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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You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss:
- The three things needed to invest in individual stocks.
- How to select a brokerage.
- The fees that investors will encounter, and how to avoid some of them.
Companies mentioned: HOOD, SOFI, SCHW
Host: Robert Brokamp
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.
(00:21) Ron Gross and Matt Argersinger discuss:
- Whether investors should be buying Netflix’s “pay attention to this, not that.”
- What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues..
- The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.
(19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.
(35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.
Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE
Host: Dylan Lewis
Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge
Engineers: Dan Boyd, Rick Engdahl
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Are little luxuries are still scoring with consumers?
(00:21) Sanmeet Deo and Deidre Woollard discuss:
- How smartphone and EV demand are impacting Taiwan Semiconductor.
- Japan’s place in the tech race.
- More uses for weightloss drugs.
(13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.
Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO
Host: Deidre Woollard
Guests: Sanmeet Deo, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Tim Sparks
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Why ASML’s earnings show a slowdown in investment in chip manufacturing.
- United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing.
- What to watch from enterprise software companies as they report later in earnings season.
(15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?
Companies discussed: ASML, UAL, BA
Host: Dylan Lewis
Guests: Tim Beyers, Deidre Woollard, Steven Jacobs
Engineers: Dan Boyd
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Dealmaking is back, and the banks are loving it.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors.
- A long comeback for wealth management at Merrill Lynch.
- IMAX’s cash flow story and the future of movie theaters.
Plus, (16:33) Alison Southwick and Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance.
Stocks/tickers mentioned: BAC, MS, IMAX, AMZU, NVDU, SOXL
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
Got a question for the show? Email us at podcasts@fool.com.
Podcast episode of “The Town” with IMAX CEO Rich Gelfond: https://www.theringer.com/2024/4/11/24126970/hollywood-imax-dependency-movie-theater-sales
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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Retail numbers tell the story of a strong consumer.
(00:21) Bill Barker and Deidre Woollard discuss:
- Retail sales numbers and what people are and aren’t buying.
- What drives good numbers for Goldman Sachs.
- Charles Schwab’s bounce-back quarter.
(14:24) David Meier interviews Fluence Energy CEO Julian Nebreda on opportunities in the energy storage industry.
Companies discussed: FLNC, SCHW, GS, HD, LOW, DNUT, PLAY
Host: Deidre Woollard
Guests: Julian Nebreda, David Meier, Bill Barker
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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You know the saying: keep your friends close, keep your … customers … closer.
Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Business’s biggest names. Fool Analyst Tim Beyers caught up with Magnuson for a conversation about:
Companies discussed: BRZE
Host:Tim Beyers
Guest: Bill Magnuson
Producer: Mary Long
Engineers: Rick Engdahl, Tim Sparks
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Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore?
Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” He returns to Motley Fool Money to join Ricky Mulvey for a conversation about:
Tickers discussed: BTC, META, DOGE, TSCO, GME, AMC, USDT, SLP, WIF
Host: Ricky Mulvey
Guest: Zeke Faux
Producer: Mary Long
Engineer: Rick Engdahl
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Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?
(00:21) Emily Flippen and Matt Argersinger discuss:
- The latest inflation numbers and whether the Fed will actually cut rates in 2024.
- The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time.
- Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .
(19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.
(28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.
Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman
Engineers: Dan Boyd
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Google is the latest tech company to host a conference full of AI pronouncements.
(00:21) Asit Sharma and Deidre Woollard discuss:
- Why the market is smiling on Alphabet lately.
- How Google’s announcements show the company’s AI ambitions.
- What Blackstone might buy next.
(17:26) Robert Brokamp interviews Steve Chen, the CEO of NewRetirement, on what savers often miss about retirement.
Companies discussed: GOOG, GOOGL, BX, MSFT, AZMN
Host: Deidre Woollard
Guests: Asit Sharma, Robert Brokamp
Producers: Ricky Mulvey, Mary Long
Engineers: Ricky Mulvey, Dan Boyd
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