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
Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewis caught up with Housel for a discussion about:
- Setting up processes, not resolutions for the new year.
- The biggest significant economic story (that’s already known).
- What early criticisms of cars, airplanes, and AI have in common.
Host: Dylan Lewis
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
New year, new you! Or maybe just a new portfolio.
Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt Argersinger about:
Claim your Epic Bundle discount here.
Host: Mary Long
Guest: Asit Sharma, Meilin Quinn, Matt Argersinger
Engineer: Tim Sparks, Dan Boyd
Tickers mentioned: DIS, VINP, EPR, HSY
Learn more about your ad choices. Visit megaphone.fm/adchoices
Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year.
(00:21) Jason and Matt Argersinger discuss:
- The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money.
- Holiday e-commerce and retail numbers, and what they say about the shopping season.
- Why Walgreen’s status as a Dividend Aristocrat is over.
(19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024.
(34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust.
Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, David Gardner
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Walgreens’s new CEO has some big plans.
(00:21) Bill Barker and Deidre Woollard discuss:
- The big tasks ahead for Walgreens’s new CEO.
- What a dividend drop might be signaling.
- How price drops impacted Big Egg.
(17:23) Jim Gillies and Ricky Mulvey talk pullback stocks including Aritzia and Shopify.
Companies discussed: CALM, WBA, TSE:ATZ, ATZAF, SHOP
Get your dividends report here: www.fool.com/2024dividends
Host: Deidre Woollard
Guests: Bill Barker, Jim Gillies, Ricky Mulvey
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
After 95 years of copyright protection, Steamboat Willie enters the public domain.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Why early versions of Disney’s Mickey and Minnie Mouse characters are now appearing in horror slasher films.
- Tesla once again being the king of EVs, and what to make of BYD coming up on its heels.
- A digital entertainment stock to watch in 2024.
(15:47) It’s been a great run for growth stocks – and it might not be over! Deidre Woollard caught up with Motley Fool Analyst Kirsten Guerra for a look at some recent winners that could keep winning in 2024.
Companies discussed: DIS, TSLA, SONO, DUOL
Catch the original Steamboat Willie cartoon, in all its public domain glory here.
Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Kirsten Guerra
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong.
(00:21) Ricky Mulvey and Jason Moser discuss:
- Apple resuming watch sales, and long battle against Masimo.
- Why it’s difficult to make accurate economic predictions.
- Understanding a business’s valuation and its story.
- A stock and an ETF we plan on holding through 2024.
Plus, (17:42) Robert Brokamp and Alison Southwick provide some tips to be more productive in the new year.
Stocks/ETFs mentioned: AAPL, MASI, TDOC, AXON, SCHD
Link to receive a complimentary report on dividend stocks: www.fool.com/2024dividends
Learn more about your ad choices at megaphone.fm/adchoices
Hosts: Ricky Mulvey
Guests: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions.
(00:21) Ron Gross and Matt Argersinger share:
- The trends they’re following in 2024
- CEOs in the hot seat
- Reckless predications for the new year
(19:11) Motley Fool CEO Tom Gardner shares his investing lessons from 2023 and a Fool stock he’s excited about for 2024.
(34:45) Ron Gross and Matt Argersinger share two stocks on their radar for the new year: American Tower and EPR Properties.
Stocks: SBUX, DIS, BRK, SHOP, AMT, EPR,
Host: Dylan Lewis
Guests: Ron Gross, Matt Argersinger, Tom Gardner
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Dylan Lewis shares a family tradition and some well-wishes, however and wherever you might be spending the holidays.
Host: Dylan Lewis
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets.
Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate trends in 2023 and look ahead toward the year to come.
They discuss:
- Three scenarios for housing affordability
- A void that Blackstone and Brookfield could be looking to fill
- Why REITs are poised for a rebound
Tickers discussed: DLR, EQIX, IRM, PLD, STAG, MAA, BX, BN, STWD, ZG, RDFN, CSGP
Host: Deidre Woollard
Guest: Matt Argersinger, Anthony Schiavone
Producer: Mary Long
Engineers: Dan Boyd, Annie Pope
Learn more about your ad choices. Visit megaphone.fm/adchoices
It’s our annual best-of interview show!
(00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes.
(19:11) Restaurateur, investor, and chairman at Cava Ron Shaich talks about Cava’s path to becoming a public company, and why you might not want to bet against him in the restaurant industry.
Stocks discussed: GOOG, GOOGL, X, META, CAVA, SBUX
Host: Dylan Lewis
Guests: Morgan Housel, Ron Shaich
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our TOPPODCAST Picks 
