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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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Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X.
Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on the changing defense landscape and what it’s like to bring a venture capital mindset to bureaucrats. They also discuss:
Companies mentioned: NOC, BA, GOOG, GOOGL, JOBY, PLTR, TSM
Host: Ricky Mulvey
Guest: Christopher Kirchoff, Raj Shah
Producer: Mary Long
Engineer: Tim Sparks
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Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet.
(00:21) Ron Gross and Matt Argersinger discuss:
- Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024.
- Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders.
- Why Apple and Meta are holding up well during a tough earnings season for big tech.
- Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI.
(31:41) Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre.
Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI
Host: Dylan Lewis
Guests: Ron Gross, Matt Argersinger
Engineers: Dan Boyd
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Someone’s gotta make ‘em, and someone’s gotta buy ‘em.
(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss:
- whether you should fall in love with companies
- AMD’s data center business
- Meta’s “special treatment”
Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.
Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR
Host: Mary Long
Guests: Asit Sharma, Karl Thiel, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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Is efficiency everything? Starbucks certainly seems to think so.
(00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain.
Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock.
Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD
Host: Mary Long
Guests: Bill Mann, Hannah Miller
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan
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When you get to be a famous investor, it is harder to generate market-beating returns.
(00:21) Jason Hall and Ricky Mulvey discuss
- Earnings from PayPal.
- Cooled expectations for Bill Ackman’s latest offering.
- And if CrowdStrike is becoming a buying opportunity.
Then, (15:01) Alison Southwick and Brian Feroldi finish up their Summer School series with a biology class and examine the life cycle of companies.
Companies mentioned: PYPL, OTC: PSHZF, DAL, CRWD, RIVN, MNDY, AMZN, AAPL
Host: Ricky Mulvey
Guests: Jason Hall, Alison Southwick, Brian Feroldi
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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Eaters and investors are both happy to see the $5 value meal on the menu.
(00:21) Asit Sharma and Dylan Lewis discuss:
- 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors.
- McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon.
(17:44) CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&E’s turnaround and how her company is serving the growing electricity demand from data centers.
Companies discussed: LINE, COLD, MCD, PCG
Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Patti Poppe
Producer: Mary Long, Ricky Mulvey
Engineers: Dan Boyd
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Every stock market valuation is a number from today multiplied by a story about tomorrow.
Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This episode is a cut of their conversation. They discuss:
- Why professional money managers often underperform the market.
- The relationship between success and luck for investors.
- Saving like a pessimist and investing like an optimist.
- What spreadsheets can’t tell you about spending.
- The benefit of losing money early in an investing journey.
Companies/Tickers Mentioned: TSLA
Host: Robert Brokamp
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineer: Tim Sparks
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How do you determine what a company’s worth? You pull a lot of information from a lot of different places.
Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss:
Companies/Tickers Mentioned: WINA, COST, ONON, SPCE
Host: Ricky Mulvey
Guest: Jim Gillies
Producer: Mary Long
Engineer: Dez Jones
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We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap.
(00:21) Jason Moser and Matt Argersinger discuss:
- The impact of the global IT outage, where it will show up financially and how Crowdstrike responded.
- Why the market is down on Tesla’s profitability
- How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS.
(19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space.
(31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang.
Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG.
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen
Engineer: Dan Boyd
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Open seating is coming to an end on Southwest flights.
(00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors.
Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics.
Companies discussed: CMG, LUV, LULU, AMD, NVDA
Learn more about the Range Rover Sport at www.landroverusa.com.
Host: Ricky Mulvey
Guests: Sanmeet Deo, Asit Sharma
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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