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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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To become an expert, you may not always need expertise. You may just need to start asking better questions.
Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly show on our premium livestream. In today’s show, Tim talks with Mary Long about:
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.
Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com
Host: Mary Long
Guest: Tim Beyers
Engineer: Dez Jones, Kyle Carruthers
Tickers mentioned: DUOL
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You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up with Oklo’s CEO, Jake DeWitte, for a conversation about:
- Why the buildout of nuclear energy stagnated and why that could change.
- How Oklo is using old technology to develop new reactors.
- A recycled energy source that could fuel the entire United States.
Companies mentioned: OKLO
Host: Ricky Mulvey
Guest: Jake DeWitte
Producer: Mary Long
Engineers: Tim Sparks, Kyle Carrutherso
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The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”
(00:21) Ron Gross and Matt Argersinger discuss:
- The Fed’s path to lower rates and what kind of cuts investors can expect.
- Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024
- Retail earnings from: Target, Lowe’s, and TJX.
(19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future.
(28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive.
Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
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Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going.
(00:21) Jason Moser and Dylan Lewis discuss:
- Whether AI and expanded offerings can create a next act and growth pillar for Zoom.
- Why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up.
- The early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping.
Companies discussed: ZM, LOW, HD, TGT, WMT
Host: Dylan Lewis
Guests: Jason Moser
Engineers: Dan Boyd
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Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss:
- The macro landscape for advertisers.
- Podcasting’s shift to video.
- The real value of your time to marketers.
Companies discussed: TTD, PUBM, SPOT
Note: No show tomorrow, we’re back on Thursday, August 22.
Host: Ricky Mulvey
Guests: Dylan Lewis, Mary Long
Engineer: Dan Boyd
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AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why AMD is spending $4.9B on ZT Systems, and what the company’s rack-scale ambitions look like.
- General Motors’ plans to lay off over 1,000 employees, and why it might be AI-driven.
- The questions that company leadership and boards should be asking as they think about AI, and two companies that have established good AI practices so far.
Articles mentioned on the show:
Companies discussed: AMD, NVDA, GM, CRM, NOW
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Dan Boyd
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To get outsized returns, it can pay to find a pond where fewer people are fishing.
Bill Mann is the director of Small Cap Research at The Motley Fool, lead advisor for our Global Partners service, and a frequent guest on the show. In today’s episode, Bill talks with Mary Long about:
Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com
Host: Mary Long
Guest: Bill Mann
Engineer: Tim Sparks
Tickers mentioned: CMG, CNSWF
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Right now, the S&P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom.
Matt Argesinger and Anthony Schiavone lead The Motley Fool’s Dividend Investor portfolio. They joined Mary Long for a conversation about:
- Why companies pay dividends.
- How to tell if a company’s payout is sustainable.
- Dividend payers including Pool Corp, Nike, and Starbucks
Companies/tickers mentioned: HSY, FAST, POOL, NKE, SPG, SBUX, CMG, SPG, SCHD
Host: Mary Long
Guests: Matt Argersinger, Anthony Schiavone
Producer: Ricky Mulvey
Engineer: Tim Sparks
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The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves.
(00:21) Jason Moser and Matt Argersinger discuss:
- What Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive.
- Earnings updates from Home Depot, Walmart, and Brinker.
- Warren Buffett’s latest buys – Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean.
(30:45) Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue.
Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger
Engineers: Dan Boyd
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The world’s largest retailer is crushing the market.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Walmart’s international growth and pricing power.
- What broader retail sales data says about the economy.
- The economic side effects of weight-loss drugs.
Then, (16:39) Motley Fool Analyst Buck Hartzell joins Ricky to discuss Shift4, a payments company putting up impressive growth numbers.
Companies discussed: WMT, COST, KR, WMS, LLY
Article discussed: https://www.bloomberg.com/news/features/2024-08-07/ozempic-boom-inside-usa-s-weight-loss-drug-capital?ref=biztoc.com
Host: Ricky Mulvey
Guests: Asit Sharma, Buck Hartzell
Engineer: Dan Boyd
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