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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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Seth Godin is a bestselling author of “Purple Cow” and “This Is Strategy: Make Better Plans”. Godin is a member of the Marketing Hall of Fame and the Coordinator of The Carbon Almanac. Godin joined chief Rule Breaker David Gardner joined TMF CIO Andy Cross to discuss:
- If AI has a branding problem.
- How the needs for status and affiliation drive human behavior.
- Alphabet’s strategy problem.
Companies mentioned: NKE, H, GOOG, GOOGL
Hosts: David Gardner, Andy Cross
Guest: Seth Godin
Engineer: Dan Boyd
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We’re committed to transparency: All personal opinions in advertisements from Fools are their own. [The product advertised in this episode was loaned to TMF and was returned after a test period.] or [The product advertised in this episode was purchased by TMF.] [Advertiser] paid for the sponsorship of this episode.
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Households and businesses are feeling more uncertain about the future, but the labor market is strong.
(00:21) Motley Fool Senior Analysts Asit Sharma and David Meier join Ricky Mulvey to discuss:
- The latest Fed meeting, and what Jerome Powell is watching.
- What AI means for a consulting giant.
- Earnings from Kroger and Darden Restaurants.
(19:11) Then, we play a portion of our member’s only podcast “Stock Advisor Roundtable.” Brian Stoffel interviews Motley Fool Co-founder and CEO Tom Gardner about how AI has changed his investing process.
(33:36) Asit and David share two radar stocks: Ferrari and CAVA.
Host: Ricky Mulvey
Guests: Asit Sharma, David Meier
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
We’re committed to transparency: All personal opinions in advertisements from Fools are their own. [The product advertised in this episode was loaned to TMF and was returned after a test period.] or [The product advertised in this episode was purchased by TMF.] [Advertiser] paid for the sponsorship of this episode.
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The grocer is in a pickle. Can a longtime employee and new CEO turn it around?
(00:21) David Meier and Mary Long discuss:
- The macro factors influencing Powell’s interest rate decision.
- Andy Jassy’s letter to Amazon employees.
- Albertson’s turnaround and market-beating potential (or lack thereof).
Companies discussed: AMZN, META, MSFT, ACI, KR
Host: Mary Long
Guest: David Meier
Producer: Ricky Mulvey
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Solar stocks take a tumble.
(00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:
- Why solar stocks are falling today.
- Lennar earnings.
- How to think of your house: asset vs. investment.
- Matt & Jason’s top 3 homebuilders.
Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR
Host: Anand Chokkavelu
Guests: Jason Hall, Matt Frankel
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar!
Jason Moser and Matt Argersinger discuss:
- Why Walmart and Amazon are considering launching their own stablecoins.
- Roku and Amazon expand their partnership.
- Two dividend stocks Matt thinks are worth getting on your radar.
Tickers mentioned: WMT, AMZN, ROKU, TTD, OC, WHR
Host: Jason Moser
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior Analyst Buck Hartzell for a conversation about:
- How investors should think about the deficit
- Investing in human emotion
- The inescapability of risk
Hosts: Tom Gardner, Andy Cross, Buck Hartzell
Guest: Howard Marks
Engineers: Bart Shannon, Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Travel can slow down temporary but the demand to get away from your home is everlasting.
Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-founder, Tom Gardner, and Chief Investment Officer, Andy Cross, for a conversation about:
- Why Airbnb is focusing on experiences and services.
- The stock’s long-term performance.
- How ideas develop at Airbnb.
Company discussed: ABNB
Hosts: Tom Gardner, Andy Cross
Guest: Ellie Mertz
Producer: Ricky Mulvey
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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And yet, the market remains close to all time highs.
(00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss:
- Macro uncertainty and market bullishness.
- A record amount of unsold housing stock in the United States.
- Chime’s IPO.
- Earnings from RH and Adobe.
(19:11) Malcolm Ethridge, Managing Partner at Capital Area Planning Group and author of "Financial Independence Doesn't Happen by Accident".
(35:00) Jason and Matt share two radar stocks: Chipotle and Whirlpool.
Companies discussed: RDFN, CHYM, RH, ADBE, CMG, WHR
Host: Ricky Mulvey
Guests: Jason Moser, Matt Argersinger
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Two Fools duel over CAVA’s prospects. Is there enough tasty growth to support a spicy valuation?
Tim Beyers and Rick Munarriz discuss:
- Oracle’s AI-fueled earnings.
- Dave & Busters and Chewy: who had the better earnings?
- All about the Chime IPO
- Plus … Dueling Fools returns!
Companies discussed: CAVA, ORCL, PLAY, CHWY, CHYM
Host: Tim Beyers
Guests: Rick Munarriz
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Would you be interested in a stock that’s quadrupled in less than three months?
(00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss:
- Chewy earnings
- Hype Meter: CoreWeave
- Sezzle vs. Shopify
Companies discussed: CHWY, CRWV, SEZL, SHOP
Host: Anand Chokkavelu
Guests: Lou Whiteman, Rick Munarriz
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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