finding value in a fast-changing world.
- Earnings from a company that straddles the digital and the physical.Then, (16:02), Robert Brokamp and Alison Southwick talk about how to build a comfortable income cushion for your retirement.
Check out the Nick Maggiulli article mentioned here: https://ofdollarsanddata.com/the-new-currency-is-attention/
Companies mentioned: PLD, $TRUMP, $MELANIA
Host: Mary Long
Guests: Anthony Schiavone, Robert “Bro” Brokamp, Alison Southwick
Producer: Dylan Lewis
Engineer: Rick Engdahl
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The Future of AI and The Nature of Consciousness
18 januari 2025 · 42 min
There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for humanity? Lees meer
Terry Sejnowski is the Frances Crick Chair at the Salk Institute for Biological Studies, a Distinguished Professor at the University of San Diego, and author of the book “ChatGPT and The Future of AI.” Ricky Mulvey caught up with Sejnowski for a conversation about:
- How chatbots work.
- Mapping large neural models.
- What a self-aware parrot can teach us about human consciousness.Premium Motley Fool members can catch replays from this week’s AI Summit here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay
To become a premium Motley Fool member, go to www.fool.com/signup
Host: Ricky Mulvey
Guest: Terrence Sejnowski
Producer: Mary Long
Engineer: Rick Engdahl
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TikTok on the Clock
17 januari 2025 · 40 min
170 million TikTok users in the U.S. might be up for sale. What are they worth? Lees meer
(00:42) Matt Argersinger and Bill Mann discuss:
- The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like.
- Apple’s other problem in China: smartphone sales and rising competition from Huawei and Vivo.
- Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025.(19:03) Where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns.
Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/
(33:10) Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo.
Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL.
Host: Dylan Lewis
Guests: Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey
Engineers: RIck EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Big Bank Energy
16 januari 2025 · 32 min
2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better. Lees meer
(00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss:
- Why comparisons to 2023 give banks more credit than they may deserve.
- The split between JP Morgan’s investment banking and consumer businesses.
- Growing interest in private credit markets.Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.
Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA
Host: Mary Long
Guests: Matt Frankel, Kirsten Guerra
Engineer: Rick Engdahl
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Investors Check the Label on Retail
15 januari 2025 · 28 min
Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track. Lees meer
(00:14) Nick Sciple and Dylan Lewis discuss:
- Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity.
- Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo.
- The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers.(15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters.
Companies discussed: ANF, LULU, ATZAF, ALL.
Host: Dylan Lewis
Guests: Nick Sciple, Mary Long, Asit Sharma
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Steel Bids, TikTok Battles
14 januari 2025 · 33 min
Fights are unfolding for companies in two very different industries: Steel and social media.
(00:21) Jason Moser and Mary Long discuss:
- Why so many companies want in on U.S. Steel.
- How to factor CEO personality into potential investments
- TikTok’s potential buyers.
Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more. Lees meerCompanies mentioned: X, NPSC.Y, CLF, NUE, META, GOOG, GOOGL, RIVN
Host: Mary Long
Guests: Jason Moser, Alison Southwick, Robert “Bro” Brokamp
Engineer: Rick Engdahl
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Cloudy With a Chance of Burgers
13 januari 2025 · 30 min
Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them? Lees meer
(00:14) David Meier and Dylan Lewis discuss:
- Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more.
- Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams.
- Shake Shack’s new plans to open up 1500 company-owned locations.(16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity.
Companies discussed: SONO, MRNA, SHAK, PGNY
Host: Dylan Lewis
Guests: David Meier, Alicia Alfiere, Ricky Mulvey
Producer: Mary Long
Engineer: Rick Engdahl
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David Gardner, The Case for Rational Optimism
11 januari 2025 · 46 min
You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history.
David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about:
- Why buying and holding works.
- Rational optimism.
- The future of space travel. Lees meerCheck out David’s weekly show Rule Breaker Investing at the link below, or wherever you listen to podcasts: https://www.fool.com/podcasts/rule-breaker-investing/
Companies discussed: NVDA, SPOT, AMC, META, RKLB
Host: Ricky Mulvey
Guest: David Gardner
Producer: Mary Long
Engineer: Rick Engdahl
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Amazon and Disney See Ad Dollars
10 januari 2025 · 40 min
Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. Lees meer
(00:39) Ron Gross and Jason Moser discuss:
- What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture.
- The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies.(19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025.
(33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett.
Listeners, you can become a member of Stock Advisor at Fool.com/signup
Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY
Host: Dylan Lewis
Guests: Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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The Future According to Jensen Huang
8 januari 2025 · 31 min
It’s Nvidia’s world, and we’re just living in it.
(00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus:
- All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds.
- The rollout of a digital workforce.
- Why Wall Street shrugged at Nvidia’s announcements.
Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best. Lees meerCompanies mentioned: NVDA, PYPL
Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/Host: Mary Long
Guests: David Meier, Jason Moser
Engineer: Rick Engdahl
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The WWE's Premiere on Netflix
7 januari 2025 · 34 min
Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers.
(00:14) Nick Sciple and Ricky Mulvey discuss
- The buzz around Monday Night Raw’s debut on Netflix.
- What’s allowed in Tribal Combat and why wrestlers don’t respect the boundaries of an announcer's table.
- The new “100% margin” opportunities for the WWE.
- Why TKO Group Holdings is one of Nick’s largest personal stock investments.
Then, (17:58) Alison Southwick and Robert Brokamp discuss some fundamental ways to prepare your portfolio for 2025. Lees meerCompanies discussed: TKO, NFLX
Sign up for Stock Advisor and access our members only podcast Stock Advisor Roundtable at www.fool.com/signup
Host: “The Cincinnati Cobra” Ricky Mulvey
Guests: “Cash Money” Nick Sciple, Alison “Swagger” Southwick, “Hulk Bro-gan” Robert Brokamp
Producer: “The Virginia Kid” Mary Long
Engineer: Rick “The Answer” Engdahl
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How To Get Started Investing
7 januari 2025 · 32 min
If your resolution involves the word “investing,” you’ve come to the right place. Lees meer
Mary Long talks with a handful of Fools and analysts about:
Investing origin stories.
Recommended materials for a DIY investing curriculum.
Advice for getting started.
Companies mentioned: DECK, LULU, META, NFLX, RKLB,
Join Stock Advisor and get access to 2 new stock picks each month, access to premium podcast episodes, and more: www.fool.com/signup
Host: Mary Long
Guest: Alicia Alfiere, Bill Barker, David Meier, Ricky Mulvey
Engineers: Desiree Jones, Chace Pryzlepa
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Unbundle, Re-Bundle, Sell Ads
6 januari 2025 · 26 min
Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising. Lees meer
(00:14) Tim Beyers and Dylan Lewis discuss:
- Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk.
- Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles.
- How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint(16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar.
Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD
Host: Dylan Lewis
Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier
Producer:Ricky Mulvey
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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OpenAI’s Magic Number? $100B
3 januari 2025 · 40 min
Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI. Lees meer
(00:45) Asit Sharma and Bill Mann discuss:
- Microsoft and OpenAI’s odd definition of artificial general intelligence (AGI) and Meta’s push into AI Influencers for Instagram.
- One of the tastier parts of President Jimmy Carter’s legacy, and the potential ripple effects of surgeon general’s warning about alcohol consumption.
- A few words of caution for fintech and investing in the U.S. in 2025.(19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his 2025 Investing Playbook, what his favorite indicator is saying about the state of the market right now, and how he feels about Bitcoin as it hovers around $100k.
TMF Premium members can get the full December Stock Advisor Roundtable episode
Here on Fool.com: https://www.fool.com/premium/4056/coverage/2024/12/20/your-2025-investing-playbook
Here on Spotify: https://open.spotify.com/episode/6phJxPB7VaGx5dOCMkeKNO?si=ab749bf726b4479cYou can become a member of Stock Advisor at Fool.com/signup
(34:11) Asit and Bill break down two stocks on their radar: Darden Restaurants and IMAX.
Stocks discussed: MSFT, META, SAM, DRI, IMAX,
Host: Dylan Lewis
Guests: Asit Sharma, Bill Mann, Tom Gardner, Loren Horst
Engineers: Rick Engdahl, Austin Morgan
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2025 Goals: Invest Better, Budget Smarter
2 januari 2025 · 33 min
Almost 70% of Americans have a financial resolution for the New Year. What’s yours?
(00:14) Tim Beyers and Ricky Mulvey discuss:
- How newer investors can get started.
- Past market performance, pockets of speculation, and what matters for long-term investors.
- Squid Game breaking records for Netflix.
Then, (XX:XX) Alison Southwick and Robert Brokamp discuss the tools that can help you become a better budgeter. Lees meerJoin Stock Advisor and get access to our premium podcast, Stock Advisor Roundtable: www.fool.com/signup
Companies discussed: MSTR, NFLX
Host: Ricky Mulvey
Guests: Tim Beyers, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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2024’s Winners and Losers
31 december 2024 · 25 min
The S&P 500 finished the year up about 24%, more than double the index’s average annual return. Lees meer
(00:49) Asit Sharma and Ricky Mulvey check in on the year in investing. They discuss:
- What most of the biggest winners in the S&P 500 had in common.
- Why more investors bought gold and Bitcoin in 2024.
- A tough stretch for Walgreens Boot Alliance.
- Their favorite investing discoveries from the past year.Companies discussed: PLTR, VST, UAL, NVDA, AXON, LULU, NFLX, WBA, INTC, DLTR
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Desireé Jones
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Don't Be a Grinch, Keep Holding
30 december 2024 · 19 min
We set the path for being better investors and friends in 2025. Lees meer
(0:13) Jason Moser and Dylan Lewis discuss:
- How some profit-taking and tax loss harvesting have caused a bit of a holiday hangover for the market to close 2024.
- Why mounting consumer credit card debt and delinquencies might finally start to eat into discretionary spending in 2025.
- Alphabet’s agenda for the new year: AI, Gemini, and Project Mariner .
- A few resolutions to ring in the new year.Companies discussed: TGT, WMT, GOOG, GOOGL
Host: Dylan Lewis
Guests: Jason Moser
Producer: Ricky Mulvey
Engineers: Dez Jones
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Your 2025 Stock Market Preview
27 december 2024 · 39 min
New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.
(00:33) Ron Gross and Asit Sharma discuss:
- The state of the stock market as investors head into the new year, the outlook for 2025, and the big questions concentration is creating for investors.
- The corners of the market they’re paying attention to for opportunities.
- Why leadership at Southwest and Moderna is on the hot seat, and which companies seem primed for a turnaround in 2025.
(19:03) This time of year, investors are getting forecasts galore – what the market will return, where interest rates will go. Robert Brokamp and best-selling author Morgan Housel about his latest book Same as Ever, the things that endure, and the follies of following forecasts.
(33:17) Ron and Asit offer up reckless predictions for the new year and break down two stocks on their radar: Endava and Marvell Technology. Lees meerStocks discussed: MDNA, LUV, LULU, AMD, DAVA, MRVL.
Host: Dylan Lewis
Guests: Ron Gross, Asit Sharma, Morgan Housel, Robert Brokamp
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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The Other Business Stories Catching our Attention
24 december 2024 · 30 min
See more music, talk to strangers, play more games.
Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught their attention over 2024. They discuss:
- The rise of concert ticket prices.
- Why companies trying to solve the loneliness epidemic are in a difficult business.
- The implications of widespread sports gambling.
And a heads-up, Motley Fool Money returns on Friday, December 27. Lees meerCompanies mentioned: LYV, MTCH, BUMBL, GRND, DKNG, FLUT
Host: Ricky Mulvey
Guests: Mary Long, Asit Sharma
Engineer: Rick Engdahl
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Everyday Low Prices > Treasure Hunting
23 december 2024 · 26 min
If your company isn’t a growth business, what’s the advantage of being in the public markets?
(00:14) Jim Gillies and Ricky Mulvey discuss:
- Why luxury department stores are struggling.
- Disney spending $645 million to make two seasons of the Star Wars series, Andor in a ten-ish minute discussion.
- What investors should consider before using options to generate income. Lees meerCompanies discussed: JWN, PTON, DISHost: Ricky Mulvey
Guest: Jim Gillies
Producer: Mary Long
Engineer: Rick Engdahl
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Best-of Interview: Tom Vice, CEO of Sierra Space
22 december 2024 · 30 min
Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think, space planes and inflatable space habitats. Lees meer
Ricky Mulvey caught up with Vice at the Sierra Space headquarters for a show that originally aired on March 30, 2024. They discuss:
- The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing.
- How rent works in outer space.
- Defense systems and the hope of a space-based “McDonald’s Effect.”Companies mentioned: MRK, PFE, MRNA, NVDA
Host: Ricky Mulvey
Guest: Tom Vice
Producer: Mary Long
Engineers: Desireé Jones, Dan Boyd
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Space Internet Comes to Earth
21 december 2024 · 33 min
For the most part, our phones work about 95% of the time. But head outside of suburbia, and things get patchy quickly. What would it take to close that final 5% gap?
Scott Wisniewski is the President and Chief Strategy Officer of AST Space Mobile, a satellite company that’s trying to bring connectivity literally everywhere – the desert, the ocean, the air, everywhere. Ricky Mulvey caught up with Wisniewski to discuss:
- What universal connectivity actually achieves.
- The operational challenges of getting something as large as a cell tower onto something as small as a rocket.
- And the developing “land grab” in low-earth orbit. Lees meerCompanies discussed: ASTS, VOD, VZ, TMUS,
Host: Ricky Mulvey
Guests: Scott Wisniewski
Producer: Mary Long
Engineers: Rick Engdahl
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AI & You, AI & Reddit
20 december 2024 · 40 min
For our annual best-of interviews show, we look at the topic of the year – artificial intelligence – through two different lenses: how individuals can put the technology to use, and how companies are using it to make their products better and fuel growth.
(00:33) Wharton Professor Ethan Mollick walks through his four rules for using AI, how he pushes students to use the technology, and the research from his book Co-Intelligence: Living and Working with AI.
(19:03) Reddit CEO Steve Huffman explains how the company is harnessing AI to localize content to reach new markets internationally, open up new revenue opportunities, and improve the user experience. Lees meerStocks discussed: RDDT, GOOG, GOOGL
Host: Dylan Lewis
Guests: Ethan Mollick, Steve Huffman
Engineers: Rick Engdahl
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The Market Takes a Breather
19 december 2024 · 27 min
The S&P 500 is still up about 25% this year, far outpacing historical averages.
(00:14) Anthony Schiavone and Ricky Mulvey discuss:
- Why traders are sour about the recent Fed meeting, and what long-term investors should focus on.
- How American diners are responding to Darden Restaurant Group’s value offers.
- Rising home sales at Redfin.
Then (13:29) Motley Fool Senior Analyst Alicia Alfiere and Mary Long look at Upwork and Fiverr and the gig workplace economy. Lees meerCompanies discussed: DRI, TXRH, RDFN, FVRR, UPWK
Host: Ricky Mulvey
Guests: Anthony Schiavone, Mary Long, Alicia Alfiere
Engineer: Rick Engdahl
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Nissan = Cars with Baggage
18 december 2024 · 28 min
Who wants to buy a struggling car company? Honda does! Well, maybe.
(00:14) David Meier and Mary Long discuss:
- What merger rumors signal about Nissan’s business.
- How retailers are leaning into the holiday spirit.
- Advice for a seasonal decoration company.
Then (13:56), Stephanie Guild, Robinhood’s Head of Investment Strategy, joins Ricky Mulvey to discuss her outlook for 2025 and what’s excited Robinhood investors in the past year. Lees meerCNBC story mentioned: https://www.cnbc.com/2024/12/18/holiday-decor-spending-could-help-retailers.html
Companies discussed: HMC, NSANY
Host: Mary Long
Guests: David Meier, Stephanie Guild, Ricky Mulvey
Engineers: Rick Engdahl, Desiree Jones
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Young Investors, Root for a Bear Market
17 december 2024 · 26 min
Investing is a decades-long game.
(00:14) Bill Barker and Ricky Mulvey discuss:
- The Federal Trade Commission’s ruling on junk fees.
- What killed a merger between Kroger and Albertsons.
- How younger investors can prepare for the next bear market.
Then, (17:28) Alison Southwick and Robert Brokamp offer some tips on tax-loss harvesting. Lees meerWSJ column discussed: https://www.wsj.com/finance/stocks/why-this-frothy-market-has-me-scared-295c07c3
Companies discussed: KR, ACI, AZO, AAPL, ORLY, SBUX
Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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Apple Rethinks the iPhone
16 december 2024 · 30 min
Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone.
(00:14) Asit Sharma and Ricky Mulvey discuss:
- Microstrategy’s entrance into the NASDAQ 100.
- How Apple is trying to kickstart growth.
- A burgeoning competitor to Uber and Lyft.
Then, (16:56) Motley Fool Senior Analyst Anthony Schiavone joins Mary Long for a look at UPS, and its frenemy relationship with Amazon. Lees meerSign up for Breakfast News, our free daily market email newsletter: www.fool.com/breakfastnews
WSJ Story on Apple: https://www.wsj.com/tech/apple-thin-iphone-foldable-computer-plans-dbb4286c
NYTimes story on Empower: https://www.nytimes.com/2024/12/16/technology/empower-ride-hailing-washington-dc.htmlCompanies discussed: MSTR, AAPL, UBER, LYFT, UPS, AMZN
Host: Ricky Mulvey
Guests: Asit Sharma, Mary Long, Anthony Schiavone
Engineer: Rick Engdahl
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Axon President on AI, AR, and Drones as First Responders
15 december 2024 · 26 min
Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in the past year alone and returning over 100x since going public in 2001.
Josh Isner is the President of Axon Enterprise and has been with the company for over 15 years. He joins Fool Analyst Jason Moser to discuss:
- Why Axon is like the Apple of law enforcement.
- How immersive technology improves police training and retention.
- The role of drones and humanoids in public safety. Lees meerCompanies discussed: AXON, MSI
Host: Jason Moser
Guests: Matt Frankel
Producer: Mary Long
Engineers: Rick Engdahl
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2024 in Review: Financials
14 december 2024 · 23 min
It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date. Lees meer
Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss:
- Green shoots for the 2025 IPO market.
- Alex Chriss’s first full year at PayPal.
- Two promising payments processors.Companies discussed: GS, BAC, MS, JPM, PYPL, BOC, FOUR, TOST, SQ, SOFI
Host: Ricky Mulvey
Guests: Matt Frankel
Producer: Mary Long
Engineers: Rick Engdahl
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The Year of Concentration, Crypto, China
13 december 2024 · 39 min
2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.
(00:46) Bill Mann and Matt Argersinger discuss:
- Why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024.
- The winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade.
(19:05) James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers
- James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/
(34:35) Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield Lees meerStocks discussed: NVDA, NBIS, FYLD
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Google’s Quantum Chip
12 december 2024 · 33 min
The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around.
(00:14) Nick Sciple and Ricky Mulvey discuss:
- The potential futures and lingering questions for quantum computers.
- A restructuring at Warner Bros. Discovery that’s pleasing its investors.
- Why the media conglomerate may be a falling knife.
Then, (18:42) Motley Fool Contributor Lou Whiteman joins Mary Long for a look at FedEx, and holiday shipping season. Lees meerVisit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool
Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX
Host: Ricky Mulvey
Guests: Mary Long, Lou Whiteman
Engineers: Rick Engdahl, Chace Przylepa
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