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Geek Out!
2 december 2023 · 24 min
The rules of business are changing. And those rules are being written by some … unlikely characters.
Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss: Lees meerThe power of “geekiness”
How Satya Nadella turned Microsoft around
And why Amazon *wants* to see billion-dollar failures.
Tickers discussed: AMZN, MSFT, AAPL, GOOG, META
Host: Mary Long
Guest: Andrew McAfee
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Did the Santa Rally Start Early?
1 december 2023 · 41 min
November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on? Lees meer
(00:21) Jason Moser and Matt Argersinger discuss:
- The market’s incredible November and why we may not be out of the woods yet on rate hikes.
- Why Apple and Goldman Sachs are breaking up their credit card partnership.
- Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase.(19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list.
You can catch Adobe’s holiday shopping tracking here.
(34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.
Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Vivek Pandya
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Sometimes Second Acts Work Out
30 november 2023 · 36 min
When disruption strikes, what a company does next is crucial. Lees meer
(00:21) Bill Barker and Deidre Woollard discuss:
- If we are already in a Santa Claus rally.
- The challenges facing big automakers.
- If cybersecurity’s challenges will fade.(20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today.
Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Host: Deidre Woollard
Guests: Bill Barker, Mary Long, David Meier
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Investing and Life Lessons from Charlie Munger
29 november 2023 · 23 min
We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie. Lees meer
(00:21) David Meier and Dylan Lewis discuss:
- Some of their favorite Mungerisms on investing and life.
- Berkshire’s incredible performance in his time with the company.
- The best thing you can do to celebrate his life today – read a book.Companies discussed: BRK.A, BRK.B, AAPL
Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access)
Host: Dylan Lewis
Guests: David Meier
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Holiday Spirit and Animal Spirits
28 november 2023 · 33 min
With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought. Lees meer
(00:21) Asit Sharma and Dylan Lewis discuss:
- Early Cyber Monday results and why consumer spend isn’t slowing down quite yet.
- News that Chinese fast fashion company Shein will likely be coming public in 2024.
- How Weight Watchers is adjusting its strategy to incorporate weight loss drugs.(15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries.
Companies discussed: WW, NVDA, MSFT, APPL
Host: Dylan Lewis
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
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The Unsinkable Shopper
27 november 2023 · 33 min
Black Friday showed consumers are still ready to buy. Lees meer
(00:21) Jason Moser and Deidre Woollard discuss:
- Black Friday’s strong results.
- The rise of mobile shopping.
- If anyone can challenge Amazon’s reign as the holiday leader.(17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market.
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY
Host: Deidre Woollard
Guests: Jason Moser, Alex Friedman, Ariel Adams
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices -
No Crypto at the Dinner Table!
24 november 2023 · 41 min
It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for. Lees meer
(00:21) Bill Mann and Jason Moser discuss:
- Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving.
- The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe.
- The no-go topics at this year’s dinner table – crypto and weight-loss drugs.(19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.
(32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.
Catch a picture of the new Domino’s delivery oven bike here.
Stocks discussed: CDNS, CRSP, IOT, DPZ
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices -
AI and ai
22 november 2023 · 18 min
Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence.
(00:20) Asit Sharma and Dylan Lewis discuss: Lees meerNvidia’s epic quarter and the market’s ho-hum response.
The OpenAI drama, corporate governance, and
How they’re making their turkeys this Thanksgiving.
Companies discussed: NVDA, MSFT
Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at 703-254-1445.
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Slow Growth Silver Linings
21 november 2023 · 29 min
Zoom’s slow revenue increase may show how the company is changing.
(00:12) Asit Sharma and Deidre Woollard discuss:
- Why Zoom is more than a videoconferencing company.
- What happens when a company’s growth slows.
- How big-ticket item sales are impacting Lowe’s and Best Buy.
(14:52) Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools.
Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY
Claim your dividend report here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Tim Sparks, Rick Engdahl Lees meerLearn more about your ad choices. Visit megaphone.fm/adchoices
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Is This The Beginning Or The End Of OpenAI?
20 november 2023 · 30 min
With the dust still not settled, what could be next for Microsoft and OpenAI?
(00:13) Bill Barker and Deidre Woollard discuss:
- Winners and losers in the OpenAI schism.
- If anything will slow the pace of AI.
- What former Cruise CEO Kyle Vogt might do next.
(17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate.
Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Host: Deidre Woollard
Guests: Bill Barker, Ryan Severino
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks, Austin Morgan
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The Einsteins of Our Time
19 november 2023 · 25 min
Did Elon Musk break Twitter? Or did Twitter break Elon Musk?
Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss: Lees meerTwitter’s impact on Musk’s legacy,
The philosophies that drive Einstein-esque founders,
And the startup working to “de-extinct” the Woolly Mammoth.
Tickers discussed: TSLA, META, GME, AMC
Host: Ricky Mulvey
Guest: Ben Mezrich
Producer: Mary Long
Engineer: Annie Pope, Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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You Want Chips with That?
18 november 2023 · 24 min
Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence? Lees meer
Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss:
The semiconductor supply chain
Intel’s turnaround and new focus on foundries
How TSMC balances secrecy, transparency, and trust when it comes to intellectual property
Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML
Host: Ricky Mulvey
Guest: Chris Miller
Producer: Mary Long
Engineers: Dan Boyd, Tim SparksLearn more about your ad choices. Visit megaphone.fm/adchoices
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“Are We There Yet?”
17 november 2023 · 40 min
After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes. Lees meer
(00:21) Jason Moser and Matt Argersinger discuss:
- Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates.
- Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer.
- Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently.(19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring.
Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here.
(33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts.
Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey
Engineers: Dan Boyd, Annie Pope
Learn more about your ad choices. Visit megaphone.fm/adchoices -
About That Guidance
16 november 2023 · 31 min
For both Walmart and Cisco, expectations for the future don’t tell the whole story. Lees meer
(00:21) Tim Beyers and Deidre Woollard discuss:
- Cisco’s move into the software space.
- If AI can improve the meeting experience.
- Walmart’s strengths as a global player.(21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars.
Claim your five free dividend stock ideas here: www.fool.com/dividends
Companies discussed: WMT, AMZN, COST, CSCO,ACVA
Host: Deidre Woollard
Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta
Producers: Ricky Mulvey, Mary Long
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices -
A Burger Turnaround?
15 november 2023 · 30 min
Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up. Lees meer
(00:21) Tim Beyers and Dylan Lewis discuss:
- The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement.
- Target’s efficient quarter and product mix decisions for the holiday quarter.
- Airbnb’s $200M acquisition ot AI company GamePlanner.AI(16:28) Ricky Mulvey talks with Red Robin CEO GJ Hart about how he’s trying to turn the 54-year-old burger chain into a premier fast casual dining destination.
Companies discussed: GOOG, GOOGL, AAPL, TGT, ABNB, RRGB
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, GJ Hart
Engineers: Dan BoydLearn more about your ad choices. Visit megaphone.fm/adchoices
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Inflation Cools Down, Stocks Heat Up
14 november 2023 · 26 min
Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly. Lees meer
(00:21): Ricky Mulvey and Asit Sharma discuss:
- What lower inflation means for stock investors.
- Sticky housing prices.
- Home Depot’s quarter and sales decline.
- What softer spend on big-ticket purchases means for Trex.Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing.
Companies discussed: HD, TREX, AAPL, COST
Stock Advisor discount: www.fool.com/mfmdiscount
Hosts: Ricky Mulvey, Alison Southwick
Guests: Asit Sharma, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices -
A Happy Monday
13 november 2023 · 29 min
Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses. Lees meer
(00:21) David Meier aand Deidre Woollard discuss:
- The evolving climate for business-to-business platforms.
- What tech companies need to consider as they hit profitability.
- If Monday.com will be the acquirer or the acquired.(19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season.
Claim your free five stock recommendations here: www.fool.com/dividends
Companies discussed: MDNY, CRM, HUBS, SIG
Host: Deidre Woollard
Guests: Rob Bates, David Meier
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Chace Przylepa
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Amazon’s Mistake in Voice Technology
12 november 2023 · 28 min
You may be asking the wrong question about the future – it’s not what it looks like, but what it sounds like.
Tobias Dengel is the President of WillowTree, a TELUS International Company, that specializes in digital product design and development. He’s also the author of “The Sound of the Future: The Coming Age of Voice Technology.” Ricky Mulvey caught up with Dengel to discuss: Lees meerWhat Alexa and Siri get wrong about voice interaction,
Secret leaders in voice technology,
And the next battle in the cybersecurity arms race.
Tickers discussed: MCD, SG, AMZN, APPL, GOOG, MSFT, META, NVDA, TU
Host: Ricky Mulvey
Guest: Tobias Dengel
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Fool School: Can You Beat the Big Guys?
11 november 2023 · 33 min
Here at the Motley Fool, we like our individual stocks. But – what if we’re wrong?
Jonathan Berk is a professor of finance at the Stanford Graduate School of Business and co-host of the podcast “All Else Equal: Making Better Decisions.” Ricky Mulvey caught up with Berk to discuss – and debate – the merits of individual stock investing. They also talk about: Lees meerThe ripple effects of decision-making,
Whether short-term investing deserves its bad reputation,
And the time horizon needed to differentiate between luck and skill.
Tickers discussed: CMG, NFLX, NVDA, MCD
Host: Ricky Mulvey
Guest: Jonathan Berk
Producer: Mary Long
Engineer: Rick EngdahlLearn more about your ad choices. Visit megaphone.fm/adchoices
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Show Business is Back in Business!
10 november 2023 · 40 min
Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?.
(00:11) Emily Flippen and Andy Cross discuss: Lees meerSAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.”
The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend.
How Adyen is learning how to better play the expectations game.
(19:02) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars.
(31:14) Emily and Andy break down two stocks on their radar: Axon and Gartner.Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON
Host: Dylan Lewis
Guests: Emily Flippen, Andy Cross, Lou Whiteman,
Engineers: Rick Engdahl, Annie PopeLearn more about your ad choices. Visit megaphone.fm/adchoices
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Burn Through Your Queue
9 november 2023 · 34 min
Actors are headed back to work as streamers seek to monetize viewers.
(00:20) Bill Barker and Deidre Woollard discuss:
- The long-term impact of Hollywood’s strikes.
- Linear television’s fading ad value.
- The value of sports entertainment.
(17:09) : Tim White and Tim Beyers sit down with Iinformatica Chief Product Officer, Jitesh Ghai to discuss the future of data management.Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Companies discussed: DIS, WBD, NYT, NFLX, SNAP, PINS, INFAHost: Deidre Woollard
Guests: Jitesh Ghai, Tim White, Tim Beyers, Bill Barker
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices Lees meer -
South Korea vs. Naked Short Sellers
8 november 2023 · 25 min
To stop some bad behavior, sometimes you have to stop letting people do other stuff too.
(00:14) Bill Mann and Dylan Lewis discuss: Lees meerSouth Korea banning borrowing shares to address issues with illegal naked short selling.
Robinhood “normalizing” and becoming a little Buffett-like with its interest income.
The big reaction to restaurant tech company Toast’s slight guidance adjustment, and what it bodes for growth stocks.
(16:26) Mary Long caught up with Adecco Staffing's Senior Vice President Amy Glaser for a look at holiday hiring trends and rising part-time work.
Check out our Stock Advisor Dividend Report at: www.fool.com/dividends
Companies discussed: HOOD, TOST
Host: Dylan Lewis
Guests: Bill Mann, Mary Long, Amy Glaser
Engineers: Rick Engdahl, Dan Boyd
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WeWork Goes Bankrupt
7 november 2023 · 27 min
The fond expectancy of venture capital has turned into the hard facts of private equity.
(00:21) Ricky Mulvey and Bill Mann discuss: -Uber's focus on adjusted earnings. -WeWork filing Chapter 11 bankruptcy, and the knock on effects. -Economic takeaways from Bill's trip to Africa.
Plus, (13:51) Robert Brokamp and Alison Southwick check in on how Americans are saving.
Companies discussed: UBER, WE
Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Mann, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl
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What Will Make Buffett Spend?
6 november 2023 · 37 min
With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market?
(00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile of cash. - If the NAR lawsuit damages Berkshire’s real estate prospects. - Why it has been a good year for insurance.
(21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks.
Claim your dividend report here: www.fool.com/dividends
Companies discussed: BAM, BRK.A, BRK.B, PANW, Z, ZG, RDFN
Host: Deidre Woollard Guests: Matt Frankel, Mary Long, David Meier Producer: Ricky Mulvey Engineer: Dan Boyd
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Morgan Housel and History’s Unending Loop
5 november 2023 · 38 min
What does it mean if history is just the same movie, playing over and over?
Morgan Housel is a longtime Fool contributor and the bestselling author of The Psychology of Money. Dylan Lewis caught up with Morgan to talk about his latest book, Same as Ever: A Guide to What Never Changes. They discuss: Lees meerThe not-so-helpful side effect of having fewer economic downturns
Why true optimists believe that the future is messy
Cautionary tales from companies that “got too wide”
And what Warren Buffett understands about storytelling.
Tickers discussed: MSFT, GM, APPL, SSU, BRK.A, BRK.B
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Premium Motley Fool US members can check out the latest “Mindset with Morgan Housel” episode here.
Host: Dylan Lewis Guest: Morgan Housel Producer: Mary Long Engineer: Rick Engdahl
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Fool School: Finding Value Drivers
4 november 2023 · 35 min
Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value?
Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caught up with Badolato for an “investing classroom” session. They discuss: Different drivers of business value What growth rates ignore And the thing that Sweetgreen misses about automation
Tickers discussed: PTON, TGT, DXCM, HSY, NVDA, CHGG, COST, SG, RENT
Link to Fool Message Boards + Classroom Podcast Discussions
Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineers: Dan Boyd, Annie Pope
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Firing on All Cylinders Indeed
3 november 2023 · 40 min
We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing.
(00:19) Ron Gross and Matt Argersinger discuss: Lees meerWhy interest rate and unemployment news helped stocksthis week.
Starbucks’ triple-shot growth plan, Apple’s flat growth, and why Shopify is firing on all cylinders.
Huge earnings reactions from DoorDash and Roku, and Match’s struggle to hold onto singles.
(18:50) Marc Robinson breaks down the negotiations between the United Auto Workers and automakers Ford, Stellantis, and General Motors.
(34:16) Ron and Matt break down two stocks on their radar: WK Kellogg and Quest Diagnostics.
Stocks discussed: SBUX, AAPL, SHOP, MTCH, DASH, ROKU, KLG, DGX
Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Marc Robinson Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Is Toast toast?
2 november 2023 · 26 min
PayPal’s new CEO debuted with some heat.
(00:21) Ricky Mulvey and Jason Moser discuss: - Alex Chriss’s first earnings call as CEO of PayPal. - Renewed focus for the payments company. - Airbnb’s quarter and questions for its international growth. - Investors going through an “airline stocks phase.”
Plus, (14:10) Mary Long and Tim Beyers take a look at restaurant tech company, Toast.
Stock Advisor discount link: www.fool.com/mfmdiscount
Companies discussed: PYPL, ABNB, TOST, ORCL
Hosts: Ricky Mulvey, Mary Long Guests: Jason Moser, Tim Beyers Engineers: Dan Boyd, Rick Engdahl
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WeWork and Reworking Real Estate
1 november 2023 · 31 min
Housing is expensive, rates are high, but the cut going to agents might be going down.
(00:21) Asit Sharma and Dylan Lewis discuss:
- The $1.8B decision hitting The National Association of Realtors and real estate brokerages. - Why real estate might be an industry at a crossroads, and whether it means opportunity or challenges for companies like Redfin. - Three lessons from WeWork’s bankruptcy.
(16:13) Motley Fool Money’s Deidre Woollard caught up with Jean-Manuel Izaret to talk about his book "Game Changer” and the strategies companies use when they set prices.
Companies discussed: RDFN, UBER, AAPL, SBUX
Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Jean-Manuel Izaret Engineers: Dan Boyd, RIck Engdahl
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We Like Cannibals*
31 oktober 2023 · 31 min
*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism.
(0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share buybacks gone wrong. - An airplane leasing company that may be taking itself private.
Plus, (17:30) Alison Southwick and Robert Brokamp celebrate Halloween and discuss some financial horror stories.
Companies discussed: AAPL, EBAY, SNBR, AER
Link to “Financial Horror Stories Vol. 2, Scary Scams”: https://www.fool.com/podcasts/rule-breaker-investing/2023-10-18-financial-horror-stories-vol-2/
Link to Motley Fool message boards: https://community.fool.com/
Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl
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Wanting Fries With That May Cost You
30 oktober 2023 · 40 min
Labor costs are just one concern facing restaurants.
(00:21) Jason Moser and Deidre Woollard discuss: - Restaurant trends and consumer behavior. - The impact of rising labor costs on restaurants. - How delivery has changed the fast food landscape.
(21:14) Asit Sharma joins Ricky Mulvey to look at a couple of Halloween stocks... one tasty and one a little bloody.
Claim your five dividend stock recommendations: www.fool.com/dividends
Companies discussed: MCD, CMG, DASH, UBER, DPZ, HSY, TMDX
Host: Deidre Woollard Guests: Asit Sharma, Jason Moser, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd
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Hungry for Experience
29 oktober 2023 · 26 min
How do you build a restaurant chain with lines out the door?
Dylan Lewis caught up with Ron Shaich, the former CEO of Panera and Au Bon Pain, the current Chairman of Cava, and author of the upcoming book Know What Matters: Lessons from a Lifetime of Transformation. At a live Motley Fool member event in New York, they discuss: Lees meerPast, present, and future cravings of the American eater
Fighting against the “pervasive short-termism in our capital markets.
And the future of automation in food
Ticker discussed: CAVA
Host: Dylan Lewis Guest: Ron Shaich
Producer: Mac Greer, Mary Long Engineer: Tim Sparks
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Michael Lewis Interviewed by Tom Gardner
28 oktober 2023 · 30 min
Michael Lewis knows how to tell a story. He’s given color to the characters behind baseball and the finance industry. Now, he paints a portrait of Sam-Bankman Fried, the infamous face of crypto who went from billionaire to bankrupt overnight.
Motley Fool CEO and co-founder, Tom Gardner, caught up with Lewis at a Motley Fool member event in New York. They discuss: Lees meerThe downfall of crypto exchange FTX and potential outcomes for Bankman-Fried’s ongoing criminal trial
The hold that FOMO has over Silicon Valley
Why organizations can’t thrive without “keen emotional intelligence”
Host: Tom Gardner Guest: Michael Lewis Producers: Mac Greer, Mary Long Engineers: Tim Sparks, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Softness Ahead for Ads and Consumer Spend?
27 oktober 2023 · 41 min
Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why.
(00:21) Emily Flippen and Jason Moser discuss: - Big tech earnings – trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta. - Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4. - Spotify’s fantastic past twelve months and what investors should think now.
(19:11) Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at ONE: NYC about FTX, SBF, and the investing dynamics of Silicon Valley.
(30:37) Jason and Emily break down two stocks on their radar: Masimo and Okta.
Stocks discussed: AMZN, META, GOOG, GOOGL, MSFT, V, MA, SPOT, OKTA, MASI
Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Tom Gardner, Michael Lewis Engineers: Tim Sparks, Dan Boyd
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Put The Glasses On!
26 oktober 2023 · 39 min
(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta will triumph in the great headset race.
(21:40) Tim Beyers talks with author and New York University professor Melissa Schilling about traits shared by the world’s greatest innovators.
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Companies discussed: META, AAPL, NVDA, SNOW, TSLA, AMZN
Host: Deidre Woollard Guests: Asit Sharma, Melissa Schilling, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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One of these Clouds Is Not Like the Other
25 oktober 2023 · 29 min
Alphabet shed $100 billion in market value as it ceded some ground in the cloud competition.
(00:21) Ricky Mulvey and Nick Sciple discuss: - Microsoft’s quarter and focus on Copilot. - If Bing can become more of a competitor to Google search. - Alphabet’s investments in self-driving technology. - The anti-trust suit hanging over Alphabet.
Plus, (14:58) Deidre Woollard interviews Vincent Stanley, Patagonia’s Director of Philosophy, about companies that are doing work to help the planet.
Companies discussed: MSFT, GOOG, GOOGL, WMT, UL, DANOY, SSU
Hosts: Ricky Mulvey, Deidre Woollard Guests: Nick Sciple, Vincent Stanley Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl
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Weight-Loss Drugs and Coca-Cola
24 oktober 2023 · 29 min
Being a CEO is probably a pretty sweet gig. So why are so many leaving their posts?
(00:21) Ricky Mulvey and Bill Barker discuss: - General Motors quarter and the latest in its dispute with United Auto Workers. - A slowdown in electric vehicle production. - Coca Cola’s business and stock performance. - Why a record number of CEOs have left their seats this year.
Plus, (13:53) Robert Brokamp and Alison Southwick discuss the pillars of retirement planning.
Companies discussed: GM, TSLA, KO
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Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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Live from ONE: NYC!
23 oktober 2023 · 35 min
We took Motley Fool Money on the road to our ONE member event in NYC, and we’ve got a special episode of analyst insights and listener questions.
(00:21) Asit Sharma and Andy Cross discuss:
- The Nasdaq building in NYC, and how the company and exchange have fared in 2023. - Some sneak peeks at the sessions for our member event - One Fool stock that isn’t getting enough attention, and another that has surprised the investing team.
(14:08) We take questions from our ONE members in NYC – Andy and Asit weigh in on PayPal, how high rates impact investing decisions, and some companies that have done succession well recently.
Companies discussed: NDAQ, ASML, META, PYPL, COST
Host: Dylan Lewis Guests: Asit Sharma, Andy Cross Engineers: Rick Engdahl, Dan Boyd
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Buffett's Advantage
22 oktober 2023 · 23 min
When you have about $150 billion in cash on hand, you’re never out of position for making a decision. Shane Parrish is the founder of Farnam Street, the host of “The Knowledge Project” podcast, and the author of “Clear Thinking: Turning Ordinary Moments Into Extraordinary Results.” Mary Long caught up with Parrish to discuss: - Decision making lessons from Warren Buffett, Charlie Munger, and Daniel Kahneman. - How to create rules to become a more disciplined investor. - Tips for writing an investment thesis. Tickers discussed: BRK.A, BRK.B Host: Mary Long
Guest: Shane Parrish
Producer: Ricky Mulvey Engineer: Tim Sparks
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Tom Tackles the Member Mailbag
21 oktober 2023 · 28 min
Motley Fool CEO and co-founder Tom Gardner answers member questions in an excerpt from Stock Advisor Roundtable, our premium podcast offering. Tom talks about: Lees meer
His top starter stock picks and how Fool recommendations are made
5 CEO’s he’d trust to run The Motley Fool
And what he’s learned from past investing wins (and misses)
Stock Advisor members can listen to the full conversation here.
Tickers discussed: AXON, SPY, ABNB, TTD, TSLA, AMZN, DFH, TMDX, LUV, TREX, SHOP, ANET, CRM
Host: Brian Stoffel Guest: Tom Gardner Producer: Mac Greer, Mary Long Engineer: Rick Engdahl
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Price Hikes or Push to Ad-Tier?
20 oktober 2023 · 41 min
Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier?
(00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right.
(19:04) Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers.
(32:11) Jason and Matt break down two stocks on their radar: Chipotle and Home Depot.
To get our special Stock Advisor offer for podcast listeners, head to: fool.com/mfmdiscount
Stocks discussed: NFLX, TSLA, COST, PLD, BX, TSM, HGTY, CMG, HD
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, McKeel Hagerty, Deidre Woollard Engineers: Rick Engdahl, Chace Przylepa
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A Tesla For Everyone
19 oktober 2023 · 32 min
Can Elon Musk build a $30,000 EV that everyone wants to drive?
(00:15) Tim Beyers and Deidre Woollard discuss: - Tesla’s compressing margins. - Robots with brains and Tesla’s take on the AI universe. - How Netflix is becoming a global television network.
(22:28) Deidre Woollard interviews real estate industry insider Greg Robertson on the impact of lawsuits against the National Association of Realtors.
Claim your Stock Advisor discount: www.fool.com/mfmdiscount
Companies discussed: TSLA, NFLX, RDFN, RMAX, HOUS
Host: Deidre Woollard Guests: Tim Beyers, Greg Robertson Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks
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The IRS Enters the Tax Game
18 oktober 2023 · 29 min
The IRS has good news for taxpayers and bad news for Intuit’s TurboTax. Lees meer
(00:16) Jason Moser and Dylan Lewis discuss:
- The IRS’ Direct File pilot program coming to 13 states, and what it means for Intuit’s TurboTax.
- Why activist investor Engaged Capital is interested in VF Corp – the owner of Vans, The North Face, and Supreme.
- How Roblox’s return to office plans are a sign of the times for the pandemic darling.(14:04) Ricky Mulvey caught up with Nick Sciple to check in on Next Era Energy and the rocky ride for utility stocks so far this year.
Companies discussed: INTU, VFC, RBLX, NEE, NEP, BWXT, CNQ, CEG
Host: Dylan Lewis
Guests: Jason Moser, Ricky Mulvey, Nick Sciple
Engineers: Tim SparksLearn more about your ad choices. Visit megaphone.fm/adchoices
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Microsoft Closes Activision Deal
17 oktober 2023 · 32 min
Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history.
(00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line for its acquisition of Activision Blizzard. - An unexpected winner in the deal. - The latest memo from Howard Marks, “Further Thoughts on Sea Change.” - The case for credit investing, and a bond fund yielding 9%. Plus, (15:04) Robert Brokamp and Alison Southwick answer listener questions about money market funds, 401(k) rollovers, and automated investing. Companies/Funds mentioned: MSFT, LULU, USHY Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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Bank On This?
16 oktober 2023 · 30 min
Citigroup’s Jane Fraser is looking to reinvent one of the Big Four banks. Can she do it?
(00:21)Matt Frankel and Deidre Woollard discuss: - The challenges facing Citgroup. - Why big banks have to get serious about high-yield accounts. - Charles Schwab’s opportunity to build an integrated platform.
(19:49) Mark Dixon, CEO of IWG, talks to Deidre Woollard about the changing role of the office in business life.
Get your Stock Advisor discount here: www.fool.com/mfmdiscount
Companies discussed: C, IWG, SOFI, WFC, BAC, JPM, ALLY
Host: Deidre Woollard Guests: Matt Frankel, Mark Dixon Producer: Ricky Mulvey Engineers: Annie Pope, Dan Boyd
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The Great Lag
15 oktober 2023 · 26 min
The Federal Reserve may act on a forward looking basis, but the bank isn’t always quick in action.
Ben Miller is the co-founder and CEO of Fundrise, a real estate investment platform. Deidre Woollard caught up with Miller to discuss:
- How slow reaction times from the Fed impact the economy. - The home equity buffer. - Opportunities in innovative investing. - The AI boom in private markets and start-ups.
Company discussed: NVDA
Host: Deidre Woollard Guest: Ben Miller Producer: Ricky Mulvey Engineer: Rick Engdahl
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Bill Mann “On The Market”
14 oktober 2023 · 34 min
The Motley Fool’s Bill Mann recently appeared on the BiggerPockets podcast “On The Market”. Today’s episode is a feed drop of that show. Host Dave Meyer caught up with Bill to chat about what’s going on around the world. They discuss:
- Why the US dollar is a “bit of a wrecking ball.” - Semiconductor supply chains. - Apple’s political risks. - China’s real estate market.
Companies discussed: AAPL, TSM, ASML, FANUY
BiggerPockets credits:
Host: Dave Meyer Producers: Kailyn Bennett, Hager Eldaas Engineer: Exodus Media
Motley Fool credits:
Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd
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Big Banks and Big Rates
13 oktober 2023 · 41 min
The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer.
(00:21) Emily Flippen and Jason Moser discuss: - What big interest rates mean for big banks and the latest insights from Jamie Dimon. - Pepsi’s earnings showing signs that growth might be propped up by price hikes. - Atlassian’s $1B acquisition of Loom, the market reaction to the Birkenstock IPO, and Spotify’s latest audio push.
(19:11) Bloomberg’s Zeke Faux talks about the trial of FTX’s Sam Bankman Fried with Motley Fool Money’s Deidre Woollard.
(32:57) Jason and Emily break down two stocks on their radar: Outset Medical and Twilio.
Stocks discussed: JPM, WFC, PEP, TEAM, BIRK, SPOT, OM, TWLO
Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Deidre Woollard, Zeke Faux Engineers: Dan Boyd
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Emergency Pizza, Stat!
12 oktober 2023 · 31 min
It’s hard to bet against the enduring appeal of everyone’s favorite dinner.
(00:21) Bill Barker and Deidre Woollard discuss: - How Domino’s continues to compete for its share of stomach. - The importance of loyalty programs and the worry of loyalty fatigue. - If Walgreens’s new CEO will keep steering the company toward healthcare.
(17:21) Deidre Woollard interviews Professor Michael Robbins on his new book Quantitative Asset Management and the future of AI in investing.
Claim your five dividend recommendations here: www.fool.com/dividends.
Companies discussed: DPZ, WBA, WMT, AMZN, UBER
Host: Deidre Woollard Guests: Bill Barker, Michael Robbins Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope
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Google, DOJ, and Default Inertia
11 oktober 2023 · 29 min
The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great.
(00:21) Tim Beyers and Dylan Lewis discuss:
- How the DOJ is charging Google cemented itself as the search leader with exclusive deals with Apple. - Just how lucrative those deals were for Apple. - The similarities with this case and the government’s anti-trust case against Microsoft in the 1990s.
(14:46) Mary Long caught up with Motley Fool analyst Sanmeet Deo for a chat about airport security stock Clear and the race to the front of the line.
Companies discussed: AAPL, GOOG, GOOGL, YOU
Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Sanmeet Deo Engineers: Dan Boyd
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