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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The Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat.
(00:21) Jason Moser discusses: - What a potential Directors Guild deal means for entertainment. - The challenges facing streamers as they look for more ways to profit from content. - Whether or not Apple can take headsets out of their gaming niche.
(16:36) A simple pack of casino playing cards leads Ricky Mulvey and Asit Sharma on an exploration of how old products can become new again.
Companies discussed: SNPS, META, AAPL, NFLX,DIS,WBD, PARA
Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd
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If you didn’t have a reliable supply of electricity, what would you do to secure it?
Robert Bryce is the author of “A Question of Power: Electricity and the Wealth of Nations” and the writer of an eponymous Substack. Motley Fool Senior Analyst Nick Sciple caught up with Bryce to discuss:
- Why more countries are turning to coal - The challenges of building a reliable green energy grid - The resurgence of interest in nuclear energy - Supply chain issues for electric car batteries
Company mentioned: SMR
Host: Nick Sciple Guest: Robert Bryce Producer: Ricky Mulvey Engineer: Dan Boyd
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Low Earth orbit now has some real estate problems.
Deidre Woollard caught up with Ashlee Vance, author of “When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach.” They discuss:
- The new business opportunity in clearing space junk - How a self-taught engineer created a commercially successful rocket company - The massive trade-offs that space companies make by going public
Companies discussed: RKLB, SPCE
Host: Deidre Woollard Guest: Ashlee Vance Producer: Ricky Mulvey Engineer: Rick Engdahl
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Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally.
(00:21) Ron Gross and Emily Flippen discuss: - The debt ceiling resolution, and updates on employment and consumer debt. - Why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down. - The numbers behind MongoDB’s blowout earnings release.
(19:11) Scott Kassing talks through three high-conviction stock ideas with Sandhill Investment Management’s Richard Ryskalczyk.
(32:49) Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems.
Stocks discussed: M, CHWY, FIVE, DG, MDB, LULU, CMP, VEEV
Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Richard Ryskalczyk, Scott Kassing Engineer: Dan Boyd, Tim Sparks
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With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype?
(00:21) Tim Beyers discusses: - If happy days are here again for the world of tech. - Why the market might be missing the greatness in CrowdStrike’s earnings. - How Marc Benioff found religion when it comes to cutting costs at Salesforce.
(19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech.
Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V
Host: Deidre Woollard Guests:Tim Beyers, Jason Moser, Alex Friedman Producer: Ricky Mulvey Engineer: Dan Boyd
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It’s tough facing the house, whether you’re playing it or trying to pay for one.
(00:21) Asit Sharma and Dylan Lewis discuss:
The latest housing data, showing high rates are affecting mortgage and refinance applications. The broader economic strength we’re continuing to see in spite of high rates How Las Vegas strip operators are tweaking their businesses to grow.
(12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space.
Companies discussed: MGM, CZR, LLY, NVO, WW
Host: Dylan Lewis Guests: Asit Sharma, Dana Corl, Keith Speights Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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What kind of day has it been? (00:21) Bill Barker discusses: - The stock market reacting positively (or not) to the latest narrative around the debt ceiling debate - Nvidia's new all-time high and why we haven't reached "peak AI" yet - Listener feedback over the years and the concept of "playing to the back of the room" - A surprise guest (via audio) (20:28) Chris Hill wraps up his final episode hosting the show a salute to The Motley Fool's history and founders, the self-driven mentality of the audience, and advice from the late musician Kevin Gilbert. Companies discussed: NVDA Host: Chris Hill Guest: Bill Barker Engineers: Dan Boyd
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Who has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China?
Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Just the Beginning: Mapping the Collapse of Globalization.” Bill Mann caught up with Zeihan to discuss:
- Why Apple is diversifying production away from China - What an aging population means for the United States economy - Why de-dollarization is less likely than many think
Company discussed: APPL
Host: Bill Mann Guest: Peter Zeihan Producer: Ricky Mulvey Engineers: Dan Boyd
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Chris Hill loves coffee, curiosity, and people. To celebrate his run as the host of Motley Fool Money, Mary Long rounded up a few Fools to talk about what they’ve learned from Chris as an investor, colleague, and friend. They discuss:
Companies mentioned: SBUX, V, MA, PYPL, SQ
Host: Mary Long Guests: Ron Gross, Steve Broido, Alison Southwick, Bill Mann, Mac Greer, Bill Barker, Jason Moser, Matt Argersinger, Chris Harris, Dan Boyd Producer: Ricky Mulvey Engineer: Rick Engdahl
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Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting.
(00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling.
(19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.”
(34:14) Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes.
Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman Engineer: Dan Boyd, Tim Sparks
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