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.
Copyright: © The Motley Fool
In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming.
Matt Argersinger is an advisor at The Motley Fool and heads up our Dividend Investor service. Mary Long caught up with him to discuss:
Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: SPG, KIM, MAA, CPT
Host: Mary Long
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineer: Tim Sparks, Desireé Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?
(00:45) Asit Sharma and Jason Moser discuss:
(19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we’re airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow.
(35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation.
Stocks discussed: NKE, PAYX, MCK, PEP, JOBY
Motley Fool Epic members can access the full conversation with David:
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl
Engineers: Rick Engdahl, Austin Morgan
Learn more about your ad choices. Visit megaphone.fm/adchoices
OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money.
(00:21) Jim Gillies and Mary Long discuss:
(16:33) Asit Shama and Ricky Mulvey test out a new rating system on Costco stock.
Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: ALV, GTX, STZ, COST, BJ, WMT
Host: Mary Long
Guests: Jim Gillies, Asit Sharma, Ricky Mulvey
Engineer: Rick Engdahl, Desiree Jones
Learn more about your ad choices. Visit megaphone.fm/adchoices
A new CEO is hoping to turn the iconic brand around, but he’s not there yet.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Earnings from Nike.
- Tesla’s delivery numbers.
- Adam Neumann returning to the office leasing business.
Then, (16:06) Robert Brokamp and Dan Caplinger continue their conversation about estate planning, and how to give your loved ones a less complicated financial future.
Visit our sponsor at www.landroverusa.com
Companies discussed: NKE, TSLA, PYPL
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Dan Caplinger
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
About half of U.S. imports go through the ports where dock workers just went on strike.
(00:25) David Meier and Ricky Mulvey discuss:
- How companies are navigating the port worker’s strike.
- The disagreement over automation.
- Investor sentiment in artificial intelligence
- One less discussed company that’s benefiting from others spending on AI.
(18:28) Motley Fool Contributor, Dan Caplinger, joins Robert Brokamp to kick off a two part series on estate planning, and how you can help your family avoid going to court.
Companies discussed: COST, CHRW, DBI, MSFT, META, PCOR
Host: Ricky Mulvey
Guests: David Meier, Robert Brokamp, Dan Caplinger
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?
(00:19) Seth Jayson and Dylan Lewis discuss:
- Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion.
- How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax.
(15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app.
Companies discussed: CVS, KBH, KMX
Host: Dylan Lewis
Guests: Seth Jayson, Mary Long, Jason Moser
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number even higher. “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the transition to quantum computing, investment opportunities in the budding space, and why subatomic particles are like kindergarteners.
Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub.
To become a Motley Fool member, head to www.fool.com/signup.
Tickers mentioned: ASML
Host: Tim Beyers
Guest: Tim White
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Driverless vehicles are already here, even if they’ve made some wrong terms.
Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss:
- The progress that autonomous vehicles have made over the past few years.
- Where automakers including Tesla and General Motors stand in the race.
- How autonomous vehicles could deploy on a large scale.
Two notes. One is that Tesla’s market cap is $800 million. Also, Travis meant to include Uber in his autonomous driving stock basket.
Companies discussed: TSLA, GM, INTC, MBLY, UBER, BIDU, GOOG, GOOGL
Host: Ricky Mulvey
Guest: Travis Hoium
Producer: Mary Long
Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices
Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers.
(01:02) Emily Flippen and Bill Mann discuss:
- Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events.
- Meta’s new Orion augmented reality prototype, and the latest drama at OpenAI.
- Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom.
(19:04) Braze CEO Bill Magnuson took a break from the company’s Forge 2024 event to give analyst Tim Beyers a rundown on the company's latest innovations, how it's helping marketers harness AI, and the different ways these new offerings play into the company's growth story.
(33:27) Bill and Emily break down two stocks on their radar: Carnival Cruise Lines and Visa.
Stocks discussed: LMND, META, VAIL, COST, ACN, CCL, V.
Host: Dylan Lewis
Guests: Bill Mann, Emily Flippen, TIm Beyers, Bill Magnuson
Engineers: Tim Sparks, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside world. No battery pack needed.
(19:30) Jason Moser and Ricky Mulvey discuss:- Updates from Meta Connect 2024.
- Use cases for AR glasses
- New details about Southwest Airlines' overhaul.
Then, (17:01) Brookfield Corporation CFO, Nick Goodman, joins Motley Fool Senior Analyst Buck Hartzell to discuss how he thinks about capital allocation.
Host: Ricky Mulvey
Guests: Jason Moser, Buck Hartzell,
Producer: Mary Long
Engineers: Rick Engdahl, Kyle Carruthers
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our TOPPODCAST Picks 
