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Stocks to Stay Cool
19 augustus 2023 · 25 min
Air conditioners have had a busy summer. This July was the hottest recorded month since the year 1880.
Deidre Woollard and Motley Fool Senior Analyst Sanmeet Deo dive into the business of staying cool. They discuss:
- The major players and macro landscape for HVAC companies. - Carrier’s transformation. - Growth expectations for heating and cooling companies. - One industry that is incredibly difficult to disrupt.
Companies discussed: CARR, WSO, TT, LLI, FERG
Host: Ricky Mulvey Guests: Deidre Woolard, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl
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Inside China’s Economic Woes
18 augustus 2023 · 40 min
A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items.
(00:21) Ron Gross and Emily Flippen discuss: - Why the consumer focus on groceries and lower cost items are helping Walmart and hurting Target. - The story behind Adyen’s 40% post-earnings drop. - The latest results from JD.com and Tencent, and how to look at some of the scary headlines coming out of China.
(19:11) VICI CEO Ed Pitoniak speaks with Motley Fool Money’s Deidre Woollard to talk about what to expect next on the Las Vegas strip, why wellness is an increasingly interesting category for experience spending, and what good real estate deals look like in this environment.
(33:24) Ron and Emily break down two stocks on their radar: Astec and NICE.
Stocks discussed: WMT, TGT, ADYEY, JD, TCEHY, ASTE, NICE
Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Deidre Woollard, Ed Pitoniak Engineers: Dan Boyd, Annie Pope
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Grab Your Groceries
17 augustus 2023 · 20 min
More of us are going to Walmart, but Aldi just made a big move that has put it on the radar of Big Grocery.
Bill Barker and Deidre Woollard discuss: - Whether Walmart is learning from grocers or grocers are learning from Walmart. - If an Aldi acquisition spells the end of the beloved Winn-Dixie brand. - Why Amazon has struggled with getting grocery right.
Companies discussed: WMT, TGT, KR, ACI, AMZN
Host: Deidre Woollard Guest: Bill Barker Producer: Ricky Mulvey Engineer: Dan Boyd
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Two Sides of Retail
16 augustus 2023 · 18 min
Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends.
(00:21) Jason Moser and Dylan Lewis discuss:
- Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward. - How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential items. - Why TJX is happy to see inventory issues in retail and how the company continues to thrive in a tough environment.
Companies discussed: TGT, TJX, CAVA, WMT
Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd
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2 Short 2 Furious
15 augustus 2023 · 20 min
Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? (00:13) Ricky Mulvey and Asit Sharma discuss:
A sales slowdown The Home Depot.
Why the home retailer has “an incredibly high” return on invested capital.
Credit downgrades for regional banks.
Michael Burry’s bearish option bet against the S&P 500 and NASDAQ, worth $1.6 billion in notional value.
Companies discussed: HD, MTB Host: Ricky Mulvey
Guest: Asit Sharma Engineer: Tim Sparks
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PayPal Finally Finds Its New Chief
14 augustus 2023 · 25 min
PayPal finds its new leader over at Intuit; can he make this fintech shine again?
Jason Moser and Deidre Woollard discuss: - Dan Schulman’s report card as a CEO. - What Alex Chriss might, or might not, bring to the party. - If a potential deal for U.S. Steel could be a winner for U.S. infrastructure.
Companies discussed: PYPL, X, CLF, INTU, META, TSLA
Host: Deidre Woollard Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl
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Revisiting Crypto and Meme Stocks
13 augustus 2023 · 27 min
Bitcoin was supposed to be unrelated to the stock market, act as a hedge against inflation, and serve as a currency for private transactions. Maybe, it’s just a volatile store of value. Is that so bad? James Surowiecki is an editor at The Yale Review, a regular contributor to The Atlantic, and author of “The Wisdom of Crowds”. Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Surowiecki on his podcast, Rule Breaker Investing. This show is a cut of their conversation. They discuss: - Lessons from Bitcoin’s past boom, and its place as cryptocurrency’s “top dog” - The correlation between crypto and tech stocks - One company that’s tied its fate to the success of Bitcoin - Meme stocks from the lens of cash flow investing Tickers mentioned: BTC, ETH, MSTR, GME This episode is just part of an interview aired on the Rule Breaker Investing podcast. You can listen to the entire conversation here. Host: Mary Long Guests: David Gardner, James Surowiecki Engineer: Rick Engdahl Producer: Ricky Mulvey
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Mailbag: Commercial Real Estate, Personal Finance, and International Investing
12 augustus 2023 · 32 min
Answering some of the questions you’ve emailed us at podcasts@fool.com. We’ve also got a listener hotline! Leave us a voicemail with your question at 703-254-1445. - (1:04) Will there be a commercial real estate collapse? - (5:22) What happens when a company you own goes bankrupt? - (10:41) Are there companies suited for the growing trend of hearing loss? - (15:03) How should investors think about Tesla’s charging network?- (16:14) Stocks are more expensive. Should I keep buying? - (18:35) Are there cash-like ETFs? - (21:20) Should I buy Universal Life Insurance?- (23:38) Are there investing opportunities in India? - (25:41) How do foreign exchange rates affect an investing strategy? Companies/Tickers mentioned: TSLA, SOON, DEMANT, GN, KN, APPH, SGOV, SMIN, AMZN Host: Mary Long Guests: Deidre Woollard, Jason Moser, Asit Sharma, Brian Orelli, Robert Brokamp, Bill Mann, Scott Phillips Producer: Ricky Mulvey Engineer: Rick Engdahl
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$1 Trillion in Credit Card Debt
11 augustus 2023 · 40 min
The margin of safety for household spending keeps shrinking.
(00:21) Jason Moser and Matt Argersinger discuss: - What the producer price index is saying about the cost of goods and services. - Americans hitting $1 trillion in credit card debt and what it means for the health of the consumer. - Earnings updates from Disney, UPS, and Axon.
(19:11) Motley Fool Money’s Deidre Woollard talks with Tom Larsen, a senior director at Corelogic, about extreme weather’s impact on homeowners and insurers.
(28:48) Jason and Matt break down two stocks on their radar: Sky Harbor and Home Depot
Stocks discussed: DIS, AXON, UPS, WE, TLRY, HD, SKYH
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Tom Larsen Engineer: Dan Boyd
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All About the Ads
10 augustus 2023 · 34 min
Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.
Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens.
Companies discussed: TTD, DIS, NFLX, PENN
Host: Deidre Woollard Guests: Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd
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Follow the Cash: Celsius, Chegg, Nelnet
9 augustus 2023 · 24 min
Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand.
(00:21) Jim Gillies and Dylan Lewis discuss:
- Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable. - Whether Chegg can harness AI for its education offerings. - Why Nelnet’s slow and steady Berkshire approach continues to pay off.
Companies discussed: CHGG, NNI, CELH
Host: Dylan Lewis Guests: Jim Gillies Engineers: Dan Boyd
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Eli Lilly's Optimism
8 augustus 2023 · 21 min
By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp)
Ricky Mulvey and Bill Barker discuss: - Tesla’s CFO departure. - Eli Lilly hitting an all-time high, and the drugmaker’s optimistic results. - How Burger King is driving sales growth with limited time offers. - Zoom calling its employees back to the office.
Companies discussed: TSLA, LLA, NVO, QSR, ZM
Host: Ricky Mulvey Guest: Bill Barker Engineer: Rick Engdahl
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Berkshire Is Back
7 augustus 2023 · 18 min
Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action.
Jason Moser and Deidre Woollard discuss: - The value of solid insurance underwriting. - Why Berkshire sees a future in catering to truck drivers. - Finding the secret sauce in consumer businesses.
Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL
Host: Deidre Woollard Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl Lees meerLearn more about your ad choices. Visit megaphone.fm/adchoices
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Fast Food Innovation
6 augustus 2023 · 21 min
Cola-flavored ketchup, Taco Bell’s musical for Mexican Pizza, and McDonald’s Grimace Shake are just some of the ways that food companies are fighting for your attention. But does social media buzz translate to long-term sales? Mary Long caught up with David Henkes, Senior Principal at Technomic and an expert on the food and beverage industry. They discuss: - What it takes to bring a new fast food product to market - How social media changed the restaurant industry - The challenge of automating a kitchen Companies discussed: YUM, MCD, PEP, WEN, CMG, SG Host: Mary Long Guest: David Henkes Producer: Ricky Mulvey Engineer: Rick Engdahl
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How to Beat the Market
5 augustus 2023 · 26 min
Everybody wants to beat the market. But how does one actually … beat the market? Lees meer
Ricky Mulvey and Anand Chokkavelu got together to explore different camps within the world of investing – from short-term traders to buy-and-hold-for-lifers, value hunters to growth gurus. They discuss:
Distinguishing between luck and skill when evaluating high-profile investorsThe power of being a smart contrarian
And which traits make for a truly successful market-beating strategy
Host: Ricky Mulvey Guest: Anand Chokkavelu Producer: Mary Long Engineer: Tim Sparks
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U.S. Hits AA+ and the iPhone Slumps
4 augustus 2023 · 39 min
Apple’s having the bad kind of “iPhone moment” and one restaurant chain is showing great growth without raising prices.
(00:35) Jason Moser and Bill Mann discuss: - Fitch downgrading U.S. credit and why it shouldn’t worry investors. - How slowing iPhone sales are weighing on Apple, and how AWS keeps cruising for Amazon. - Surprise profits from Uber, impressive traffic from Wingstop, E.l.f’s epic quarter, and how PayPal might not go anywhere until they announce a new CEO.
(19:05) Motley Fool analyst Rick Munarriz weighs in on the state of Disney’s Marvel and whether they can re-capture the box office magic any time soon..
(32:00) Jason and Bill break down two stocks on their radar: Calloway TopGolf and Outset Medical.
Stocks discussed: AMZN, AAPL, UBER, ELF, PYPL, WING, MODG, OM
Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Rick Munarriz Engineers: Rick Engdahl
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An E-Commerce Trifecta
3 augustus 2023 · 36 min
Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle.
(00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The imbalance in Etsy’s platform. - How MercadoLibre’s services are taking over Latin America.
(22:06) Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night.
Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP
Host: Deidre Woollard Guests: Tim Beyers, Matt Frankel, Jason Moser Producer: Mary Long Engineer: Dan Boyd
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Starbucks Targets 12 Cups of Coffee
2 augustus 2023 · 30 min
China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth?
(00:21) Asit Sharma and Dylan Lewis discuss:
- Starbucks’ slowing growth in the U.S. and torrid growth in China. - Why investors need to be patient with Pinterest. - How AI and lagging PC sales trends are affecting AMD.
(15:14) Deidre Woollard caught up with Yasser El-Shimy for a look at Saab – a company that you think does one thing, but really should be on your radar for something else..
Companies discussed: SBUX, PINS, AMD, SAABY
Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yasser El-Shimy Engineers: Dan Boyd
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Uber Makes a Profit
1 augustus 2023 · 27 min
For the first time ever, Uber reported an operating profit. Staying in the green is a different story.
(00:21) Ricky Mulvey and Bill Mann discuss: - Uber’s long-term vision. - If the ride hailing app deserves a victory lap. - A mortgage REIT paying investors a 14% dividend. - Overstock’s “brilliant” rebrand to Bed, Bath, and Beyond.
Plus, (15:15) Robert Brokamp and Megan Brinsfield discuss common tax myths for digital nomads.
Stocks discussed: UBER, LYFT, ARI, OSTK
Click here for the latest Stock Advisor Roundtable episode! Lees meerHost: Ricky Mulvey Guests: Bill Mann, Robert Brokamp, Megan Brinsfield Engineers: Dan Boyd, Rick Engdahl, Tim Sparks
Disclosure: Motley Fool Wealth Management (“MFWM”) is an SEC registered investment adviser. MFWM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed as investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is not guarantee of any outcome. Past performance does not guarantee future results. MFWM encourages you to seek personalized advice from qualified professionals, including (without limitation) tax professionals, regarding all personal finance issues. While we can counsel on tax efficiency and general tax considerations, MFWM does not (and is not permitted to) provide tax or legal advice. This discussion should not be relied upon as … -
Yellow Can’t Keep On Trucking
31 juli 2023 · 31 min
Freight company Yellow stopped operations and a bankruptcy is expected as the next move.
(00:21) Bill Barker and Deidre Woollard discuss: - Why Yellow shut down and what place it occupied in the world of trucking. - SoFi’s strong quarter and what it needs to become profitable. - Tupperware and the danger of meme stocks.
(19:39) Mauro Guillén, author of “The Perennials”, makes the case for abandoning traditional generational views of society, career development, and retirement.
Companies discussed: YELL, SOFI, TUP, ODFL, FDX, XPO Host: Deidre Woollard Guests: Bill Barker, Mauro Guillén Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers
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Anglerfish, Gila Monsters, and the Origin of Weight Loss Drugs
30 juli 2023 · 20 min
Weight loss drug sales are estimated to hit $44 billion by 2030. Many of these treatments can thank previously obscure research on a carnivorous deep sea fish for their development. Rolfe Winkler is a reporter for the Wall Street Journal covering digital health. Ricky Mulvey caught up with Winkler to discuss: - The origins and science behind weight loss drugs. - The challenge of selling lizard venom research to pharmaceutical companies. - What decades-old research on anglerfish reveals about modern side effects for Ozempic. - And why it’s “not too hard” to keep dozens of Gila Monsters in your basement. “Monster Diet Drugs Like Ozempic Started With Actual Monsters”: https://www.wsj.com/articles/ozempic-mounjaro-gila-monster-anglerfish-8c9c1ff2 Companies mentioned: NVO, LLY Host: Ricky Mulvey Guest: Rolfe Winkler Engineers: Tim Sparks, Heather Horton
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Rule Breaker Investing Fundamentals
29 juli 2023 · 33 min
Investing has plenty of rules. Don’t invest in stocks without earnings. Sell half your position after a stock doubles. But, who made those rules anyway? Ricky Mulvey caught up with Rule Breakers Lead Advisor Tim Beyers and The Motley Fool’s co-founder and Chief Rule Breaker David Gardner to discuss: - What makes a business a Rule Breaker. - Investing lessons from Apple, Tesla, and Intuitive Surgical. - How to invest like a venture capitalist. - Creating your own investing rules. - What risk actually means for an investor. Companies mentioned: TSLA, ISRG, AAPL, SNOW, CRM, TOST Host: Ricky Mulvey Guests: David Gardner, Tim Beyers Engineer: Tim Sparks
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Show Me the Earnings!
28 juli 2023 · 40 min
The earnings parade is on, and this quarter it pays to be in the black.
(00:21) Matt Argersinger and Emliy Flippen discuss: - The Fed’s latest rate hike and why another seems in the cards. - Why earnings updates ended epic runs for Chipotle and Spotify. - How big tech’s cost cutting is going.
(19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation.
(31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes.
Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV
Host: Dylan Lewis Guests: Matt Argersinger, Emily Flippen Engineer: Dan Boyd
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Meta Has 3 Billion Users. Now What?
27 juli 2023 · 33 min
Meta has our attention but will we follow Mark Zuckerberg into the metaverse?
(00:21) Asit Sharma and Deidre Woollard discuss: - Meta’s soaring ad impressions amid a tough advertising market. - If Mark Zuckerberg will need to choose between AI and the metaverse. - How Chipotle is using robots to boost efficiency.
(19:45) Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development.
Companies discussed: META, CMG, SBUX, WD
Host: Deidre Woollard Guests: Asit Sharma, Matt Frankel, Willy Walker Producer: Ricky Mulvey Engineers: Dan Boyd
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Microsoft and Alphabet’s Cash Stacks
26 juli 2023 · 26 min
Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book. Lees meer
(00:13) Tim Beyers and Dylan Lewis discuss:
- Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided
- The slow roll of AI and how investors need to be patient with new tech efforts.
- Why Alphabet may have more good days ahead of it when the advertising market rebounds.
- The legacy of Alphabet CFO Ruth Porat(16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.
Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
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What Makes a Good 401(k)?
25 juli 2023 · 29 min
When interest rates rise, investors are supposed to move to safer assets.
(00:14) Jim Gillies and Ricky Mulvey discuss:
- Medpace shares hitting an all time high. - If investors should prepare for a market correction during a "dopamine fiesta". - The bull case for air bags and seatbelts.
Plus, (16:37) Robert Brokamp takes a look at how Americans are saving for retirement, and how to make better use of a 401(k).
Companies discussed: MEDP, ALV
Pullback report: www.fool.com/pullback
Host: Ricky Mulvey Guests: Jim Gilles, Robert Brokamp Engineers: Tim Sparks, Heather Horton
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Box Office Is Back, For Now
24 juli 2023 · 29 min
A good weekend at the box office doesn’t mean movie theaters are out of the woods yet
(00:15) Jason Moser and Deidre Woollard discuss:
- Why partnerships may be the future for ESPN.
- How a decision on AMC’s preferred stock complicates its future.
- The importance of loyal pizza lovers for Dominos.
(17:13) Sanmeet Deo and Ricky Mulvey look at the short report for Xponential Fitness and separate out the inflammatory from the potentially concerning.
Companies discussed: DIS, DPZ, AMC, APE, XPOF
Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Sanmeet Deo Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl
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“The Ride of a Lifetime” Book Club
24 juli 2023 · 28 min
Before Bob Iger was the Disney CEO, he was the Disney CEO.
For the latest edition of the Motley Fool Money Book Club, Deidre Woollard, Mary Long, and Ricky Mulvey read Bob Iger’s memoir, “The Ride of a Lifetime.” They discuss:
The machinations that happen to make acquisitions and win over board rooms Lees meerKey differences between Bob Iger and Steve Jobs
Why businesses do well when they prioritize creativity
Companies discussed: DIS, AAPL, NFLX
If you’ve read “The Ride of a Lifetime,” share your takeaways and quibbles with the team at podcasts@fool.com or on Twitter @motleyfoolmoney.
Guests: Deidre Woollard, Mary Long, Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks
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Mattel’s Filmmaking Strategy
22 juli 2023 · 21 min
Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you.
Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie,’ Mattel Is Raiding Its Entire Toybox”. They discuss:
- How Mattel is becoming an IP company. - Why “The Last of Us” broke the curse of bad video game adaptations. - If big budget movies really need characters that audiences already know.
Companies mentioned: MAT, HAS, DIS
Host: Mary Long Guest: Alex Barasch Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl
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Netflix and Tesla Play With Pricing
21 juli 2023 · 39 min
International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported.
(00:42) Ron Gross and Andy Cross discuss: - The reasons Netflix is doing away with its lowest paid offering. - What investors should make of the Johnson & Johnson/Kenvue splitoff. - Why concerns over Tesla’s tightening margins might be overblown - Trends in travel and consumer spending based on results from United, American, Discover, and American Express.
(19:04) Motley Fool Money’s Alex Friedman caught up with author David Meerman Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead.
(32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries.
Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP
Host: Dylan Lewis Guests: Ron Gross, Andy Cross, Alex Friedman, David Meerman Scott Producer: Ricky Mulvey Engineers: Rick Engdahl
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Cashing In On Chips
20 juli 2023 · 29 min
The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here?
(00:12) Tim Beyers and Deidre Woollard discuss:
The challenges with standing up semiconductor factories in the U.S.
The different types of chips Taiwan Semiconductor produces and what companies use them.
The restrictions that impact ASML.
(17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche.
Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG
Host: Deidre Woollard Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Carvana’s Bet on Debt Restructuring
19 juli 2023 · 27 min
Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted.
(00:21) Bill Mann and Dylan Lewis discuss:
- Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate. - How debt restructuring sent shares of Carvana up 30%. - Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date.
(15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market.
Companies discussed: GS, CVNA, BYDDY, TSLA, NVDA, TSM
Host: Dylan Lewis Guests: Ricky Mulvey, Bill Mann Engineers: Dan Boyd, Rick Engdahl
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Schwab Is Not SVB
18 juli 2023 · 26 min
When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient.
(00:21) Ricky Mulvey and Asit Sharma discuss: - Schwab’s cash sorting problem. - Takeaways from bank earnings. - A deadline for the Microsoft/Activision deal whooshing by.
(11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k).
Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI
Pullback report: www.fool.com/pullback
Got a question for the show? Email us at podcasts at fool dot com.
Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl
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The EV Truck War Is Officially On
17 juli 2023 · 31 min
Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning.
(00:21) Bill Barker and Deidre Woollard discuss: - The futuristic appeal of the Cybertruck compared to more traditional models. - Why Ford announced a price drop on the F-150 Lightning. - How Eli Lilly could win big in the weight-loss wars.
(18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for the economy.
Companies discussed: F, TSLA, GM, LLY, NVO, SOFI, NNI
Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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A Marketplace of Ideas
16 juli 2023 · 27 min
So, you’ve got an idea. But how do you get the backing to make your big dream a reality?
Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs bring their ideas to life. Deidre Woollard caught up with Center to talk about:
How tighter lending environments lead to entrepreneurship booms
What drives backers to participate in funding campaigns that pay off in rewards rather than equity
And how the laboratory-like nature of crowdfunding can help predict “the next big thing” before it goes mainstream
Host: Deidre Woollard Guest: Becky Center Producer: Mary Long Engineer: Rick Engdahl
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Hand-Wavy Finance
15 juli 2023 · 24 min
S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. Ricky Mulvey and Anand Chokkavelu took a look at the techniques behind “hand-wavy finance,” and how companies like to capture your attention. They discuss: - How Apple repeatedly “blew away” Wall Street analysts - The big bath strategy for reporting bad news - What previous hype cycles can teach investors about the latest, shiny new thing Companies discussed: AI, KR, GE, AAPL, META Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Rick Engdahl
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Big Banks Cash In
14 juli 2023 · 40 min
If you bank with the one of the giants, you might be helping pad their bottom line.
(00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - How short sellers are creating big YTD returns for beaten up companies.
(19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else.
(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.
Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyett Engineer: Dan Boyd
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Travel Is Still Flying High
13 juli 2023 · 26 min
Another positive sign for the travel industry as Delta raises guidance.
(00:21) Bill Barker and Deidre Woollard discuss: - The surge in international travel and where Delta’s next revenue bump could come from. - What factors could slow the travel boom. - The curious allure of the many flavors of Doritos.
(15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro.
Companies discussed: DAL, PEP
Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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One Step Closer to a $69B Deal
12 juli 2023 · 26 min
The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline.
(00:21) Bill Mann and Dylan Lewis discuss:
- Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed. - The “concessions” Microsoft is making to make the deal happen. - How we’re seeing a similar response to regulatory interest in Broadcom’s planned acquisition.
(14:09) Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie.
Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS
Host: Dylan Lewis Guests: Bill Mann, Mary Long, Catie Peiper Engineers: Dan Boyd, Rick Engdahl
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Prime Shoppers Spend More
11 juli 2023 · 29 min
Amazon can expect $13 billion in Prime Day sales, but what does that mean for a $1.3 trillion company?
(00:21) Ricky Mulvey and Jason Moser discuss: - The services that Amazon wants shoppers to notice. - If Prime Day is an economic bellwether. - Bank of America’s fine from the Consumer Financial Protection Bureau.
Plus, (13:31) Robert Brokamp interviews Wade Pfau, author of the recently updated “Retirement Planning Guidebook”, on how to find a retirement spending style.
Companies discussed: AMZN, BAC
Pullback stocks report: https://www.fool.com/pullback
Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Wade Pfau Engineers: Dan Boyd, Rick Engdahl
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The NY Times Goes All In On The Athletic
10 juli 2023 · 28 min
The New York Times leaves its sports desk behind as it puts its might behind The Athletic.
(00:21) Jim Mueller and Deidre Woollard discuss: - Why the New York Times announced it is shutting down its sports department. - The future of sports coverage and sports entertainment. - The Barbie movie and the potential value of Mattel’s intellectual property.
(15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market.
Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT
Host: Deidre Woollard Guests: Jim Mueller, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd
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The Business of Resale
9 juli 2023 · 32 min
You might not have heard of Winmark, but you could be more familiar with its stores. The resale franchise company owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child.
Winmark CEO, Brett Heffes, caught up with Jim Gillies for a rare interview about:
- How a focused mission shapes Winmark’s business - Creating long-lasting relationships with franchisees - The resale company’s capital allocation strategy and growth expectations - What some investors misunderstand about Winmark
Company discussed: WINA
Host: Jim Gillies Guest: Brett Heffes Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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“Maybe the Headset Isn’t the Way”
8 juli 2023 · 24 min
Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss:
- Apple’s bet on spatial computing - A major interface problem for headset adoption - Meta’s VR subscription service - Less obvious companies that could benefit from a boom in immersive tech
Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON
Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl
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What’s Next for 2023?
7 juli 2023 · 40 min
Higher rates are here to stay, and some stories we expected to see in the first half of 2023 might still be ahead of us.
(00:21) Jason Moser and Matt Argersinger discuss: - Whiplash in employment data, and the certainty of rate hikes for the rest of the year. - Meta’s new app Threads and what it means for Twitter. - Some surprises from the first half of 2023 and stories to watch for the rest of the year.
(19:11) Motley Fool Money’s Deidre Woollard spoke with Smith about the cycles in digital media, his new book Traffic, and how one legacy media company has managed to stay on top throughout all the shifts.
(32:04) Jason and Matt break down two stocks on their radar: Vesta Real Estate and Callaway Golf.
Stocks discussed: AAPL, META, NYT, BZFD, AMZN, VTMX, MODG
Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Smith Engineer: Dan Boyd
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Car Sales Are Soaring
6 juli 2023 · 30 min
The numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie?
(00:21) Tim Beyers and Deidre Woollard discuss: - If the strong numbers for new car sales will continue. - The power of Tesla’s brand in the EV space. - Why we shouldn’t get too excited about the prospect of flying cars yet.
(21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets’s podcast host Dave Meyer on the demographic shifts impacting real estate investing.
Companies discussed: GM, TSLA, JOBY, OPEN, RDFN, EVTL, ACHR
Host: Deidre Woollard Guests: Tim Beyers, Dave Meyer Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton
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Twitter Faces Threats from AI and Meta
5 juli 2023 · 28 min
AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access. - What those moves say about AI, online intellectual property, and the next era of the internet. - Meta’s new Twitter challenger Threads.
(16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought.
Companies discussed: META, EOLS, GOLF, PM, DIS
Host: Dylan Lewis Guests: Asit Sharma, Rickey Mulvey, Nick Sciple Engineer: Dan Boyd
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FI, Not FIRE
2 juli 2023 · 19 min
Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence. Dylan Lewis and Brian Feroldi discuss: - The core principles of FI and the different styles it can take - Why a down market is a great time to check in on your financial independence and retirement progress - Why it’s not too late to get started if you feel behind! Note, this episode is a re-air of a conversation originally recorded in July, 2022.
Host: Dylan Lewis Guests: Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Best-of: William Cohan on GE’s Legacy
1 juli 2023 · 29 min
Before the mega-cap tech giants, there was General Electric.
William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss:
- Jack Welch, and the religion of earnings consistency. - The mythology behind General Electric’s birth. -General Electric’s “time of death”. - Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.”
Host: Ricky Mulvey Guest: William D. Cohan Engineer: Dan Boyd, Rick Engdahl, Tim Sparks, Annie Franks
Companies discussed: GE, DIS, WBD, CMCSA
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The Motley Fool Money Half-Year Review
30 juni 2023 · 40 min
2023 is half over and the stock market has rebounded significantly from its 2022 lows.
(00:21) Andy Cross and Jason Moser discuss: Revised first quarter GDP data Nike earnings coming in a bit light The Biden Administration's proposed new artificial intelligence chip export restrictions for China.
(19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay.
(32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark.
Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA
Host: Ron Gross Guests: Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer Engineer: Dan Boyd
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Is The Sharing Economy Growing Up?
29 juni 2023 · 29 min
DoorDash has started offering hourly wages for its couriers.
(00:21) Bill Barker and Deidre Woollard discuss: - What prompted DoorDash’s recent updates. - Fees, tips, and other ways Airbnb and DoorDash pass on costs to consumers. - How demand for spicy food is just one positive sign for McCormick.
(16:15) Sanmeet Deo and Mary Long break down the main components of Adobe’s business and how AI could prove to be a major growth area.
Companies discussed: ADBE, MKC, DASH, ABNB, UBER
Host: Deidre Woollard Guests: Bill Barker, Sanmeet Deo, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd
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