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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Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind.
(00:21) Sanmeet Deo and Mary Long discuss:
- Poor results from Tesla’s automotive segment.
- Whether Musk’s return can revive the company.
- Half marathons, and the future of humanoids.
Then, (18:20), Asit Sharma joins Mary for a look at AMD and how the chip company is different from its biggest competitor.
Companies mentioned: TSLA, AMD, NVDA
Host: Mary Long
Guests: Sanmeet Deo, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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The Department of Justice is asking Alphabet to sell Chrome.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Why Apple could lose an “easy $20 billion” from Alphabet’s break-up.
- General Motor’s big bet on electric vehicles.
- Bill Ackman’s hedge fund, Pershing Square, buying a 20% stake in Hertz.
Then, (16:52) Robert Brokamp answers listener questions about tariffs, capital accumulation plans, and 401(k)s.
Companies mentioned: GOOG, GOOGL, AAPL, GM, TSLA, HTZ
Businessweek feature on GM: https://www.bloomberg.com/news/features/2025-04-14/inside-gm-mary-barra-s-35-billion-bet-on-electric-cars
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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Fed independence brings stability, and markets love stability.
(00:21) Asit Sharma and Dylan Lewis discuss:
- The Trump Administration’s focus on Fed Chair Jerome Powell.
- The role of an independent Federal Reserve Bank for the market and investors.
- Netflix’s earnings and status as a “recession-proof” stock.
(16:23) Anand Chokkavelu hosts Fool Contributors Dan Caplinger and Rick Munarriz for a Scoreboard episode on Shopify.
To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.
Companies discussed: NFLX, SHOP, AMZN
Host: Dylan Lewis
Guests: Anand Chokkavelu, Dan Caplinger, Rick Munarriz
Producer: Ricky Mulvey
Engineer: Dan Boyd
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“AI wouldn’t exist without Nvidia, at least not in its current form.”
So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about:
- What Jensen Huang is afraid of.
- Whether anything can stop the current capex cycle.
- Where Nvidia’s next $3 trillion in market cap could come from.
The full version of this conversation is able to Motley Fool members via our Fool24 livestream, available here: https://www.fool.com/premium/news-and-analysis/media
Companies/tickers discussed: NVDA, META, MSFT, AAPL, TSM
Hosts: Andy Cross, Jose Najarro
Guest: Stephen Witt
Producer: Mac Greer, Mary Long
Engineer: Rick Engdahl, Austin Morgan
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As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs.
(00:21) Jason Moser and Matt Argersinger discuss:
- Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior.
- Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis.
(19:11) We’re entering the age of sophisticated robotics. Daniela Rus – author of The Heart and The Chip and The Mind’s Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded.
(33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties
Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Daniela Rus
Engineers: Dan Boyd
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In the face of a trade war, Taiwan Semiconductor is not changing its outlook.
(00:21) Tim Beyers and Ricky Mulvey discuss:
- Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results.
- The chipmaker’s growth story in 2025.
- Netflix’s plan to become a trillion dollar company.
Then, (15:20) Tim and Ricky discuss the export ban on Nvidia’s H20 chips and what it means for the tech giant.
Learn more about the Range Rover Sport at www.rangerover.com/us/sport
Companies discussed: TSM, NFLX, NVDA
Host: Ricky Mulvey
Guest: Tim Beyers
Producer: Mary Long
Engineer: Dan Boyd
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Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit.
(00:21) Anthony Schiavone and Mary Long discuss Nvidia’s $5.5 billion charge and earnings from Prologis.
Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI’s impact on the cybersecurity space.
Companies mentioned: NVDA, PLD, AOT
Host: Mary Long
Guests: Anthony Schiavone, Ricky Mulvey, Kevin Simzer
Engineer: Dan Boyd
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“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein.
(00:14) Jim Gillies Ricky Mulvey and discuss:
- Fund managers cutting their positions in US stocks.
- How long-term investors should react to fear in the markets.
- If Abercrombie & Fitch’s stock deserves to be in the bargain bin.
(19:02) Then, Robert Brokamp joins Ricky to discuss what your tax return reveals about your finances.
Companies and tickers discussed: ASO, ANF, XRT
Learn more about the Range Rover Sport at www.rangerover.com/us/sport
Host: Ricky Mulvey
Guests: Jim Gillies, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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The old order is gone. When will the new one arrive?
(00:14) Asit Sharma and Mary Long discuss:
- How to make sense of “tariff buckets.”
- What a French ethnographer can teach us about the current moment.
- Earnings from Goldman Sachs.
Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company.
The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort
Companies mentioned: AAPL, GS
Host: Mary Long
Guests: Asit Sharma, Tim Beyers
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Compared to Turkey, the United States is an ocean of stability.
Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. They discuss:
- How politics and investing have become intertwined.
- Damodaran’s view on Mag7 valuations.
- The role of taxes in deciding whether to buy or sell stocks.
Motley Fool members can find replays from the entire event at live.fool.com.
Companies discussed: TSLA, DIS, META, GOOG, GOOGL, NVDA, AMZN, AAPL, MSFT
Host: Matt Argersinger
Guest: Aswath Damodaran
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Chase Przylepa
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