Motley Fool Hidden Gems Investing

Alle afleveringen

2.382 afleveringen, van nieuw naar oud

  1. Harvard's Judgment Professor: Why Numbers Don't Make Decisions, People Do

    13 september 2026 · 20 min

    Afspelen
    Investors pour over income statements and cash flow trends — but the person deciding what happens to those numbers next matters more, and it's the thing almost nobody knows how to evaluate. Motley Fool's Rachel Warren sits down with Reza Satchu, HBS senior lecturer and six-time company founder, to unpack why judgment — not intellect or data — is the scarcest asset in the age of AI, whether it can actually be taught, and the real story behind walking away from a billion-dollar buyout offer on his student housing company, only to sell it a year later for $1.7 billion. Lees meer

    Host: Rachel Warren

    Guest: Reza Satchu

    Producers: Dennis Golin, Lauren Budabin

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

  2. Three Lesser-Known But Powerful 401(k) Features

    12 september 2026 · 15 min

    Afspelen
    In celebration of National 401(k) Day (which was this past Thursday), Robert Brokamp covers three employer-sponsored plan features that often fly under the radar – partially because they can be complex, and partially because many plans don’t offer them.In this episode, Robert discusses:-Advocating with your employer for more features and better investment choices-How a self-directed brokerage within can help both the stock and non-stock side of your portfolio-How to implement the mega backdoor Roth-How the rule of 55 (or 50) can allow some people to make withdrawals a few to several years before age 59 1/2 and avoid the 10% early distribution penalty.Have a question for our upcoming financial planning mailbag episode? Email it to podcasts@fool.com. Lees meer

    Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  3. Apple Folds & Meta Muses

    11 september 2026 · 41 min

    Afspelen
    Meta unveiled the Muse app this week and it may be a turn in how consumers use AI. It’s a personal assistant that can read your email, update your calendar, and do tasks in the background. But will consumers care? Plus, Apple unveiled the new Duo phone and consumers feel the pressure from higher prices. Lees meer

    Travis Hoium, Lou Whiteman, and Jason Hall discuss:- Meta Muse- Consumer AI Adoption- Apple Duo- Time Machine- Inflation Data- Stocks On Our Radar

    Companies discussed: Meta Platforms (META), Apple (AAPL), Alphabet (GOOG, GOOGL), TJX Companies (TJX), Howmet Aerospace (HWM), Tesla (TSLA), Disney (DIS), Uber (UBER), Costco (COST).

    Host: Travis HoiumGuests: Lou Whiteman, Jason HallEngineer: Bart Shannon

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  4. Apple Launches New Products in Time for New CEO

    11 september 2026 · 28 min

    Afspelen
    While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the business, it comes as little surprise that one of the first things it announced was a major change to the iPhone, the iPhone Duo. Matt, Jon, and Tyler break down how this launch could impact the bottom line and whether this is a sign of what Apple will look like under Ternus. Plus, Chewy & Casey’s General Store earnings and what makes a good acquirer. Lees meer

    Have a question? Email us; podcasts@fool.com

    Tyler Crowe, Jon Quast, and MAtt Frankel discuss:- Chewy’s earnings- Casey’s General Store earnings- Apple’s new iPhone Duo- New CEO, new Focus?- Mailbag: is acquisition a good strategy?

    Companies discussed: CHWY, CASY, APPL, AJG

    Host: Tyler CroweGuests: Jon Quast, Matt FrankelEngineer: Dennis Golin

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Learn more about …

  5. Meta Has Its Muse

    10 september 2026 · 20 min

    Afspelen
    Meta has fallen behind the other frontier labs recently, but that may have changed on Wednesday when the company introduced the Muse app. Muse will do everything from answer emails to update your calendar and even shop for you all with the context of your personal data. We answer if this is a game-changer or another incremental change. Lees meer

    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

    - Meta Muse- Meta’s Data Problem- Consumer AI- Adoption Timelines- AlphaGenome- AI in Health

    Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), Shopify (SHOP).

    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  6. GE Aerospace Goes Vertical (Integration)

    8 september 2026 · 22 min

    Afspelen
    After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialization, capital light) and flipping it on its head. Lou, Travis, and Tyler dissect the GE aerospace deal, how it impacts the aerospace & defense indsutry, and whether we’re on the precipice of integration. Plus, cybersecurity threats and reverse stock splits. Lees meer

    Have a question? Email us; podcasts@fool.com

    Tyler Crowe, Lou Whiteman, and Travis Hoium discuss:

    - GE Aerospace acquires Consolidated Precision Prodcuts

    - The winners and losers of the deal

    - Boston Scientific’s cybersecurity hack fallout

    - Will cybersecurity make these industries less appealing to investors?

    - Mailbag: when is a reverse stock split good?

    Companies discussed: GE, HWM, BA, HONA, RTX, BSX, NVO, CRWD, IBM, BKNG

    Host: Tyler Crowe

    Guests: Travis Hoium, Lou Whiteman

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has p…

  7. Bloom Energy’s “Time-to-Power” Moat

    7 september 2026 · 29 min

    Afspelen
    A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and how companies such as Emphase and Bloom could benefit. And in the final segment, the team answers a question about how trillion-dollar IPOs can send ripple effects through the market. Lees meer

    Jon Quast, Matt Frankel, and Rachel Warren discuss:

    -Why return on invested capital (ROIC) is important

    -Things to look for when companies are investing profits

    -What needs to go right for Enphase Energy

    -Bloom Energy’s potential moat

    -How trillion-dollars IPOs could create market ripples

    Companies discussed: Coca-Cola (KO), WM (WM), S&P Global (SPGI), Enphase Energy (ENPH), Bloom Energy (BE), Vertiv (VRT), Eaton (ETN), Schneider Electric (SBGSY), Space Exploration Technologies (SPCX), Rocket Lab (RKLB), Alphabet (GOOG)(GOOGL), Amazon (AMZN)

    Host: Jon Quast

    Guests: Matt Frankel, Rachel Warren

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the …

  8. Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement

    6 september 2026 · 25 min

    Afspelen
    If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author of five books, including “The Retire Sooner Method: The Five Secrets Behind America’s Happiest (and Unhappiest) Retirees.”In Part 2 of their conversation, host Robert Brokamp spoke with Wes about:-The importance of “core pursuits” (aka, “hobbies on steroids”) and adventure-The “friendship recession” and how to build a community in retirement-The value of SWAN (sleep well at night) money-Turning your portfolio into a paycheck via multi-asset class income investing Lees meer

    Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  9. How Much Does It Take to Be Happy in Retirement?

    5 september 2026 · 21 min

    Afspelen
    If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author of five books, including “The Retire Sooner Method: The Five Secrets Behind America’s Happiest (and Unhappiest) Retirees.”In Part 1 of their conversation, host Robert Brokamp spoke with Wes about:-His decade-plus quest to find the most important characteristics of happy retirees-What his updated research says about the investable net worth and income of happy retirees-Why even wealthy retirees fear running out of money, and how to relieve that anxiety-The relationship between retirement happiness and carrying a mortgageTune in tomorrow for Part 2! Lees meer

    Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices…

  10. Tesla’s Robotaxi Non-Event & GPT-6 Is Here!

    4 september 2026 · 41 min

    Afspelen
    Tesla held a robotaxi event this week but didn’t invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe’s new CEO, and the health of consumer spending. Lees meer

    Travis Hoium, Lou Whiteman, and Jon Quast discuss:

    - Tesla’s “Event”

    - GPT-6

    - Adobe’s New CEO

    - 10-Year Predictions

    - Retail’s Health

    - Radar Stocks

    Companies discussed: Reddit (RDDT), CECO (CECO), Tesla (TSLA), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Shopify (SHOP), Walmart (WMT), Amazon (AMZN), Meta Platforms (META), Adobe (ADBE), Dick’s Sporting Goods (DKS), On Holding (ONON), Lululemon (LULU).

    Host: Travis Hoium

    Guests: Lou Whiteman, Jon Quast

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  11. Is the Data Center Investing Trend in Trouble?

    3 september 2026 · 25 min

    Afspelen
    Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in contrast to past years. They also point out some concerns to monitor for Snowflake. The crew then turns the conversation on the data center slowdown before ending the episode with a listener question regarding an asymmetric upside stock that’s down big since buying a position.Jon Quast, Matt Frankel, and Lou Whiteman discuss:-Snowflake’s hot quarter-Some things to watch with Snowflake for now-Increasing opposition to the data center buildout-Whether the current slowdown continues and what it means for top data center stocks-Mailbag: My stock is down. Should I buy more?Companies discussed: Snowflake (SNOW), Marvell (MRVL), Celestica (CLS), Sterling Infrastructure (STRL) Lees meer

    Host: Jon QuastGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad ch…

  12. Tesla Robotaxi Day & the Competition’s Response

    2 september 2026 · 18 min

    Afspelen
    Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the competition may not be worried. Plus, we cover Dell’s incredible run. Lees meer

    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

    - Tesla’s Robotaxi Day- What We Need to Hear- AV Competition- Vision vs LiDAR- Dell’s Earnings- AI Momentum

    Companies discussed: Tesla (TSLA), Alphabet (GOOG, GOOGL), Dell (DELL).

    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  13. Big Tech Gets the Regulatory Shakedown

    1 september 2026 · 20 min

    Afspelen
    Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ternus needs to do to get off on the right foot at Apple. Lees meer

    Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

    - Amazon vs FTC- Future of Amazon Retail- Meta’s Settlement- Is Meta Becoming Bit Tobacco?- John Ternus’ First Day- How Apple Can succeed

    Companies discussed: Amazon (AMZN), Apple (AAPL), Meta (META).

    Host: Travis HoiumGuests: Lou Whiteman, and Matt FrankelEngineer: Kristi Waterworth

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  14. A $13 Billion Bet on Robots?

    31 augustus 2026 · 28 min

    Afspelen
    Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its latest consumer device, and Nvidia is reportedly looking to acquire Hugging Face at a $13 billion valuation. Jon, Matt, and Rachel discuss the future of robotics as well as tackle two listener questions regarding what can make and break an investment thesis. Lees meer

    Jon Quast, Matt Frankel, and Rachel Warren discuss:

    -Nvidia’s potential acquisition of Hugging Face-Hugging Face’s new robot: Microduck-What is an investment thesis?-Things that break an investment thesis-Things that make an investment thesis

    Companies discussed: Nvidia (NVDA), Tesla (TSLA), Nextdoor (NXDR), Zscaler (ZS), Realty Income (O)

    Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Vis…

  15. Not All Revenue Growth Is Created Equal — A Harvard Fellow's Framework for Spotting the Real Thing

    30 augustus 2026 · 21 min

    Afspelen
    Wall Street treats demand like a line on a chart. Rob Snyder says that's exactly why investors Lees meer

    keep getting burned. Motley Fool analyst Rachel Warren talks with Rob Snyder — Harvard

    Innovation Labs fellow, serial startup founder, and author of The Power of Pull — about why

    customers almost never buy things because they were convinced to, what that means for how

    you evaluate a publicly traded company's growth story, and how the AI boom is exposing which

    software businesses have genuine demand and which ones are papering it over with an

    ever-growing sales and marketing budget. He also shares the one financial metric he trusts

    above all others — and the surprisingly mundane AI use cases he's most excited about.

    Host: Rachel Warren

    Guest: Rob Snyder

    Producers: Kristi Waterworth, Lauren Budabin

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

  16. Prepare to Pass on Your Possessions

    29 augustus 2026 · 29 min

    Afspelen
    n this next installment of our 2026 Financial Planning Challenge, host Robert Brokamp is joined by fellow Fool Stephanie Marini to discuss the most unpleasant area of financial planning: estate planning. But it’s necessary, because while it’s nearly impossible to predict the future when it comes to most aspects of personal finance, there’s one thing we can guarantee: You and everyone you know will one day pass away – leaving assets and stuff behind to be divvied up. Lees meer

    Topics covered:-While it’s important to seek the counsel of an attorney in your state, you can do a lot of estate planning on your own by updating beneficiary, payable on death, and transfer on death designations on your accounts and insurance policies-What should be included in your will-When to consider a trust-Creating your “financial vault” – the document that will let your loved ones know what to do and where to find everything when you’re no longer able to manage your finances (temporarily or eternally)

    Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product adverti…

  17. Jensen Huang's AI Capex Pulse Check

    28 augustus 2026 · 41 min

    Afspelen
    Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecurity landscape, separating the AI-security winners from the laggards. Jon, Jason, and Matt also talk about turnarounds in light of Dick's Sporting Goods suffering its worst single-day drop before finishing up with stocks on our radar. Lees meer

    Jon Quast, Jason Hall, and Matt Frankel discuss:

    - Nvidia’s prediction for AI capex spend

    - Marvell’s accelerating growth

    - CrowdStrike’s “Mythos moment” tailwind

    - Winners and losers in AI cybersecurity

    - Dick’s worst day ever

    - As always, stocks on our radar

    Companies discussed: Nvidia (NVDA), Marvell (MRVL), CrowdStrike (CRWD), SentinelOne (S), Okta (OKTA), PayPal (PYPL), AppLovin (APP), Sterling Infrastructure (STRL), Dick’s Sporting Goods (DKS), Atlanta Braves Holdings (BATRA), Forget Power Solutions (FPS)

    Host: Jon Quast

    Guests: Jason Hall, Matt Frankel

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Adve…

  18. NVIDIA Earnings Blow Everyone Away

    27 augustus 2026 · 28 min

    Afspelen
    With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone’s expectations and setup another stellar year for anything AI related. Jon, Matt, and Tyler dissect NVIDIA’s most recent earnings as well as the “hidden” winners and losers from the most recent earnings results. Plus, Crowdstrike’s earnings and a mailbag question about local vs. cloud AI. Lees meer

    Have a question? Email us; podcasts@fool.com

    Tyler Crowe, Matt Frankel, and Jon Quast discuss:

    - NVIDIA’s earnings and guidance update

    - The winners and losers from NVIDIA’s earnings

    - Crowdstrike’s earnings

    - Is Crowdstrike’s stock a buy?

    - Mailbag: Is local AI a hyperscaler problem?

    Companies discussed: NVDA, HP, DELL, CRDO, ONTO, IESC, GRMN, RBRK, ZS, SPCX,

    Host: Tyler Crowe

    Guests: Jon Quast, Matt Frankel

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad…

  19. Meta Platforms Settles Major Lawsuit, Pays $18 Billion

    26 augustus 2026 · 20 min

    Afspelen
    Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled several of these high-profile lawsuits for $18 billion and for several changes to its social media apps. Lou, Rachel, and Tyler dig into the details of the settlement and how it will impact Meta. Plus, Intuit’s earnings and the listener mailbag. Lees meer

    Have a question? Email us; podcasts@fool.com

    Tyler Crowe, Rachel Warren, and Lou Whiteman discuss:

    - Meta’s $18 billion settlement

    - Was this a “best case scenario” for Meta?

    - Intuit’s earnings: SasSpocalyse or corporate complacency?

    - Mailbag: Will Uber’s European fines impact its future?

    Companies discussed: META, GOOGL, INTU, UBER

    Host: Tyler Crowe

    Guests: Matt Frankel, Rachel Warren

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone…

  20. Dick’s Sporting Goods has a Foot Locker Problem

    25 augustus 2026 · 24 min

    Afspelen
    When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and Tyler take a look at the Dick’s challenging quarter. Plus, unhearalded earnings reports and listener questions Lees meer

    Have a question? Email us; podcasts@fool.com

    Tyler Crowe, Rachel Warren, and Matt Frankel discuss:

    - Dick’s Sportinf Goods earnings and guidance cut.

    - Was it “geopolitical concerns” or just Foot Locker?

    - The woes of Walker & Dunlop

    - CVS HEalth’s turnaround candidacy

    - Is UPS a value or a value trap?

    Companies discussed: DKS, NKE, ONON, ASO, UA, CROX, WD, CVS, UPS, AMZN

    Host: Tyler Crowe

    Guests: Matt Frankel, Rachel Warren

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  21. 1 Earnings Report That Could Move the Market

    24 augustus 2026 · 26 min

    Afspelen
    On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our mailbag, talking about the physical infrastructure of AI as well as why an investor would keep holding a stock after there’s an acquisition announcement. Lees meer

    Jon Quast, Matt Frankel, and Rachel Warren discuss:

    -What we’re watching with Nvidia’s report on Wednesday

    -How Nvidia’s report could ripple through the stock market

    -Overbuilding with data centers or not?

    -What is Jevon’s Paradox?

    -What to watch after acquisition announcements

    Companies discussed: Nvidia (NVDA), AMD (AMD), Warner Bros Discovery (WBD), Paramount Skydance (PSKY)

    Host: Jon Quast

    Guests: Matt Frankel, Rachel Warren

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/…

  22. America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution

    23 augustus 2026 · 30 min

    Afspelen
    The AI race isn't being won in the model lab — it's being won in the power grid. And right now, America is losing. Motley Fool analyst Rachel Warren talks with Hannan Happi, co-founder and CEO of Exowatt — backed by Sam Altman and Andreessen Horowitz — about why the AI build-out is hitting a wall that no amount of chips or software can fix. They get into why a one-year grid delay costs a hyperscaler $12 billion in missed revenue, why China has 10 times more capacity than the US to build AI infrastructure, and what investors need to actually be tracking as hundreds of billions of dollars flow into the AI build-out — including whether the data centers being built today will still be operating in ten years. Lees meer

    Host: Rachel Warren

    Guest: Hannan Happi

    Producers: Dennis Golin, Lauren Budabin

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  23. Crucial Steps for the “Pre-Go” Years Before Retirement

    22 augustus 2026 · 30 min

    Afspelen
    We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies with Dana Anspach, who has been a financial planner since 1995 and is the CEO and founder of Sensible Money, a fee-only planning firm in Arizona. She is also the author of three books, including her latest: “Living Off Your Acorns: Your Guide to the Four Phases of Retirement.” Lees meer

    Topics covered:

    -How to systematically de-risk your portfolio as you get closer to retirement-Deciding when to retire, and planning for the possibility that it may be sooner than you prefer-Strategies for lowering your tax bill over the course of retirement-The benefits of categorizing the often-complex decisions about retirement as green, yellow, and red-The “arrival fallacy” and steps to take to ensure your retirement is as fulfilling as possible

    Host: Robert Brokamp, CFP®, EAGuest: Dana Anspach, CFP®, RMA®Engineer: Kristi Waterworth

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  24. Cancer Vaccines & Data Center Drama

    21 augustus 2026 · 41 min

    Afspelen
    The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have had their own drama with public pushback against the AI buildout at a high. We discuss this and more this week. Lees meer

    Travis Hoium, Lou Whiteman, and Jim Gillies discuss:

    - Why Interest Rates Matter- The Bond Market Wins- Moderna’s Big Week- Take My Money!- Data Center PR Problem- Stocks On Our Radar

    Companies discussed: NVIDIA (NVDA), Peloton (PTON), Moderna (MRNA), Union Pacific (UNP), Apple (AAPL).

    Host: Travis HoiumGuests: Lou Whiteman, Jim GilliesEngineer: Bart Shannon

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

  25. Is AI the Answer to Big-Box Retail’s Woes?

    20 augustus 2026 · 30 min

    Afspelen
    The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the future. Tyler, Matt, and Jon also discuss drone deliveries before finishing the episode with a listener question about the next generation of real-estate brokerages. Lees meer

    Have a question? Email us; podcasts@fool.com

    Tyler Crowe, Matt Frankel, and Jon Quast discuss:- The tariff refund for big box retailers- What retailers are doing with AI assistants and agentic AI- Uber’s partnership with Zipline- Amazon’s big “splash” with drone delivery- Why AGNT stock hasn’t been a winning investment…yet

    Companies discussed: HD, LOW, TJX, WMT, TGT, UBER, AMZN, BRK.A, BRK.B, AGNT, REAX

    Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  26. Behind The Most Exciting Stock Pop In Years!

    20 augustus 2026 · 20 min

    Afspelen
    Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encouraging it was fast tracked through the trial and, while there are questions, this could change how we look at cancer in the future. We discuss why the stock is up over 100%. Plus, we end the show with the latest from OpenAI and Anthropic. Lees meer

    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

    - Target Earnings- Is Target Stock a Buy?- Moderna’s HUGE News- Scaling Qs- Is AI Growth Slowing?- Speed Running to an IPO

    Companies discussed: Target (TGT), Moderna (MRNA), Merck (MRK).

    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  27. The Bond Market Selloff is Showing up in Earnings Reports

    18 augustus 2026 · 23 min

    Afspelen
    Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going on with bonds. Lou, Matt, and Tyler dissect the recent moves in bond markets and how it’s showing up in stocks. Plus, Klarna’s and Home Depot’s earnings and how they are feeling the strains of the debt market. Lees meer

    Have a question? Email us; podcasts@fool.com

    Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:

    - The selloff in bonds and how it’s affecting stocks- Why AI companies are getting caught up in the bond market moves.- Klarna’s earnings- Home Depot’s earnings

    Companies discussed: META, GOOG, MSFT, KLAR, HD

    Host: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Kristi Waterworth

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  28. Berkshire Hathaway Hasn’t Done This in Over 3 Years

    18 augustus 2026 · 29 min

    Afspelen
    Berkshire Hathaway is a net buyer of stocks again for the first time in nearly 4 years, but new CEO Greg Abel still had some surprising stocks to sell during the quarter. Jon, Matt, and Rachel break down Berkshire’s latest moves before answering a listener question regarding how to spot a winning stock early before finishing the episode by running some Berkshire stocks through some Hidden Gems mental frameworks. Lees meer

    Jon Quast, Matt Frankel, and Rachel Warren discuss:

    -Berkshire buys stocks again-Greg Abel’s changing approach-Hidden Gems Investing’s favorite AI scoring categories-Why housing stocks could be Hidden Gems-Why the AI industry is still a great place to look for Hidden Gems

    Companies discussed: Berkshire Hathaway (BRK.A)(BRK.B), Alphabet (GOOG)(GOOGL), D.R. Horton (DHI), Kroger (KR), Delta (DAL), Rocket Lab (RKLB), Dream Finders Homes (DFH), Forgent Power Solutions (FPS)

    Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about …

  29. Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce

    16 augustus 2026 · 27 min

    Afspelen
    What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO Michael Miebach breaks down the company's Agent Pay protocol, explains why machine-to-machine payments could transform B2B commerce, and reveals why Mastercard just acquired the world's largest stablecoin platform. He also gets into what the AI revolution really means for employment, why proprietary transaction data is Mastercard's deepest competitive moat, and how he personally stays sharp running a $500 billion company. Lees meer

    Host: Tom Gardner

    Guest: Michael Miebach

    Producers: Bart Shannon, Lauren Budabin

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  30. How Your Social Security Benefit Is Actually Calculated

    15 augustus 2026 · 13 min

    Afspelen
    Think you know how Social Security calculates your benefit? Chances are, you're missing at least one piece of the puzzle. Host Robert Brokamp takes a listener’s real-world question and turns it into a clear, step-by-step guide to how your benefit is actually built. Key concepts discussed:-The “35 highest-earning years” rule—demystified: How Social Security treats your top earning years, wage inflation adjustments, and what “zero years” can do to your average.-AIME, bend points, and PIA: The three core building blocks of your benefit and why the formula is designed to replace a higher share of income for lower earners.-Claiming strategy matters more than you think: How taking benefits early vs. waiting (up to age 70) permanently changes your payout—and why family benefits (spousal/survivor) should be part of the decision.-How to estimate your benefit with better tools: Where the Social Security statement can mislead (especially if income will drop later), plus the best calculators and resources to model realistic future earnings and claiming ages.Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon and Kristi Waterworth Lees meer

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF…

  31. IPO Fever Heats Up For OpenAI and Anthropic

    14 augustus 2026 · 42 min

    Afspelen
    Demand for AI is exploding and two companies – OpenAI and Anthropic – are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wrong. Plus, what sports franchise would you buy?Travis Hoium, Lou Whiteman, and Jason Moser discuss:- AI IPO Setup- Insatiable Demand- Debt Gets Involved- Restaurant Recovery?- Buying a Franchise- Radar StocksCompanies discussed: Quantum Computing (QUBT), Firefly (FLY), Alphabet (GOOG), Amazon (AMZN), SpaceX (SPCX).Host: Travis HoiumGuests: Lou Whiteman, Jason MoserEngineer: Bart ShannonAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Lees meer
  32. Cisco & Cerebras Orders up, Stocks Down

    13 augustus 2026 · 27 min

    Afspelen
    Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn’t satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will face and the challenges they present to investors. Plus, a lightning round of earnings reports on our favorite under-the-radar stocks.Have a question? Email us; podcasts@fool.com Lees meer

    Tyler Crowe, Matt Frankel, and Jon Quast discuss:

    Cisco earnings. Strong hardware, weak software

    Cerebras, making sense of its confusing earnings

    Can innovations like Cerebras threaten the AI incumbants?

    Hidden Gems earnings lightning round

    Companies discussed: CSCO, ANET, DELL, CRBS, NVDA, XMTR, MQ, TBBBHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  33. Neoclouds Shine

    12 augustus 2026 · 21 min

    Afspelen
    The AI buildout has one big beneficiary today and that’s neoclouds Coreweave and Nebius. These companies buy and rent out GPUs for AI and they’re seing incredible demand for the assets they’re building. We discuss the short-term demand and where these stocks face risks long-term. Plus, we discuss Cava’s results and what inflation is telling us.Travis Hoium, Tyler Crowe, and Rachel Warren discuss: Lees meer

    - Coreweave’s Results- Neocloud Financing- Cava’s Traffic Growth- Why Restaurants Are Hard- Inflation Eases- Energy’s Impact Prices

    Companies discussed: Coreweave (CRWV), Nebius (NBIS), Cava (CAVA).

    Host: Travis HoiumGuests: Tyler Crowe, Rachel WarrenEngineer: Kristi Waterworth

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices⁠
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  34. RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up

    12 augustus 2026 · 25 min

    Afspelen
    Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates than anything else. No wonder it was the most discussed topic on the conference call. Travis, Matt, and Tyler dissect Rocketlab’s earnings and opportunities in the space economy. Plus, ON Holdings decides to prioritize margins, and eVTOL companies Archer Aviation & Joby Aviation try to one up each other. Lees meer

    Have a question? Email us; podcasts@fool.com

    Tyler Crowe, Travis Hoium, and Matt Frankel discuss:

    - RocketLab’s earnings and the Neutron schedule- Investing opportunities in the space economy- On Holdings earnings- The give and take of DTC sales for retailers- eVTOL acquisitions

    Companies discussed: RKLB, ONON, NKE, UA, ACHR, JOBY, BA

    Host: Tyler CroweGuests: Travis Hoium, Matt FrankelEngineer: Kristi Waterworth

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices

  35. The Internet Is Changing Fast

    11 augustus 2026 · 27 min

    Afspelen
    Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale. Lees meer

    Jon Quast, Matt Frankel, and Tyler Crowe discuss:

    -Agentic AI internet traffic surpassing human traffic-The investment opportunities if agentic traffic increases exponentially-The government’s investment in mining education-Whether there are buying opportunities for mining stocks-Why Intel is raising cash

    Companies discussed: Cloudflare (NET), GE Vernova (GEV), Quanta Services (PWR), Intel (INTC), Alphabet (GOOG)(GOOGL), Oracle (ORCL)

    Host: Jon QuastGuests: Matt Frankel, Tyler CroweEngineer: Kristi Waterworth

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices
    Learn more about your ad choic…

  36. Mastercard CEO: The $15.6 Trillion Threat Most Investors Are Ignoring

    9 augustus 2026 · 27 min

    Afspelen
    By 2030, cyber fraud is projected to cause $15.6 trillion in damage — enough to make it the third largest economy in the world. So how does the company processing 180 billion transactions a year stay ahead of it? Motley Fool CEO Tom Gardner sits down with Mastercard CEO Michael Miebach on the day of Mastercard's second quarter earnings to break down how the world's most powerful payment network actually works, why cybersecurity has become Mastercard's fastest growing business, and what the rise of stablecoins really means for everyday investors — threat or opportunity. Lees meer

    Host: Tom Gardner

    Guest: Michael Miebach

    Producers: Bart Shannon, Lauren Budabin

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  37. In Retirement, More Spending Leads to Higher Taxes

    8 augustus 2026 · 12 min

    Afspelen
    That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal from your IRA can set off a chain reaction of higher taxes and even surprise Medicare surcharges — for years to come. Robert Brokamp breaks down the hidden math behind retirement spending, and what you can do now to keep more of your money.Key topics discussed:-The tax "snowball" effect: how one year of higher spending can force bigger withdrawals in following years just to cover the tax bill, compounding the cost over time-Uncle Sam loves seniors: tax benefits for the 65-and-older crowd result in a lot of tax-free income – but spending beyond certain levels can result in a quickly accelerating tax bill-Two hidden costs of spending more: how bigger withdrawals can trigger taxes on Social Security benefits and surprise IRMAA surcharges on Medicare premiums-How to soften the blow: why building up Roth assets and paying off debt before retirement can protect you from these tax trapsHost: Robert Brokamp, CFP®, EAEngineer: Bart Shannon Lees meer

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product…

  38. The Trade Desk’s Woes & A New AI Donut?

    7 augustus 2026 · 41 min

    Afspelen
    As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar. Lees meer

    Travis Hoium, Lou Whiteman, and Jon Quast discuss:

    - Jobs Report

    - Earnings Season Recap

    - The Trade Desk

    - Value or Trap?

    - Google’s Brain Drain

    - Stocks on our Radar

    Companies discussed: Alphabet (GOOG), Apple (AAPL), The Trade Desk (TTD), Shift4 (FOUR), Micron (MU), Salesforce (CRM), Adobe (ADBE), GM (GM), Symbotic (SYM), ServiceNow (NOW), .

    Host: Travis Hoium

    Guests: Lou Whiteman, Jon Quast

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  39. The Wild Swings of Earnings Season Continue

    6 augustus 2026 · 21 min

    Afspelen
    The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Motley Fool favorites that are moving double digits today to try and make sense of these sharp stock moves. Lees meer

    Have a question? Email us; podcasts@fool.com

    Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic

    Tyler Crowe, Travis Hoium, and Jon Quast discuss:

    - MercadoLibre’s rapid revenue growth and contracting margins

    - Has Unity Software finally turned the corner?

    - The changing strategy for Celsius Holdings

    - Applovin’s revenue continues to decelerate

    Companies discussed: MELI, AMZN, U, APP, CELH

    Host: Tyler Crowe

    Guests: Travis Hoium, Jon Quast

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of th…

  40. Shopify Shines and Uber Declines

    5 augustus 2026 · 20 min

    Afspelen
    Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for their products. In addition, we discuss Disney and its growing reliance on the parks business to drive results. Lees meer

    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

    - Uber’s Results

    - Why Shares Fell

    - Disney’s Parks Growth

    - Where Does ESPN Go?

    - Shopify’s Blowout

    - Can Growth Sustain?

    Companies discussed: Uber (UBER), Disney (DIS), Shopify (SHOP).

    Host: Travis Hoium

    Guests: Lou Whiteman, Rachel Warren

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  41. Palantir Makes its Case Against Frontier AI

    4 augustus 2026 · 23 min

    Afspelen
    Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models coming out today. Travis, Lou, and Tyler break down its earnings, plus a blowout quarter for Caterpillar and what to make of Spotify’s mixed earnings results Lees meer

    Have a question? Email us; podcasts@fool.com

    Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic

    Tyler Crowe, Travis Hoium, and Lou Whiteman discuss:

    - Palantir’s earnings and guidance

    - The case for model-agnostic AI

    -Caterpillar’s incredible quarter

    -Is Spotify a growth stock or a value stock

    Companies discussed: PLTR, CAT, DE, SPOT, NFLX

    Host: Tyler Crowe

    Guests: Travis Hoium, Lou Whiteman

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the s…

  42. Are Mega-Mergers Back?

    3 augustus 2026 · 18 min

    Afspelen
    Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the latest in interest rates and what we’re watching this week. Lees meer

    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

    - AstraZeneca + BMS?

    - Why Merge Now?

    - Rising Interest Rates?

    - The Market’s Reaction

    - SpaceX Earnings Ahead

    - Can Uber Impress?

    Companies discussed: AstraZeneca (AZN), Bristol-Meyers Squibb (BMY), Uber (UBER), SpaceX (SPCX).

    Host: Travis Hoium

    Guests: Lou Whiteman, Rachel Warren

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  43. Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

    2 augustus 2026 · 26 min

    Afspelen
    Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the market isn't asking. Motley Fool analyst Rachel Warren continues her conversation with Bethany, turning the lens on the market right now. She discusses why the free cash flow of the Magnificent Seven is quietly turning negative, why the circular financing inside the AI ecosystem makes it nearly impossible to see what's really going on, and why the S&P 500 index fund you think is keeping you diversified is actually one of the most concentrated AI bets you can make. Lees meer

    Host: Rachel Warren

    Guest: Bethany McLean

    Producers: Bart Shannon, Lauren Budabin

    Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions.

    TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  44. Insurance-palooza! All You Need to Know to Protect Your Income and Wealth

    1 augustus 2026 · 27 min

    Afspelen
    It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wealth. This month, we’re going to talk about how to protect it. Yes, we’re talking about insurance. Host Robert Brokamp is joined by Foolish colleague Amanda Kish to discuss:-The types of insurance every person should consider-How to determine the right amounts of coverage-Considerations when buying a new policy or evaluating a current policy-When it makes sense to get professional help with insurance Lees meer

    Host: Robert Brokamp, CFP®, EAGuest: Amanda Kish, CFP®, CFAEngineer: Bart Shannon

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  45. When Leverage Goes Wrong on Wall Street

    31 juli 2026 · 41 min

    Afspelen
    The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Lees meer

    Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may leave China, and the stocks on our radar.

    Travis Hoium, Lou Whiteman, and Jason Moser discuss:

    - Situational Awareness

    - Leverage Gone Wrong

    - Hyperscaler Divergence

    - Would You Rather?

    - Tesla in China

    - Stocks On Our Radar

    Companies discussed: Tesla (TSLA), GM (GM), Eli Lilly (LLY), Novo Nordisk (NVO), JPMorgan (JPM) SoFi (SOFI), SpaceX (SPCX), Costco (COST), Target (TGT), L3Harris (LHX), Keysight (KEYS).

    Host: Travis Hoium

    Guests: Lou Whiteman, Jason Moser

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  46. Microsoft Shows the Mag7 What AI Investment Looks Like

    30 juli 2026 · 22 min

    Afspelen
    Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket is the best approach. Lees meer

    Have a question? Email us; podcasts@fool.com

    Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic

    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:

    - Meta and Microsoft’s earnings reports.

    - The best MAg 7 stock to buy now

    -Hidden Gems earning highlights

    -Maibag: Buy single stocks or bet on several companies in the same industry?

    Companies discussed: META, MSFT, GOOG, NVDA, MA, V, EME, GRMN, LHX, HD, LOW, AMD, CAT, DE.

    Host: Tyler Crowe

    Guests: Matt Frankel, Lou Whiteman

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this epis…

  47. The Consumer Is All Right!

    29 juli 2026 · 20 min

    Afspelen
    Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despite some great numbers from Bloom Energy. Lees meer

    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

    - SoFi’s Results

    - Is SoFi Just a Bank?

    - Visa’s Strong Growth

    - P&G Is Fine?

    - Bloom Energy Growth

    - The AI Trade

    Companies discussed: SoFi (SOFI), Procter & Gamble (PG), Visa (V), Bloom Energy BE).

    Host: Travis Hoium

    Guests: Lou Whiteman, Rachel Warren

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠⁠⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  48. Paypal to Stripe: You’re Going to Have to Do Better Than That

    28 juli 2026 · 25 min

    Afspelen
    Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. Plus, does Boeing finally have its act together, and why EV adoption is still so slow. Lees meer

    Have a question? Email us; podcasts@fool.com

    Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic

    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:

    - PayPal Earnings and Stripe acquisition

    - Boeing’s earnings (without Air Force One)

    - The investment opportunities as a Boeing supplier

    - Mailbag: Why not more EV adoption? Why no LCID love?

    Companies discussed: PYPL, BA, LMT, GD, EADSY, TDG, MOGA, GE, HWM, LCID, GM, TSLA

    Host: Tyler Crowe

    Guests: Matt Frankel, Lou Whiteman

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sp…

  49. The Hottest IPO of 2026 Will Shock You

    27 juli 2026 · 21 min

    Afspelen
    Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds of billions of investments made to supply OpenAI. Lees meer

    Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:

    - NVIDIA’s OpenAI Guarantee

    - More NVIDIA Investments

    - A Hot IPO

    - Memory Gets More Crowded

    - Merger Mania?

    - Case for Smaller Acquisitions

    Companies discussed: NVIDIA (NVDA), United (UAL), Delta (DAL), Norfolk Southern (NSC), Union Pacific (UNP).

    Host: Travis Hoium

    Guests: Lou Whiteman, Tyler Crowe

    Engineer: Dan Boyd

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices
    Learn more about your ad choices. Visit megaphone.fm/adchoices

  50. Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

    26 juli 2026 · 28 min

    Afspelen
    The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel Warren sits down with Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, to dig into the psychology behind corporate disaster. She discusses why most fraud starts with self-delusion rather than malice, why the auditors and lawyers and board of directors may not be protecting you the way you think, and why the line between a visionary CEO and a fraudster is thinner — and more unsettling — than most investors realize. Lees meer

    Host: Rachel Warren

    Guest: Bethany McLean

    Producers: Bart Shannon, Lauren Budabin

    Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

    We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Learn more about your ad choices. Visit megaphone.fm/adchoices