Stay ConnectedMotley Fool Hidden Gems Investing is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool’s investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.
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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:
Host: Tom Gardner Guest: Michael Lewis Producers: Mac Greer, Mary Long Engineers: Tim Sparks, Rick Engdahl
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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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(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.
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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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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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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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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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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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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:
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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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.
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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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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.
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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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