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The Chips are Down (and Up!)
18 oktober 2024 · 40 min
Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark? Lees meer
(00:42) Jason Moser and Matt Argersinger discuss:
- The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market.
- Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs.
- Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office.(19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance.
(33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan.
Visit our sponsor at www.landroverusa.com
Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM,
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Bob Stark
Engineers: Tim Sparks, Rick Engdahl
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Big Tech Goes Nuclear
17 oktober 2024 · 30 min
…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions.
(00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.”
Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape. Lees meerVote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA
Host: Mary Long
Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Chip Outlook Gets Cloudier
16 oktober 2024 · 30 min
Early is not always better.
(00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry.
Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here. Lees meerVote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: ASML, WBA, CVS, ME, GSK
Host: Mary Long
Guests: Jason Moser, Brian Orelli
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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Banks, Banks, Banks
15 oktober 2024 · 30 min
When you are the custodian of almost $10 trillion, how much more can you possibly grow?
Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss:
- Why Charles Schwab is welcoming a rate cutting cycle.
- Goldman Sachs’s biggest red flag.
- Bank of America CEO Brian Moynihan’s outlook on the American economy.
Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together.
Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B
Host: Ricky Mulvey
Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell
Producer: Mary Long
Engineers: Tim Sparks, Rick Engdahl
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Can a Time Traveler Beat the Market?
14 oktober 2024 · 31 min
Even knowing the headlines, could you predict which way stocks and treasuries would move? Lees meer
(00:21) Bill Mann and Dylan Lewis discuss:
- SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation.
- Officials in China signaling more stimulus is on the way, but why investors really shouldn’t get too excited.
- A game designed to show just how hard the market makes it to peer into a crystal ball, and a surprising stat about the daily returns during a great decade for investors.(17:04) Motley Fool contributor, Rick Munarriz joins Ricky Mulvey for a look at the cruise industry and one long-term tailwind for its sails.
You can play Elm Wealth's Crystal Ball trading game here: https://elmwealth.com/crystal-ball-challenge/
Vote Motley Fool Money as the top Money and Finance Podcast of 2024. https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Learn more about the Range Rover Sport at www.landroverusa.comCompanies discussed: TSLA, NKE, AAPL, RCL, DIS, CCL
Host: Dylan Lewis
Guests: Bill Mann, Rick Mulvey, Rick Munarriz
Producer: Ricky Mulvey
Engineer: Desiree Jones, Rick Engdahl
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Ex-SoftBank CFO on OpenAI, Bubbles, and When to Sell
12 oktober 2024 · 40 min
With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus. Lees meer
Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss:
OpenAI’s latest fundraising round.
“Happiness for everyone” as an investment philosophy.
The illusion – and reality – of power.
Help Motley Fool Money win Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: MSFT, NVDA, META, ME, ARM, BABA, OTC: SFTBY
Host: Ricky Mulvey
Guest: Alok Sama
Producer: Mary Long
Engineer: Desireé Jones
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The Future of Cars and Search
11 oktober 2024 · 40 min
Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google. Lees meer
(00:42) Jason Moser and Andy Cross discuss:
- Why Jamie Dimon is trying to get investors past the rate story in banking.
- Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy.
- Earnings updates from Delta, Pepsi, and Domino’s.(19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning.
(32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta.
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Vote here to help Motley Fool Money take home Signal’s Best Money & Finance Show for 2024.Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META
Host: Dylan Lewis
Guests: Jason Moser, Andy Cross
Engineers: Rick Engdahl
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Recipes for Sales Growth, Mac and Cheese
10 oktober 2024 · 29 min
More is not always better.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Why the Department of Justice may breakup Alphabet.
- If the search giant is a cheap stock.
- Quarterly results from Domino’s and its new mac and cheese offering.
Then (15:25) Motley Fool contributor Lou Whiteman joins Ricky Mulvey to discuss RocketLab, the space industry, and the difficulty of valuing speculative companies. Lees meerVisit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool
Jason’s mac and cheese recipe: https://docs.google.com/document/d/14iq3L1m8W1iBmXSkAIyIylDrtbnvoEcg3N5KfRwR0jA/edit?usp=sharing
Vote for Motley Fool Money in the 2024 Signal Awards for best money and finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-financeCompanies discussed: GOOG, GOOGL, DPZ, YUM, RKLB, ASTS, LUNR
Host: Ricky Mulvey
Guests: Jason Moser, Lou Whiteman
Producer: Dylan Lewis
Engineers: Rick Engdahl, Desireé Jones
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Starbucks > Pepsi > Coke
9 oktober 2024 · 29 min
For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table.
(00:21) Jason Hall and Mary Long discuss: Lees meerRecent earnings from PepsiCo
Various forms of “flation”
WeightWatchers’ foray into the GLP-1 market
Then, (15:04) Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry.
Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Learn more about the Range Rover Sport at www.landroverusa.com
Companies mentioned: PEP, KO, SBUX, WW, LLY, OPAL
Host: Mary Long
Guests: Jason Hall, Adam Comora, Jonathan Maurer
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Desiree Jones
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Are Insurers Ready for Hurricane Milton?
8 oktober 2024 · 31 min
Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage.
(00:21) Matt Frankel and Ricky Mulvey discuss:
- How insurers prepare for catastrophic losses.
- What extreme weather events mean for homeowners, car owners, and the commercial real estate market.
- Why Alex Chriss gets an A for his first year leading PayPal.
Then, (14:27) Robert Brokamp joins Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning. Lees meerVote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: BRK.A, BRK.B, SPG, UVE, PYPL
Host: Ricky Mulvey
Guests: Matt Frankel, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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The GDP Growth Myth
7 oktober 2024 · 34 min
Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns.
(00:12) Buck Hartzell and Dylan Lewis discuss:
- What’s behind the sudden interest in China’s Shanghai Composite and its 20% run in September.
- Research showing that high GDP growth doesn’t always turn into strong market returns for investors outside the U.S.
- What to look for internationally, and why DLocal is a great small cap to study.
(20:52) Can you find friends on a dating app? Platonic friends, that is. Mary Long caught up with Motley Fool Senior Analyst Alicia Alfiere for a look at Bumble, a dating app company that recently changed a foundational feature and is looking for growth in the friendship market. Lees meerVote here to help Motley Fool Money take home Signal’s Best Money & Finance Show for 2024.
Companies discussed: BABA, TCEHY, MELI, DLO, BMBL, MTCHHost: Dylan Lewis
Guests: Buck Hartzell, Mary Long, Alicia Alfiere
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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Restaurants Play Value Games
6 oktober 2024 · 26 min
David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about: Lees meer
- How McDonald’s kicked off the value wars.
- Why the price of fast food convergerged with some sit-down meals.
- The publicly traded restaurants where customers are flocking.Companies discussed: MCD, EAT, BLMN, TXRH, DRI
Host: Ricky Mulvey
Guest: David Henkes
Producer: Mary Long
Engineer: Desireé Jones
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The Commercial Real Estate Revival
5 oktober 2024 · 26 min
In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming. Lees meer
Matt Argersinger is an advisor at The Motley Fool and heads up our Dividend Investor service. Mary Long caught up with him to discuss:
The revival of commercial real estate
A company that proves the importance of “location, location, location”
What’s needed to address the US housing supply shortage.
Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: SPG, KIM, MAA, CPT
Host: Mary Long
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineer: Tim Sparks, Desireé Jones
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An AI IPO, 20 Years of RB
4 oktober 2024 · 40 min
Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans? Lees meer
(00:45) Asit Sharma and Jason Moser discuss:
The dock workers strike, its daily cost, and the industries it could impact most.
Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competition.
Fresh earnings from: Nike, Paychex, and McCormick.
(19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we’re airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow.
(35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation.
Stocks discussed: NKE, PAYX, MCK, PEP, JOBY
Motley Fool Epic members can access the full conversation with David:
Here on the TMF site (login required)
On Spotify here after linking their accounts
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl
Engineers: Rick Engdahl, Austin Morgan
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Open Checks, Corked Bottles
3 oktober 2024 · 30 min
OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money.
(00:21) Jim Gillies and Mary Long discuss: Lees meerOpenAI’s $157 billion valuation
The port strike’s potentially positive impact on two auto parts makers
Changing tastes in the beverage market
(16:33) Asit Shama and Ricky Mulvey test out a new rating system on Costco stock.
Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: ALV, GTX, STZ, COST, BJ, WMT
Host: Mary Long
Guests: Jim Gillies, Asit Sharma, Ricky Mulvey
Engineer: Rick Engdahl, Desiree Jones
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Nike’s Long Walk
2 oktober 2024 · 29 min
A new CEO is hoping to turn the iconic brand around, but he’s not there yet.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Earnings from Nike.
- Tesla’s delivery numbers.
- Adam Neumann returning to the office leasing business.
Then, (16:06) Robert Brokamp and Dan Caplinger continue their conversation about estate planning, and how to give your loved ones a less complicated financial future. Lees meerVisit our sponsor at www.landroverusa.com
Companies discussed: NKE, TSLA, PYPL
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Dan Caplinger
Producer: Mary Long
Engineer: Rick Engdahl
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Ports On Strike
1 oktober 2024 · 29 min
About half of U.S. imports go through the ports where dock workers just went on strike.
(00:25) David Meier and Ricky Mulvey discuss:
- How companies are navigating the port worker’s strike.
- The disagreement over automation.
- Investor sentiment in artificial intelligence
- One less discussed company that’s benefiting from others spending on AI.
(18:28) Motley Fool Contributor, Dan Caplinger, joins Robert Brokamp to kick off a two part series on estate planning, and how you can help your family avoid going to court. Lees meerCompanies discussed: COST, CHRW, DBI, MSFT, META, PCOR
Host: Ricky Mulvey
Guests: David Meier, Robert Brokamp, Dan Caplinger
Producer: Mary Long
Engineer: Rick Engdahl
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CVS Gets an Activist Check-Up
30 september 2024 · 29 min
Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track? Lees meer
(00:19) Seth Jayson and Dylan Lewis discuss:
- Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion.
- How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax.
(15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app.Companies discussed: CVS, KBH, KMX
Host: Dylan Lewis
Guests: Seth Jayson, Mary Long, Jason Moser
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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Quantum Is the New Silicon
29 september 2024 · 32 min
$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number even higher. “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the transition to quantum computing, investment opportunities in the budding space, and why subatomic particles are like kindergarteners.
Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub.
To become a Motley Fool member, head to www.fool.com/signup. Lees meerTickers mentioned: ASML
Host: Tim Beyers
Guest: Tim White
Producer: Mary Long
Engineer: Rick Engdahl
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Autonomous Vehicles Have No Room for Error
28 september 2024 · 26 min
Driverless vehicles are already here, even if they’ve made some wrong terms. Lees meer
Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss:
- The progress that autonomous vehicles have made over the past few years.
- Where automakers including Tesla and General Motors stand in the race.
- How autonomous vehicles could deploy on a large scale.Two notes. One is that Tesla’s market cap is $800 million. Also, Travis meant to include Uber in his autonomous driving stock basket.
Companies discussed: TSLA, GM, INTC, MBLY, UBER, BIDU, GOOG, GOOGL
Host: Ricky Mulvey
Guest: Travis Hoium
Producer: Mary Long
Engineer: Tim Sparks
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AI Bookings, Marketing Tools, Drama
27 september 2024 · 40 min
Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers. Lees meer
(01:02) Emily Flippen and Bill Mann discuss:
- Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events.
- Meta’s new Orion augmented reality prototype, and the latest drama at OpenAI.
- Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom.(19:04) Braze CEO Bill Magnuson took a break from the company’s Forge 2024 event to give analyst Tim Beyers a rundown on the company's latest innovations, how it's helping marketers harness AI, and the different ways these new offerings play into the company's growth story.
(33:27) Bill and Emily break down two stocks on their radar: Carnival Cruise Lines and Visa.
Stocks discussed: LMND, META, VAIL, COST, ACN, CCL, V.
Host: Dylan Lewis
Guests: Bill Mann, Emily Flippen, TIm Beyers, Bill Magnuson
Engineers: Tim Sparks, Rick Engdahl
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Meta's New Specs
26 september 2024 · 30 min
Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside world. No battery pack needed. Lees meer
(19:30) Jason Moser and Ricky Mulvey discuss:- Updates from Meta Connect 2024.
- Use cases for AR glasses
- New details about Southwest Airlines' overhaul.Then, (17:01) Brookfield Corporation CFO, Nick Goodman, joins Motley Fool Senior Analyst Buck Hartzell to discuss how he thinks about capital allocation.
Host: Ricky Mulvey
Guests: Jason Moser, Buck Hartzell,
Producer: Mary Long
Engineers: Rick Engdahl, Kyle Carruthers
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Can Stitch Fix Get Fixed?
25 september 2024 · 29 min
The fashion company has a lot to offer its customers, but StitchFix is struggling to keep those customers around.
(00:21) David Meier and Mary Long discuss: Lees meerThe disconnect between the stock market and consumer confidence.
Stitch Fix’s fall.
Why great consumer products don’t always make for great investments.
Then, at (14:03), Ricky Mulvey and Fool contributor Lou Whiteman take a look at Palantir, a tech company with a lot of promise and a lot of expectations.
Tickers mentioned: SFIX, RTR, PLTR, BAH
Host: Mary Long
Guests: David Meier, Lou Whiteman, Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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What Makes a Turnaround Work
24 september 2024 · 29 min
Usually, you don’t want to run toward a company that cut its dividend.
(00:28) Jim Gillies and Ricky Mulvey discuss: Lees meerNike’s strategic pivot, and what it means for its retail partners.
Why turnaround stories are difficult to implement.
Foot Locker’s impressive leadership.
Then, (15:08) Alison Southwick and Robert Brokamp discuss The Great Wealth Transfer, and how to factor a potential inheritance in a financial plan.
Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: NKE, FLHost: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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What’s the Outlook on Spices?
23 september 2024 · 28 min
McCormick’s been a laggard over the past few years, does it have some growth levers to get back on track? Lees meer
(00:11) Jason Moser and Dylan Lewis discuss:
- Why interest is picking up for Intel, and what Qualcomm and Apollo Global see in the chipmaker.
- A listener question: What to expect from spicemaker McCormick this quarter.
- How the rate environment might play into results we see from companies this upcoming earnings season.(15:54) Mary Long and Motley Fool Analyst Anthony Schiavone continue their conversation from last week about housing stocks and the build-to-rent industry.
Companies discussed: INTC, QCOM, MKC, INVH, AMH
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Anthony Schiavone
Engineers: Tim Sparks, Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Two Sides of Airbnb
22 september 2024 · 28 min
The “Airbnbust” has not arrived, but Airbnb is no longer at peak expectations. Lees meer
Mary Long hosted Motley Fool Analyst Alicia Alfiere and BiggerPockets CEO Scott Trench at The Denver Press Club for a conversation about Airbnb as a stock and as a real estate investment. They discuss:
- Airbnb’s capital allocation strategy.
- The hosting platform’s competition.
- How real estate investors can get started with Airbnb.
- The scaling challenges of managing short-term rentals.Company discussed: ABNB
Host: Mary Long
Guests: Alicia Alfiere, Scott Trench
Producer: Ricky Mulvey
Engineer: Tim SparksSpecial thanks to Alex Pailet from BiggerPockets and Alby Segall, Jean-Luc Currie, Jim Bofencamp, and Katlyn Howery from the Denver Press Club for making the event happen.
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Reddit CEO on Ads, AI, and Search Engines
21 september 2024 · 42 min
“Reddit” was one of the top ten most searched words on Google over the past twelve months in the United States, searched more often than “map” or “calculator”. The social networking site is a central hub for the internet. Lees meer
Dylan Lewis caught up with Reddit CEO Steve Huffman for a conversation about:
- What’s driving Reddit’s 50% year-over-year user growth.
- How the social network targets ads.
- What Reddit is doing with large language models.Companies discussed: RDDT, GOOG, GOOGL
Host: Dylan Lewis
Guest: Steve Huffman
Engineers: Rick Engdahl, Tim Sparks
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Rates Go Down, Market Goes Up
20 september 2024 · 41 min
Low rates are great for stocks, as long as we’re looking at a soft landing. Lees meer
(00:21) Ron Gross and Asit Sharma discuss:
- The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic.
- Nike’s CEO swap, what went wrong for John Donahoe and whether Elliot Hill has what it takes to turn the company around.
- A new partnership masking bad results from Olive Garden, and FedEx’s signals about shipping trends.(19:11) Reddit hit the market in 2024, but it’s been around as the front page of the internet for almost 20 years. CEO Steve Huffman joined us to talk through how the company stands out in the world of social media with its focus on community, where it has been and where it is heading.
(33:26) Ron and Asit break down two stocks on their radar: D.R. Horton and Intel.
Stocks discussed: NKE, DRI, FDX, RDDT, DHI, INTC,
Host: Dylan Lewis
Guests: Asit Sharma, Ron Gross, Steve Huffman
Engineers: Tim Sparks, Dan Boyd
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Gimme! Gimme! Gimme! (A Half-Point Rate Cut)
19 september 2024 · 28 min
Markets, you got what you wanted. Lees meer
(00:21) Bill Mann and Ricky Mulvey discuss:
- The rate cut from the Federal Reserve, and what the central bank is responding to.
- New rules from the SEC that aim to make markets more efficient.
- Tupperware Brands filing for bankruptcy.Then, (16:50) Mary Long and Motley Fool analyst Anthony Schiavone check in on housing stocks in the first of a two-part series.
Visit our sponsor: www.landroverusa.com
Companies discussed: TUP, AAPL, DFH, NVR, DHI
Host: Ricky Mulvey
Guests: Bill Mann, Mary Long, Anthony Schiavone
Engineers: Dan Boyd, Tim Sparks
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Celebs, CRMS, and Avocado Robots
18 september 2024 · 31 min
Salesforce throws a party, while Chipotle streamlines guacamole prep. Lees meer
(00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss:
- The enviable guest list at Dreamforce
- Salesforce’s positioning in the AI arms race
- The future of casual diningThen, (18:41) Fool Contributor Travis Hoium joins Ricky Mulvey for a close look at Crocs, the market-beating clog company.
Check out the Range Rover Sport at www.landroverusa.com
Companies discussed: CRM, NVDA, CMG, MCD, CROX, NKE, OTC: ADDYY
Host: Mary Long
Guests: Asit Sharma, Travis Hoium, Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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Signs Intel’s Foundry is Heating Up
17 september 2024 · 30 min
Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help. Lees meer
(00:21) Tim Beyers and Dylan Lewis discuss:
- Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure.
- The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy.
- Microsoft’s new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat.(18:20) Alison Southwick and Robert Brokamp look at how Gen X saves and how to catch up if you’re feeling behind.
Join us at our live podcast recording in Denver with BiggerPockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: INTC, TSMC, AMZN, MSFT
Host: Dylan Lewis
Guests: Tim Beyers, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Tim Sparks, Dan Boyd
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The Next AI Investment Story: Power
16 september 2024 · 29 min
One query on ChatGPT takes 10x the amount of electricity as a Google search. Lees meer
(00:21) Ricky Mulvey and Asit Sharma discuss:
- How big tech is dealing with the electricity demands of AI systems.
- Companies that could benefit from more energy usage.
- If Under Armour can turn around.Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch.
Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV
Live podcast in Denver on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/?eventOrigin=group_upcoming_events
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Host: Ricky Mulvey
Guests: Asit Sharma, Brendan Hughes
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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Stocks for the Road
15 september 2024 · 24 min
If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart. Lees meer
Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look at three companies you can find on your next road trip. They discuss:
- An industry where investors can ignore sales growth.
- What shifting consumer tastes mean for convenience stores.
- One company “taking over a mountain no one else wants”.Companies mentioned: TSE: ATD, OTCMKTS: SVNDY, CASY, TKO, WMT, MUSA
Host: Mary Long
Guest: Jim Gillies
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Amazon Can’t Be Contained
14 september 2024 · 32 min
40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure. Lees meer
Amazon is a goliath.
Dana Mattioli is an investigative journalist at the Wall Street Journal and the author of “The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power.” Mary Long caught up with Mattioli for a conversation about:
- Amazon’s early days and how it withstood years of sustained losses.
- How Amazon makes Wall Street look genteel.
- The lengths that the company went to get information from competitors.Companies discussed: AMZN, TGT, EBAY
Host: Mary Long
Guest: Dana Mattioli
Producer: Ricky Mulvey
Engineers: Dez Jones, Austin Morgan
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Rich Signals from Berkshire
13 september 2024 · 41 min
Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants. Lees meer
(00:21) Jason Moser and Matt Argersinger discuss:
- The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity.
- Brian Niccol’s vision for returning to Starbucks’ roots as a third place.
- Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through.(19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025.
(33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries.
Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG.
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Dan Barbera
Engineers: Dan Boyd
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Easy Money Returns
12 september 2024 · 35 min
The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started. Lees meer
(00:21) David Meier and Ricky Mulvey discuss:
- OpenAI’s $50 billion valuation jump in one week.
- A space SPAC that’s more than 10xed since April, 2024.
- One of Warren Buffett’s top lieutenants selling $140 million of Berkshire Hathaway stock.Then, (16:27) Asit Sharma joins Ricky to look back on Meta’s turnaround story and what it means for investors today.
Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE
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Host: Ricky Mulvey
Guests: David Meier, Asit Sharma
Engineer: Dan Boyd
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Southwest Changes Seats
11 september 2024 · 27 min
The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss: Lees meer
Proposals for the US to develop a sovereign wealth fund
The activist battle at Southwest Airlines
Why Campbell’s dropped the “soup”
Then, (13:52) Robert “Bro” Brokamp continues a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about how to protect your personal data after a security breach.
Check out the Range Rover Sport at www.landroverusa.com
Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: SWA, DLA, CPBHost: Mary Long
Guests: Bill Mann, Robert Brokamp, Dave Hatter
Producer: Ricky Mulvey
Engineer: Tim Sparks, Dan Boyd
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How Starbucks Can Turn Around
10 september 2024 · 31 min
Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a tough task. Lees meer
(00:21) Jim Gillies and Ricky Mulvey discuss:
- The situation that Niccol is coming into at Starbucks.
- Why previous leadership at the coffee giant didn’t work out.
- A sporting goods retailer that may have reached bottom.Then, (18:22) Robert “Bro” Brokamp kicks off a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about the Social Security database hack and how to make your personal information more secure.
Visit our sponsor www.factormeals.com/foolpod50
Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/
Companies discussed: SBUX, ASO
Host: Ricky Mulvey
Guests: Jim Gillies, Robert Brokamp, Dave Hatter
Producer: Mary Long
Engineer: Dan Boyd
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Apple’s “Glowtime” Event, AI Ambitions
9 september 2024 · 31 min
Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going? Lees meer
(00:21) Jason Moser and Dylan Lewis discuss:
- Apple’s “Glowtime” product event, what to expect for the iPhone line and the company’s AI ambitions.
- The latest anti-trust case against Google and why Meta and Apple should probably be paying attention.
- Big Lots’ bankruptcy and why the discount retailer has struggled at a time when customers are looking for value.(14:46) OneStream is an operating system for CFOs. Its CEO, Tom Shea, joined Ricky Mulvey for a conversation about the problems that its software solves for, its AI use case, and what's behind the company's 36% year-over-year revenue growth.
Companies discussed: AAPL, GOOG, GOOGL, META, BIG, WMT, TGT, DG, OS
Host: Dylan Lewis
Guests: Jason Moser, Ricky Muley, Tom Shea
Producer: Mary Long
Engineers: Tim Sparks, Dan Boyd
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Mailbag with Tom Gardner
8 september 2024 · 25 min
Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions about: Lees meer
- Finding multi-baggers.
- Under the radar opportunities.
- Having a Chief Technology Officer in your family.
Join Stock Advisor here: www.fool.com/signupMembers of Stock Advisor and other advanced investing solutions at the Motley Fool can listen to the full show here: https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=255f8cf561f94cc5
Companies discussed: GOOG, AMZN, APPL, NVDA, SEZL, DFH, PACS, CLBT
Host: Brian Stoffel
Guest: Tom Gardner
Producers: Mac Greer, Ricky Mulvey
Engineers: Austin Morgan, Dez Jones
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Knife Juggling, Bottle Rockets, and Small Cap Investing
7 september 2024 · 25 min
The fewer eyes on a market, the less efficient it’s going to be. Lees meer
Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss:
- What investors should look for in younger companies.
- If Walgreens has a real turnaround story brewing.
- A rapidly growing travel company out of South America.Companies discussed: WBA, SCHW, CRSP, DESP
Host: Ricky Mulvey
Guest: Bill Mann
Engineer: Tim Sparks
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Kickoff for Private Equity Investors
6 september 2024 · 41 min
NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money. Lees meer
(00:21) Emily Flippen and Matt Argersinger discuss:
- Weak jobs data, inverted yield curve, and whether the market will cheer a larger rate cut this fall.
- Why private equity is interested in Smartsheet and putting money into NFL franchises this season.
- The latest earnings updates from: Toro, Docusign, and ABM Industries(20:20) Brandon Copeland played ten years in the NFL – now the linebacker is an ivy league professor, author, and advocate for college athletes. Copeland talks through his book Your Money Playbook, the realities of an NFL contract, and how some college players are finally getting their due.
(34:45) Emily and Matt break down two stocks on their radar: McKesson and AO Smith.
Stocks discussed: SMAR, DOCU, TTC, ABM, MCK, AOS
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Brandon Copeland
Engineers: Dan Boyd
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Can AI Build Moats?
5 september 2024 · 28 min
It takes more than a buncha buzzwords to build a company. Lees meer
(00:21) Tim Beyers and Mary Long discuss:
How jobs reports impact investment theses
A tech company’s changing identity
What C3.ai actually does(14:48) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success.
Learn more about the Range Rover Sport www.landroverusa.com
Companies discussed: AI, NVDA, MSFT, WING
Host: Mary Long
Guest: Tim Beyers, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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$279 Billion Lost In A Day
4 september 2024 · 28 min
The Department of Justice has some questions about Nvidia’s business. Lees meer
(00:21) Jason Moser and Ricky Mulvey discuss:
- The subpoena that instigated the chip maker's selloff.
- A record amount of share repurchases by corporations.
- Earnings from Dick’s Sporting Goods and Dollar Tree.(18:10) Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry.
Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z
Register for our live event in Denver, CO on September 18 here: https://www.meetup.com/biggerpockets/events/303028272/?utm_medium=referral&utm_campaign=share-btn_savedevents_share_modal&utm_source=link
Host: Ricky Mulvey
Guest: Jason Moser, Matt Frankel
Producer: Mary Long
Engineers: Dan Boyd, Chace Przylepa, Tim Sparks
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Dow Loses Chips, Boeing Loses Money
3 september 2024 · 32 min
Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around? Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here.
- Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline.
- Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions.(16:23) Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor.
Companies discussed: INTC, NVDA, LUV, BA
Host: Dylan Lewis
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd
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Missing Piece of the AI Spend Puzzle
3 september 2024 · 40 min
Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. Lees meer
(1:08) Jason Moser and Bill Mann discuss:
- Nvidia’s killer quarter, and why the market yawned over the results.
- The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year.
- Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.(19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams.
(33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.
Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Nell Minow
Engineers: Steve Broido
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How to Analyze a Balance Sheet
1 september 2024 · 41 min
“If you thought we were in the weeds, now we’re about to start tunneling.” Lees meer
Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:
- The basics of balance sheets.
- If lululemon has an inventory problem.
- A cautionary tale from a mattress seller.
- Companies with strong balance sheets, (besides Berkshire Hathaway).Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA
Host: Ricky Mulvey
Guest: Jim Gillies
Engineer: Tim Sparks
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The State of the AI Arms Race
31 augustus 2024 · 31 min
When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition.
Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book, “Mastering AI: A Survival Guide to our Superpowered Future.” Alex Friedman caught up with Kahn to talk about the current AI landscape. They also discuss: Lees meerBill Gates’ initial hesitancy to invest in OpenAI.
Where LLMs go from here.
Developments in biotech.
Host: Alex Friedman
Guest: Jeremy Kahn
Producer: Mary Long
Engineer: Dez Jones
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Nvidia’s “Burn the Ships” Moment
29 augustus 2024 · 27 min
Why is the chip designer spending $50 billion on share buybacks?
(00:21) Tim Beyers and Ricky Mulvey discuss:
- Highlights from Nvidia’s earnings.
- What future supercomputing systems could create.
- CrowdStrike’s first call since its outage.
Companies discussed: NVDA, CRWD, PANW, S
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Host: Ricky Mulvey
Guest: Tim Beyers
Engineer: Tim Sparks
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How Banned Chips Get to China
28 augustus 2024 · 26 min
The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success.
(00:21) Alicia Alfiere and Mary Long discuss results from retailers, Abercrombie’s turnaround, and Chewy’s commitment to customers.
Then, (12:40) New York Times reporter Ana Swanson talks with Ricky Mulvey about how Nvidia chips are ending up in China, despite America’s efforts to keep them stateside. Read Ana’s story here.
Companies discussed: CMG, JWN, ANF, CHWY, NVDA
"With Smugglers and Front Companies, China is Skirting American A.I. Bans." https://www.nytimes.com/2024/08/04/technology/china-ai-microchips.html
Host: Mary Long
Guests: Alicia Alfiere, Ana Swanson, Ricky Mulvey
Engineer: Tim Sparks
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