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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Today we talk economic uncertainty, airlines, building materials, and assorted spirits.
Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few weeks ago for The Motley Fool's Market Volatility Summit. They talked about how MercadoLibre became resilient, and the long-term opportunities for the company.
And Emily and Matt share two stocks on their radar.
Host: Ron Gross
Guests: Emily Flippen, Matt Argersinger, Asit Sharma, Martín de los Santos
Engineer: Dan Boyd
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If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Their reflections on one of the best days in the market since WWII, and the hangover today.
- Nike and Lululemon getting caught in a brewing trade war.
- Andy Jassy’s annual letter to Amazon shareholders.
Then, (18:45) Tim Beyers and Mary Long discuss some “icks” for investors to watch as companies report earnings.
Companies discussed: NKE, LULU, AMZN, NFLX, IQ, LCID, CSCO
Host: Ricky Mulvey
Guests: Asit Sharma, Mary Long, Tim Beyers
Engineers: Dan Boyd, Rick Engdahl
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President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up.
(00:21) Jason Moser and Ricky Mulvey discuss:
- The market’s extreme reactions to tariff news.
- China’s “nuclear option” for the U.S. economy.
- The key themes coming up this earnings season.
- Looking for opportunities in an uncertain environment.
Host: Ricky Mulvey
Guest: Jason Moser
Engineer: Dan Boyd
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Your finances are one important piece of building a wealthy life.
Sahil Bloom writes The Curiosity Chronicle newsletter and is the Managing Partner of SRB Ventures, a venture investment firm. His first book is The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life. Robert Brokamp caught up with Bloom for a conversation about:
- Why money does buy happiness (to an extent).
- Managing your time wealth.
- What social media gets wrong about health advice.
- The case for creating an energy calendar.
Company discussed: AAPL
Producer’s note: We’ve got a full company onsite meeting this Monday and Tuesday. A new Motley Fool Money episode will drop on Wednesday, April 9.
Host: Robert Brokamp
Guest: Sahil Bloom
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports.
Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders.
And Asit and Jason share two stocks on their radar.
Host: Ron Gross
Guests: Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders
Engineer: Dan Boyd
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The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess.
(00:21) Nick Sciple and Ricky Mulvey discuss:
- Why markets are reacting so strongly to the reciprocal tariff announcements.
- How investors can look for opportunities, but “not be a hero” right now.
- Match Group’s new artificial intelligence flirting game.
Then, (17:24) Rick Munarriz joins Ricky for a conversation about Nintendo’s new Switch 2, and how the device could boost earnings for the video game maker.
Companies discussed: WINA, MTCH, OTC: NTDOY
Host: Ricky Mulvey
Guests: Nick Sciple, Rick Munnariz
Producer: Mary Long
Engineer: Dan Boyd
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“Liberation Day” has arrived.
(00:21) David Meier and Mary Long discuss:
- When we’ll know if the longer-term tariff plan is working.
- How different companies are bracing for impact.
- Tesla’s sales slump.
Then, (16:23), Fool contributor Jason Hall joins Ricky Mulvey for a look at Texas Instruments and Taiwan Semiconductor.
Companies discussed: WMT, TSLA, TXN, TSM
Host: Mary Long
Guests: David Meier, Ricky Mulvey, Jason Hall
Engineer: Dan Boyd
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The market is waiting for more clarity on tariffs. Fund managers are already making moves.
(0:21) Bill Barker and Ricky Mulvey discuss:
- How the market could react to tariff liberation day.
- The impact from current tariffs for Harley Davidson.
- If the motorcycle manufacturer is a value trap.
- OpenAI’s funding round, valuing the hybrid non-profit at $300 billion.
Then, (17:08) Alison Southwick and Robert Brokamp discuss how to recession-proof your finances.
Companies discussed: HOG, OTC: SFTBY
Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing.
(00:21) Jason Moser and Mary Long discuss xAI’s latest purchase, Apple’s healthcare endeavors, and what Larry Fink is looking forward to.
Then, (19:50), Anand Chokkavelu hosts Fool contributors Jason Hall and Tyler Crower for a Scoreboard episode on Next Era Energy.
To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.
Companies mentioned: TSLA, META, AAPL, BLK, NEE
Host: Mary Long
Guests: Jason Moser, Anand Chokkavelu, Tyler Crowe, Jason Hall
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer
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Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong?
Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss:
Expanding your definition of competition.
Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped.
Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.”
Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI
Host: Ricky Mulvey
Guest: Patrick Badolato
Producer: Mary Long
Engineer: Dan Boyd, Rick Engdahl
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