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
After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes.
(00:21) Jason Moser and Matt Argersinger discuss:
- Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates.
- Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer.
- Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently.
(19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring.
Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here.
(33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts.
Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey
Engineers: Dan Boyd, Annie Pope
Learn more about your ad choices. Visit megaphone.fm/adchoices
For both Walmart and Cisco, expectations for the future don’t tell the whole story.
(00:21) Tim Beyers and Deidre Woollard discuss:
- Cisco’s move into the software space.
- If AI can improve the meeting experience.
- Walmart’s strengths as a global player.
(21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars.
Claim your five free dividend stock ideas here: www.fool.com/dividends
Companies discussed: WMT, AMZN, COST, CSCO,ACVA
Host: Deidre Woollard
Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta
Producers: Ricky Mulvey, Mary Long
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up.
(00:21) Tim Beyers and Dylan Lewis discuss:
- The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement.
- Target’s efficient quarter and product mix decisions for the holiday quarter.
- Airbnb’s $200M acquisition ot AI company GamePlanner.AI
(16:28) Ricky Mulvey talks with Red Robin CEO GJ Hart about how he’s trying to turn the 54-year-old burger chain into a premier fast casual dining destination.
Companies discussed: GOOG, GOOGL, AAPL, TGT, ABNB, RRGB
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, GJ Hart
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly.
(00:21): Ricky Mulvey and Asit Sharma discuss:
- What lower inflation means for stock investors.
- Sticky housing prices.
- Home Depot’s quarter and sales decline.
- What softer spend on big-ticket purchases means for Trex.
Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing.
Companies discussed: HD, TREX, AAPL, COST
Stock Advisor discount: www.fool.com/mfmdiscount
Hosts: Ricky Mulvey, Alison Southwick
Guests: Asit Sharma, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses.
(00:21) David Meier aand Deidre Woollard discuss:
- The evolving climate for business-to-business platforms.
- What tech companies need to consider as they hit profitability.
- If Monday.com will be the acquirer or the acquired.
(19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season.
Claim your free five stock recommendations here: www.fool.com/dividends
Companies discussed: MDNY, CRM, HUBS, SIG
Host: Deidre Woollard
Guests: Rob Bates, David Meier
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Chace Przylepa
Learn more about your ad choices. Visit megaphone.fm/adchoices
You may be asking the wrong question about the future – it’s not what it looks like, but what it sounds like.
Tobias Dengel is the President of WillowTree, a TELUS International Company, that specializes in digital product design and development. He’s also the author of “The Sound of the Future: The Coming Age of Voice Technology.” Ricky Mulvey caught up with Dengel to discuss:
Tickers discussed: MCD, SG, AMZN, APPL, GOOG, MSFT, META, NVDA, TU
Host: Ricky Mulvey
Guest: Tobias Dengel
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Here at the Motley Fool, we like our individual stocks. But – what if we’re wrong?
Jonathan Berk is a professor of finance at the Stanford Graduate School of Business and co-host of the podcast “All Else Equal: Making Better Decisions.” Ricky Mulvey caught up with Berk to discuss – and debate – the merits of individual stock investing. They also talk about:
Tickers discussed: CMG, NFLX, NVDA, MCD
Host: Ricky Mulvey
Guest: Jonathan Berk
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?.
(00:11) Emily Flippen and Andy Cross discuss:
(19:02) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars.
(31:14) Emily and Andy break down two stocks on their radar: Axon and Gartner.
Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON
Host: Dylan Lewis
Guests: Emily Flippen, Andy Cross, Lou Whiteman,
Engineers: Rick Engdahl, Annie Pope
Learn more about your ad choices. Visit megaphone.fm/adchoices
Actors are headed back to work as streamers seek to monetize viewers.
(00:20) Bill Barker and Deidre Woollard discuss:
- The long-term impact of Hollywood’s strikes.
- Linear television’s fading ad value.
- The value of sports entertainment.
(17:09) : Tim White and Tim Beyers sit down with Iinformatica Chief Product Officer, Jitesh Ghai to discuss the future of data management.Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Companies discussed: DIS, WBD, NYT, NFLX, SNAP, PINS, INFAHost: Deidre Woollard
Guests: Jitesh Ghai, Tim White, Tim Beyers, Bill Barker
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
To stop some bad behavior, sometimes you have to stop letting people do other stuff too.
(00:14) Bill Mann and Dylan Lewis discuss:
(16:26) Mary Long caught up with Adecco Staffing's Senior Vice President Amy Glaser for a look at holiday hiring trends and rising part-time work.
Check out our Stock Advisor Dividend Report at: www.fool.com/dividends
Companies discussed: HOOD, TOST
Host: Dylan Lewis
Guests: Bill Mann, Mary Long, Amy Glaser
Engineers: Rick Engdahl, Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Our TOPPODCAST Picks 
