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Is Nvidia a Vibe Stock?
27 augustus 2024 · 28 min
In less than two years one company became the driving force of the S&P 500. That rise is unprecedented. Lees meer
(00:21) Bill Mann and Ricky Mulvey discuss:
- Expectations going into Nvidia’s earnings results.
- Temu’s owner, PDD, shedding $55 billion in value.
- One possible reason why a co-CEO is talking down his company’s stock.
- Red Lobster’s new CEO.Then, (15:35) Robert Brokamp interviews Dan Otter and Scott Dauenhauer about the challenges that teachers face while saving for retirement.
Learn more about the Range Rover Sport at www.landroverusa.com
See how your 403(b) stacks up at www.403bwise.org
Companies discussed: NVDA, CSCO, PDD
Host: Ricky Mulvey
Guests: Bill Mann, Robert Brokamp, Dan Otter, Scott Dauenhauer
Producer: Mary Long
Engineer: Dan Boyd
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Stationary Bikes are Difficult to Turn
26 augustus 2024 · 29 min
Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- Canada’s tariffs on electric vehicles from China, and what it says about global production and adoption of EVs.
- Tesla’s diversified approach to manufacturing coming in handy as Canada, the U.S., Europe and China all craft trade policies.
- Peloton’s return to growth… kind of. And why we’re not buying the turnaround yet.(15:15) Mary Long talks with David Foulkes, CEO of Brunswick Corporation, on the company’s subscription boating service and the latest in marine technology.
Companies discussed: BYDDY, TSLA, PTON, BC
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, David Foulkes
Producer: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Austin Morgan
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Meet the Fool: Tim Beyers
25 augustus 2024 · 28 min
To become an expert, you may not always need expertise. You may just need to start asking better questions. Lees meer
Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly show on our premium livestream. In today’s show, Tim talks with Mary Long about:
What convinced him to buy Amazon for the first time (and why he sold 2 years later).
Unit economics, and one company that excels at it.
The relationship between enthusiasm and education.
Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub.
To become a Motley Fool member, head to www.fool.com/signup.
Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com
Host: Mary Long
Guest: Tim Beyers
Engineer: Dez Jones, Kyle CarruthersTickers mentioned: DUOL
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Sam Altman’s Nuclear Bet
24 augustus 2024 · 30 min
You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up with Oklo’s CEO, Jake DeWitte, for a conversation about: Lees meer
- Why the buildout of nuclear energy stagnated and why that could change.
- How Oklo is using old technology to develop new reactors.
- A recycled energy source that could fuel the entire United States.Companies mentioned: OKLO
Host: Ricky Mulvey
Guest: Jake DeWitte
Producer: Mary Long
Engineers: Tim Sparks, Kyle Carrutherso
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Rates Going Down, Cava Keeps Climbing
23 augustus 2024 · 41 min
The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.” Lees meer
(00:21) Ron Gross and Matt Argersinger discuss:
- The Fed’s path to lower rates and what kind of cuts investors can expect.
- Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024
- Retail earnings from: Target, Lowe’s, and TJX.(19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future.
(28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive.
Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Can Zoom be More than Zoom?
22 augustus 2024 · 20 min
Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going. Lees meer
(00:21) Jason Moser and Dylan Lewis discuss:
- Whether AI and expanded offerings can create a next act and growth pillar for Zoom.
- Why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up.
- The early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping.Companies discussed: ZM, LOW, HD, TGT, WMT
Host: Dylan Lewis
Guests: Jason Moser
Engineers: Dan Boyd
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One Lifetime of Ads = $22,000
20 augustus 2024 · 22 min
Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss:
- The macro landscape for advertisers.
- Podcasting’s shift to video.
- The real value of your time to marketers.
Companies discussed: TTD, PUBM, SPOT
Note: No show tomorrow, we’re back on Thursday, August 22.
Host: Ricky Mulvey
Guests: Dylan Lewis, Mary Long
Engineer: Dan Boyd
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The Silicon, Software, and Systems
19 augustus 2024 · 19 min
AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why AMD is spending $4.9B on ZT Systems, and what the company’s rack-scale ambitions look like.
- General Motors’ plans to lay off over 1,000 employees, and why it might be AI-driven.
- The questions that company leadership and boards should be asking as they think about AI, and two companies that have established good AI practices so far.Articles mentioned on the show:
WSJ piece: Why AI Risks Are Keeping Board Members Up at Night
Salesforce’s Generative AI Guidelines
Companies discussed: AMD, NVDA, GM, CRM, NOW
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Meet the Fool: Bill Mann
18 augustus 2024 · 23 min
To get outsized returns, it can pay to find a pond where fewer people are fishing. Lees meer
Bill Mann is the director of Small Cap Research at The Motley Fool, lead advisor for our Global Partners service, and a frequent guest on the show. In today’s episode, Bill talks with Mary Long about:
how travel has informed his investing philosophy.
what initially caught his eye about Chipotle.
why he thinks you should “keep turning over rocks.”
Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com
Host: Mary Long
Guest: Bill Mann
Engineer: Tim SparksTickers mentioned: CMG, CNSWF
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Dividends = Discipline
17 augustus 2024 · 25 min
Right now, the S&P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom. Lees meer
Matt Argesinger and Anthony Schiavone lead The Motley Fool’s Dividend Investor portfolio. They joined Mary Long for a conversation about:
- Why companies pay dividends.
- How to tell if a company’s payout is sustainable.
- Dividend payers including Pool Corp, Nike, and StarbucksCompanies/tickers mentioned: HSY, FAST, POOL, NKE, SPG, SBUX, CMG, SPG, SCHD
Host: Mary Long
Guests: Matt Argersinger, Anthony Schiavone
Producer: Ricky Mulvey
Engineer: Tim Sparks
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The Market's Coiled Spring
16 augustus 2024 · 40 min
The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves. Lees meer
(00:21) Jason Moser and Matt Argersinger discuss:
- What Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive.
- Earnings updates from Home Depot, Walmart, and Brinker.
- Warren Buffett’s latest buys – Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean.(30:45) Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue.
Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Walmart Wins Bargain Games
15 augustus 2024 · 31 min
The world’s largest retailer is crushing the market. Lees meer
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Walmart’s international growth and pricing power.
- What broader retail sales data says about the economy.
- The economic side effects of weight-loss drugs.Then, (16:39) Motley Fool Analyst Buck Hartzell joins Ricky to discuss Shift4, a payments company putting up impressive growth numbers.
Companies discussed: WMT, COST, KR, WMS, LLY
Article discussed: https://www.bloomberg.com/news/features/2024-08-07/ozempic-boom-inside-usa-s-weight-loss-drug-capital?ref=biztoc.com
Host: Ricky Mulvey
Guests: Asit Sharma, Buck Hartzell
Engineer: Dan Boyd
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What Happens if Alphabet Breaks Up?
14 augustus 2024 · 29 min
Here’s why investors could win. Lees meer
(00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector.
Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar power stocks.
Learn more about the Range Rover Sport at www.landorverusa.com
Companies discussed: GOOG, GOOGL, K, ENPH, SEDG
Host: Mary Long
Guests: Tim Beyers, Jason Hall, Ricky Mulvey
Engineer: Dan Boyd
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Chipotle CEO Orders Coffee
13 augustus 2024 · 27 min
(00:21) David Meier and Ricky Mulvey discuss:
- Why Starbucks wants Chipotle’s CEO.
- What Home Depot’s quarter says about the economy.
- On Holding’s impressive growth. Lees meerPlus, (15:39) Alison Southwick and Robert Brokamp discuss how investors can prepare for a lower-rate world.
Factor offer: Head to www.factormeals.com/foolpod50 and use code foolpod50 to get 50% off your first box and 20% off your next month.
Companies discussed: SBUX, CMG, HD, TREX, ONON, NKE, OTC: ADDYY
Host: Ricky Mulvey
Guests: David Meier, Alison Southwick, Robert Brokamp
Engineer: Dan Boyd
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All Eyes on the Attention Economy
12 augustus 2024 · 31 min
Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- Reddit’s strong growth numbers, some of its monetization opportunities beyond ads, and why it could buck the trend of struggling social companies like Pinterest, Snap, and Twitter/X.
- Why strong box office and streaming results weren’t enough to get investors excited about Disney, but long term the company’s prospects still look good.(16:43) Jason Moser and Mary Long discuss Wayfair, the power of a good distribution network, and the company’s path to consistent profitability.
Companies discussed: RDDT, DIS, W, AMZN, KO
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, Jason Moser
Producer: Mary Long
Engineers: Dan Boyd
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Nate Silver on Gambling, VCs, and AI
10 augustus 2024 · 52 min
What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out. Lees meer
Silver joins Ricky Mulvey for a conversation about expected value, Presidential polling, and risk. They also discuss:
Why Adam Neumann keeps getting money.
DraftKings’s surcharge for winning bets.
Why bubbles are bigger in meme-ified worlds.
Companies mentioned: DKNG, MSFT
Host: Ricky Mulvey
Guest: Nate Silver
Producer: Mary Long
Engineer: Dez Jones, Chace Pryzlepa
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Big Trouble or Business as Usual?
9 augustus 2024 · 40 min
The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of? Lees meer
(00:21) Jason Moser and Emily Flippen discuss:
- The market’s dip earlier this week and whether its business-as-usual or cause for concern.
- Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation.
- Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart(19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors.
(31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot.
Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD
Host: Dylan Lewis
Guests: Emily Flippen, Jason Moser, Bill Mann
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Two Growth Stories
8 augustus 2024 · 30 min
Wall Street may be missing something about Toast. Lees meer
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Toast’s quarter, and move into convenience stores.
- Shopify’s impressive profitability.
- What could put a damper on the e-commerce platform’s growth story.Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.
Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.
And here's the show's home on Spotify
Companies discussed: TOST, SHOP, LRCX
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Asit Sharma
Engineers: Dan Boyd
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Another Wild Day in the Market
7 augustus 2024 · 31 min
(00:21) Kirsten Guerra and Mary Long discuss:
- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.
- Whether Airbnb's slump is due to a company problem or a macro one.
-The importance of celebrating wins, even when you’ve got losses. Lees meerThen, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit.
Companies mentioned: SMCI, NVDA, META, ABNB, AXON
Host: Mary Long
Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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“Since When Has The Fed Known Anything about The Economy?”
6 augustus 2024 · 31 min
Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut. Lees meer
(00:21) Jim Gillies and Ricky Mulvey discuss:
- Being a buyer of stocks when others are forced to sell.
- Signs that the economy is fraying, and reasons not to panic.
- Celsius’s quarter.Plus, (17:51) Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security.
Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY
Learn more about the Range Rover Sport at www.landroverusa.com
Epic members: Here's where you can to access Epic Opportunities and link your premium Motley Fool account with your Spotify account to access these episodes.
And here's the show's home on Spotify.
Got a question for the show? Email us at podcasts@fool.com
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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The Carry Trade, Nikkei, and Your Portfolio
5 augustus 2024 · 28 min
There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts. Lees meer
(00:21) Jason Moser and Dylan Lewis discuss:
- The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world.
- Whether investors should be paying attention to Warren Buffett’s cash position
- Some keep calm and carry on advice for weathering whatever the market has in store for us.(16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step.
Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here.
Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Austin Morgan, Dan Boyd
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Where Marvel Goes Next
4 augustus 2024 · 32 min
After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here? Lees meer
Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest to Motley Fool Money. He joins Ricky Mulvey for a conversation on what the latest Deadpool movie means for the state of Disney’s Marvel Cinematic Universe. They also discuss:
Ike Perlmutter’s attempt to oust Bob Iger
Bubbles in comics, movies, and franchises
Takeaways from Deadpool’s $400+ million opening weekend
Heads up: at (18:05), spoilers for Deadpool abound! If you haven’t watched yet and want to, save this part of the show for once you’re back from the theater.
Companies mentioned: DIS
Host: Ricky Mulvey
Guest: Dave Gonzales
Producer: Mary Long
Engineer: Tim SparksLearn more about your ad choices. Visit megaphone.fm/adchoices
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Unit X and the Future of Defense
3 augustus 2024 · 30 min
Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X. Lees meer
Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on the changing defense landscape and what it’s like to bring a venture capital mindset to bureaucrats. They also discuss:
What it’s like to disrupt Washington’s “primes”
Supersonic drones, EVOTLs, and
How investors and lawmakers can distinguish “statistical techniques” from genuine AI
Companies mentioned: NOC, BA, GOOG, GOOGL, JOBY, PLTR, TSM
Host: Ricky Mulvey
Guest: Christopher Kirchoff, Raj Shah
Producer: Mary Long
Engineer: Tim Sparks
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Big Tech Bets on “Overinvesting”
2 augustus 2024 · 41 min
Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet. Lees meer
(00:21) Ron Gross and Matt Argersinger discuss:
- Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024.
- Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders.
- Why Apple and Meta are holding up well during a tough earnings season for big tech.
- Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI.(31:41) Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre.
Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI
Host: Dylan Lewis
Guests: Ron Gross, Matt Argersinger
Engineers: Dan Boyd
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Chips, Glorious Chips!
1 augustus 2024 · 31 min
Someone’s gotta make ‘em, and someone’s gotta buy ‘em. Lees meer
(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss:
- whether you should fall in love with companies
- AMD’s data center business
- Meta’s “special treatment”Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.
Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR
Host: Mary Long
Guests: Asit Sharma, Karl Thiel, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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“Here’s Your Unicorn Drink. Now Get Out.”
31 juli 2024 · 28 min
Is efficiency everything? Starbucks certainly seems to think so. Lees meer
(00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain.
Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock.
Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD
Host: Mary Long
Guests: Bill Mann, Hannah Miller
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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The Madden Curse for Investors
30 juli 2024 · 30 min
When you get to be a famous investor, it is harder to generate market-beating returns. Lees meer
(00:21) Jason Hall and Ricky Mulvey discuss
- Earnings from PayPal.
- Cooled expectations for Bill Ackman’s latest offering.
- And if CrowdStrike is becoming a buying opportunity.Then, (15:01) Alison Southwick and Brian Feroldi finish up their Summer School series with a biology class and examine the life cycle of companies.
Companies mentioned: PYPL, OTC: PSHZF, DAL, CRWD, RIVN, MNDY, AMZN, AAPL
Host: Ricky Mulvey
Guests: Jason Hall, Alison Southwick, Brian Feroldi
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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McDonald’s Returns to Value
29 juli 2024 · 34 min
Eaters and investors are both happy to see the $5 value meal on the menu. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors.
- McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon.(17:44) CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&E’s turnaround and how her company is serving the growing electricity demand from data centers.
Companies discussed: LINE, COLD, MCD, PCG
Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Patti Poppe
Producer: Mary Long, Ricky Mulvey
Engineers: Dan Boyd
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Morgan Housel on Market History and Wild Minds
28 juli 2024 · 28 min
Every stock market valuation is a number from today multiplied by a story about tomorrow. Lees meer
Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This episode is a cut of their conversation. They discuss:
- Why professional money managers often underperform the market.
- The relationship between success and luck for investors.
- Saving like a pessimist and investing like an optimist.
- What spreadsheets can’t tell you about spending.
- The benefit of losing money early in an investing journey.Companies/Tickers Mentioned: TSLA
Host: Robert Brokamp
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineer: Tim Sparks
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The Investing Mosaic
27 juli 2024 · 32 min
How do you determine what a company’s worth? You pull a lot of information from a lot of different places. Lees meer
Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss:
How incentives impact valuation
The “new store growth story” at Costco
Case studies from a sneaker company and a space company
Companies/Tickers Mentioned: WINA, COST, ONON, SPCE
Host: Ricky Mulvey
Guest: Jim Gillies
Producer: Mary Long
Engineer: Dez Jones
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Billions in Lost Business
26 juli 2024 · 41 min
We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap. Lees meer
(00:21) Jason Moser and Matt Argersinger discuss:
- The impact of the global IT outage, where it will show up financially and how Crowdstrike responded.
- Why the market is down on Tesla’s profitability
- How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS.(19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space.
(31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang.
Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG.
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen
Engineer: Dan Boyd
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This Seat Is Taken
25 juli 2024 · 28 min
Open seating is coming to an end on Southwest flights. Lees meer
(00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors.
Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics.
Companies discussed: CMG, LUV, LULU, AMD, NVDA
Learn more about the Range Rover Sport at www.landroverusa.com.
Host: Ricky Mulvey
Guests: Sanmeet Deo, Asit Sharma
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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What Alphabet Wants
24 juli 2024 · 28 min
…and it’s not getting from Wiz. Lees meer
(00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla.
Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team.
Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Matt Frankel
Engineers: Dan Boyd, Tim Sparks
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A Slow, Expensive Housing Market
23 juli 2024 · 25 min
Housing supply is slowly rising. So are prices. Lees meer
(00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify.
Then, (14:52) Alison Southwick and Brian Feroldi continue their summer school series with a language arts class for investors.
Learn more about the Range Rover Sport at www.landroverusa.com
Companies discussed: UPS, SPOT
Host: Ricky Mulvey
Guests: David Meier, Alison Southwick, Brian Feroldi
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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:( Your PC Ran Into a Problem
22 juli 2024 · 32 min
CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will have going forward? Lees meer
(00:21) Tim Beyers and Dylan Lewis discuss:
- The details of the global IT outage over the weekend and CrowdStrike’s response.
- CrowdStrike’s unique root access and whether vendors will continue to be allowed such deep access to customer Windows systems.
- Whether CrowdStrike is worth buying on the sell-off, or if management has something to prove first.(17:16) President and COO of Kinsale Capital Brian Haney talks Bill Mann through how retail investors can judge financial companies and why insurers have such a tough time in states like Florida.
Companies discussed: CRWD, MSFT, KNSL
Our conversation with Brian Haney was from FoolFest 2024 – members can catch the full interview and everything from our FoolFest digital pass at foolfest.fool.com.
Host: Dylan Lewis
Guests: Tim Beyers, Bill Mann, Brian Haney
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Getting Robbed, Making Millions, and Learning about Risk
21 juli 2024 · 30 min
What would you do if you had $10 million in cryptocurrency? Lees meer
Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. The Motley Fool’s Scott Kassing caught up with Eliason for a conversation about:
- How Eliason’s journey in crypto affected how he thinks about risk.
- Why speculative crypto games were rigged against retail traders.
- How fast money corrupts those grabbing for it.Host: Scott Kassing
Guest: Nathaniel Eliason
Producer: Ricky Mulvey
Engineers: Tim Sparks, Kyle Carruthers
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Liz Ann Sonders on Market Concentration and Economic Cycles
20 juli 2024 · 29 min
Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conversation. They discuss: Lees meer
- How a deluge of economic information has changed investing.
- What’s happening beneath the surface of broad market indexes.
- The Magnificent Seven and the best performers in the S&P 500.Companies mentioned: SCHW, GE, NVDA
Host: Bill Mann
Guest: Liz Ann Sonders
Producer: Ricky Mulvey
Engineers: Desiree Jones, Kyle Carruthers
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Small Caps are Back!
19 juli 2024 · 40 min
After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run. Lees meer
(00:21) Bill Mann and Jason Moser discuss:
- The Russell 2000s unusual spike, and why it’s a mix of good news and bad news.
- The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall.
- Earnings updates from Netflix, Domino’s, and Five Below.(19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant.
(33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet.
Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman
Engineers: Steve Broido
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Big Banks Roll On
18 juli 2024 · 29 min
The traders are making money and credit card delinquencies are hopefully plateauing. Lees meer
(00:21) Matt Frankel and Ricky Mulvey discuss:
- Bank of America’s comeback story.
- What big financial institutions are counting on from the Fed.
- Why commercial real estate giant Prologis is getting into the data center business.Then, (17:58) Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock, about fixed income trends for investors to watch.
Companies discussed: BAC, WFC, PLD, DLR
Host: Ricky Mulvey
Guests: Matt Frankel, Rachel Warren, Dhruv Nagrath
Producer: Dylan Lewis
Engineers: Desiree Jones, Kyle Carruthers
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Alphabet’s Next Act in Cybersecurity
17 juli 2024 · 30 min
Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors. Lees meer
(00:22) Jason Moser and Dylan Lewis discuss:
- Retirement lessons and a reminder to ignore the exogenous from our colleagues at FoolFest 2024.
- Why Alphabet is eying a $23B cybersecurity acquisition.
- Five Below’s stock going on sale, and whether new leadership can put the struggling retailer back on track.(16:25) Alison Southwick and Brian Feroldi continue their summer school series, running through the financial metrics that can help investors understand a company's valuation and one less common ratio that can tell you a lot about profitability.
Companies discussed: GOOG, GOOGL, FIVE, AAPL, NVDA, MSFT
Host: Dylan Lewis
Guests: Jason Moser, Alison Southwick, Brian Feroldi
Producer: Ricky Mulvey
Engineer: Tim Sparks
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The CEO Draft
16 juli 2024 · 30 min
We’re picking CEOs for investors to watch.
(1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference.
(7:50) Then, they draft their favorite CEOs in the following categories– capital allocation, growth stories, turnarounds, and wildcard picks. Lees meerA correction: The CEO of Kinsale Capital is Michael Kehoe.
Companies discussed: SCHW, OTC: CNSWF, ANET, WINA, KNSL, AMD, TTD, IBM, PEP, OTC: ADDYY, RKLB, ORCL, JPM
Host: Ricky Mulvey
Guests: Bill Mann, Asit Sharma, Erick DeVore
Engineers: Desiree Jones, Michael Towers of Marx Productions
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Live from FoolFest 2024!
16 juli 2024 · 26 min
We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests.
(0:49) Matt Argersinger and Andy Cross discuss:
- Why dividends and some specific market indicators are in focus at FoolFest.
- What to watch as earnings season picks up – Netflix’s metrics game, and whether spend returns for big-ticket items at Home Depot.
- Some of our favorite memories from a decade of FoolFests and a few trivia questions to revisit Fool stocks and the market over a 10-year period. Lees meerCompanies discussed: NFLX, HD, PLD, BABA, HUBS, NVDA, ANET, PANW, MELI
Host: Dylan Lewis
Guests: Matt Argersinger, Andy Cross
Engineer: Desiree Jones
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Ryan Holiday on Decision-Making, Stoicism, and Comfort Zones
14 juli 2024 · 28 min
Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China. Lees meer
Ryan Holiday is a best-selling author and a student of stoic philosophy. His latest book is Right Thing, Right Now: Good Values. Good Character. Good Deeds. Dylan Lewis caught up with Holiday for a conversation about:
- How investors can implement stoic philosophy.
- Why Holiday gave up on marketing spend for his business.
- The cost of getting outside of your comfort zone.Company mentioned: AAPL
Host: Dylan Lewis
Guest: Ryan Holiday
Producer: Ricky Mulvey
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A Sea Change of Mass Cognition
13 juli 2024 · 26 min
Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-Ups Change the Future.” Alex Friedman caught up with Maples for a conversation about: Lees meer
How to spot true visionaries.
Missing out on an early investment opportunity in Airbnb.
Whether the AI future will be defined by incumbents or upstarts.
Companies mentioned: AMZN, LYFT, OKTA, CHGG, AAPL, MSFT
Host: Alex Friedman
Guest: Mike Maples, Jr.
Producer: Mary Long
Engineers: Dez Jones, Tim Sparks
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The Big Macro Gets Bigger
12 juli 2024 · 41 min
The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too. Lees meer
(00:21) Ron Gross and Bill Mann discuss:
- How Fed Chair Jerome Powell and Jamie Dimon have more than inflation on their mind when it comes to the interest rate picture – they’re watching unemployment, the federal deficit, and spending.
- Why bank earnings were a bit of a mixed bag, and Delta’s results show the pain may continue for airlines.
- A small acquisition from AMD that could be a big deal in the AI race, and Costco deciding to finally raise the price of its membership tiers.(19:11) We kick off FoolFest 2024 with a trip into the vault – Motley Fool CEO Tom Gardner with author Malcolm Gladwell in 2014 talking through David and Goliath, the lessons that can be borrowed as we look at small disruptive businesses, and whether titans can hold their lead in major industries.
(34:11) Ron and Bill break down two stocks on their radar: Elf Beauty and Charles Schwab.
Stocks discussed: JPM, WFC, DAL, AMD, NVDA, COST, ELF, SCHW
Host: Dylan Lewis
Guests: Bill Mann, Ron Gross, Tom Gardner, Malcolm Gladwell
Engineers: Steve Broido
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The Other Risk Powell Is Watching
11 juli 2024 · 30 min
Fed Chair Jerome Powell is keeping tabs on commercial real estate. Lees meer
(00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quarter, and Tesla’s 50% run-up over the last month.
Then, (16:23) we play an audio-only version of “Scoreboard” from Fool Live, our member’s only livestream. Anand Chokkavelu hosts Lou Whiteman and Rick Munarriz to break down AT&T.
Companies mentioned: DAL, VLY, TSLA, GOOG, GOOGL, HUBS, T, CCI
Check out our sponsor at www.rangeroverusa.com
Host: Ricky Mulvey
Guests: Asit Sharma, Anand Chokkavelu, Lou Whiteman, Rick Munarriz
Producer: Mary Long
Engineer: Desiree Jones, Michael Schweitzer, Brandon Gentry
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"Two Things Can Be True"
10 juli 2024 · 29 min
The market may be overvalued, but some stocks are underpriced. Lees meer
(00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might mean for the rest of us.
Then, (17:28) Sanmeet Deo and Ricky Mulvey discuss energy drinks as investments, and whether Monster or Celsius deserves the title of top dog.
Companies discussed: CRWD, PANW, MSFT, MNST, CELH
Host: Mary Long
Guests: Tim Beyers, Ricky Mulvey, Sanmeet Deo
Engineers: Dan Boyd, Tim Sparks
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Paramount Has a Buyer
9 juli 2024 · 31 min
A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing the deal. Lees meer
(00:21) Jason Moser and Ricky Mulvey discuss:
- What Skydance Media is getting in the Paramount deal.
- Why Netflix is winning the streaming wars.
- Questions that investors should ask before putting money in a turnaround story.Then, (15:58) Alison Southwick and Brian Feroldi kick off their summer school series with a history class on markets.
Companies discussed: PARA, NFLX, DIS, PYPL
Learn more about the Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guests: Jason Moser, Alison Southwick, Brian Feroldi
Engineers: Dan Boyd, Desiree JonesDavid Ellison interview on “The Town”: https://podcasts.apple.com/us/podcast/skydances-david-ellison-on-his-plans-for-paramount/id1612131897?i=1000661591016
Brian Feroldi’s newsletter: https://longtermmindset.co/newsletter/
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Americans are Flying, Airline Stocks are Not
8 juli 2024 · 28 min
(00:21) Asit Sharma and Dylan Lewis discuss: Lees meer
- How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand.
- Eli Lilly’s $3.2B acquisition of Morphic, why it’s interested in the inflammatory bowel disease markets, and a few risks to keep in mind for the high-flying provider of weight-loss drugs.(14:39) Fool analyst Kirsten Guerra talks with Mary Long about her investing journey, and a career pivot that took her from rocks to stocks.
Companies discussed: DAL, UAL, AAL, JBLU, LUV, LLY, MORF
Host: Dylan Lewis
Guests: Asit Sharma, Kirsten Guerra, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd
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Axios CEO on Media’s Existential Crisis, Entrepreneurship, and Luck
7 juli 2024 · 30 min
What happens to a publisher when an AI personal assistant can just give you the news?
Jim VandeHei is the CEO of Axios, the co-founder of Politico and the author of Just the Good Stuff. Mary Long caught up with VandeHei for a conversation about: Lees meerThe “aha” moment that created Politico.
How AI changes our relationship with information.
Practicing good times paranoia and bad times optimism.
The case for teaching kids how to play poker.
Companies mentioned: ABNB, JPM
Host: Mary Long
Guest: Jim VandeHei
Producer: Ricky Mulvey
Engineers: Desiree Jones, Austin Morgan
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