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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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Here’s why investors could win.
(00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector.
Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar power stocks.
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Companies discussed: GOOG, GOOGL, K, ENPH, SEDG
Host: Mary Long
Guests: Tim Beyers, Jason Hall, Ricky Mulvey
Engineer: Dan Boyd
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(00:21) David Meier and Ricky Mulvey discuss:
- Why Starbucks wants Chipotle’s CEO.
- What Home Depot’s quarter says about the economy.
- On Holding’s impressive growth.
Plus, (15:39) Alison Southwick and Robert Brokamp discuss how investors can prepare for a lower-rate world.
Factor offer: Head to www.factormeals.com/foolpod50 and use code foolpod50 to get 50% off your first box and 20% off your next month.
Companies discussed: SBUX, CMG, HD, TREX, ONON, NKE, OTC: ADDYY
Host: Ricky Mulvey
Guests: David Meier, Alison Southwick, Robert Brokamp
Engineer: Dan Boyd
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Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Reddit’s strong growth numbers, some of its monetization opportunities beyond ads, and why it could buck the trend of struggling social companies like Pinterest, Snap, and Twitter/X.
- Why strong box office and streaming results weren’t enough to get investors excited about Disney, but long term the company’s prospects still look good.
(16:43) Jason Moser and Mary Long discuss Wayfair, the power of a good distribution network, and the company’s path to consistent profitability.
Companies discussed: RDDT, DIS, W, AMZN, KO
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, Jason Moser
Producer: Mary Long
Engineers: Dan Boyd
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What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out.
Silver joins Ricky Mulvey for a conversation about expected value, Presidential polling, and risk. They also discuss:
Companies mentioned: DKNG, MSFT
Host: Ricky Mulvey
Guest: Nate Silver
Producer: Mary Long
Engineer: Dez Jones, Chace Pryzlepa
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The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of?
(00:21) Jason Moser and Emily Flippen discuss:
- The market’s dip earlier this week and whether its business-as-usual or cause for concern.
- Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation.
- Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart
(19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors.
(31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot.
Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD
Host: Dylan Lewis
Guests: Emily Flippen, Jason Moser, Bill Mann
Engineers: Dan Boyd
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Wall Street may be missing something about Toast.
(00:21) Ricky Mulvey and Tim Beyers discuss:
- Toast’s quarter, and move into convenience stores.
- Shopify’s impressive profitability.
- What could put a damper on the e-commerce platform’s growth story.
Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.
Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.
And here's the show's home on Spotify
Companies discussed: TOST, SHOP, LRCX
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Asit Sharma
Engineers: Dan Boyd
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(00:21) Kirsten Guerra and Mary Long discuss:
- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.
- Whether Airbnb's slump is due to a company problem or a macro one.
-The importance of celebrating wins, even when you’ve got losses.
Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit.
Companies mentioned: SMCI, NVDA, META, ABNB, AXON
Host: Mary Long
Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- Being a buyer of stocks when others are forced to sell.
- Signs that the economy is fraying, and reasons not to panic.
- Celsius’s quarter.
Plus, (17:51) Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security.
Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY
Learn more about the Range Rover Sport at www.landroverusa.com
Epic members: Here's where you can to access Epic Opportunities and link your premium Motley Fool account with your Spotify account to access these episodes.
And here's the show's home on Spotify.
Got a question for the show? Email us at podcasts@fool.com
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts.
(00:21) Jason Moser and Dylan Lewis discuss:
- The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world.
- Whether investors should be paying attention to Warren Buffett’s cash position
- Some keep calm and carry on advice for weathering whatever the market has in store for us.
(16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step.
Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here.
Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B
Host: Dylan Lewis
Guests: Jason Moser, Mary Long, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Austin Morgan, Dan Boyd
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After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here?
Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest to Motley Fool Money. He joins Ricky Mulvey for a conversation on what the latest Deadpool movie means for the state of Disney’s Marvel Cinematic Universe. They also discuss:
Heads up: at (18:05), spoilers for Deadpool abound! If you haven’t watched yet and want to, save this part of the show for once you’re back from the theater.
Companies mentioned: DIS
Host: Ricky Mulvey
Guest: Dave Gonzales
Producer: Mary Long
Engineer: Tim Sparks
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