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3 Ingredients for a Happy Retirement
30 januari 2024 · 30 min
Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it? Lees meer
(00:21) Ricky Mulvey and Jim Gillies discuss:
- What to watch as big tech companies report.
- Concentration in the Magnificent Seven.
- Questions about Flutter Entertainment’s share count and debt load.
- The switching incentives in sports betting.Plus, (15:26) Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the Director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement.
Epic Bundle Discount: www.fool.com/epic198
Gillies post on X: https://twitter.com/JimPGillies/status/1751713645816365089
Companies discussed: AAPL, MSFT, FLUT
Hosts: Ricky Mulvey, Robert Brokamp
Guests: Jim Gillies, Michael Finke
Engineers: Dan Boyd, Rick Engdahl
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Roomba Go Home
29 januari 2024 · 34 min
Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- Why Amazon ended the iRobot deal.
- Where iRobot could go next.
- If Sofi is building the next big bank.(17:12) Eric Siegel, author of The AI Playbook, explains the challenges facing companies looking to adopt artificial intelligence.
Companies discussed: AMZN, IRBT, SOFI
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Jason Moser, Eric Siegel
Producers: Ricky Mulvey, Mary Long
Engineers: Rick Engdahl, Dan Boyd
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What Real Estate and Stock Investors Have In Common
28 januari 2024 · 25 min
Owning companies can help you build wealth. So can real estate. Lees meer
Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.” Deidre Woollard caught up with Meyer to discuss:
- Creating a vision for your investing plan.
- “The HGTV disease.”
- Risk mitigation strategies for real estate investors.
- A common way that real estate investors start out.Host: Deidre Woollard
Guest: Dave Meyer
Producer: Ricky Mulvey
Engineers: Dan Boyd, Chace Przylepa
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Fool School: The Dividends Show
27 januari 2024 · 28 min
Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation. Lees meer
Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things dividends. They discuss:
Whether “special dividends” are really special at all.
2 “Dividend Knights” – and a Cincinnati grocer that may rejoin the same ranks.
Why investing is not just about revenue growth.
Get your dividends report here: www.fool.com/2024dividends
A correction: Texas Roadhouse serves lunch on the weekends.
Dividend Knights link: https://docs.google.com/spreadsheets/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0
Tickers discussed: TXRH, KR, DDS, SCHD, VIG
Host: Ricky Mulvey
Guest: Anthony Schiavone, Matt Argersinger
Producer: Mary Long
Engineers: Tim Sparks
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Microsoft’s Reminder: Don’t Sleep on Giants
26 januari 2024 · 40 min
Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead. Lees meer
(00:21) Bill Mann and Andy Cross discuss:
- Microsoft crossing $3T and surpassing Apple as the largest publicly traded company.
- Alibaba’s co-founders buying up $200M shares, and the state of investing in China.
- Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play.(19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience.
(29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre.
Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO
Host: Dylan Lewis
Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison
Engineers: Tim Sparks, Dan Boyd
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Tesla Learns To Surf
25 januari 2024 · 31 min
(00:21) Asit Sharma and Deidre Woollard discuss:
- The promise of Tesla’s next-generation vehicles.
- If Tesla’s energy business is finally ready for prime time.
- How ServiceNow’s AI push is paying off. Lees meer(18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions.
Companies discussed: TSLA, BYD, NOW, CNSWF
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Asit Sharma, Mary Long, Tom King
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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Margin Game
24 januari 2024 · 28 min
We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming. Lees meer
(00:21) Tim Beyers and Dylan Lewis discuss:
- ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.
- Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.
- Chipotle’s preparations for “peak burrito.”(15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline.
Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz
Engineers:Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Netflix Gets Raw
23 januari 2024 · 34 min
One of the biggest shows on cable is leaving for streaming. Lees meer
(00:21) Ricky Mulvey and Bill Mann discuss:
- Netflix’s $5 billion deal with the WWE.
- Proctor & Gamble’s quarter and write down of Gillette.
- Why Schwab’s deposit flight isn’t quite breaking the bank.Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement.
Companies discussed: NFLX, TKO, PG, SCHW
Hosts: Ricky Mulvey, Robert Brokamp
Guests: Bill Mann, Michael Finke
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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The Ups And Ups Of The Stock Market
22 januari 2024 · 32 min
What’s behind this latest rally? Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- What could impact the recent rally?
- The potential future for Macy’s.
- Sports Illustrated and the value of legacy brands.(19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&R Block on where the tax-preparation company is headed next.
Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Jason Moser, Jamil Khan
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers
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Pixar Co-Founder on AI and Storytelling
21 januari 2024 · 30 min
Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more. Lees meer
Ricky Mulvey caught up with Catmull to discuss:
Being in the “business of exponential change”
AI’s potential upheaval of the animation industry
How technology and story advance each other
Tickers discussed: DIS
Host: Ricky Mulvey
Guest: Ed Catmull
Producer: Mary Long
Engineer: Rick Engdahl
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JP Morgan Healthcare Conference Highlights
20 januari 2024 · 26 min
Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss: Lees meer
- Biogen’s next shot at an Alzheimer’s treatment.
- Why companies can’t “muscle their way” into making new molecules.
- How NVIDIA could change drug development.
- Moderna’s vaccine strategyCompanies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX
Host: Deidre Woollard
Guest: Karl Thiel
Producer: Ricky Mulvey
Engineer: Tim Sparks
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The Cointucky Derby
19 januari 2024 · 41 min
Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto. Lees meer
(00:21) Jason Moser and Matt Argersinger discuss:
- Why there’s so much cash sitting on the sidelines right now, and why it may or may not work back into the market.
- Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase.
- Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs.(19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world.
(32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International.
Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Banking On The Home Court Advantage
18 januari 2024 · 30 min
Regional banks are facing strong competition in the battle for your dollars. Lees meer
(00:21) Matt Frankel and Deidre Woollard discuss:
- How new rules could change what you pay in overdraft fees.
- Why banks are socking away money for credit losses.
- The potential advantage for regional banks.(17:31) Asit Sharma and Mary Long take a medium dive into Paycom and discuss a product that could be too good for its own good.
Companies discussed: TFC, DFS, USB, WFC, PAYC, JPM, PAYX, PCTY, ADP, ORCL
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Asit Sharma, Matt Frankel, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineer: Dan Boyd
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di-Spirit Airlines and Uber’s Schnapsidee
17 januari 2024 · 24 min
The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why JetBlue’s $3.8B acquisition of Spirit Airlines hit a snag.
- Elon Musk’s comp package at Tesla, and what investors should think of his desire to have 25% voting control.
- Uber’s plans to shelve Drizly two years after buying it for $1.1B.(13:36) Dave Holeman is the CEO of Whitestone REIT, which focuses on open-air retail centers. He talks to Deidre Woollard about why restaurants are the new anchor stores and how shopping habits are changing.
Companies discussed: SAVE, JBLU, TSLA, UBER, WSR
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Dave Holeman
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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“Focus on the Fastball”
16 januari 2024 · 29 min
Earnings season begins again and the big banks lead the way. Lees meer
(00:21) Ricky Mulvey and Jason Moser discuss:
- The “new” growth engine for Goldman Sachs
- The macro risks that Morgan Stanley highlighted.
- Why the CEO of Adidas gave his cell phone number to 60,000 people.Plus, (14:20) Robert Brokamp and Alison Southwick open up the member mailbag and answer your questions about investing a lump sum, saving for kids, and ABLE accounts.
Stocks mentioned: GS, MS, ADDYY
Epic Bundle discount link: www.fool.com/epic198
Got a question for the show? Our email is podcasts@fool.com
Host: Ricky Mulvey
Guests: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Wharton Professor on Risk and Returns
14 januari 2024 · 43 min
Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss: Lees meer
Disconnects between the real economy and financial markets,
Whether the US stock market is merely a “lucky survivor,”
And the dangers of institutional thinking – in investing and academia.
Tickers discussed: NOK, BTC
Host: Ricky Mulvey
Guest: Jules van Binsbergen
Producer: Mary Long
Engineer: Rick Engdahl
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Liz Ann Sonders on the Rolling Recession
13 januari 2024 · 32 min
Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up. Lees meer
Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss:
- Why investors should pay attention to the S&P 600.
- Cracks in consumer spending.
- The year of efficiency, part two.
- A major tailwind for the economy.Host: Deidre Woollard
Guest: Liz Ann Sonders
Producer: Ricky Mulvey
Engineers: Tim Sparks, Chace Przylepa
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Activist Investors are Acting Up
12 januari 2024 · 41 min
Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming. Lees meer
(00:21) Ron Gross and Emily Flippen discuss:
- The latest inflation numbers and why we shouldn’t bank on rate cuts yet
- Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private.
- Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season.(19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans.
(32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings.
Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP
Host: Dylan Lewis
Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple
Engineers: Dan Boyd
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Are Job Cuts A Sword Or A Knife?
11 januari 2024 · 28 min
(00:21) David Meier and Deidre Woollard discuss:
- The macro and micro of job cuts.
- What companies are signaling when layoffs happen.
- If bitcoin is more like an IPO or gold. Lees meer(16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies.
Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: David Meier, Ricky Mulvey, Alicia Alfiere
Producers: Mary Long, Ricky Mulvey
Engineer: Dan Boyd
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Robot Surgeons and Legal Financiers
10 januari 2024 · 28 min
The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space. Lees meer
(00:21) Jason Moser and Dylan Lewis discuss:
- The SEC’s pending decision on crypto spot ETFs and the agency’s X account getting hacked.
- Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash.
- An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID.(12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina.
Companies discussed: UBER, LYFT, DASH, AMXZN, BUR
Host: Dylan Lewis
Guests: Jason Moser, Rich Griefner,
Engineers: Dan Boyd, Dez Jones
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Crocodile Pop
9 januari 2024 · 26 min
Crocs investors are expecting slower sales growth this year, but they’re still celebrating. Lees meer
(00:21) Ricky Mulvey and Bill Barker discuss:
- Boeing’s door plug accident, and what it means for the business.
- Crocs updated sales guidance, and low valuation.
- Why investors seem to always celebrate layoff announcements.Plus, (13:08) Robert Brokamp and Alison Southwick share some advice for a healthier new year.
Dividends report: www.fool.com/2024dividends
Companies discussed: BA, SPR, CROX
Hosts: Ricky Mulvey, Alison Southwick
Guests: Bill Barker, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Headsets First, Killer Apps Second
8 januari 2024 · 31 min
The Consumer Electronics Show kicks off with big news from Nvidia and many more. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- Announcements from CES.
- What could make Apple’s Vision Pro successful.
- The relevance of Twilio’s CEO switch.(17:42) Ricky Mulvey interviews Kevin Simzer, Chief Operating Officer of Trend Micro, about cybersecurity in the cloud and the new threats facing electric cars.
Companies discussed: AAPL TWLO, NVDA, AMD, OTC: TMICY
Claim your Epic Bundle discount here: www.fool.com/epic198
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Kevin Simzer
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Desiree Jones
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Morgan Housel on Economic Forecasts, Resolutions, and Writing
7 januari 2024 · 27 min
Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewis caught up with Housel for a discussion about: Lees meer
- Setting up processes, not resolutions for the new year.
- The biggest significant economic story (that’s already known).
- What early criticisms of cars, airplanes, and AI have in common.Host: Dylan Lewis
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineer: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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A Fool’s Guide to Investing in 2024
6 januari 2024 · 36 min
New year, new you! Or maybe just a new portfolio. Lees meer
Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt Argersinger about:
(01:02) Fool Rules,
(12:53) investing tools,
(21:28) and what the year ahead might (or might not) have in store.
Claim your Epic Bundle discount here.
Host: Mary Long
Guest: Asit Sharma, Meilin Quinn, Matt Argersinger
Engineer: Tim Sparks, Dan BoydTickers mentioned: DIS, VINP, EPR, HSY
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Mag Seven or Lag Seven?
5 januari 2024 · 41 min
Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year. Lees meer
(00:21) Jason and Matt Argersinger discuss:
- The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money.
- Holiday e-commerce and retail numbers, and what they say about the shopping season.
- Why Walgreen’s status as a Dividend Aristocrat is over.(19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024.
(34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust.
Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, David Gardner
Engineers: Dan Boyd, Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Is Walgreens Your Next Healthcare Giant?
4 januari 2024 · 33 min
Walgreens’s new CEO has some big plans. Lees meer
(00:21) Bill Barker and Deidre Woollard discuss:
- The big tasks ahead for Walgreens’s new CEO.
- What a dividend drop might be signaling.
- How price drops impacted Big Egg.(17:23) Jim Gillies and Ricky Mulvey talk pullback stocks including Aritzia and Shopify.
Companies discussed: CALM, WBA, TSE:ATZ, ATZAF, SHOP
Get your dividends report here: www.fool.com/2024dividends
Host: Deidre Woollard
Guests: Bill Barker, Jim Gillies, Ricky Mulvey
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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The End of the Mickey Mouse Moat?
3 januari 2024 · 28 min
After 95 years of copyright protection, Steamboat Willie enters the public domain. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why early versions of Disney’s Mickey and Minnie Mouse characters are now appearing in horror slasher films.
- Tesla once again being the king of EVs, and what to make of BYD coming up on its heels.
- A digital entertainment stock to watch in 2024.(15:47) It’s been a great run for growth stocks – and it might not be over! Deidre Woollard caught up with Motley Fool Analyst Kirsten Guerra for a look at some recent winners that could keep winning in 2024.
Companies discussed: DIS, TSLA, SONO, DUOL
Catch the original Steamboat Willie cartoon, in all its public domain glory here.
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Kirsten Guerra
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Stock Picks > Economic Forecasts
2 januari 2024 · 33 min
Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong. Lees meer
(00:21) Ricky Mulvey and Jason Moser discuss:
- Apple resuming watch sales, and long battle against Masimo.
- Why it’s difficult to make accurate economic predictions.
- Understanding a business’s valuation and its story.
- A stock and an ETF we plan on holding through 2024.Plus, (17:42) Robert Brokamp and Alison Southwick provide some tips to be more productive in the new year.
Stocks/ETFs mentioned: AAPL, MASI, TDOC, AXON, SCHD
Link to receive a complimentary report on dividend stocks: www.fool.com/2024dividends
Learn more about your ad choices at megaphone.fm/adchoices
Hosts: Ricky Mulvey
Guests: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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2024 Preview!
29 december 2023 · 41 min
We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions. Lees meer
(00:21) Ron Gross and Matt Argersinger share:
- The trends they’re following in 2024
- CEOs in the hot seat
- Reckless predications for the new year(19:11) Motley Fool CEO Tom Gardner shares his investing lessons from 2023 and a Fool stock he’s excited about for 2024.
(34:45) Ron Gross and Matt Argersinger share two stocks on their radar for the new year: American Tower and EPR Properties.
Stocks: SBUX, DIS, BRK, SHOP, AMT, EPR,
Host: Dylan Lewis
Guests: Ron Gross, Matt Argersinger, Tom Gardner
Engineer: Dan Boyd
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One Christmas Was So Much Like the Other
24 december 2023 · 24 min
Dylan Lewis shares a family tradition and some well-wishes, however and wherever you might be spending the holidays. Lees meer
Host: Dylan Lewis
Engineer: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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The Deal on Real Estate
23 december 2023 · 32 min
Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets. Lees meer
Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate trends in 2023 and look ahead toward the year to come.
They discuss:
- Three scenarios for housing affordability
- A void that Blackstone and Brookfield could be looking to fill
- Why REITs are poised for a reboundTickers discussed: DLR, EQIX, IRM, PLD, STAG, MAA, BX, BN, STWD, ZG, RDFN, CSGP
Host: Deidre Woollard
Guest: Matt Argersinger, Anthony Schiavone
Producer: Mary Long
Engineers: Dan Boyd, Annie PopeLearn more about your ad choices. Visit megaphone.fm/adchoices
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The Tastes That Change and Stay the Same
22 december 2023 · 41 min
It’s our annual best-of interview show! Lees meer
(00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes.
(19:11) Restaurateur, investor, and chairman at Cava Ron Shaich talks about Cava’s path to becoming a public company, and why you might not want to bet against him in the restaurant industry.
Stocks discussed: GOOG, GOOGL, X, META, CAVA, SBUX
Host: Dylan Lewis
Guests: Morgan Housel, Ron Shaich
Engineers: Dan Boyd
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CLEAR Looks Beyond Travel
21 december 2023 · 34 min
It’s travel season but Clear wants you to think of them as far more than just the fast way through the airport. Lees meer
(00:21) Yasser El-Shimy and Deidre Woollard discuss:
- If Warner Bros. Discovery and Paramount would be a win-win deal.
- Potential other media mash-ups.
- Challenges facing the used car business.(20:06) Sanmeet Deo talks with Ken Cornick, the co-founder, President, and Chief Financial Officer of CLEAR, an identity management company. This conversation was recorded on Dec. 8, 2023.
Companies discussed: YOU, WBD, PARA, KMX, CVNA, AMZN, NFLX, DIS
Claim your dividend report here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Yasser El-Shimy, Sanmeet Deo, Ken Cornick
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Ricky Mulvey
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Apple Watch’s Clock is Ticking
20 december 2023 · 27 min
Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president’s office decides to step in. Lees meer
(00:21) Tim Beyers and Dylan Lewis discuss:
- Why you might not be able to buy the Apple Watch soon in the U.S.
- Comcast’s data breach affecting 30+ million customers.
- Fedex’s latest results and why they might be better than the market thinks.(16:39) Mary Long caught up with Kristy Akullian, Senior Member of the iShares investment strategy team at Blackrock. for a look at her team's 2024 outlook and one country to keep an eye on.
Companies discussed: AAPL, MASI, CMCSA, FDX
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Kristy Akullian
Engineers: Dan Boyd, Rick Engdahl
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100% Stocks for Retirement?
19 december 2023 · 31 min
Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades. Lees meer
(00:21) Ricky Mulvey and Asit Sharma discuss:
- Transitory inflation for the toy business… and beyond!
- The everlasting power of Barbie, Hot Wheels, and Lego.
- Coupang’s acquisition of luxury online retailer, FarFetch.Plus, (15:27) Alison Southwick and Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement.
Got a question for the show? Email us at podcasts@fool.com
Companies discussed: MAT, CPNG, FTCH
Hosts: Ricky Mulvey, Alison Southwick
Guests: Asit Sharma, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
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One Deal Begins As Another Ends
18 december 2023 · 32 min
(00:21) Bill Barker and Deidre Woollard discuss:
- The arc of U.S. Steel over time.
- Why Adobe might be giving up on acquiring Figma
- The changing environment for getting deals done. Lees meer(17:00) Deidre Woollard talks to angel investor and author Bill Raduchel about how tech has changed over the past six decades.
Companies discussed: X, ADBE, CLF, XRX, AAPL, META, GOOG, GOOGL, NVDA
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Host: Deidre Woollard
Guests: Bill Barker, Bill Raduchel
Producers: Ricky Mulvey, Mary Long
Engineers: Kyle Carruthers, Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Marvel Cinematic Universe: Origins and Future
17 december 2023 · 38 min
Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies. Lees meer
Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Marvel Studios to discuss:
- Why making superhero movies wasn’t always an obvious decision.
- The success, and future problems, created by “Iron Man.”
- How the pandemic changed Marvel.Company discussed: DIS
Host: Mary Long
Guest: Dave Gonzales
Producer: Ricky Mulvey
Engineer: Tim Sparks
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Live from Denver: The State of Tech Investing
16 december 2023 · 31 min
The money ain’t flowing like it used to. What’s a tech investor to do? Lees meer
Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss:
Differences between public markets and the venture scene,
How money can ruin companies,
And Tesla’s AI ambitions.
Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA
Host: Mary Long
Guest: Alicia Alfiere, Tim Beyers, Tim White
Engineer: Tim Sparks
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2023 in Review: Nvidia, Interest Rates, Taylor Swift
15 december 2023 · 41 min
We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about! Lees meer
(00:21) Bill Mann and Jason Moser discuss:
- The data points that capture how 2023 has felt for investors, companies, and homeowners.
- Why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General.
- The IPO and product launch that were totally forgotten this year.(19:11) Dave Meyer – the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger Pockets – talks through insights from Bigger Pockets State of Real Estate Investing Report, and some interesting areas to watch in 2024.
You can get Bigger Pockets full State of Real Estate Investing Report here: biggerpockets.com/REALESTATE24
(33:42) Jason and Bill break down two stocks on their radar: Okta and Crispr.
Stocks discussed: NVDA, CCL, RCL, DG, CAVA, META, CRSP, OKTA
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Dave Meyer, Deidre Woollard
Engineers: Dan Boyd
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Survivor Takeover!
13 december 2023 · 15 min
“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.”
Mary Long caught up with Emily to debrief on her time as a castaway in Fiji. They also discuss: Lees meerEmily’s best-case scenario path to the Final Three,
Conversations at camp (plus, whether she now believes that aliens built the pyramids),
And what stocks she’d gift to the remaining castaways.
Companies discussed: DASH, UBER
Host: Mary Long
Guest: Emily Flippen
Engineer: Tim Sparks
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Netflix Has Cash
12 december 2023 · 28 min
If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss:
- Occidental Petroleum’s acquisition of private energy producer, CrownRock.
- Disney licensing shows out of its walled garden.
- Why Netflix is can afford to be a buyer right now.
- Google’s antitrust loss against Epic Games.
Plus, (13:58) Robert Brokamp interviews Mark Kantrowitz the author of “How to Appeal for More College Financial Aid” about the recent changes to the FAFSA.
Stocks discussed: OXY, XOM, NFLX, DIS, WBD, GOOG, GOOGL, AAPL
Hosts: Ricky Mulvey, Robert Brokamp
Guests: Nick Sciple, Mark Kantrowitz
Engineers: Tim Sparks, Dan Boyd, Rick Engdahl
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Would A Macy’s Buyout Be A Miracle On 34th Street?
11 december 2023 · 31 min
Should investors be excited about a big department store potentially going private? Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- The potential for Macy’s going private.
- If department stores are going the way of the dodo.
- What could change the regulatory climate for big deals.(17:06) Ricky Mulvey and Matt Frankel dive into Boston Omaha, a company that could be poised to be the next great conglomerate.
Companies discussed: BOC, M, WMT, AMZN
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Annie Pope
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Checking Out Retail’s Year
10 december 2023 · 23 min
The key word for retail in 2022 was inventory. This year, it’s shrink. Lees meer
Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss:
- How Americans are spending and changing their priorities.
- The tech replacement cycle, and what that means for Best Buy.
- A slowdown for Home Depot and Lowes.
- Retail trends to watch in 2024.Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA
Host: Deidre Woollard
Guest: Asit Sharma, Toby Bordelon
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks
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Oh, Canada!
9 december 2023 · 29 min
Get in, Fools! We’re going to Canada. Lees meer
Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportunities investors can find in a messy housing market. They also discuss:
The deceptive nature of “static” mortgages
6 bank stocks that are long-term, growing winners
And a company that “specializes in the absurd”
Tickers discussed: CM, BNS, TD, RY, BMO, TSX:NA, BB, SHOP, TSX: CSU, TSX: ATD, TSX: SJ
Host: Nick Sciple
Guest: Jim Gillies
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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Alphabet’s Gemini, At Your Service
8 december 2023 · 41 min
Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT? Lees meer
(00:21) Ron Gross and Andy Cross discuss:
- New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update.
- Chewy’s status as the #1 pet pharmacy in the U.S., Lululemon’s business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter.(19:11) Journalist and author Bethany McLean’s talks with Deidre Woollard about her latest book “The Big Fail” and takes a look at the past three years, how we responded to COVID, and the lasting effects on households, businesses, and the economy.
(33:05) Ron and Andy break down two stocks on their radar: Target and MongoDB.
Stocks discussed: GOOG, GOOGL, GME, DOCU, CHWY, LULU, SJM, MDB, TGT
Host: Dylan Lewis
Guests: Andy Cross, Ron Gross, Bethany McLean, Deidre Woollard
Engineer: Dan Boyd
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Pet Parents Keep Spending
7 december 2023 · 38 min
Chewy’s growth depends on how much we love our furry friends. Lees meer
(00:21) Bill Barker and Deidre Woollard discuss:
- The power of Chewy’s auto-ship service.
- If Chewy’s growth is too dependent on macro trends.
- What factors could lead to a Dollar General turnaround.(21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.
Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT
Claim your dividend report here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Kevin Sayer, Mary Long, Bill Barker
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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Burgers Rise, Booze Dips
6 december 2023 · 25 min
The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market. Lees meer
(00:21) Bill Mann and Dylan Lewis discuss:
- McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day.
- The sauce Bill wishes would get more love at McD’s.
- Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo.(12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future.
Companies discussed: TGT, BYND, SHOO
Host: Dylan Lewis
Guests: Bill Mann, Pinky Cole, Deidre Woollard
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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S&P 500 to Uber: Get In!
5 december 2023 · 32 min
Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice. Lees meer
(00:21) Tim Beyers and Dylan Lewis discuss:
- Uber joining the S&P 500 and the company’s focus on profitability and owning its market.
- How Wells Fargo seemed to announce future layoffs in a strange way.
- Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024.(18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024.
Companies discussed: UBER, LYFT, WFC, SPOT
Host: Dylan Lewis
Guests: Tim Beyers, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
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From The Frozen Tundra To The Beach
4 december 2023 · 33 min
A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- The possibility of the Alaska Airlines and Hawaiian Airlines deal going through.
- If airlines lose specialness as they grow.
- The race to bring GLP-1 drugs to market.(18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next.
Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY
Claim your dividend stocks here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Jason Moser, John Merris
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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The War on Cash, Revisited
3 december 2023 · 27 min
Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss:
The state of the “War on Cash”
Embedded finance
And two “toll booths” that aren’t going away anytime soon Lees meerTickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH
Host: Jason Moser, Matt Frankel
Producer: Mary Long
Engineer: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices