Motley Fool Money

Pet Parents Keep Spending Dec 07, 2023

Chewy’s growth depends on how much we love our furry friends.

(00:21) Bill Barker and Deidre Woollard discuss:

- The power of Chewy’s auto-ship service.

- If Chewy’s growth is too dependent on macro trends.

- What factors could lead to a Dollar General turnaround.

(21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.

Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT

Claim your dividend report here: www.fool.com/dividends

Host: Deidre Woollard

Guests: Kevin Sayer, Mary Long, Bill Barker

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Dan Boyd

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Burgers Rise, Booze Dips Dec 06, 2023

The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market.

(00:21) Bill Mann and Dylan Lewis discuss:

- McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day.

- The sauce Bill wishes would get more love at McD’s.

- Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo.

(12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future.

Companies discussed: TGT, BYND, SHOO

Host: Dylan Lewis

Guests: Bill Mann, Pinky Cole, Deidre Woollard

Engineers: Dan Boyd

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S&P 500 to Uber: Get In! Dec 05, 2023

Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Uber joining the S&P 500 and the company’s focus on profitability and owning its market.

- How Wells Fargo seemed to announce future layoffs in a strange way.

- Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024.

(18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024.

Companies discussed: UBER, LYFT, WFC, SPOT

Host: Dylan Lewis

Guests: Tim Beyers, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd

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From The Frozen Tundra To The Beach Dec 04, 2023

A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time.

(00:21) Jason Moser and Deidre Woollard discuss:

- The possibility of the Alaska Airlines and Hawaiian Airlines deal going through.

- If airlines lose specialness as they grow.

- The race to bring GLP-1 drugs to market.

(18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next.

Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY

Claim your dividend stocks here: www.fool.com/dividends

Host: Deidre Woollard

Guests: Jason Moser, John Merris

Producer: Mary Long

Engineers: Dan Boyd, Desiree Jones

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The War on Cash, Revisited Dec 03, 2023

Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss:

The state of the “War on Cash”

Embedded finance

And two “toll booths” that aren’t going away anytime soon

Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH

Host: Jason Moser, Matt Frankel

Producer: Mary Long

Engineer: Dan Boyd

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Geek Out! Dec 02, 2023

The rules of business are changing. And those rules are being written by some … unlikely characters.

Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss:

The power of “geekiness”
How Satya Nadella turned Microsoft around
And why Amazon *wants* to see billion-dollar failures.

Tickers discussed: AMZN, MSFT, AAPL, GOOG, META

Host: Mary Long

Guest: Andrew McAfee

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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Did the Santa Rally Start Early? Dec 01, 2023

November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on?

(00:21) Jason Moser and Matt Argersinger discuss:

- The market’s incredible November and why we may not be out of the woods yet on rate hikes.

- Why Apple and Goldman Sachs are breaking up their credit card partnership.

- Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase.

(19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list.

You can catch Adobe’s holiday shopping tracking here.

(34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.

Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Vivek Pandya

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Sometimes Second Acts Work Out Nov 30, 2023

When disruption strikes, what a company does next is crucial.

(00:21) Bill Barker and Deidre Woollard discuss:

- If we are already in a Santa Claus rally.

- The challenges facing big automakers.

- If cybersecurity’s challenges will fade.

(20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today.

Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Host: Deidre Woollard

Guests: Bill Barker, Mary Long, David Meier

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Investing and Life Lessons from Charlie Munger Nov 29, 2023

We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie.

(00:21) David Meier and Dylan Lewis discuss:

- Some of their favorite Mungerisms on investing and life.

- Berkshire’s incredible performance in his time with the company.

- The best thing you can do to celebrate his life today – read a book.

Companies discussed: BRK.A, BRK.B, AAPL

Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access)

Host: Dylan Lewis

Guests: David Meier

Engineers: Dan Boyd

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Holiday Spirit and Animal Spirits Nov 28, 2023

With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Early Cyber Monday results and why consumer spend isn’t slowing down quite yet.

- News that Chinese fast fashion company Shein will likely be coming public in 2024.

- How Weight Watchers is adjusting its strategy to incorporate weight loss drugs.

(15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries.

Companies discussed: WW, NVDA, MSFT, APPL

Host: Dylan Lewis

Guests: Asit Sharma, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd

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The Unsinkable Shopper Nov 27, 2023

Black Friday showed consumers are still ready to buy.

(00:21) Jason Moser and Deidre Woollard discuss:

- Black Friday’s strong results.

- The rise of mobile shopping.

- If anyone can challenge Amazon’s reign as the holiday leader.

(17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market.

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY

Host: Deidre Woollard

Guests: Jason Moser, Alex Friedman, Ariel Adams

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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No Crypto at the Dinner Table! Nov 24, 2023

It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.

(00:21) Bill Mann and Jason Moser discuss:

- Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving.

- The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe.

- The no-go topics at this year’s dinner table – crypto and weight-loss drugs.

(19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.

(32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.

Catch a picture of the new Domino’s delivery oven bike here.

Stocks discussed: CDNS, CRSP, IOT, DPZ

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler

Engineers: Dan Boyd, Rick Engdahl

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AI and ai Nov 22, 2023

Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence.

(00:20) Asit Sharma and Dylan Lewis discuss:

Nvidia’s epic quarter and the market’s ho-hum response.
The OpenAI drama, corporate governance, and
How they’re making their turkeys this Thanksgiving.

Companies discussed: NVDA, MSFT

Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at 703-254-1445.

Host: Dylan Lewis

Guests: Asit Sharma

Engineers: Rick Engdahl

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Slow Growth Silver Linings Nov 21, 2023

Zoom’s slow revenue increase may show how the company is changing.

(00:12) Asit Sharma and Deidre Woollard discuss:

- Why Zoom is more than a videoconferencing company.

- What happens when a company’s growth slows.

- How big-ticket item sales are impacting Lowe’s and Best Buy.

(14:52) Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools.

Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY

Claim your dividend report here: www.fool.com/dividends

Host: Deidre Woollard

Guests: Asit Sharma, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Tim Sparks, Rick Engdahl

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Is This The Beginning Or The End Of OpenAI? Nov 20, 2023

With the dust still not settled, what could be next for Microsoft and OpenAI?

(00:13) Bill Barker and Deidre Woollard discuss:

- Winners and losers in the OpenAI schism.

- If anything will slow the pace of AI.

- What former Cruise CEO Kyle Vogt might do next.

(17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate.

Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Host: Deidre Woollard

Guests: Bill Barker, Ryan Severino

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks, Austin Morgan

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The Einsteins of Our Time Nov 19, 2023

Did Elon Musk break Twitter? Or did Twitter break Elon Musk?

Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss:

Twitter’s impact on Musk’s legacy,
The philosophies that drive Einstein-esque founders,
And the startup working to “de-extinct” the Woolly Mammoth.

Tickers discussed: TSLA, META, GME, AMC

Host: Ricky Mulvey

Guest: Ben Mezrich

Producer: Mary Long

Engineer: Annie Pope, Rick Engdahl

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You Want Chips with That? Nov 18, 2023

Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence?

Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss:

The semiconductor supply chain
Intel’s turnaround and new focus on foundries
How TSMC balances secrecy, transparency, and trust when it comes to intellectual property

Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML

Host: Ricky Mulvey

Guest: Chris Miller

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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“Are We There Yet?” Nov 17, 2023

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

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About That Guidance Nov 16, 2023

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

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A Burger Turnaround? Nov 15, 2023

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

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Inflation Cools Down, Stocks Heat Up Nov 14, 2023

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

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A Happy Monday Nov 13, 2023

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

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Amazon’s Mistake in Voice Technology Nov 12, 2023

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:

What Alexa and Siri get wrong about voice interaction,
Secret leaders in voice technology,
And the next battle in the cybersecurity arms race.

Tickers discussed: MCD, SG, AMZN, APPL, GOOG, MSFT, META, NVDA, TU

Host: Ricky Mulvey

Guest: Tobias Dengel

Producer: Mary Long

Engineer: Rick Engdahl

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Fool School: Can You Beat the Big Guys? Nov 11, 2023

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:

The ripple effects of decision-making,
Whether short-term investing deserves its bad reputation,
And the time horizon needed to differentiate between luck and skill.

Tickers discussed: CMG, NFLX, NVDA, MCD

Host: Ricky Mulvey

Guest: Jonathan Berk

Producer: Mary Long

Engineer: Rick Engdahl

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Show Business is Back in Business! Nov 10, 2023

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:

SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.”
The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend.
How Adyen is learning how to better play the expectations game.

(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

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Burn Through Your Queue Nov 09, 2023

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

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South Korea vs. Naked Short Sellers Nov 08, 2023

To stop some bad behavior, sometimes you have to stop letting people do other stuff too.

(00:14) Bill Mann and Dylan Lewis discuss:

South Korea banning borrowing shares to address issues with illegal naked short selling.
Robinhood “normalizing” and becoming a little Buffett-like with its interest income.
The big reaction to restaurant tech company Toast’s slight guidance adjustment, and what it bodes for growth stocks.

(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

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WeWork Goes Bankrupt Nov 07, 2023

The fond expectancy of venture capital has turned into the hard facts of private equity.

(00:21) Ricky Mulvey and Bill Mann discuss: -Uber's focus on adjusted earnings. -WeWork filing Chapter 11 bankruptcy, and the knock on effects. -Economic takeaways from Bill's trip to Africa.

Plus, (13:51) Robert Brokamp and Alison Southwick check in on how Americans are saving.

Companies discussed: UBER, WE

Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Mann, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl

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What Will Make Buffett Spend? Nov 06, 2023

With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market?

(00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile of cash. - If the NAR lawsuit damages Berkshire’s real estate prospects. - Why it has been a good year for insurance.

(21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks.

Claim your dividend report here: www.fool.com/dividends

Companies discussed: BAM, BRK.A, BRK.B, PANW, Z, ZG, RDFN

Host: Deidre Woollard Guests: Matt Frankel, Mary Long, David Meier Producer: Ricky Mulvey Engineer: Dan Boyd

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Morgan Housel and History’s Unending Loop Nov 05, 2023

What does it mean if history is just the same movie, playing over and over?

Morgan Housel is a longtime Fool contributor and the bestselling author of The Psychology of Money. Dylan Lewis caught up with Morgan to talk about his latest book, Same as Ever: A Guide to What Never Changes. They discuss:

The not-so-helpful side effect of having fewer economic downturns
Why true optimists believe that the future is messy
Cautionary tales from companies that “got too wide”
And what Warren Buffett understands about storytelling.

Tickers discussed: MSFT, GM, APPL, SSU, BRK.A, BRK.B

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Premium Motley Fool US members can check out the latest “Mindset with Morgan Housel” episode here.

Host: Dylan Lewis Guest: Morgan Housel Producer: Mary Long Engineer: Rick Engdahl

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Fool School: Finding Value Drivers Nov 04, 2023

Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value?

Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caught up with Badolato for an “investing classroom” session. They discuss: Different drivers of business value What growth rates ignore And the thing that Sweetgreen misses about automation

Tickers discussed: PTON, TGT, DXCM, HSY, NVDA, CHGG, COST, SG, RENT

Link to Fool Message Boards + Classroom Podcast Discussions

Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineers: Dan Boyd, Annie Pope

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Firing on All Cylinders Indeed Nov 03, 2023

We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing.

(00:19) Ron Gross and Matt Argersinger discuss:

Why interest rate and unemployment news helped stocksthis week.
Starbucks’ triple-shot growth plan, Apple’s flat growth, and why Shopify is firing on all cylinders.
Huge earnings reactions from DoorDash and Roku, and Match’s struggle to hold onto singles.

(18:50) Marc Robinson breaks down the negotiations between the United Auto Workers and automakers Ford, Stellantis, and General Motors.

(34:16) Ron and Matt break down two stocks on their radar: WK Kellogg and Quest Diagnostics.

Stocks discussed: SBUX, AAPL, SHOP, MTCH, DASH, ROKU, KLG, DGX

Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Marc Robinson Engineers: Rick Engdahl

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Is Toast toast? Nov 02, 2023

PayPal’s new CEO debuted with some heat.

(00:21) Ricky Mulvey and Jason Moser discuss: - Alex Chriss’s first earnings call as CEO of PayPal. - Renewed focus for the payments company. - Airbnb’s quarter and questions for its international growth. - Investors going through an “airline stocks phase.”

Plus, (14:10) Mary Long and Tim Beyers take a look at restaurant tech company, Toast.

Stock Advisor discount link: www.fool.com/mfmdiscount

Companies discussed: PYPL, ABNB, TOST, ORCL

Hosts: Ricky Mulvey, Mary Long Guests: Jason Moser, Tim Beyers Engineers: Dan Boyd, Rick Engdahl

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WeWork and Reworking Real Estate Nov 01, 2023

Housing is expensive, rates are high, but the cut going to agents might be going down.

(00:21) Asit Sharma and Dylan Lewis discuss:

- The $1.8B decision hitting The National Association of Realtors and real estate brokerages. - Why real estate might be an industry at a crossroads, and whether it means opportunity or challenges for companies like Redfin. - Three lessons from WeWork’s bankruptcy.

(16:13) Motley Fool Money’s Deidre Woollard caught up with Jean-Manuel Izaret to talk about his book "Game Changer” and the strategies companies use when they set prices.

Companies discussed: RDFN, UBER, AAPL, SBUX

Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Jean-Manuel Izaret Engineers: Dan Boyd, RIck Engdahl

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We Like Cannibals* Oct 31, 2023

*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism.

(0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share buybacks gone wrong. - An airplane leasing company that may be taking itself private.

Plus, (17:30) Alison Southwick and Robert Brokamp celebrate Halloween and discuss some financial horror stories.

Companies discussed: AAPL, EBAY, SNBR, AER

Link to “Financial Horror Stories Vol. 2, Scary Scams”: https://www.fool.com/podcasts/rule-breaker-investing/2023-10-18-financial-horror-stories-vol-2/

Link to Motley Fool message boards: https://community.fool.com/

Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl

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Wanting Fries With That May Cost You Oct 30, 2023

Labor costs are just one concern facing restaurants.

(00:21) Jason Moser and Deidre Woollard discuss: - Restaurant trends and consumer behavior. - The impact of rising labor costs on restaurants. - How delivery has changed the fast food landscape.

(21:14) Asit Sharma joins Ricky Mulvey to look at a couple of Halloween stocks... one tasty and one a little bloody.

Claim your five dividend stock recommendations: www.fool.com/dividends

Companies discussed: MCD, CMG, DASH, UBER, DPZ, HSY, TMDX

Host: Deidre Woollard Guests: Asit Sharma, Jason Moser, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd

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Hungry for Experience Oct 29, 2023

How do you build a restaurant chain with lines out the door?

Dylan Lewis caught up with Ron Shaich, the former CEO of Panera and Au Bon Pain, the current Chairman of Cava, and author of the upcoming book Know What Matters: Lessons from a Lifetime of Transformation. At a live Motley Fool member event in New York, they discuss:

Past, present, and future cravings of the American eater
Fighting against the “pervasive short-termism in our capital markets.
And the future of automation in food

Ticker discussed: CAVA

Host: Dylan Lewis Guest: Ron Shaich

Producer: Mac Greer, Mary Long Engineer: Tim Sparks

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Michael Lewis Interviewed by Tom Gardner Oct 28, 2023

Michael Lewis knows how to tell a story. He’s given color to the characters behind baseball and the finance industry. Now, he paints a portrait of Sam-Bankman Fried, the infamous face of crypto who went from billionaire to bankrupt overnight.

Motley Fool CEO and co-founder, Tom Gardner, caught up with Lewis at a Motley Fool member event in New York. They discuss:

The downfall of crypto exchange FTX and potential outcomes for Bankman-Fried’s ongoing criminal trial
The hold that FOMO has over Silicon Valley
Why organizations can’t thrive without “keen emotional intelligence”

Host: Tom Gardner Guest: Michael Lewis Producers: Mac Greer, Mary Long Engineers: Tim Sparks, Rick Engdahl

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Softness Ahead for Ads and Consumer Spend? Oct 27, 2023

Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why.

(00:21) Emily Flippen and Jason Moser discuss: - Big tech earnings – trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta. - Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4. - Spotify’s fantastic past twelve months and what investors should think now.

(19:11) Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at ONE: NYC about FTX, SBF, and the investing dynamics of Silicon Valley.

(30:37) Jason and Emily break down two stocks on their radar: Masimo and Okta.

Stocks discussed: AMZN, META, GOOG, GOOGL, MSFT, V, MA, SPOT, OKTA, MASI

Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Tom Gardner, Michael Lewis Engineers: Tim Sparks, Dan Boyd

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Put The Glasses On! Oct 26, 2023

(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta will triumph in the great headset race.

(21:40) Tim Beyers talks with author and New York University professor Melissa Schilling about traits shared by the world’s greatest innovators.

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Companies discussed: META, AAPL, NVDA, SNOW, TSLA, AMZN

Host: Deidre Woollard Guests: Asit Sharma, Melissa Schilling, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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One of these Clouds Is Not Like the Other Oct 25, 2023

Alphabet shed $100 billion in market value as it ceded some ground in the cloud competition.

(00:21) Ricky Mulvey and Nick Sciple discuss: - Microsoft’s quarter and focus on Copilot. - If Bing can become more of a competitor to Google search. - Alphabet’s investments in self-driving technology. - The anti-trust suit hanging over Alphabet.

Plus, (14:58) Deidre Woollard interviews Vincent Stanley, Patagonia’s Director of Philosophy, about companies that are doing work to help the planet.

Companies discussed: MSFT, GOOG, GOOGL, WMT, UL, DANOY, SSU

Hosts: Ricky Mulvey, Deidre Woollard Guests: Nick Sciple, Vincent Stanley Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl

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Weight-Loss Drugs and Coca-Cola Oct 24, 2023

Being a CEO is probably a pretty sweet gig. So why are so many leaving their posts?

(00:21) Ricky Mulvey and Bill Barker discuss: - General Motors quarter and the latest in its dispute with United Auto Workers. - A slowdown in electric vehicle production. - Coca Cola’s business and stock performance. - Why a record number of CEOs have left their seats this year.

Plus, (13:53) Robert Brokamp and Alison Southwick discuss the pillars of retirement planning.

Companies discussed: GM, TSLA, KO

Stock Advisor Discount Link: www.fool.com/MFMDiscount

Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

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Live from ONE: NYC! Oct 23, 2023

We took Motley Fool Money on the road to our ONE member event in NYC, and we’ve got a special episode of analyst insights and listener questions.

(00:21) Asit Sharma and Andy Cross discuss:

- The Nasdaq building in NYC, and how the company and exchange have fared in 2023. - Some sneak peeks at the sessions for our member event - One Fool stock that isn’t getting enough attention, and another that has surprised the investing team.

(14:08) We take questions from our ONE members in NYC – Andy and Asit weigh in on PayPal, how high rates impact investing decisions, and some companies that have done succession well recently.

Companies discussed: NDAQ, ASML, META, PYPL, COST

Host: Dylan Lewis Guests: Asit Sharma, Andy Cross Engineers: Rick Engdahl, Dan Boyd

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Buffett's Advantage Oct 22, 2023

When you have about $150 billion in cash on hand, you’re never out of position for making a decision. Shane Parrish is the founder of Farnam Street, the host of “The Knowledge Project” podcast, and the author of “Clear Thinking: Turning Ordinary Moments Into Extraordinary Results.” Mary Long caught up with Parrish to discuss: - Decision making lessons from Warren Buffett, Charlie Munger, and Daniel Kahneman. - How to create rules to become a more disciplined investor. - Tips for writing an investment thesis. Tickers discussed: BRK.A, BRK.B Host: Mary Long

Guest: Shane Parrish

Producer: Ricky Mulvey Engineer: Tim Sparks

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Tom Tackles the Member Mailbag Oct 21, 2023

Motley Fool CEO and co-founder Tom Gardner answers member questions in an excerpt from Stock Advisor Roundtable, our premium podcast offering. Tom talks about:

His top starter stock picks and how Fool recommendations are made
5 CEO’s he’d trust to run The Motley Fool
And what he’s learned from past investing wins (and misses)

Stock Advisor members can listen to the full conversation here.

Tickers discussed: AXON, SPY, ABNB, TTD, TSLA, AMZN, DFH, TMDX, LUV, TREX, SHOP, ANET, CRM

Host: Brian Stoffel Guest: Tom Gardner Producer: Mac Greer, Mary Long Engineer: Rick Engdahl

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Price Hikes or Push to Ad-Tier? Oct 20, 2023

Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier?

(00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right.

(19:04) Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers.

(32:11) Jason and Matt break down two stocks on their radar: Chipotle and Home Depot.

To get our special Stock Advisor offer for podcast listeners, head to: fool.com/mfmdiscount

Stocks discussed: NFLX, TSLA, COST, PLD, BX, TSM, HGTY, CMG, HD

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, McKeel Hagerty, Deidre Woollard Engineers: Rick Engdahl, Chace Przylepa

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A Tesla For Everyone Oct 19, 2023

Can Elon Musk build a $30,000 EV that everyone wants to drive?

(00:15) Tim Beyers and Deidre Woollard discuss: - Tesla’s compressing margins. - Robots with brains and Tesla’s take on the AI universe. - How Netflix is becoming a global television network.

(22:28) Deidre Woollard interviews real estate industry insider Greg Robertson on the impact of lawsuits against the National Association of Realtors.

Claim your Stock Advisor discount: www.fool.com/mfmdiscount

Companies discussed: TSLA, NFLX, RDFN, RMAX, HOUS

Host: Deidre Woollard Guests: Tim Beyers, Greg Robertson Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks

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The IRS Enters the Tax Game Oct 18, 2023

The IRS has good news for taxpayers and bad news for Intuit’s TurboTax.

(00:16) Jason Moser and Dylan Lewis discuss:

- The IRS’ Direct File pilot program coming to 13 states, and what it means for Intuit’s TurboTax.

- Why activist investor Engaged Capital is interested in VF Corp – the owner of Vans, The North Face, and Supreme.

- How Roblox’s return to office plans are a sign of the times for the pandemic darling.

(14:04) Ricky Mulvey caught up with Nick Sciple to check in on Next Era Energy and the rocky ride for utility stocks so far this year.

Companies discussed: INTU, VFC, RBLX, NEE, NEP, BWXT, CNQ, CEG

Host: Dylan Lewis

Guests: Jason Moser, Ricky Mulvey, Nick Sciple

Engineers: Tim Sparks

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Microsoft Closes Activision Deal Oct 17, 2023

Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history.

(00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line for its acquisition of Activision Blizzard. - An unexpected winner in the deal. - The latest memo from Howard Marks, “Further Thoughts on Sea Change.” - The case for credit investing, and a bond fund yielding 9%. Plus, (15:04) Robert Brokamp and Alison Southwick answer listener questions about money market funds, 401(k) rollovers, and automated investing. Companies/Funds mentioned: MSFT, LULU, USHY Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

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Bank On This? Oct 16, 2023

Citigroup’s Jane Fraser is looking to reinvent one of the Big Four banks. Can she do it?

(00:21)Matt Frankel and Deidre Woollard discuss: - The challenges facing Citgroup. - Why big banks have to get serious about high-yield accounts. - Charles Schwab’s opportunity to build an integrated platform.

(19:49) Mark Dixon, CEO of IWG, talks to Deidre Woollard about the changing role of the office in business life.

Get your Stock Advisor discount here: www.fool.com/mfmdiscount

Companies discussed: C, IWG, SOFI, WFC, BAC, JPM, ALLY

Host: Deidre Woollard Guests: Matt Frankel, Mark Dixon Producer: Ricky Mulvey Engineers: Annie Pope, Dan Boyd

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The Great Lag Oct 15, 2023

The Federal Reserve may act on a forward looking basis, but the bank isn’t always quick in action.

Ben Miller is the co-founder and CEO of Fundrise, a real estate investment platform. Deidre Woollard caught up with Miller to discuss:

- How slow reaction times from the Fed impact the economy. - The home equity buffer. - Opportunities in innovative investing. - The AI boom in private markets and start-ups.

Company discussed: NVDA

Host: Deidre Woollard Guest: Ben Miller Producer: Ricky Mulvey Engineer: Rick Engdahl

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Bill Mann “On The Market” Oct 14, 2023

The Motley Fool’s Bill Mann recently appeared on the BiggerPockets podcast “On The Market”. Today’s episode is a feed drop of that show. Host Dave Meyer caught up with Bill to chat about what’s going on around the world. They discuss:

- Why the US dollar is a “bit of a wrecking ball.” - Semiconductor supply chains. - Apple’s political risks. - China’s real estate market.

Companies discussed: AAPL, TSM, ASML, FANUY

BiggerPockets credits:

Host: Dave Meyer Producers: Kailyn Bennett, Hager Eldaas Engineer: Exodus Media

Motley Fool credits:

Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd

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Big Banks and Big Rates Oct 13, 2023

The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer.

(00:21) Emily Flippen and Jason Moser discuss: - What big interest rates mean for big banks and the latest insights from Jamie Dimon. - Pepsi’s earnings showing signs that growth might be propped up by price hikes. - Atlassian’s $1B acquisition of Loom, the market reaction to the Birkenstock IPO, and Spotify’s latest audio push.

(19:11) Bloomberg’s Zeke Faux talks about the trial of FTX’s Sam Bankman Fried with Motley Fool Money’s Deidre Woollard.

(32:57) Jason and Emily break down two stocks on their radar: Outset Medical and Twilio.

Stocks discussed: JPM, WFC, PEP, TEAM, BIRK, SPOT, OM, TWLO

Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Deidre Woollard, Zeke Faux Engineers: Dan Boyd

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Emergency Pizza, Stat! Oct 12, 2023

It’s hard to bet against the enduring appeal of everyone’s favorite dinner.

(00:21) Bill Barker and Deidre Woollard discuss: - How Domino’s continues to compete for its share of stomach. - The importance of loyalty programs and the worry of loyalty fatigue. - If Walgreens’s new CEO will keep steering the company toward healthcare.

(17:21) Deidre Woollard interviews Professor Michael Robbins on his new book Quantitative Asset Management and the future of AI in investing.

Claim your five dividend recommendations here: www.fool.com/dividends.

Companies discussed: DPZ, WBA, WMT, AMZN, UBER

Host: Deidre Woollard Guests: Bill Barker, Michael Robbins Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope

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Google, DOJ, and Default Inertia Oct 11, 2023

The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great.

(00:21) Tim Beyers and Dylan Lewis discuss:

- How the DOJ is charging Google cemented itself as the search leader with exclusive deals with Apple. - Just how lucrative those deals were for Apple. - The similarities with this case and the government’s anti-trust case against Microsoft in the 1990s.

(14:46) Mary Long caught up with Motley Fool analyst Sanmeet Deo for a chat about airport security stock Clear and the race to the front of the line.

Companies discussed: AAPL, GOOG, GOOGL, YOU

Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Sanmeet Deo Engineers: Dan Boyd

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Disney’s Activist Investor (Reprise) Oct 10, 2023

Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss:

Unity Technologies CEO, John Riccitello, stepping down from his seat.
How Unity handled pricing changes with its developers.
Trian Partners increasing its stake in Disney.
Questions about Disney’s turnaround story.

Plus, (15:45) Alison Southwick and Robert Brokamp discuss the growing trend of unretirement.

Companies discussed: U, DIS

Hosts: Ricky Mulvey, Alison Southwick Guests: Jason Moser, Robert Brokamp Engineer: Rick Engdahl

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Add To Cart Oct 09, 2023

Mobile shopping is expected to rule e-commerce this holiday season.

(00:13) Asit Sharma and Deidre Woollard discuss:

If consumer spending will remain strong over the holiday season.
The impact of the rise of mobile shopping.
Whether or not retailers can trust the supply chain.

(13:27) Founders and investors sit on opposite sides of the table and they don’t always agree. Venture capitalist Jerry Neumann and serial founder Liz Zalman look at both sides in their book Founder vs. Investor.

Access your Stock Advisor discount here: www.fool.com/mfmdiscount

Companies discussed:ADBE, AMZN, SHOP, UPS, WMT, UBER, DDOG, OKTA

Host: Deidre Woollard Guests: Asit Sharma, Jerry Neumann, Liz Zalman Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Walter Isaacson on Elon Musk Oct 07, 2023

Elon Musk is a serial monotasker. He’s also obsessed with risk. What makes him tick?

Ricky Mulvey caught up with Walter Isaacson to talk about the force that is Elon Musk. They also discuss: The importance of the letter X How to craft a “cocktail of a fanatical risk taker” And Musk’s latest endeavor into “real world artificial intelligence”

Tickers discussed: TSLA, GOOG, GOOGL

Host: Ricky Mulvey Guest: Walter Isaacson Producer: Mary Long Engineer: Dan Boyd

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EVs and Inside Elon Musk’s Mind Oct 06, 2023

BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge.

(00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season. - Meta’s plans to offer a monthly subscription to users in the EU. - Cyberattacks hitting Clorox, MGM, and Caesar’s. - China’s BYD heating up the race in EVs.

(19:11) Elon Musk’s biographer Walter Isaacson explains Musk’s fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. .

(33:00) Bill and Ron break down two stocks on their radar: Chevron and Burford Capital.

Stocks discussed: META, CLX, MGM, CZR, TSLA, KVUE, ASR

Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson Engineers: Dan Boyd

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The Future Of The American Drinker Oct 05, 2023

Beer continues to shine but will future generations be less likely to drink alcohol at all?

(00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and spirits can rebound for Constellation Brands. - The future of cannabis and Tilray’s tough path to profitability.

(17:17) Deidre Woollard interviews Joel Marcus, CEO of Alexandria Real Estate Equities about the future of this life sciences real estate investment trust.

Companies discussed: ARE, STZ, TLRY

Host: Deidre Woollard Guests: Bill Barker, Joel Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton

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A Pure Play Cereal Company? Oct 04, 2023

(00:21) Asit Sharma and Dylan Lewis discuss:

- How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg. - Food service company Aramark spinning out its uniform business Vestis and why one might be more interesting than the other for investors. - The traps to avoid when looking at spin-outs.

(15:51) Ricky Mulvey and Bill Mann check in on Costco – the business, its potential, and its new food court offerings.

(27:05) The Motley Fool Money team goes out into the field to taste test Costco’s new roast beef sandwich, mango smoothie, and strawberry ice cream.

If you're looking for investing ideas, we’re offering Motley Fool Money listeners a discount on our flagship service, Stock Advisor. To learn more head to fool.com/mfmdiscount

Companies discussed: K, KLG, ARMK, VSTS, COST

Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Ricky Mulvey, Sierra Baldwin, Mary Long Engineers: Dan Boyd

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All Eyes On the Sphere Oct 03, 2023

The shiniest thing in Las Vegas is also a publicly traded company.

(00:21) Ricky Mulvey and Nick Sciple discuss: - How consumer spending held up as the economy cooled. - Credit card companies benefiting from a shift toward experiences. - The business behind the dramatic new venue, Sphere.

Plus, (9:41) Robert Brokamp interviews Roger Young, CFP and Thought Leadership Director at T. Rowe Price about the company’s research on retirement spending.

Companies mentioned: LYV, ABNB, MSGS, SPHR, TROW

Hosts:Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Roger Young Engineers: Dan Boyd, Rick Engdahl

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The Game of the UAW Strikes Oct 02, 2023

If you want to know the reasons behind someone’s actions, it’s important to find out the incentives.

(00:21) Jason Moser and Deidre Woollard discuss: - If a SPARC is the new SPAC. - Being cautious about IPOs. - The impossibility of creating a super app.

(13:50) Ricky Mulvey interviews Marc Robinson, the principal consultant at MSR Strategy and an expert in game theory to understand the rules of the game in this United Autoworkers strike.

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Companies discussed: F, GM, STLA, PYPL

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Marc Robinson Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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In the Pilot’s Seat Oct 01, 2023

The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit?

Ricky Mulvey caught up with John “GUCCI” Foley, a former lead solo pilot for the Blue Angels, a keynote speaker, and the author of “Fearless Success.” They discuss:

How to find your centerpoint – in airshows and investing
What it’s like to sit on a multi-million-dollar sell option
And the importance of being “glad to be here”

Host: Ricky Mulvey Guest: John Foley Producer: Mary Long Engineers: Rick Engdahl

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Mobile Payments Around the World Sep 30, 2023

Not everyone has a bank in the developing world, but mobile phones are everywhere.

Mary Long and Asit Sharma discuss:

The evolution of payments in India
Micropayments versus credit cards
How MercadoLibre is gaining traction with cross-border payments in Latin America
The move for payments companies to become a superapp

Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA

Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl

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The Latest Shut-Down Sep 29, 2023

Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market.

(00:21) Jason Moser and Andy Cross discuss: - The government shutdown and how investors and federal employees should be processing the news. - The FTC’s antitrust case against Amazon and what it means for big tech. - Earnings updates from Costco, Nike, and Carmax.

(19:11) Motley Fool analyst Rick Munarriz gives a rundown on Rover, the petcare marketplace, and explains the tailwinds and tailwags pushing the company forward. .

(33:01) Jason and Andy break down two stocks on their radar: EPAM Systems and Intercontinental Exchange.

Stocks discussed: AMZN, META, COST, NKE, KMX, ICE, EPAM

Host: Dylan Lewis Guests: Jason Moser, Andy Cross, Ricky Mulvey, Rick Munarriz Engineers: Dan Boyd

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Can’t Touch This Sep 28, 2023

How do you measure things like brand and people?

(00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empire by helping businesses advance. - If the Peloton and Lululemon collaboration will be a win for both brands.

(18:24) Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon.

Companies discussed: RBLX, ACN, PTON, LULU, KO

Host: Deidre Woollard Guests: David Meier, Kirsten Guerra, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd

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Matchmaking, Break-ups, and a Survivor Sep 27, 2023

It’s the antitrust case everybody saw coming – does it have merit?

(00:21) Asit Sharma and Dylan Lewis discuss:

- The FTC’s antitrust case against Amazon, the case’s merits and how Amazon has forced innovation in e-commerce. - What Tinder’s new $500/month “Select” tier says about freemium business models. - Alibaba’s plan to spin out its first business unit – logistics segment Cainiao.

(16:02) The Motley Fool’s own Emily Flippen will be on the 45th season of Survivor – ahead of the show’s premiere tonight on CBS, Mary Long caught up with Emily about why she was excited to take on the challenge of being a castaway.

Companies discussed: AMZN, MTCH, BABA, LULU, WM, TXRH

Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Emily Flippen Engineers: Dan Boyd

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How Fools Use ETFs Sep 26, 2023

We like stocks. We also like exchange traded funds.

But first, (00:21) Ricky Mulvey and Jim Gillies discuss: - A difficult stretch for small-cap stocks. - Costco’s new healthcare offering. - One piece of Costco’s valuation that’s often forgotten by investors. Plus, Robert Brokamp and Alison Southwick find out how Fools use ETFs in their portfolios.

Companies/ETFs mentioned: COST, CIBR

Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp, Kirsten Guerra, Jason Moser, Bill Mann Engineers: Dan Boyd, Rick Engdahl

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The Business of Nightclubs Sep 25, 2023

RCI Hospitality CEO Eric Langan on consumer spending, capital allocation, and getting into the casino business.

(00:21) Jason Moser and Deidre Woollard discuss: - The wisdom Amazon’s bet on Anthropic. - Why Amazon is getting into charging for streaming. - If check-out-free technology is finally reaching its tipping point.

(12:25) Ricky Mulvey interviews the CEO of RCI Hospitality, Eric Langan on his view on consumer spending, capital allocation, and his journey to the CEO seat.

5 Stocks Under $49 report here: http://www.fool.com/report.

Companies discussed: AMZN, WMT, DIS, RICK

Host: Deidre Woollard Guests: Ricky Mulvey, Eric Langan, Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd

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Containing Big Tech Sep 24, 2023

When your information is everywhere, is it possible to rein it back in?

Deidre Woollard caught up with Tom Kemp, a cybersecurity expert and author of “Containing Big Tech: How to Protect our Civil Rights, Economy, and Democracy.” They discuss: - The implications of biometric data collection in a world where big tech runs rampant - Which companies are getting the privacy game right (and wrong) - Angel investing, and workarounds to weak links in existing cybersecurity systems

Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT

Host: Deidre Woollard Guest: Tom Kemp Producer: Mary Long Engineers: Dan Boyd, Kyle Carruthers

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CEO Shake-Ups Sep 23, 2023

Executives are on the move. The first half of 2023 has seen the highest CEO turnover rate on record, per executive outplacement firm Challenger, Gray, & Christmas.

Deidre Woollard caught up with Anand Chokkavelu and Ricky Mulvey to talk about what it means when a leader leaves. They discuss:

Whether CEO transitions truly change an investment thesis
Where to source ideal replacement candidates
And recent examples of expected departures, activist strong-arming, and questionable plays

Tickers discussed: PYPL, DOCN, SBUX, DIS, AZO, COST, FOX, NWS, KHC, CMG, PINS, ILMN, ETSY, PTON, FL, ULTA, WBA, PLNT

Host: Deidre Woollard Guest: Anand Chokkavelu, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl

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The Office Space Depression Sep 22, 2023

Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis.

(00:21) Ron Gross and Matt Argersinger discuss: - The Fed walking its talk and maintaining the expectation of another rate hike. - How office real estate is showing signs of trouble, but shouldn’t be weighing down all REITs. - The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay.

(19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future.

(33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike..

Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE,

Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here.

Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard Engineers: Dan Boyd

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Powell Stays Put, For Now Sep 21, 2023

Interest rates are paused but the hikes may not be over yet.

(00:21) Bill Mann and Deidre Woollard discuss: - What metrics the Fed is looking at before its next meeting. - How FedEx’s business has evolved over time. - The traits a good chief financial officer should have.

(14:52) Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain.

Companies discussed: FDX, UPS, TMDX

Host: Deidre Woollard Guests: Bill Mann, Tom King Producer: Ricky Mulvey Engineer: Dan Boyd

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“Good Discipline” From IPOs and Investors Sep 20, 2023

There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves.

(00:21) Tim Beyers and Dylan Lewis discuss:

- The market’s reaction to Instacart’s IPO and whether the company can return to its lofty private valuations. - An under-the-radar IPO this week – Klaviyo, and why it’s worth studying to understand the data relationships between businesses and their customers.

(20:39) Deidre Woollard gets the inside scoop on peak performance and corporate training from consultant and author Greg Harden.

You can grab your copy of 5 Stocks Under $49 for free and Fool.com/Report.

Companies discussed: CART, ARM, NDAQ, KVYO, BRZE

Host: Dylan Lewis Guests: Tim Beyers, Deidre Woollard, Greg Harden Engineers: Dan Boyd, Kyle Carruthers

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Three Strikes Sep 19, 2023

The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss: - How investors can measure an automaker’s profits. - A long-term problem for legacy carmakers. - The impact of the strike on Tesla. - Digital payments adoption in India.

Plus, (15:22) Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait. Companies discussed: F, GM, STLA, TSLA, PYPL Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl

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The Battle For Breakfast Sep 18, 2023

Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market.

(00:11) Jason Moser and Deidre Woollard discuss: - Why Kellogg’s is splitting up its business. - If snacks still have growth potential. - Monster’s ability to become a 100-year brand.

(13:35) Ricky Mulvey and John Nash analyze newly-listed TKO Holdings, the company that runs both WWE and UFC, and address the challenges it may face in the future.

Companies discussed: K, TKO, MNST, CELH

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, John Nash Producer: Ricky Mulvey Engineers: Rick Engdahl

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Number Go Up Sep 17, 2023

“I’d pull back the curtain and there was nothing there.”

The hype of crypto was real. Many of the use cases are still to be determined. Deidre Woollard caught up with Zeke Faux, an investigative reporter for Bloomberg and the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall.” They discuss:

- Why investors are quick to throw belief out the window - What really happens at an NFT party with Snoop Dogg, Eminem, and Jimmy Fallon - Questions around stablecoins, and one company “quilted out of red flags” - What happens when you spend a book advance on a JPEG image

Tickers discussed: USDT

Host: Deidre Woollard Guest: Zeke Faux Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Annie Pope

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Back-to-School Stocks Sep 16, 2023

Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation.

Deidre Woollard, Mary Long, and Ricky Mulvey got together to talk about companies that could ride the tailwinds of back-to-school season. They discuss:

Surprises from a survey revealing the brand preferences of college interns

Why “experiential” spending could be the future, or failure, of one big-box sports retailer
If chatbots killed the homework help business
And six stocks that play to back-to-school trends

Tickers discussed: MBG.DE, TSLA, META, GOOGL, UBER, LYFT, SPOT, AAPL, PYPL, DKS, TGT, SNAP, ELF, CMG, CHGG Host: Mary Long Guest: Deidre Woollard, Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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A 1700s Cobbler Is Going Public Sep 15, 2023

We break down two IPOs on today’s show, one for your phone and one for your toes.

(00:38) Jason Moser and Bill Mann discuss: - How oil at $90 is and isn’t an inflationary pressure. - What to make of Apple’s latest iPhone release. - The scoop on two new IPOs – Arm Holdings and Birkenstock.

(19:02) Ben Mezrich talks about the origin story of the meme stock and his book-turned-movie Dumb Money, in theaters this weekend.

(31:38) Jason and Bill break down two stocks on their radar: PayPal and Schwab.

Stocks discussed: DAL, AAL, AAPL, ARM, BIRK, PYPL, SCHW

Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Ben Mezrich Producer: Mary Long Engineers: Rick Engdahl, Tim Sparks

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Deadline In Detroit Sep 14, 2023

It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles.

(00:26) Bill Barker and Deidre Woollard discuss: - The demands of the United Auto Workers. - The fading allure of auto shows. - If vehicles will just keep getting bigger.

(17:02) Ricky Mulvey and Deidre Woollard ponder the return to office and if things in our working lives will ever be the same again.

Companies discussed: F, GM, TSLA, STLA, WE, META, AMZN

Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Apple's Compounding iPhone Iteration Sep 13, 2023

Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Apple’s fall update and the details on the iPhone 15 and 15 Plus.

- How the company is using phones to feed content for its future Vision Pro headsets.

- Why we want to be hearing more about Slack during Salesforce’s Dreamforce conference.

(19:31) Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes.

Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV

Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, Bill Mann Engineers: Tim Sparks, Dan Boyd

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Why IPO? Sep 12, 2023

Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How investors can break down a company’s prospectus.

(15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation.

Companies discussed: CHTR, DIS, ARM

Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

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Twinkies Find A New Home Sep 11, 2023

The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers.

(00:21) Jason Moser and Deidre Woollard discuss: - The synergies between Hostess and Smucker. - Why Instacart’s valuation dropped. - Kroger’s push to make the Albertsons deal happen.

(16:09) Deidre Woollard interviews Jesse Singh of home exteriors company Azek on competition in the decking space and what’s next for the brand.

Companies discussed: TWNK, SJM, SOVO, AMZN, WMT, CPB, KR, AZEK

Host: Deidre Woollard Guests: Jason Moser, Jesse Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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The Four Pillars of Investing with William Bernstein Sep 10, 2023

“The essence of investing is not maximizing returns, but rather maximizing odds of success.”

William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars of Investing: Lessons for Building a Winning Portfolio,” now in its second edition. Motley Fool Senior Advisor Robert Brokamp caught up with Bernstein to discuss:

- Why a 2% real return is “quite spectacular” - The math and Shakespeare of investing - Why value stocks may have fallen out of fashion - What the history of the stock market reveals about modern bubbles

Host: Robert Brokamp Guest: William Bernstein Producer: Ricky Mulvey Engineer: Rick Engdahl

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Expectations Investing Part 2: General Motors to Nvidia Sep 09, 2023

What does an investor have to believe for today’s share price to make sense?

Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss:

- Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift. - If Nvidia can maintain its moat over the long-term.

Companies discussed: GM, CP, ADYEY, NVDA

Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl

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Disney’s Lost Decade and Next Act Sep 08, 2023

The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere.

Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere - (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade - (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals.

(31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo.

Stocks discussed: DIS, NFLX, ABNB, UBER

Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd

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Expectations Investing Part 1 Sep 07, 2023

How can you use a company’s stock price to give you a window into the future?

(00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies.

(18:20) Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies.

Companies discussed: PATH, AI, ASAN, NVDA

Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Airbnb Leaves NYC, Joins S&P 500 Sep 06, 2023

New York City cracked down on short-term rentals, but is it a big deal for Airbnb?

(00:21) Ricky Mulvey and Jason Moser discuss: - How restrictions on short-term rentals could impact Airbnb’s growth story. - Why investors are sour about AMC’s new share issuance. - One company managing its share count well.

Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”.

Companies discussed: ABNB, EXPE, AMC, LOW

Hosts: Ricky Mulvey, Deidre Woollard Guests: Jason Moser, Oliver Franklin-Wallis Engineers: Dan Boyd, Tim Sparks

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Cable Takes on The Mouse Sep 05, 2023

If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney.

(00:21) Ricky Mulvey and Jim Gillies discuss: - Charter Communications’ problem with the streaming economy. - DoorDash’s battle with restaurants over pricing. - Why investors may want to look at Canadian banks.

Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.

Companies discussed: CHRT, DIS, DASH

Host: Ricky Mulvey Guests: Jim Gillies, Deidre Woollard, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

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Stadium Sponsors – Buy or Sell? Sep 03, 2023

NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?

(00:41) Ricky Mulvey and Dylan Lewis discuss:

- Why stadium sponsors generally don’t outperform their peers or the market.

- When major sponsorships do and don’t make sense as part of a marketing budget.

- Monster Energy’s brilliance in focusing on extreme sports.

Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL

Host: Dylan Lewis

Guests: Ricky Mulvey

Engineers: Tim Sparks

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A Homebuyer's Dilemma Might Be A Homebuilder's Delight Sep 02, 2023

Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it.

- Why homebuilders are in a good position right now.

- If renting will become permanent for more Americans and which companies might benefit. Host: Deidre Woollard

Guest: Matt Argersinger

Producer: Ricky Mulvey

Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB

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Different Customers, Different Retail Results Sep 01, 2023

The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.

(00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.

(19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers. - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan

(30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara.

Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT

Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl

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Salesforce Rights The Ship Aug 31, 2023

It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.

(00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s land-and-expand model for growth.

(21:12) Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth.

Companies discussed: CRM, CRWD, MSFT, ZS, TDUP

Host: Deidre Woollard Guests: Tim Beyers, James Reinhart Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Buffett Quotes Under the Microscope Aug 30, 2023

We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of.

(00:12) Bill Mann and Dylan Lewis discuss:

- Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption. - The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock. - 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company.

(15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes.

Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL

Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu Engineers: Rick Engdahl, Dan Boyd

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"When in Doubt, Zoom Out" Aug 29, 2023

Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss: - Macy’s and Nordstrom charging 32% APRs for retail cards. - Historical context on rising delinquencies. - Best Buy’s quarter, and sales slowdown. Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.

Companies discussed: BBY, M, JWN, DFS

Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Matt Frankel Engineers: Dan Boyd, Rick Engdahl

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Instacart Is IPO Ready Aug 28, 2023

Instacart is profitable and it’s growing, Is that enough to spark investor interest?

(00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO will be go sign for the market.

(17:31) Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours.

Companies discussed: LYV, DASH, UBER

Host: Deidre Woollard Guests: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Dan Boyd

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Redfin On The Attack Aug 27, 2023

Real estate is always a tough business to be in, but especially right now.

Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes.

Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way.

Deidre Woollard sat down with Glenn to discuss:

- The challenges of the current real estate market. - How Redfin plans to take share in the luxury space. - What value two recent acquisitions have added to the business.

Companies discussed: RDFN

Host: Deidre Woollard Guest: Glenn Kelman Engineer: Rick Engdahl

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Companies Going on Offense Aug 26, 2023

Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators.

Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss:

- Tech companies with a cultural advantage. - Why Alphabet might have a bureaucracy problem. - Lisa Su’s “David and Goliath” story at Advanced Micro Devices

Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR

Host: Ricky Mulvey Guest: Behnam Tabrizi Engineer: Rick Engdahl

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Earnings Buzzwords: AI and Shrink Aug 25, 2023

Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI.

(00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk.

(19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it.

(33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy.

Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY

Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers

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Nvidia Shoots For The Stars Aug 24, 2023

Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond.

(00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvidia isn’t the only game in town for AI chips. - How Snowflake’s data warehouse solutions might grow over time.

Companies discussed: NVDA, AMD, INTC, SNOW

Host: Deidre Woollard Guest: Tim Beyers Producer: Ricky Mulvey Engineer: Dan Boyd

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Not Your Older Cousin’s Abercrombie Aug 23, 2023

Abercrombie is back in vogue, but be careful chasing this cyclical business.

(00:21) Jason Moser and Dylan Lewis discuss:

- The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions. - At all-time lows, is Peloton more interesting? - How Abercrombie’s back in vogue, and what the retailer is doing to connect with consumers in a tough retail environment.

Companies discussed: PTON, ANF

Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd

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Retail Shrink Gets Bigger? Aug 22, 2023

Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings. - How a decrease in DIY is impacting Lowe’s results. - Dick’s management joins the ranks of retailers dealing with theft affecting results.

Companies discussed: ZM, LOW, DKS

Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd

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Cybersecurity Is Big Business Aug 21, 2023

The threats are getting bigger but so are the businesses trying to prevent them.

David Meier and Deidre Woollard discuss: - Metrics to watch in business-to-business tech companies. - Why Palo Alto Networks reported on a Friday night. - The growth trends for cybersecurity as a whole.

Companies discussed: ZM, PANW, ZS, CRWD

Host: Deidre Woollard Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd

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How a Scam Spreads Aug 20, 2023

A good scam works like a magic trick. There’s a beautiful, complex story being sold, but the truth is disappointingly simple.

The Oman Ghana Trust Fund raised hundreds of millions of dollars. Investors hoped their money would help unlock Ghana’s inheritance and billions of dollars worth of gold. Many were sold 10-to-1, even 100-to-1 returns on this promise. Yepoka Yeebo is the author of “Anansi’s Gold: The Man Who Looted the West, Outfoxed Washington, and Swindled the World.” Ricky Mulvey caught up with Yeebo to discuss: - How a scammer builds credibility. - The investor biases can lead someone to be defrauded. - How the money in the trust fund scam’s scheme actually disappeared. Host: Ricky Mulvey Guest: Yepoka Yeebo Producer: Deidre Woollard Engineer: Tim Sparks

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Stocks to Stay Cool Aug 19, 2023

Air conditioners have had a busy summer. This July was the hottest recorded month since the year 1880.

Deidre Woollard and Motley Fool Senior Analyst Sanmeet Deo dive into the business of staying cool. They discuss:

- The major players and macro landscape for HVAC companies. - Carrier’s transformation. - Growth expectations for heating and cooling companies. - One industry that is incredibly difficult to disrupt.

Companies discussed: CARR, WSO, TT, LLI, FERG

Host: Ricky Mulvey Guests: Deidre Woolard, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl

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Inside China’s Economic Woes Aug 18, 2023

A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items.

(00:21) Ron Gross and Emily Flippen discuss: - Why the consumer focus on groceries and lower cost items are helping Walmart and hurting Target. - The story behind Adyen’s 40% post-earnings drop. - The latest results from JD.com and Tencent, and how to look at some of the scary headlines coming out of China.

(19:11) VICI CEO Ed Pitoniak speaks with Motley Fool Money’s Deidre Woollard to talk about what to expect next on the Las Vegas strip, why wellness is an increasingly interesting category for experience spending, and what good real estate deals look like in this environment.

(33:24) Ron and Emily break down two stocks on their radar: Astec and NICE.

Stocks discussed: WMT, TGT, ADYEY, JD, TCEHY, ASTE, NICE

Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Deidre Woollard, Ed Pitoniak Engineers: Dan Boyd, Annie Pope

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Grab Your Groceries Aug 17, 2023

More of us are going to Walmart, but Aldi just made a big move that has put it on the radar of Big Grocery.

Bill Barker and Deidre Woollard discuss: - Whether Walmart is learning from grocers or grocers are learning from Walmart. - If an Aldi acquisition spells the end of the beloved Winn-Dixie brand. - Why Amazon has struggled with getting grocery right.

Companies discussed: WMT, TGT, KR, ACI, AMZN

Host: Deidre Woollard Guest: Bill Barker Producer: Ricky Mulvey Engineer: Dan Boyd

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Two Sides of Retail Aug 16, 2023

Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends.

(00:21) Jason Moser and Dylan Lewis discuss:

- Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward. - How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential items. - Why TJX is happy to see inventory issues in retail and how the company continues to thrive in a tough environment.

Companies discussed: TGT, TJX, CAVA, WMT

Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd

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2 Short 2 Furious Aug 15, 2023

Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? (00:13) Ricky Mulvey and Asit Sharma discuss:

A sales slowdown The Home Depot.
Why the home retailer has “an incredibly high” return on invested capital.
Credit downgrades for regional banks.
Michael Burry’s bearish option bet against the S&P 500 and NASDAQ, worth $1.6 billion in notional value.

Companies discussed: HD, MTB Host: Ricky Mulvey

Guest: Asit Sharma Engineer: Tim Sparks

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PayPal Finally Finds Its New Chief Aug 14, 2023

PayPal finds its new leader over at Intuit; can he make this fintech shine again?

Jason Moser and Deidre Woollard discuss: - Dan Schulman’s report card as a CEO. - What Alex Chriss might, or might not, bring to the party. - If a potential deal for U.S. Steel could be a winner for U.S. infrastructure.

Companies discussed: PYPL, X, CLF, INTU, META, TSLA

Host: Deidre Woollard Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl

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Revisiting Crypto and Meme Stocks Aug 13, 2023

Bitcoin was supposed to be unrelated to the stock market, act as a hedge against inflation, and serve as a currency for private transactions. Maybe, it’s just a volatile store of value. Is that so bad? James Surowiecki is an editor at The Yale Review, a regular contributor to The Atlantic, and author of “The Wisdom of Crowds”. Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Surowiecki on his podcast, Rule Breaker Investing. This show is a cut of their conversation. They discuss: - Lessons from Bitcoin’s past boom, and its place as cryptocurrency’s “top dog” - The correlation between crypto and tech stocks - One company that’s tied its fate to the success of Bitcoin - Meme stocks from the lens of cash flow investing Tickers mentioned: BTC, ETH, MSTR, GME This episode is just part of an interview aired on the Rule Breaker Investing podcast. You can listen to the entire conversation here. Host: Mary Long Guests: David Gardner, James Surowiecki Engineer: Rick Engdahl Producer: Ricky Mulvey

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Mailbag: Commercial Real Estate, Personal Finance, and International Investing Aug 12, 2023

Answering some of the questions you’ve emailed us at podcasts@fool.com. We’ve also got a listener hotline! Leave us a voicemail with your question at 703-254-1445. - (1:04) Will there be a commercial real estate collapse? - (5:22) What happens when a company you own goes bankrupt? - (10:41) Are there companies suited for the growing trend of hearing loss? - (15:03) How should investors think about Tesla’s charging network?- (16:14) Stocks are more expensive. Should I keep buying? - (18:35) Are there cash-like ETFs? - (21:20) Should I buy Universal Life Insurance?- (23:38) Are there investing opportunities in India? - (25:41) How do foreign exchange rates affect an investing strategy? Companies/Tickers mentioned: TSLA, SOON, DEMANT, GN, KN, APPH, SGOV, SMIN, AMZN Host: Mary Long Guests: Deidre Woollard, Jason Moser, Asit Sharma, Brian Orelli, Robert Brokamp, Bill Mann, Scott Phillips Producer: Ricky Mulvey Engineer: Rick Engdahl

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$1 Trillion in Credit Card Debt Aug 11, 2023

The margin of safety for household spending keeps shrinking.

(00:21) Jason Moser and Matt Argersinger discuss: - What the producer price index is saying about the cost of goods and services. - Americans hitting $1 trillion in credit card debt and what it means for the health of the consumer. - Earnings updates from Disney, UPS, and Axon.

(19:11) Motley Fool Money’s Deidre Woollard talks with Tom Larsen, a senior director at Corelogic, about extreme weather’s impact on homeowners and insurers.

(28:48) Jason and Matt break down two stocks on their radar: Sky Harbor and Home Depot

Stocks discussed: DIS, AXON, UPS, WE, TLRY, HD, SKYH

Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Tom Larsen Engineer: Dan Boyd

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All About the Ads Aug 10, 2023

Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.

Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens.

Companies discussed: TTD, DIS, NFLX, PENN

Host: Deidre Woollard Guests: Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd

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Follow the Cash: Celsius, Chegg, Nelnet Aug 09, 2023

Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand.

(00:21) Jim Gillies and Dylan Lewis discuss:

- Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable. - Whether Chegg can harness AI for its education offerings. - Why Nelnet’s slow and steady Berkshire approach continues to pay off.

Companies discussed: CHGG, NNI, CELH

Host: Dylan Lewis Guests: Jim Gillies Engineers: Dan Boyd

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Eli Lilly's Optimism Aug 08, 2023

By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp)

Ricky Mulvey and Bill Barker discuss: - Tesla’s CFO departure. - Eli Lilly hitting an all-time high, and the drugmaker’s optimistic results. - How Burger King is driving sales growth with limited time offers. - Zoom calling its employees back to the office.

Companies discussed: TSLA, LLA, NVO, QSR, ZM

Host: Ricky Mulvey Guest: Bill Barker Engineer: Rick Engdahl

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Berkshire Is Back Aug 07, 2023

Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action.

Jason Moser and Deidre Woollard discuss: - The value of solid insurance underwriting. - Why Berkshire sees a future in catering to truck drivers. - Finding the secret sauce in consumer businesses.

Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL

Host: Deidre Woollard Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl

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Fast Food Innovation Aug 06, 2023

Cola-flavored ketchup, Taco Bell’s musical for Mexican Pizza, and McDonald’s Grimace Shake are just some of the ways that food companies are fighting for your attention. But does social media buzz translate to long-term sales? Mary Long caught up with David Henkes, Senior Principal at Technomic and an expert on the food and beverage industry. They discuss: - What it takes to bring a new fast food product to market - How social media changed the restaurant industry - The challenge of automating a kitchen Companies discussed: YUM, MCD, PEP, WEN, CMG, SG Host: Mary Long Guest: David Henkes Producer: Ricky Mulvey Engineer: Rick Engdahl

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How to Beat the Market Aug 05, 2023

Everybody wants to beat the market. But how does one actually … beat the market?

Ricky Mulvey and Anand Chokkavelu got together to explore different camps within the world of investing – from short-term traders to buy-and-hold-for-lifers, value hunters to growth gurus. They discuss:

Distinguishing between luck and skill when evaluating high-profile investors
The power of being a smart contrarian
And which traits make for a truly successful market-beating strategy

Host: Ricky Mulvey Guest: Anand Chokkavelu Producer: Mary Long Engineer: Tim Sparks

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U.S. Hits AA+ and the iPhone Slumps Aug 04, 2023

Apple’s having the bad kind of “iPhone moment” and one restaurant chain is showing great growth without raising prices.

(00:35) Jason Moser and Bill Mann discuss: - Fitch downgrading U.S. credit and why it shouldn’t worry investors. - How slowing iPhone sales are weighing on Apple, and how AWS keeps cruising for Amazon. - Surprise profits from Uber, impressive traffic from Wingstop, E.l.f’s epic quarter, and how PayPal might not go anywhere until they announce a new CEO.

(19:05) Motley Fool analyst Rick Munarriz weighs in on the state of Disney’s Marvel and whether they can re-capture the box office magic any time soon..

(32:00) Jason and Bill break down two stocks on their radar: Calloway TopGolf and Outset Medical.

Stocks discussed: AMZN, AAPL, UBER, ELF, PYPL, WING, MODG, OM

Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Rick Munarriz Engineers: Rick Engdahl

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An E-Commerce Trifecta Aug 03, 2023

Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle.

(00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The imbalance in Etsy’s platform. - How MercadoLibre’s services are taking over Latin America.

(22:06) Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night.

Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP

Host: Deidre Woollard Guests: Tim Beyers, Matt Frankel, Jason Moser Producer: Mary Long Engineer: Dan Boyd

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Starbucks Targets 12 Cups of Coffee Aug 02, 2023

China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth?

(00:21) Asit Sharma and Dylan Lewis discuss:

- Starbucks’ slowing growth in the U.S. and torrid growth in China. - Why investors need to be patient with Pinterest. - How AI and lagging PC sales trends are affecting AMD.

(15:14) Deidre Woollard caught up with Yasser El-Shimy for a look at Saab – a company that you think does one thing, but really should be on your radar for something else..

Companies discussed: SBUX, PINS, AMD, SAABY

Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yasser El-Shimy Engineers: Dan Boyd

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Uber Makes a Profit Aug 01, 2023

For the first time ever, Uber reported an operating profit. Staying in the green is a different story.

(00:21) Ricky Mulvey and Bill Mann discuss: - Uber’s long-term vision. - If the ride hailing app deserves a victory lap. - A mortgage REIT paying investors a 14% dividend. - Overstock’s “brilliant” rebrand to Bed, Bath, and Beyond.

Plus, (15:15) Robert Brokamp and Megan Brinsfield discuss common tax myths for digital nomads.

Stocks discussed: UBER, LYFT, ARI, OSTK

Click here for the latest Stock Advisor Roundtable episode!

Host: Ricky Mulvey Guests: Bill Mann, Robert Brokamp, Megan Brinsfield Engineers: Dan Boyd, Rick Engdahl, Tim Sparks

Disclosure: Motley Fool Wealth Management (“MFWM”) is an SEC registered investment adviser. MFWM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed as investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is not guarantee of any outcome. Past performance does not guarantee future results. MFWM encourages you to seek personalized advice from qualified professionals, including (without limitation) tax professionals, regarding all personal finance issues. While we can counsel on tax efficiency and general tax considerations, MFWM does not (and is not permitted to) provide tax or legal advice. This discussion should not be relied upon as personalized financial planning or tax advice.

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Yellow Can’t Keep On Trucking Jul 31, 2023

Freight company Yellow stopped operations and a bankruptcy is expected as the next move.

(00:21) Bill Barker and Deidre Woollard discuss: - Why Yellow shut down and what place it occupied in the world of trucking. - SoFi’s strong quarter and what it needs to become profitable. - Tupperware and the danger of meme stocks.

(19:39) Mauro Guillén, author of “The Perennials”, makes the case for abandoning traditional generational views of society, career development, and retirement.

Companies discussed: YELL, SOFI, TUP, ODFL, FDX, XPO Host: Deidre Woollard Guests: Bill Barker, Mauro Guillén Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

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Anglerfish, Gila Monsters, and the Origin of Weight Loss Drugs Jul 30, 2023

Weight loss drug sales are estimated to hit $44 billion by 2030. Many of these treatments can thank previously obscure research on a carnivorous deep sea fish for their development. Rolfe Winkler is a reporter for the Wall Street Journal covering digital health. Ricky Mulvey caught up with Winkler to discuss: - The origins and science behind weight loss drugs. - The challenge of selling lizard venom research to pharmaceutical companies. - What decades-old research on anglerfish reveals about modern side effects for Ozempic. - And why it’s “not too hard” to keep dozens of Gila Monsters in your basement. “Monster Diet Drugs Like Ozempic Started With Actual Monsters”: https://www.wsj.com/articles/ozempic-mounjaro-gila-monster-anglerfish-8c9c1ff2 Companies mentioned: NVO, LLY Host: Ricky Mulvey Guest: Rolfe Winkler Engineers: Tim Sparks, Heather Horton

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Rule Breaker Investing Fundamentals Jul 29, 2023

Investing has plenty of rules. Don’t invest in stocks without earnings. Sell half your position after a stock doubles. But, who made those rules anyway? Ricky Mulvey caught up with Rule Breakers Lead Advisor Tim Beyers and The Motley Fool’s co-founder and Chief Rule Breaker David Gardner to discuss: - What makes a business a Rule Breaker. - Investing lessons from Apple, Tesla, and Intuitive Surgical. - How to invest like a venture capitalist. - Creating your own investing rules. - What risk actually means for an investor. Companies mentioned: TSLA, ISRG, AAPL, SNOW, CRM, TOST Host: Ricky Mulvey Guests: David Gardner, Tim Beyers Engineer: Tim Sparks

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Show Me the Earnings! Jul 28, 2023

The earnings parade is on, and this quarter it pays to be in the black.

(00:21) Matt Argersinger and Emliy Flippen discuss: - The Fed’s latest rate hike and why another seems in the cards. - Why earnings updates ended epic runs for Chipotle and Spotify. - How big tech’s cost cutting is going.

(19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation.

(31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes.

Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV

Host: Dylan Lewis Guests: Matt Argersinger, Emily Flippen Engineer: Dan Boyd

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Meta Has 3 Billion Users. Now What? Jul 27, 2023

Meta has our attention but will we follow Mark Zuckerberg into the metaverse?

(00:21) Asit Sharma and Deidre Woollard discuss: - Meta’s soaring ad impressions amid a tough advertising market. - If Mark Zuckerberg will need to choose between AI and the metaverse. - How Chipotle is using robots to boost efficiency.

(19:45) Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development.

Companies discussed: META, CMG, SBUX, WD

Host: Deidre Woollard Guests: Asit Sharma, Matt Frankel, Willy Walker Producer: Ricky Mulvey Engineers: Dan Boyd

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Microsoft and Alphabet’s Cash Stacks Jul 26, 2023

Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.

(00:13) Tim Beyers and Dylan Lewis discuss:

- Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided

- The slow roll of AI and how investors need to be patient with new tech efforts.

- Why Alphabet may have more good days ahead of it when the advertising market rebounds.

- The legacy of Alphabet CFO Ruth Porat

(16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.

Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

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What Makes a Good 401(k)? Jul 25, 2023

When interest rates rise, investors are supposed to move to safer assets.

(00:14) Jim Gillies and Ricky Mulvey discuss:

- Medpace shares hitting an all time high. - If investors should prepare for a market correction during a "dopamine fiesta". - The bull case for air bags and seatbelts.

Plus, (16:37) Robert Brokamp takes a look at how Americans are saving for retirement, and how to make better use of a 401(k).

Companies discussed: MEDP, ALV

Pullback report: www.fool.com/pullback

Host: Ricky Mulvey Guests: Jim Gilles, Robert Brokamp Engineers: Tim Sparks, Heather Horton

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Box Office Is Back, For Now Jul 24, 2023

A good weekend at the box office doesn’t mean movie theaters are out of the woods yet

(00:15) Jason Moser and Deidre Woollard discuss:

- Why partnerships may be the future for ESPN.

- How a decision on AMC’s preferred stock complicates its future.

- The importance of loyal pizza lovers for Dominos.

(17:13) Sanmeet Deo and Ricky Mulvey look at the short report for Xponential Fitness and separate out the inflammatory from the potentially concerning.

Companies discussed: DIS, DPZ, AMC, APE, XPOF

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Sanmeet Deo Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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“The Ride of a Lifetime” Book Club Jul 24, 2023

Before Bob Iger was the Disney CEO, he was the Disney CEO.

For the latest edition of the Motley Fool Money Book Club, Deidre Woollard, Mary Long, and Ricky Mulvey read Bob Iger’s memoir, “The Ride of a Lifetime.” They discuss:

The machinations that happen to make acquisitions and win over board rooms
Key differences between Bob Iger and Steve Jobs
Why businesses do well when they prioritize creativity

Companies discussed: DIS, AAPL, NFLX

If you’ve read “The Ride of a Lifetime,” share your takeaways and quibbles with the team at podcasts@fool.com or on Twitter @motleyfoolmoney.

Guests: Deidre Woollard, Mary Long, Ricky Mulvey

Engineer: Rick Engdahl, Tim Sparks

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Mattel’s Filmmaking Strategy Jul 22, 2023

Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you.

Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie,’ Mattel Is Raiding Its Entire Toybox”. They discuss:

- How Mattel is becoming an IP company. - Why “The Last of Us” broke the curse of bad video game adaptations. - If big budget movies really need characters that audiences already know.

Companies mentioned: MAT, HAS, DIS

Host: Mary Long Guest: Alex Barasch Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

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Netflix and Tesla Play With Pricing Jul 21, 2023

International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported.

(00:42) Ron Gross and Andy Cross discuss: - The reasons Netflix is doing away with its lowest paid offering. - What investors should make of the Johnson & Johnson/Kenvue splitoff. - Why concerns over Tesla’s tightening margins might be overblown - Trends in travel and consumer spending based on results from United, American, Discover, and American Express.

(19:04) Motley Fool Money’s Alex Friedman caught up with author David Meerman Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead.

(32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries.

Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP

Host: Dylan Lewis Guests: Ron Gross, Andy Cross, Alex Friedman, David Meerman Scott Producer: Ricky Mulvey Engineers: Rick Engdahl

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Cashing In On Chips Jul 20, 2023

The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here?

(00:12) Tim Beyers and Deidre Woollard discuss:

The challenges with standing up semiconductor factories in the U.S.
The different types of chips Taiwan Semiconductor produces and what companies use them.
The restrictions that impact ASML.

(17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche.

Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG

Host: Deidre Woollard Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Carvana’s Bet on Debt Restructuring Jul 19, 2023

Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted.

(00:21) Bill Mann and Dylan Lewis discuss:

- Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate. - How debt restructuring sent shares of Carvana up 30%. - Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date.

(15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market.

Companies discussed: GS, CVNA, BYDDY, TSLA, NVDA, TSM

Host: Dylan Lewis Guests: Ricky Mulvey, Bill Mann Engineers: Dan Boyd, Rick Engdahl

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Schwab Is Not SVB Jul 18, 2023

When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient.

(00:21) Ricky Mulvey and Asit Sharma discuss: - Schwab’s cash sorting problem. - Takeaways from bank earnings. - A deadline for the Microsoft/Activision deal whooshing by.

(11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k).

Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI

Pullback report: www.fool.com/pullback

Got a question for the show? Email us at podcasts at fool dot com.

Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

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The EV Truck War Is Officially On Jul 17, 2023

Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning.

(00:21) Bill Barker and Deidre Woollard discuss: - The futuristic appeal of the Cybertruck compared to more traditional models. - Why Ford announced a price drop on the F-150 Lightning. - How Eli Lilly could win big in the weight-loss wars.

(18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for the economy.

Companies discussed: F, TSLA, GM, LLY, NVO, SOFI, NNI

Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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A Marketplace of Ideas Jul 16, 2023

So, you’ve got an idea. But how do you get the backing to make your big dream a reality?

Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs bring their ideas to life. Deidre Woollard caught up with Center to talk about:

How tighter lending environments lead to entrepreneurship booms
What drives backers to participate in funding campaigns that pay off in rewards rather than equity
And how the laboratory-like nature of crowdfunding can help predict “the next big thing” before it goes mainstream

Host: Deidre Woollard Guest: Becky Center Producer: Mary Long Engineer: Rick Engdahl

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Hand-Wavy Finance Jul 15, 2023

S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. Ricky Mulvey and Anand Chokkavelu took a look at the techniques behind “hand-wavy finance,” and how companies like to capture your attention. They discuss: - How Apple repeatedly “blew away” Wall Street analysts - The big bath strategy for reporting bad news - What previous hype cycles can teach investors about the latest, shiny new thing Companies discussed: AI, KR, GE, AAPL, META Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Rick Engdahl

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Big Banks Cash In Jul 14, 2023

If you bank with the one of the giants, you might be helping pad their bottom line.

(00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - How short sellers are creating big YTD returns for beaten up companies.

(19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else.

(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.

Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS

Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyett Engineer: Dan Boyd

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Travel Is Still Flying High Jul 13, 2023

Another positive sign for the travel industry as Delta raises guidance.

(00:21) Bill Barker and Deidre Woollard discuss: - The surge in international travel and where Delta’s next revenue bump could come from. - What factors could slow the travel boom. - The curious allure of the many flavors of Doritos.

(15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro.

Companies discussed: DAL, PEP

Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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One Step Closer to a $69B Deal Jul 12, 2023

The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline.

(00:21) Bill Mann and Dylan Lewis discuss:

- Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed. - The “concessions” Microsoft is making to make the deal happen. - How we’re seeing a similar response to regulatory interest in Broadcom’s planned acquisition.

(14:09) Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie.

Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS

Host: Dylan Lewis Guests: Bill Mann, Mary Long, Catie Peiper Engineers: Dan Boyd, Rick Engdahl

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Prime Shoppers Spend More Jul 11, 2023

Amazon can expect $13 billion in Prime Day sales, but what does that mean for a $1.3 trillion company?

(00:21) Ricky Mulvey and Jason Moser discuss: - The services that Amazon wants shoppers to notice. - If Prime Day is an economic bellwether. - Bank of America’s fine from the Consumer Financial Protection Bureau.

Plus, (13:31) Robert Brokamp interviews Wade Pfau, author of the recently updated “Retirement Planning Guidebook”, on how to find a retirement spending style.

Companies discussed: AMZN, BAC

Pullback stocks report: https://www.fool.com/pullback

Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Wade Pfau Engineers: Dan Boyd, Rick Engdahl

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The NY Times Goes All In On The Athletic Jul 10, 2023

The New York Times leaves its sports desk behind as it puts its might behind The Athletic.

(00:21) Jim Mueller and Deidre Woollard discuss: - Why the New York Times announced it is shutting down its sports department. - The future of sports coverage and sports entertainment. - The Barbie movie and the potential value of Mattel’s intellectual property.

(15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market.

Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT

Host: Deidre Woollard Guests: Jim Mueller, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd

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The Business of Resale Jul 09, 2023

You might not have heard of Winmark, but you could be more familiar with its stores. The resale franchise company owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child.

Winmark CEO, Brett Heffes, caught up with Jim Gillies for a rare interview about:

- How a focused mission shapes Winmark’s business - Creating long-lasting relationships with franchisees - The resale company’s capital allocation strategy and growth expectations - What some investors misunderstand about Winmark

Company discussed: WINA

Host: Jim Gillies Guest: Brett Heffes Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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“Maybe the Headset Isn’t the Way” Jul 08, 2023

Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss:

- Apple’s bet on spatial computing - A major interface problem for headset adoption - Meta’s VR subscription service - Less obvious companies that could benefit from a boom in immersive tech

Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON

Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl

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What’s Next for 2023? Jul 07, 2023

Higher rates are here to stay, and some stories we expected to see in the first half of 2023 might still be ahead of us.

(00:21) Jason Moser and Matt Argersinger discuss: - Whiplash in employment data, and the certainty of rate hikes for the rest of the year. - Meta’s new app Threads and what it means for Twitter. - Some surprises from the first half of 2023 and stories to watch for the rest of the year.

(19:11) Motley Fool Money’s Deidre Woollard spoke with Smith about the cycles in digital media, his new book Traffic, and how one legacy media company has managed to stay on top throughout all the shifts.

(32:04) Jason and Matt break down two stocks on their radar: Vesta Real Estate and Callaway Golf.

Stocks discussed: AAPL, META, NYT, BZFD, AMZN, VTMX, MODG

Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Smith Engineer: Dan Boyd

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Car Sales Are Soaring Jul 06, 2023

The numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie?

(00:21) Tim Beyers and Deidre Woollard discuss: - If the strong numbers for new car sales will continue. - The power of Tesla’s brand in the EV space. - Why we shouldn’t get too excited about the prospect of flying cars yet.

(21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets’s podcast host Dave Meyer on the demographic shifts impacting real estate investing.

Companies discussed: GM, TSLA, JOBY, OPEN, RDFN, EVTL, ACHR

Host: Deidre Woollard Guests: Tim Beyers, Dave Meyer Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton

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Twitter Faces Threats from AI and Meta Jul 05, 2023

AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access. - What those moves say about AI, online intellectual property, and the next era of the internet. - Meta’s new Twitter challenger Threads.

(16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought.

Companies discussed: META, EOLS, GOLF, PM, DIS

Host: Dylan Lewis Guests: Asit Sharma, Rickey Mulvey, Nick Sciple Engineer: Dan Boyd

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FI, Not FIRE Jul 02, 2023

Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence. Dylan Lewis and Brian Feroldi discuss: - The core principles of FI and the different styles it can take - Why a down market is a great time to check in on your financial independence and retirement progress - Why it’s not too late to get started if you feel behind! Note, this episode is a re-air of a conversation originally recorded in July, 2022.

Host: Dylan Lewis Guests: Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Best-of: William Cohan on GE’s Legacy Jul 01, 2023

Before the mega-cap tech giants, there was General Electric.

William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss:

- Jack Welch, and the religion of earnings consistency. - The mythology behind General Electric’s birth. -General Electric’s “time of death”. - Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.”

Host: Ricky Mulvey Guest: William D. Cohan Engineer: Dan Boyd, Rick Engdahl, Tim Sparks, Annie Franks

Companies discussed: GE, DIS, WBD, CMCSA

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The Motley Fool Money Half-Year Review Jun 30, 2023

2023 is half over and the stock market has rebounded significantly from its 2022 lows.

(00:21) Andy Cross and Jason Moser discuss: Revised first quarter GDP data Nike earnings coming in a bit light The Biden Administration's proposed new artificial intelligence chip export restrictions for China.

(19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay.

(32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark.

Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA

Host: Ron Gross Guests: Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer Engineer: Dan Boyd

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Is The Sharing Economy Growing Up? Jun 29, 2023

DoorDash has started offering hourly wages for its couriers.

(00:21) Bill Barker and Deidre Woollard discuss: - What prompted DoorDash’s recent updates. - Fees, tips, and other ways Airbnb and DoorDash pass on costs to consumers. - How demand for spicy food is just one positive sign for McCormick.

(16:15) Sanmeet Deo and Mary Long break down the main components of Adobe’s business and how AI could prove to be a major growth area.

Companies discussed: ADBE, MKC, DASH, ABNB, UBER

Host: Deidre Woollard Guests: Bill Barker, Sanmeet Deo, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd

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Costco Cracks Down Jun 28, 2023

Netflix isn’t the only company solving a sharing problem. (00:21) Bill Barker and Ricky Mulvey discuss: - Delta’s investor day and rosy profit guidance. - General Mills hitting a pricing power limit. - How Costco is solving its free rider problem. - AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story.

Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play.

Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE

Host: Ricky Mulvey Guests: Bill Barker, Jason Moser, Matt Frankel Engineer: Dan Boyd

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What to Do with Dividends Jun 27, 2023

One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time.

(00:21) Jim Gillies and Ricky Mulvey discuss: - Walgreens Boot Alliance’s disappointing 3rd quarter. - The pharmacy chain’s turnaround story. - What to look for in investor presentations. - Why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity.

Plus, (11:54) Robert Brokamp and Matt Argersinger discuss the fundamentals and tradeoffs of owning dividend payers.

Companies mentioned: WBA, BN, BAM, AEL, KO, AMX, MO, HD, AOS, PLD

Links: Rule Your Retirement article: https://www.fool.com/premium/rule-your-retirement/coverage/1062/coverage/2023/05/26/how-buffetts-secret-sauce-could-pay-for-your-retir/

Dividend Knights list: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0

Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Matt Argersinger Engineer: Dan Boyd

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Carnival Sets Course For Debt Reduction Jun 26, 2023

Bookings are spiking for Carnival Cruise Lines, how can the company make the most of the cruise boom?

(00:21) Jason and Deidre Woollard discuss: - The strong demand for cruises and travel. - How Carnival’s plans to pay off its heavy debt load. - The prospects for Oddity Tech, a new DTC-brand IPO.

(14:55) Ricky Mulvey and author Robert Glazer discuss why investors should look for businesses with a cultural advantage and how to spot one.

Companies discussed: CCL, GS, ABNB, TSLA, AMZN, WP, BARK, BIRD

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Robert Glazer Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Amazon Vs. Walmart Jun 25, 2023

Mary Long caught up with Jason Del Rey, author of “Winner Sells All: Amazon, Walmart, and the Battle for Our Wallets.”

- How Amazon often beat Walmart’s low-price guarantee. - The incentives that slowed down Walmart’s e-commerce rollout. - Why WalMart was hesitant about creating a loyalty program. - Amazon and Walmart’s push into healthcare.

Companies discussed: AMZN, WMT

Host: Mary Long Guest: Jason Del Rey Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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“One Up on Wall Street” Book Club Jun 24, 2023

You probably know something that a Wall Street analyst doesn’t, and that gives you an edge. Mary Long and Ricky Mulvey revisit Peter Lynch’s investing classic “One Up on Wall Street: How to Use What You Already Know to Make Money in the Market.” They discuss: - How to research a company beyond earnings statements - One common misunderstanding about Lynch’s style of investing - Where regular investors can find an edge over institutional money Companies discussed: FDX, NVDA, MCD Have a book recommendation for the book club? Let us know at podcasts@fool.com Host: Mary Long Guest: Ricky Mulvey Engineer: Tim Sparks

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Deal or No Deal? Jun 23, 2023

Regulators are taking a hard look at acquisitions for Adobe, MIcrosoft, and Amazon. And that might be a good thing for Adobe and Activision shareholders.

(00:21) Emily Flippen and Matt Argersinger discuss:

- Why more rate hikes are on the way. - How housing’s impact on inflation probably won’t slow down any time soon. - Why Activision and Adobe shareholders might not want their company’s proposed acquisitions to go through.

(19:11) Deidre Woollard spoke with Atif Qadir, the founder of proptech company Commonplace, about how issues at regional banks affect real estate, and whether empty office space can really be turned into apartments.

(31:16) Emily and Matt break down two ideas on their radar: Spotify and Schwab US Dividend Equity ETF.

Stocks discussed: ADBE, AMZN, IRBT, MSFT, ATVI, SPOT, SCHD

Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woolard, Atif Qadir Engineer: Dan Boyd

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Alibaba Shakes Things Up Jun 22, 2023

Alibaba shuffles the deck as it heads towards spinning off its cloud division.

(00:21) Bill Mann and Deidre Woollard discuss: - Alibaba’s leadership changes. - The difference between spin-offs and IPOs for Alibaba shareholders. - If Amazon makes it too hard to unsubscribe from Prime.

(15:50) Deidre Woollard and Ricky Mulvey cover what happens when a stock trades under $1.

Companies discussed: BABA, AMZN, WE, NKLA, VCSA, APRN

Host: Deidre Woollard Guests: Bill Mann, Ricky Mulvey Producer: Ricky Mulvey Engineer: Dan Boyd

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EVs Get Supercharged Jun 21, 2023

Rivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon.

(00:12) Asit Sharma and Dylan Lewis discuss:

- Why Rivian, Ford, and General Motors are signing on to make cars work with Tesla’s North American Charging Standard (NACS).

- What’s behind Tesla’s 140% jump in shares so far in 2023

- Hyuandai’s $28B 10-year commitment to EVs and the Chinese government’s new $72B tax break program.

NOTE: In the discussion, we accidentally refer to the combined charging standard as “CSS” instead of “CCS”

(12:30) Ricky Mulvey caught up David Johnston, a vice president of asset protection and retail operations for the National Retail Federation to take a look inside retail crime syndicates and what's being done to stop them.

Companies discussed: TSLA, F, GM, LOW, TGT, HD, CVS

Host: Dylan Lewis

Guests: Asit Sharma, David Johnston, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Tim Sparks

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PayPal's Growth Story Jun 20, 2023

DraftKings wants to consolidate the sports betting market, but it still has a long road to profitability. (00:14) Ricky Mulvey and Nick Sciple discuss:-PayPal selling off more than $40 billion of buy now, pay later loans.

-The payment processor's capital allocation strategy. -The DraftKings bid to buy a rival operator. -Why sports betting companies have a customer stickiness problem.

Plus, (12:20) Alison Southwick and Robert Brokamp answer listener questions about 401(k)s, investing, and cash management.

Companies/tickers mentioned: PYPL, KKR, AFRM, DKNG, TQQQ

"Women Power Rule Breakers - A Sparks Conversation" event registration https://fool.zoom.us/webinar/register/WN_BbdTqNGmQXKbWOx_zlb7bw#/registration

Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp Engineers: Tim Sparks, Rick Engdahl

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UFC Economics Jun 18, 2023

You can’t be afraid to step on toes if you want to run a mixed martial arts promotion… or stomp on them. Michael Thomsen is the author of “Cage Kings: How an Unlikely Group of Moguls, Champions, and Hustlers Transformed the UFC into a $10 billion Industry”. Ricky Mulvey caught up with Thomsen to discuss: - The rise and transformation of the UFC - How president Dana White negotiates with fighters - What investors may want to know about the upcoming merger between WWE and the UFC Companies discussed: EDR, WWE Host: Ricky Mulvey Guest: Michael Thomsen Producer: Deidre Woollard Engineer: Rick Engdahl

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The Evolution of Urbanism Jun 17, 2023

For the past century, cities have centered around work. What happens when that’s no longer the case?

Deidre Woollard and Matt Argersinger discuss:

What downtowns might look like when they become more than just “containers for work”
How different REITs are approaching the new commercial real estate landscape
The promise and problems of “15-minute cities”

Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA Host: Deidre Woollard Guest: Matt Argersinger Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks

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The New Bull Market Jun 16, 2023

Some are saying it’s a bull market, we’re calling it a giddy one.

(00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up. - Why the market was hungry for shares of restaurant brand Cava.

(19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people.

(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.

Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR

Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Polina Pompliano Producer: Ricky Mulvey Engineer: Dan Boyd

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Selling Secrets Across The Globe Jun 15, 2023

A former Samsung executive allegedly stole plans in order to build a chip plant down the road from the existing factory. What could possibly go wrong?

(00:15) Bill Mann and Deidre Woollard discuss:

- The high value of getting a leg up on the competition in the semiconductor industry.

- If companies can do anything to keep secrets from leaking out.

- Why Alphabet’s adtech is attracting regulators’ attention.

(13:53) Ricky Mulvey and Kirsten Guerra take a look at Vertex Pharmaceuticals and its role at the center of cystic fibrosis treatment.

Companies discussed: GOOG, GOOGL,KO, VRTX, SSNLFHost: Deidre Woollard

Guests: Bill Mann, Ricky Mulvey, Kirsten Guerra Producer: Ricky Mulvey Engineer: Tim Sparks

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Netflix’s Promising Next Act Jun 14, 2023

Netflix’s is aiming to return to growth by cracking down on password sharing.

(00:12) Jim Mueller and Dylan Lewis discuss:

The encouraging data behind Netflix’s password crackdown and ad-supported membership.
Why it still might be a bit early to bank on those growth levers for Netflix.
How Disney, Apple, Amazon are eying advertising, and how it could reshape streaming tv.

(14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage.

Companies discussed: NFLX, AAPL, AMZN, DIS, INTU

Host: Dylan Lewis

Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma

Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl, Kyle Carruthers

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An Inflection Point for adidas Jun 13, 2023

Inflation is slowing down. Is this what a soft landing looks like?

(00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss: - Big macro takeaways from the latest inflation numbers. - How adidas is dealing with the fallout from discontinuing its Yeezy line. - If the apparel maker has balance sheet risk.

Plus, (15:00) Alison Southwick and Robert Brokamp discuss the costs and benefits of working with a financial advisor.

Companies discussed: ADDYY, NKE

Article discussed: https://www.bloomberg.com/news/features/2023-05-25/adidas-s-yeezy-mess-has-been-a-billion-dollar-nightmare-for-the-business

Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl

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Icahn Gets His Way Jun 12, 2023

Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition?

(00:21) Jason Moser and Deidre Woollard discuss: - If Illumina’s CEO’s exit will impact the company’s moves to acquire Grail. - Carl Icahn’s history of activist investing. - Thoma Bravo’s success in buying companies and repackaging them for sale.

(14:37) Ricky Mulvey interviews Anjay Nagpal, host of the podcast “Brokers, Bagmen, and Moles” about the curious history of the Chicago Mercantile Exchange and its ramifications on today’s investing universe.

Companies discussed: ILMN, IEP, NDAQ, MSFT, ATVI

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Anjay Nagpal Producer: Ricky Mulvey Engineer: Dan Boyd

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Are Banking Relationships Sticky? Jun 11, 2023

When Silicon Valley Bank collapsed, $43 billion left its doors in one afternoon, or $1 million every second. How has the banking landscape changed since then?

Motley Fool Senior Analyst Bill Mann caught up with Chip Mahan, CEO of Live Oak Bank. They discuss:

- The breakdown of communication between regulators and Silicon Valley Bank - How Live Oak Bank is differentiating itself from larger institutions - Why traditional banks may face margin issues in the “not too distant future”

Companies discussed: LOB, JPM

Host: Bill Mann Guest: Chip Mahan Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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“No One Will Ever Need a PC in Their Homes.” Jun 10, 2023

A new technology won’t go far unless it solves a migraine-level problem.

Motley Fool Live’s “This Week in Tech” co-hosts Tim Beyers and Tim White discuss:

- How investors can think about adoption lifecycles and tech investments - Where generative AI lands on the hype cycle - One key sign that a new product has “crossed the chasm” for widespread adoption - ChatGPT’s “nice to haves”

Companies discussed: IT, AAPL, MDB, HUBS

Host: Tim Beyers Guest: Tim White Producer: Ricky Mulvey Engineer: Rick Engdahl

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Spatial Computing and Safety Deposit Boxes in the Sky Jun 09, 2023

Will mixed reality win out over virtual reality? And is crypto a security?

(00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial computing. - How the offering stacks up to Meta’s Quest products. - The SEC’s suit against Coinbase and Binance, and what it means for crypto.

(19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billionaire’s Row.

(33:06) Jason and Ron discuss the PGA/LIV partnership and two stocks on their radar: Adobe and Oxford Industries.Stocks discussed: AAPL, META, COIN, DOCU, SFIX, TTN, MTN, ADBE, OXM

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Katherine Clarke, Deidre Woollard Engineer: Dan Boyd

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Game over for GameStop’s CEO Jun 08, 2023

GameStop’s CEO is out and Spotify is shaking up its podcast strategy.

(00:20) Deidre Woollard and Bill Barker discuss: - Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop. - If GameStop can move beyond meme status and find new growth. - Spotify’s layoff’s and what it signals about its strategic shift.

(11:40) Asit Sharma talks to former Snowflake CEO Bob Muglia on his new book The Datapreneurs, what Microsoft got wrong about the internet, and where AI could take us next. Companies discussed: MSFT, GME, SPOT, SNOW

Host: Deidre Woollard Guests: Bill Barker, Asit Sharma, Bob Muglia Producer: Ricky Mulvey Engineer: Rick Engdahl

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Mixed Signals From Real Estate and Regional Banks Jun 07, 2023

The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money.

(00:15) Bill Mann and Dylan Lewis discuss:

How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers.
The follow-on effects that could hit regional banks.
Why insiders at regional banks are buying up shares despite the pessimism.

(13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about the new documentary "Making of the Meme King" and why founding a company is much different than turning one around.

Companies discussed: LOB, CHWY, GME, BBBY, BABA

Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Melissa Lee Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Apple's $3500 "Snowboard Goggles" Jun 06, 2023

Some cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.”

(00:21) Ricky Mulvey and Nick Sciple discuss: - Apple’s Vision Pro Product, its biggest product launch in a decade. - How Apple's hardware strategy differs from Meta. - The Vision Pro’s possibilities and limitations. - The SEC’s complaint against Coinbase.

Plus, (13:32) Alison Southwick and Robert Brokamp discuss how to plan for a healthier retirement. Companies discussed: AAPL, META, COIN

Article discussed: https://www.wsj.com/articles/apple-vision-pro-i-tried-the-new-mixed-reality-headset-f49a8811

Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl

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AI Is Not A Person Jun 05, 2023

The Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat.

(00:21) Jason Moser discusses: - What a potential Directors Guild deal means for entertainment. - The challenges facing streamers as they look for more ways to profit from content. - Whether or not Apple can take headsets out of their gaming niche.

(16:36) A simple pack of casino playing cards leads Ricky Mulvey and Asit Sharma on an exploration of how old products can become new again.

Companies discussed: SNPS, META, AAPL, NFLX,DIS,WBD, PARA

Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd

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Who Controls the Magnets? Jun 04, 2023

If you didn’t have a reliable supply of electricity, what would you do to secure it?

Robert Bryce is the author of “A Question of Power: Electricity and the Wealth of Nations” and the writer of an eponymous Substack. Motley Fool Senior Analyst Nick Sciple caught up with Bryce to discuss:

- Why more countries are turning to coal - The challenges of building a reliable green energy grid - The resurgence of interest in nuclear energy - Supply chain issues for electric car batteries

Company mentioned: SMR

Host: Nick Sciple Guest: Robert Bryce Producer: Ricky Mulvey Engineer: Dan Boyd

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A Sea Change in Space Exploration Jun 03, 2023

Low Earth orbit now has some real estate problems.

Deidre Woollard caught up with Ashlee Vance, author of “When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach.” They discuss:

- The new business opportunity in clearing space junk - How a self-taught engineer created a commercially successful rocket company - The massive trade-offs that space companies make by going public

Companies discussed: RKLB, SPCE

Host: Deidre Woollard Guest: Ashlee Vance Producer: Ricky Mulvey Engineer: Rick Engdahl

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Consumer Spending is Tightening Up… Kind Of Jun 02, 2023

Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally.

(00:21) Ron Gross and Emily Flippen discuss: - The debt ceiling resolution, and updates on employment and consumer debt. - Why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down. - The numbers behind MongoDB’s blowout earnings release.

(19:11) Scott Kassing talks through three high-conviction stock ideas with Sandhill Investment Management’s Richard Ryskalczyk.

(32:49) Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems.

Stocks discussed: M, CHWY, FIVE, DG, MDB, LULU, CMP, VEEV

Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Richard Ryskalczyk, Scott Kassing Engineer: Dan Boyd, Tim Sparks

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Is AI Taking Tech To The Top? Jun 01, 2023

With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype?

(00:21) Tim Beyers discusses: - If happy days are here again for the world of tech. - Why the market might be missing the greatness in CrowdStrike’s earnings. - How Marc Benioff found religion when it comes to cutting costs at Salesforce.

(19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech.

Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V

Host: Deidre Woollard Guests:Tim Beyers, Jason Moser, Alex Friedman Producer: Ricky Mulvey Engineer: Dan Boyd

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The House’s Cut is Going Up May 31, 2023

It’s tough facing the house, whether you’re playing it or trying to pay for one.

(00:21) Asit Sharma and Dylan Lewis discuss:

The latest housing data, showing high rates are affecting mortgage and refinance applications. The broader economic strength we’re continuing to see in spite of high rates How Las Vegas strip operators are tweaking their businesses to grow.

(12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space.

Companies discussed: MGM, CZR, LLY, NVO, WW

Host: Dylan Lewis Guests: Asit Sharma, Dana Corl, Keith Speights Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Debt Ceiling Drama, AI's Peak, and Expired Coffee May 30, 2023

What kind of day has it been? (00:21) Bill Barker discusses: - The stock market reacting positively (or not) to the latest narrative around the debt ceiling debate - Nvidia's new all-time high and why we haven't reached "peak AI" yet - Listener feedback over the years and the concept of "playing to the back of the room" - A surprise guest (via audio) (20:28) Chris Hill wraps up his final episode hosting the show a salute to The Motley Fool's history and founders, the self-driven mentality of the audience, and advice from the late musician Kevin Gilbert. Companies discussed: NVDA Host: Chris Hill Guest: Bill Barker Engineers: Dan Boyd

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Peter Zeihan on China, Apple, and Europe May 28, 2023

Who has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China?

Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Just the Beginning: Mapping the Collapse of Globalization.” Bill Mann caught up with Zeihan to discuss:

- Why Apple is diversifying production away from China - What an aging population means for the United States economy - Why de-dollarization is less likely than many think

Company discussed: APPL

Host: Bill Mann Guest: Peter Zeihan Producer: Ricky Mulvey Engineers: Dan Boyd

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Apropos of Something May 27, 2023

Chris Hill loves coffee, curiosity, and people. To celebrate his run as the host of Motley Fool Money, Mary Long rounded up a few Fools to talk about what they’ve learned from Chris as an investor, colleague, and friend. They discuss:

Why it pays dividends to ask good questions
Why timing matters in the studio, but not so much in the market
The importance of investing in people

Companies mentioned: SBUX, V, MA, PYPL, SQ

Host: Mary Long Guests: Ron Gross, Steve Broido, Alison Southwick, Bill Mann, Mac Greer, Bill Barker, Jason Moser, Matt Argersinger, Chris Harris, Dan Boyd Producer: Ricky Mulvey Engineer: Rick Engdahl

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Big Tech's Banner 2023 Continues May 26, 2023

Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting.

(00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling.

(19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.”

(34:14) Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes.

Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman Engineer: Dan Boyd, Tim Sparks

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Nvidia Booms May 25, 2023

The graphics processing maker became $200 billion more valuable in a single day.

(00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidia’s blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders.

Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon.

Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN

Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan Boyd, Heather Horton

Stock Advisor Roundtable podcast: https://open.spotify.com/episode/0RhY5qYNv1l2AyS4g8LV1d?si=ded6d6d1cdda46cb

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The Chip War’s Next Chapter May 24, 2023

Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain.

[00:21] Asit Sharma and Dylan Lewis discuss:

China’s ban on Micron chips for companies working on key infrastructure projects. Apple’s multibillion dollar deal with Broadcom and the company’s increased investment in U.S. manufacturing and supply chain. How investors should be looking at the tech hardware companies in their portfolio.

[13:57] Deidre Woollard talks with Yanely Espinal, author of "Mind Your Money," about the unique challenges that immigrant families face while saving for retirement and the dangerous appeal of "Buy Now Pay Later."

Companies discussed: MU, AAPL, AVGO, BRK

Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yanely Espinal Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan

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Is Zoom Still A Growth Stock? May 23, 2023

Zoom’s quarter showed that it’s no longer growing at its pre-pandemic levels. Can it move beyond video chat?

(0:21) Bill Barker discusses: - Zoom’s growth trajectory - Where Zoom’s revenue might come from next - Are Lowe’s and Home Depot too similar?

(14:02) Social Security reform has been back in the news lately. Alison Southwick and Robert Brokamp break down the myth-conceptions that surround Social Security.

Companies discussed: ZM, MSFT, HD, LOW, DKS, AMZN

Host: Deidre Woollard Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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The Next Chipotle or the Next Sweetgreen? May 22, 2023

Mediterranean restaurant chain Cava has filed for an IPO later this year. Will investors be as satisfied as Cava’s customers? (00:21) Jason Moser discusses: - The growth of Cava and the company’s plans for capital raised during the IPO - How Cava could end up as the next Chipotle (or not) - What another big week of retail earnings portends (12:43) A lot of companies are talking about artificial intelligence on their conference calls this earnings season. Ricky Mulvey talks with Motley Fool analyst Meilin Quinn about a business that may be getting a genuine tailwind from AI.

Companies discussed: CMG, SG, COST, LOW, BBY, HD, WMT, TGT, CHGG, DUOL

Host: Chris Hill Guests: Jason Moser, Meilin Quinn Producer: Ricky Mulvey Engineer: Dan Boyd

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AI is Much More than ChatGPT May 21, 2023

An artificial intelligence program could soon create a digital version of yourself. So, what are the implications when that’s possible? Rob LoCascio is the founder and CEO of LivePerson, a company that develops conversational commerce and AI software. Ricky Mulvey caught up with LoCascio to discuss: - How artificial intelligence will change how you interact with brands - Starboard Value’s campaign to change LivePerson’s board and CEO - The unlocks that quantum computing could provide tech companies - What natural language processing programs are revealing about interspecies communication Companies mentioned: LPSN, GOOG, GOOGL Host: Ricky Mulvey Guest: Rob LoCascio Engineer: Rick Engdahl Production Assist: Dana Corl

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Managing Cash Amid High Inflation May 20, 2023

The Federal Reserve has raised interest rates 10 times since 2022. But you probably wouldn’t notice those hikes in a traditional savings account. Dylan Lewis caught up with Robert Brokamp to discuss: - How banks benefit from your inertia, and how that costs you - Ideas for managing cash for the next few weeks, months, and years - Money market funds paying more than 4%, and the caveats to understand before utilizing those accounts - Who can benefit from I Bonds and less-liquid savings vehicles Website mentioned: https://www.fool.com/the-ascent/ Host: Dylan Lewis Guest: Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

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Big Retail, Apple, and the Fight for "Taco Tuesday" May 19, 2023

As reports of Apple's next device surfaced, major retailers highlighted the week's earnings. (0:21) Ron Gross and Jason Moser discuss: - Walmart's grocery division (once again) doing the heavy lifting in its latest results - Reports that Apple will unveil a $3,000 device at its developer conference in early June - Netflix impressing advertisers and Wall Street - The latest from Home Depot, Target, Foot Locker, and Deere (19:11) Scott Phillips, chief investment officer at Motley Fool Australia, shares the current state of play for investors Down Under, Australian stocks to watch, and predictions for this year's Rugby World Cup. (30:28) Ron and Jason discuss Taco Bell fighting to free the phrase "Taco Tuesday" from its current trademark holder and share two stocks on their radar: Owens Corning and Lowe's. Stocks discussed: WMT, HD, TGT, FL, AAPL, MSFT, DE, NFLX, DIS, TTD, ASX, AMZN, MDB, GOOG, GOOGL, TEAM, TNE, YUM, LOW, OC Host: Chris Hill Guests: Jason Moser, Ron Gross, Scott Phillips Engineer: Dan Boyd, Tim Sparks

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TikTok's 1st Ban May 18, 2023

Is Montana's move against TikTok a speed bump or the start of a trend?

(00:21) Bill Mann discusses: - How Snap, Meta Platforms, and Alphabet are watching the latest act in the TikTok drama - Shares of Bath & Body Works popping 10% on its latest earnings report - Names for scented candles

(14:15) As the retail landscape continues to evolve, Motley Fool contributor Rachel Warren talks with Anjee Solanki, Director of Retail Services at Colliers, about one category that's holding its own.

Companies discussed: META, GOOG, GOOGL, SNAP, BBWI, DG, ELF, ULTA

Host: Chris Hill Guests: Bill Matt, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

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Short-Seller vs Prize Fighter May 17, 2023

What happens when a short-seller collides with an activist investor?

(00:21) Bill Barker discusses: - Target's 1st-quarter results beating expectations - CEO Brian Cornell's comments about organized (and violent) retail theft - Retail sales rising in April

(11:15) Dylan Lewis and Bill Mann discuss Hindenburg Research's report on Icahn Enterprises, raising questions about the conglomerate's accounting practices and its dividend.

Companies discussed: TGT, HD, IEP

Host: Chris Hill Guests: Bill Barker, Dylan Lewis, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd

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Buffett's Latest Buys (and Sells) May 16, 2023

Late Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling.

(00:21) Jim Gillies discusses: - Home Depot's lackluster 1st-quarter results masking an otherwise strong business - Capital One getting a boost from the Oracle of Omaha - The surprising energy stock the Berkshire Hathaway team took a stake in

(19:15) Alison Southwick and Robert Brokamp dip into the mailbag to answer your questions about investing, retirement, and more.

Companies discussed: HD, BRK.A, BRK.B, COP, USB, BK, TSM, RH, BAC, OXY, AAPL, HPQ, ATVI, VTS

Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Time To Buy Golf Stocks? May 15, 2023

Sometimes you need to stop thinking, let things happen, and be the ball.

(00:21) Jason Moser discusses: - EU regulators approving Microsoft's deal to buy Activision Blizzard (but investors being skeptical) - Peloton recalling more than 2 million exercise bikes - Why he's keeping a close eye on Home Depot's earnings report on Tuesday

(13:00) Nick Sciple joins Jason to discuss the business of golf and analyze two publicly-traded golf companies.

Companies discussed: MSFT, ATVI, SONY, PTON, HD, WMT, TJX, TGT, MODG, GOLF

Host: Chris Hill Guests: Jason Moser, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Making Cash vs Preserving Money May 14, 2023

If you like to tinker with your investments, then it’s tough to beat the market over a long period of time.

John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washington University’s Olin Business School, and the author of “The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown.” Deidre Woollard caught up with Jennings to discuss:

- Why the improbable happens all the time

- 1 key attribute that some of the best-performing stocks have in common - And the business advantage that “fast followers” have over pioneers

Companies mentioned: SCHW, TJX, APPL, HUM, SHW

Host: Deidre Woollard Guest: John M. Jennings Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton

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Foolish Advice for College Grads May 13, 2023

Congratulations on finishing up college! So what are you going to do now?

Mary Long caught up with four Fools to get some actionable advice for new college grads. They discuss:

- What to do when you get your first paycheck. - How risk-averse grads can get in the stock market. - Preparing your finances for job hopping. - The difference between being a Rule Breaker and a Bridge Burner.

Stocks, ETFs mentioned: SPY, QQQ, BRK.B

Host: Mary Long Guests: Ron Gross, Alison Southwick, Robert Brokamp, David Gardner Producer: Ricky Mulvey Engineer: Rick Engdahl

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Alphabet's Event Serves Notice To Wall St. May 12, 2023

At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The latest inflation data and the current state of play for investors - Skepticism around the near-term future of Airbnb sending the stock lower - Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software - The latest from Disney, Roblox, JD.com, and PayPal (19:11) Ross Anderson, co-founder of Craftwork Capital and co-host of the "Check Your Balances" podcast, shares the most common question he's getting from clients, advice for college graduates, and the economic data he's watching most closely. (31:50) Matt and Andy answer a mailbag question about portfolio strategy, discuss The Cheesecake Factory's new rewards program, and share two stocks on their radar: A.O. Smith and Deere. Got a question about stocks? Email podcasts@fool.com You can find the "Check Your Balances" show on your favorite podcast app, including Apple Podcasts: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Stocks discussed: ABNB, DIS, RBLX, JD, PYPL, GOOG, GOOGL, CAKE, AOS, DE Host: Chris Hill Guests: Matt Argersinger, Andy Cross, Ross Anderson Engineer: Dan Boyd

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Money Advice from Moms May 11, 2023

Spending, investing, dealing with debt...moms have seen it all. (00:21) Tim Beyers discusses: - Disney shares falling after a lackluster 2nd-quarter report - The fate of Hulu - Why The Trade Desk is an attractive business (with a richly-valued share price) (11:17) Mother's Day is on Sunday! To celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms. Got a question about personal finance? Email podcasts@fool.com and your question might get used in next week's mailbag segment!

Companies discussed: DIS, CMCSA, TTD Host: Chris Hill Guests: Tim Beyers, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Writers Strike & The Future of Streaming May 10, 2023

The last writers strike lasted 100 days. How long will this one last and what will it mean for entertainment businesses? (00:21) Bill Barker discusses: - The latest inflation data putting a smile on Wall Street's face - Pricing data for gasoline and bacon - Axon Enterprise succeeding despite today's stock drop (8:48) What will the writers strike mean for streaming businesses? Dana Corl talks with Vulture television critic Jen Chaney about why the writers are striking and the ripple effects for companies like Netflix and Disney. Companies discussed: AXON, WBD, NFLX, DIS Host: Chris Hill Guests: Bill Barker, Dana Corl, Jen Chaney Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Guidance Trumps Results...Again May 09, 2023

Sometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting.

(00:21) Bill Barker discusses: - Shares of PayPal falling close to a 5-year low after guidance for the current quarter was low - How PayPal's CEO search is affecting shareholders - Under Armour's continued struggles and less-than-impressive record of share buybacks

(14:40) If college tuition payments are in your future, are you ready? Alison Southwick and Robert Brokamp talk with Megan Brinsfield of Motley Fool Wealth Management about different scenarios for paying for college.

Companies discussed: PYPL, UA, UAA

Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. All investments involve risk, including loss of principal. Past performance does not guarantee future results. Certain statements may be deemed forward-looking. There is not guarantee that these projections or forward-looking statements will come to fruition. This discussion is for informational and illustrative purposes only and should not be construed as investment advice or recommendations.

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Buffett on Apple, Banks, and Value Investing May 08, 2023

When Warren Buffett speaks, investors and Wall Street tend to listen.

(00:21) Jason Moser discusses: - Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting - Buffett's comments about Apple and the banking industry - Charlie Munger's warning about over-diversification

(9:51) In a segment that originated in the Motley Fool Live videostream, Jim Gillies shares observations from his trip to Omaha for the Berkshire Hathaway annual meeting with Nick Sciple and Deidre Woollard. The three discuss whether value investing is actually harder for Buffett and Munger than it is for average investors.

Companies discussed: BRK.A, BRK.B, AAPL, TSE: HCG

Host: Chris Hill Guests: Jason Moser, Nick Sciple, Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineers: Dan Boyd

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The Power of Optionality May 07, 2023

The pessimist believes that setbacks become one’s identity. The optimist believes something else.

Kevin Kelly is the founding executive editor of “Wired” magazine and the author of “Excellent Advice for Living: Wisdom I Wish I’d Known Earlier.” Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Kelly to discuss:

- The power of compounding in your finances and personal relationships. - ChatGPT and the origins of hacking. - Why investors should be unafraid of losing.

Today’s conversation comes from a recent episode of David’s weekly podcast, Rule Breaker Investing. To hear the entire show, click here: https://www.fool.com/podcasts/rule-breaker-investing/2023-05-03-excellent-advice-for-living-with

Company discussed: AMZN

Host: David Gardner Guest: Kevin Kelly Producer: Ricky Mulvey Engineer: Rick Engdahl

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2 High-Growth Companies to Watch May 06, 2023

Just because a stock is down 50% doesn’t mean that the business is broken. (Or does it?)

Ricky Mulvey caught up with Motley Fool Senior Analyst Yasser El-Shimy to talk about some higher growth companies whose stocks have taken a hit. They discuss: - How investors can approach growth stocks with a venture capital lens. - Profitability questions for a streaming data company. - A second look at a space company that went public via SPAC. Companies discussed: CFLT, LMT, SPCE, RKLB Host: Ricky Mulvey Guest: Yasser El-Shimy Engineer: Tim Sparks Production Assist: Alex Friedman

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Apple's Approaching $3T May 05, 2023

The biggest company in American led a packed week of earnings and macro data.

(0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Shopify shares rising 25% due to multiple company announcements - The latest from Marriott, Booking Holdings, and Starbucks

(19:11) Andy and Ron continue their analysis, with a focus on: - Mercadolibre's continued growth and impressive runway - Warner Bros. Discovery posting a 1st-quarter profit in its streaming division - The latest from Uber, Lyft, Atlassian, and Johnson & Johnson - Two stocks on their radar: Nice and Oxford Industries

Stocks discussed: JPM, PACW, WAL, FHN, AAPL, MAR, BKNG, SBUX, SHOP, UBER, LYFT, TEAM, JNJ, KVUE, MELI, WBD, NFLX, PARA, DIS, CMCSA, BRK, OXM, NICE

Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd

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Burgers > Exercise May 04, 2023

For one day in the stock market, investors voted with their stomachs.

(00:21) Bill Barker discusses: - The Federal Reserve meeting expectations - Paramount Global slashing its dividend 80% - Peloton struggling with its turnaround - Shake Shack posting higher revenue in the 1st quarter - Potential names for Darden Restaurants newest franchise

(16:29) Ricky Mulvey talks with Motley Fool senior analyst (and Star Wars superfan) Jim Gillies about Disney's acquisition of Lucasfilm and ways to improve the franchise.

Companies discussed: PARA, PTON, SHAK, DRI, DIS, FNKO

Host: Chris Hill Guests: Bill Barker, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Berkshire Hathaway Meeting Preview May 03, 2023

Investing’s biggest weekend is almost here.

(00:21) Ricky Mulvey and Asit Sharma discuss: - Johnson & Johnson’s spin-off of its consumer health company, Kenvue. - If Darden Restaurants is getting a good deal on its acquisition of Ruth’s Hospitality Group. - Yum! Brands quarter, and what it says about the global economy.

(12:42) Deidre Woollard and Matt Frankel look ahead to Berkshire Hathaway’s annual meeting, taking place this weekend. Companies discussed: JNJ, KVUE, PG, RUTH, DRI, YUM, BRK.A, BRK.B, RDFN, OXY, CVX, AAPL

Host: Ricky Mulvey Guests: Asit Sharma, Deidre Woollard, Matt Frankel Engineer: Dan Boyd

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The "New Normal" in Silicon Valley May 02, 2023

As loans get more expensive, what are the ripple effects for start-up companies in the tech industry?

(00:21) Bill Mann discusses: - Uber's 1st-quarter results and CEO Dara Khosrowshahi's declaration of profitability in 2023 - Pfizer's results beating expectations despite demand for its Covid vaccine is falling - Why he's more interested in the Federal Reserve on Wednesday than the jobs report on Friday

(10:49) Alison Southwick and Robert Brokamp continue their conversation with Bill Mann about how the "new normal" is affecting the tech industry in Silicon Valley.

Investments discussed: UBER, PFE, MRK, AAPL

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Another Bank Seized & Sold May 01, 2023

Three of the four largest bank failures in U.S. history have happened in the past two months.

(00:21) Bill Barker discusses: - Regulators seizing First Republic Bank and selling it to JP Morgan Chase - CEO Jamie Dimon's comments about the state of play in banking - Norwegian Cruise Line beating low expectations in the 1st quarter - A plot point in last night's episode of "Succession"

(15:16) Alison Southwick and Robert Brokamp continue their conversation with Motley Fool senior analyst Bill Mann about the "new normal" of investing in China.

Investments discussed: JPM, NCLH, CCL, DIS, PG, AAPL, BABA, VTI, VWO, FRDM

Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Private Equity’s Opaque World Apr 30, 2023

If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecutor and special counsel at the Department of Justice, where he led the antitrust division’s work on private equity. He's also authored a new book, “Plunder, Private Equity’s Plan to Pillage America.” Ricky Mulvey caught up with him to talk about: - The techniques many private equity companies use to generate short-term returns - A key misunderstanding about the fall of in-person retailers - Private equity’s impact on medical billing, bakeries, and insurance Companies discussed: CG, KKR, BX Host: Ricky Mulvey Guest: Brendan Ballou Engineer: Tim Sparks

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Investing Lessons from “Succession” Apr 29, 2023

You can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership.

Ricky Mulvey talks with Motley Fool senior analyst Jim Gillies about: - Whether CEO succession plans are worth investor attention - “Succession” storylines that rhyme with real ones - Questions about Berkshire Hathaway’s next stage - One bold prediction about the end of “Succession”

SPOILER ALERT: This episode discusses plot points for “Succession” through season 4 , episode 5.

Companies discussed: WAYA, GOJO, BRK.A, BRK.B, DIS, AAPL, LMVUY, GE

Host: Ricky Mulvey Guest: Jim Gillies

Production Assist: Mark Underwood Engineer: Dan Boyd

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Big Tech, Big Payments, Big Burrito Apr 28, 2023

A huge week for earnings reveals a theme for investors: bigger is better

(0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and 1st-quarter results) - Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending - The latest from Microsoft, Meta Platforms, and Chipotle

(19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting.

(31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare.

Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Tim Beyers, Jay Chaudhry Producer: Ricky Mulvey Engineer: Dan Boyd

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Meta's Big Pop, Google's New Threat Apr 27, 2023

For the first time in a while, Facebook's parent company gave shareholders reason to smile.

(00:21) Bill Mann discusses: - Meta Platforms starting the fiscal year with a bang - The Reality Labs division posting an operating loss of (gulp) $4 billion - The current state of regional banks and the magic word he's seeing appear in the financial media

(14:25) How much of a threat is ChatGPT to Google's business? In this excerpt from the most recent episode of the Stock Advisor Roundtable podcast, Brian Stoffel talks with artificial intelligence expert Hamza Lebbar and Motley Fool CEO Tom Gardner.

To hear the entire new episode of Stock Advisor Roundtable, click here: https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1

Companies discussed: META, GOOG, GOOGL

Host: Chris Hill Guests: Bill Mann, Brian Stoffel, Hamza Lebbar, Tom Gardner Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Microsoft-Activision Deal Blocked. Now What? Apr 26, 2023

How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators?

(00:21) Bill Barker discusses: - Microsoft's strong 3rd-quarter results being overshadowed - The $3 billion breakup fee Microsoft is now likely to have to pay - Chipotle shares hitting a new all-time high after 1st-quarter profits were much higher than Wall Street was expecting

(15:48) As businesses look to cut costs, what does that mean for cloud spending? Tim Beyers and Tim White take a closer look at Amazon Web Services.

Companies discussed: MSFT, ATVI, SONY, NTDOY, CMG, AMZN, DDOG, ORCL, IBM

Host: Chris Hill Guests: Bill Barker, Tim Beyers, Tim White Producer: Ricky Mulvey

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1 New Low, 1 New High Apr 25, 2023

First Republic Bank and Pepsi are very different businesses with stocks moving in very different directions.

(00:21) Jim Gillies discusses: - First Republic Bank shares plummeting after terrible quarterly results and a surprisingly brief conference call - Medpace Holdings crushing their 1st-quarter report and (once again) winning the guidance game - Pepsi's stock hitting an all-time high after snacks fueled Q1 results

(16:03) Bill Mann joins Alison Southwick and Prof. Robert Brokamp to talk about the "new normal" of hybrid work.

Companies discussed: FRC, MEDP, PEP

Check out the newest episode of our premium podcast, Stock Advisor Roundtable! https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1

Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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"It's a landscape in chaos right now." Apr 24, 2023

Streaming video was an industry in flux even before this weekend's surprise news. (00:21) Jason Moser discusses: - Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning - Disney, and the fate of NBCUniversal's minority stake in Hulu - Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division (11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and investing for energy pinch points. Companies discussed: CMCSA, DIS, JNJ, TSLA Host: Chris Hill Guests: Jason Moser, Nick Sciple, Doomberg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Doomberg on EU's Energy Crisis, Coal’s Future, and Nuclear Power Apr 23, 2023

If a country can’t get natural gas to power its needs, where does it turn next?

Doomberg is an anonymous team of energy writers working on the number one financial publication on Substack. Motley Fool Senior Analyst Nick Sciple caught up with Doomberg to discuss: - Tradeoffs made during Europe’s energy crisis - A durable shift for coal demand - Countries shutting down (and investing in) nuclear energy - An energy storyline that “many analysts are underestimating”

Company mentioned: PXD

Host: Nick Sciple Guest: Doomberg Producer: Ricky Mulvey Engineer: Rick Engdahl

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Boring Companies, Exciting Returns Apr 22, 2023

“A company that does boring things is almost as good as a company that has a boring name, and both together is terrific.” --- Peter Lynch

Sierra Baldwin and Motley Fool Senior Analyst Sanmeet Deo discuss: - Boring, but effective ways to invest - ETFs that can build a portfolio - 1 key metric for investors to watch - The businesses of potato processing, car auctions, and paint manufacturing

Companies and ETFs discussed: SPY, VTI, VT, CPRT, LW, SHW, PTON

Host: Sierra Baldwin Guest: Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl

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Netflix, Tesla, China's Growing Auto Industry, and Apple's Rise in India Apr 21, 2023

As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. (0:21) Andy Cross and Jason Moser discuss: - Tesla's challenge with margin pressure - Intuitive Surgical's stock rising on strong 1st-quarter results and guidance - American Express continuing to catch on with Millennials and Gen Z - Shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high - The latest from Netflix, P&G, Johnson & Johnson, and Lululemon (19:11) Motley Fool senior analyst Bill Mann discusses China's rise as an automotive exporter, Apple's growing presence in India, and why he's keeping an eye on mining companies in Brazil. (33:17) Andy and Jason discuss the growing business of tiny snacks and share two stocks on their radar: Tractor Supply and Amazon. Stocks discussed: NFLX, TSLA, ISRG, PG, AXP, JNJ, DHI, LULU, AAPL, GIS, TWNK, PEP, TSCO, AMZN Host: Chris Hill Guests: Andy Cross, Jason Moser, Bill Mann Engineer: Dan Boyd

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Another SPAC Bites The Dust Apr 20, 2023

Buzzfeed was in a rough spot even before the ad market softened.

(00:21) Dylan Lewis discusses: - The shuttering of Buzzfeed News, the award-winning journalism part of Buzzfeed's business - What the ripple effects are for all investors (not just Buzzfeed shareholders) - Why he's looking forward to hearing from Meta Platforms' management this earnings season

(10:55) Dylan talks with Bill Mann about Softbank's early investment in Alibaba and the takeaway for investors.

Companies discussed: BZFD, META, BABA

Host: Chris Hill Guests: Dylan Lewis, Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd

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Monster Beverage = Monster Stock Apr 19, 2023

What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - The shuttering of DVD.com (13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here. Companies discussed: NFLX, MNST, ODFL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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"It's the vanilla ice cream of the banking sector." Apr 18, 2023

Now that all of the Big Banks have reported earnings, what stands out?

(00:21) Bill Mann discusses: - Warren Buffett's recent comments about holding Bank of America - CEO Brian Moynihan's persistence - Johnson & Johnson's dividend hike and guidance boost - Nvidia's unsurprising pricing power

(11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options.

Companies discussed: BAC, JNJ, PG, NVDA

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Advice to a Young(er) Investor Apr 17, 2023

What do you wish you knew when you were just starting out investing?

(00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahead

(16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers.

Got a question about stocks? Want to tell us about a stock you bought recently? Email podcasts@fool.com

Companies discussed: RBLX, ZBRA

Host: Chris Hill Guests: Jason Moser, Asit Sharma, Bill Burns Producer: Ricky Mulvey Engineer: Dan Boyd

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Ramit Sethi on Spending, Renting, and Financial Misconceptions Apr 16, 2023

Money is often thought of on a transactional or restrictive basis. But, what if it could be a source of joy? Ramit Sethi is a best-selling author and the host of the Netflix series “How to Get Rich.” Alex Friedman caught up with him to discuss: - The source of most financial conflicts in couples - Renting vs. Buying - Building the skill of spending money

Host: Alex Friedman Guest: Ramit Sethi Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

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4 Monopolies Trading at Reasonable Prices Apr 15, 2023

Investing doesn’t have to be complicated. Buy a business with a wide moat and hold it for a really long time. Mary Long talks with Ron Gross about: - How to tell if a business is a monopoly - Laser-focused companies that have fended off competition - Monopolies in railroads, trash, and surgical robots

Companies discussed: MSFT, WDFC, META, GOOG, GOOGL, DUK, UNP, WM

Host: Mary Long Guest: Ron Gross Producer: Ricky Mulvey Engineer: Dan Boyd

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Improving Inflation, Earnings Kickoff, and "Walmart Envy" Apr 14, 2023

Investors cheered the steadily improving inflation story. (0:21) Jason Moser and Matt Argersinger discuss: - How the current macro environment is what the Fed was aiming for - JPMorgan Chase and Wells Fargo starting earnings season in a strong way - Boeing's latest production challenge - Key takeaways from Andy Jassy's shareholder letter - Warner Bros Discovery's confusing rebrand of HBO Max (19:11) Motley Fool senior analyst Tim Beyers weighs in on how board games and video games are finding success on the big screen, the future of movie theaters, and why "YouTube has an uncommon amount of power right now." (33:47) Jason and Matt share two stocks on their radar: Airbnb and T. Rowe Price. The new episode of Stock Advisor Roundtable, our premium podcast, is available exclusively on Spotify! For more details go to Roundtable.Fool.com. Stocks discussed: JPM, WFC, BA, AMZN, WMT, WBD, HAS, DIS, NFLX, AAPL, CMCSA, GOOG, GOOGL, ABNB, TROW Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Tim Beyers Engineer: Dan Boyd

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Why Did You Buy That Stock? Apr 13, 2023

We asked the audience about recent stock purchases and they did not disappoint!

(00:21) Asit Sharma discusses: - Delta Air Lines' 1st-quarter results - Why Delta CEO Ed Bastian is not worried about consumer spending - Highlights from Amazon CEO Andy Jassy's annual letter to shareholders

(12:29) What's a stock you've bought recently and why did you buy it? Ricky Mulvey and Jason Moser dig through some of what our listeners have been buying and discover companies with moats and one short of a teddy bear business.

Got a question about stocks? Want to tell us about a stock you bought recently? Email podcasts@fool.com

Companies discussed: DAL, AMZN, SCHW, OM, NKE, ASMLF, BOC, BBW

Host: Chris Hill Guests: Asit Sharma, Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd

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The Public Company Hiding In Plain Sight Apr 12, 2023

You might be familiar with some of the brands, but the company's name is probably not on your radar.

(00:21) Jim Gillies discusses: - MTY Food Group's 1st-quarter results and why the restaurant franchisor is one of his long-term holdings - The math behind MTY's success - Why he's most curious about Medpace Holdings reporting earnings in late April

(17:45) Most businesses are paying their rent on time, but what happens when they want to renegotiate their leases? Ricky Mulvey talks with Deidre Woollard about the "Wall Of Debt" that's coming due and some more promising sectors in real estate for investors to keep an eye on.

Companies discussed: MTY, MTYFF, MEDP, SBNY

Host: Chris Hill Guests: Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineer: Dan Boyd

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1 Key Metric for Earnings Season Apr 11, 2023

If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory.

(00:21) Bill Mann discusses: - CarMax ending its fiscal year on a positive note - The "tell" within CarMax's earnings report - Why he's paying close attention to inventory levels

(11:23) It's Tax Season! Robert Brokamp and Alison Southwick examine the tax filing process and discuss one company benefitting from it.

Companies discussed: KMX, INTU

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Dep. Insp. Gen. Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd

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A Bull Case for Walmart Apr 10, 2023

Earnings season kicks off on Friday. What should investors be watching?

(00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season

(16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now.

Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER

Host: Chris Hill Guests: Jason Moser, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineer: Dan Boyd

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Gambling Versus Investing Apr 08, 2023

A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu and Ricky Mulvey discuss:

- The lines between gambling and investing, and when they get blurry. - Games that Wall Street traders play. - Positive sum, negative sum games, and how to know the difference. - How Uncle Sam helps investors more than gamblers. Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Dan Boyd

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11 Stocks for Spring Cleaning Your Portfolio Apr 07, 2023

If you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark joy (a la Marie Kondo) - Investments poised for a comeback - Why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day - Actual cleaning tips! (19:11) Motley Fool senior analyst Bill Mann talks with Howard Marks, co-founder of Oaktree Capital Management, about China’s effect on inflation in the U.S. and the winners and losers in a world of higher interest rates. To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: FIVE, DG, DLTR, OLLI, ZG, UA, COST, CDNS, XBI, PYPL, SQ, BRK, V, MA Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Mann, Howard Marks Producer: Ricky Mulvey Engineer: Dan Boyd

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How Gen Z Spends Apr 06, 2023

There are no style points in investing, and big brands continue to dominate teen spending habits.

(00:21) Dylan Lewis and Nick Sciple discuss: - Piper Sandler’s Generation Z survey about brands and spending. - Tailwinds for Ulta Beauty, Spotify, and Nike. - Investing in resale companies. - How the competitive landscape shifted for upstart brands.

(10:52) Ricky Mulvey and Sanmeet Deo look at two health trends for investors to watch. Companies discussed: NKE, SPOT, LULU, ULTA, WINA, TSX: ATZ, LTH, XPOF Host: Dylan Lewis Guests: Nick Sciple, Sanmeet Deo Producer: Ricky Mulvey Engineer: Dan Boyd

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J&J Attempts a “Texas Two-Step” Apr 05, 2023

Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump. (00:21) Dylan Lewis and Tim Beyers discuss: - The fallout from Johnson & Johnson's talc settlement. - What the lawsuit could mean for J&J's spinoffs. - Why the US Department of Justice is taking a look at Activision Blizzard. (14:55) Ricky Mulvey and Emily Flippen take a closer look at Chewy's growth initiatives, and what they could mean for shareholders. Companies discussed: JNJ, ATVI, CHWY Host: Dylan Lewis Guests: Tim Beyers, Emily Flippen Producer: Ricky Mulvey Engineer: Dan Boyd

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The WWE Makes a Match Apr 04, 2023

The WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company. (00:21) Dylan Lewis and Jim Gillies discuss: - The terms of the deal, and the media rights story. - How Vince McMahon “wins”. - Anti-trust questions for the new company. (11:50) Alison Southwick and Robert Brokamp continue their conversation with Asit Sharma about evaluating CEOs, and an understated leader for investors to watch. Companies discussed: WWE, OKTA, NVDA

Host: Dylan Lewis Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks, Rick Engdahl

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Tesla’s Competition Apr 03, 2023

Tesla hit all time records for production and deliveries but left Wall Street unsatisfied. (00:21) Deidre Woollard and Asit Sharma discuss: - Rivian’s profitability problem. - How Tesla is trying to “push competitors into a bad spot.” - Strategy shifts at Netflix. - If streamers have pricing power. (13:11) Sierra Baldwin catches up with financial hype woman, Berna Anat, about her upcoming book, “Money Out Loud: All the Financial Stuff No One Taught Us.” Companies discussed: TSLA, RIVN, NFLX, DIS Host: Deidre Woollard Guests: Asit Sharma, Sierra Baldwin, Berna Anat Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton

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New Questions for Regional Banks Apr 02, 2023

If a bank has to make a statement about its safety and soundness, that’s usually a bad sign. Sultan Meghji is the former Chief Innovation Officer of the Federal Deposit Insurance Corporation (FDIC) and a professor at the Pratt School of Engineering at Duke University. Ricky Mulvey caught up with Meghji to discuss: - Where Silicon Valley Bank and the FDIC faltered in the lead-up to the bank run - Ripple effects from the recent bank runs that investors should consider - Hindenburg’s report on Block - How to pack a "go bag" for your savings Companies mentioned: JPM, SIVBQ, FRC, FIZN, SQ, SBUX, ORCL Host: Ricky Mulvey Guest: Sultan Meghji Engineer: Tim Sparks

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David Gardner on Rule Breakers, Rule Makers, and Financial Freedom For All Apr 01, 2023

Before you make the rules, you might have to break the rules.

Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about:

- How he taught his children to invest

- Memorable financial lessons from April Fool’s Day pranks in the past

- What happens to rule breaker companies when they grow

- The Fool Foundation’s mission and upcoming online event

To register for the free online event on April 14th with David Gardner, just go to foolfoundation.org.

Stocks discussed: DUOL, AAPL, AMZN, BABA, GOOG, META, DIS, SBUX

Host: Chris Hill Guest: David Gardner

Producer: Ricky Mulvey

Engineer: Dan Boyd

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Surprisingly Strong Q1, Stocks To Watch, Bezos' Next Move Mar 31, 2023

The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet.

(0:21) Ron Gross and Matt Argersinger discuss: - New inflation data and real estate concerns in Silicon Valley - Why they're watching company margins and guidance updates over the next few weeks - Disney shutting down its metaverse division - Lululemon's (unsurprising) write-down of Mirror - The latest from Walgreens, RH, and McCormick

(19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT.

(32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International.

To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.

Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC

Host: Chris Hill Guests: Ron Gross, Matt Argersinger, Brad Stone Engineer: Dan Boyd

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3 Bank Stocks We Just Bought Mar 30, 2023

It helps to know the difference between an investing opportunity and a falling knife. (0:21) Asit Sharma discusses: - RH (aka, Restoration Hardware) wrapping up a rough fiscal year. - How the retailer's great margins during the pandemic have gotten....less great. - Electronic Arts and Roku joining the list of tech companies laying off employees.

(12:40) Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals.

Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY

Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Tech's Past and Future Mar 29, 2023

Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI. (00:21) Tim Beyers discusses: - Moore's Law and Gordon Moore's mark on the tech industry and the world - How semiconductors became such a critical industry - Intel's disciplined approach to capital allocation

AI Open Letter: https://futureoflife.org/open-letter/ai-open-letter/

(15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets? Companies discussed: INTC, MDNY, BWXT Host: Dylan Lewis Guests: Tim Beyers, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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How to Evaluate a CEO Mar 28, 2023

Before you buy shares of a company, what should investors look for in a CEO? (0:21) Bill Mann discusses: - Alibaba announcing its intention to split into 6 separate companies - Whether Amazon and Alphabet are discussing (or hearing from investment banks about) the same thing - Why he's watching where these companies raise money for their eventual IPOs

(11:05) Alison Southwick and Robert Brokamp talk with Asit Sharma about his framework for evaluating leadership.

Companies discussed: BABA, ASML, AMZN, GOOG, JD, T, NOW, NVDA, SFIX, DOCN

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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First Citizens Bank Soars on SVB Asset Purchase Mar 27, 2023

Shares of the Raleigh, NC-based bank rose more than 50%. (0:20) Jason Moser discusses: - First Citizens Bank buying (at a discount) $72 billion worth of Silicon Valley Bank's assets - Four tools (two free, two with a subscription fee) he uses in his investing research - The balance of weighing a company's information with the financial media's reporting on that information (10:30) Buck Hartzell talks with Michael Kehoe, CEO of Kinsale Capital Group, about the specialty insurance landscape and his company's competitive advantage. Send your investing questions to podcasts@fool.com Companies discussed: FCNCA, KNSL Host: Chris Hill Guests: Jason Moser, Buck Hartzell, Michael Kehoe Producer: Ricky Mulvey Engineer: Tim Sparks

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Scams, Secrets, and the Future of Fraud Mar 26, 2023

Even if there are not many obvious warning signs, a gut feeling can tell you when something seems amiss.

Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University and the author of the book “Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.” Pope joined Ricky Mulvey to discuss: - How to talk to aging relatives about fraud - What your “gut feeling” can tell you about potential scams - What generative AI means for the future of fraud

Company discussed: WFC

Host: Ricky Mulvey Guest: Kelly Richmond Pope Engineers: Dan Boyd, Rick Engdahl

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When Investing is Irrational Mar 25, 2023

Should you save in a 401(k) or is it better to keep that money available in cash?

Justin Richmond is the host of new podcast “Started from the Bottom”. where he interviews successful people who grew up on the outside – people of color and people who grew up in a world where almost nobody went to college. He’s also the co-host of the popular music podcast "Broken Record" podcast alongside Rick Rubin, Bruce Headlam, and Malcolm Gladwell.

Ricky Mulvey caught up with Richmond to discuss: - Learning the unwritten rules of business - How class and upbringing affects attitudes towards money - The relationship between musicians, Live Nation Entertainment, and dynamic pricing

Company discussed: LYV

Host: Ricky Mulvey Guest: Justin Richmond Engineers: Dan Boyd, Annie Franks

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TikTok Under Fire Mar 24, 2023

The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not.

(0:21) Emily Flippen and Ron Gross discuss: - Fear of a recession vs. fear of a banking contagion - Whether social media giants like Meta Platforms and Snap stand to benefit from the drama around TikTok - Ford Motor's plan to go from losing billions on EVs to being profitable by the end of 2026 - The latest from Block, KB Home, and Accenture

(19:11) Emily and Ron continue their analysis of the week's big investing stories, including: - Recent struggles from three pet companies: Chewy, Petco, and Trupanion - Apple's plan to spend $1 billion per year on theatrical releases - The latest from Nike, Ollie's Bargain Outlet, and Darden Restaurants - Two stocks on their radar: Globus Medical and Donnelly Financial Solutions

To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.

Stocks discussed: SNAP, META, GOOG, SQ, KBH, F, CAN, CHWY, WOOF, TRUP, NKE, OLLI, DRI, SBUX, IMAX, CNK, AMC, AAPL, GMED, DFIN

Host: Chris Hill Guests: Emily Flippen, Ron Gross Engineer: Steve Broido

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The Rate Hike Wall Street Expected Mar 23, 2023

Just because things go as expected doesn't mean the ripple effects aren't surprising. (0:20) Andy Cross discusses: - The Fed's 0.25% rate hike - Unfortunate timing around Chairman Powell's press conference and Sec. Yellen's public testimony - Why he's going to be paying more attention to annual reports in the coming weeks (10:20) Nick Sciple and Jim Gillies face off in the semi-finals of our stock investing version of March Madness! Choose the winner by casting your vote in our Twitter poll @MotleyFoolMoney! Companies discussed: RMAX, BWXT Host: Chris Hill Guests: Andy Cross, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Steve Broido, Rick Engdahl

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Nike Looks Expensive, Some REITs Look Cheap Mar 22, 2023

Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - How the banking drama is putting some commercial real estate businesses in peril while four REITs appear to have been oversold (8:20) Kirsten Guerra and Tim Beyers face off in the semi-finals of our stock investing version of March Madness! Companies discussed: NKE, MAA, ARE, O, PLD, GM, MNDY Host: Chris Hill Guests: Matt Argersinger, Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineer: Rick Engdahl

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Inflation vs. Banking Drama Mar 21, 2023

Which one is Fed Chief Jay Powell weighing more in advance of Wednesday afternoon's announcement about interest rates?

(0:20) Bill Mann discusses: - The current state of play in the banking industry - Risks of trouble spreading to other industries - What Jay Powell is (probably) focusing on as he weighs the next decision around interest rates

(10:37) Alison Southwick and Robert Brokamp answer your questions about asset allocation, company spin-offs, and bond ETFs.

Companies discussed: UBS, CS, WBD

Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Meanwhile, in Switzerland... Mar 20, 2023

(0:21) Jason Moser discusses: - UBS buying Credit Suisse for $3.2 billion - The ripple effects of everyone checking with their bank - Why Amazon's latest layoff announcement has him looking at the revenue-per-employee metric

(13:58) Ricky Mulvey catches up with Jacob Goldstein, host of the podcast "What's Your Problem?" to talk about bank runs, why they happen, and how businesses could potentially prepare for them.

Companies discussed: UBS, CS, AMZN, SIVB

Host: Chris Hill Guests: Jason Moser, Jacob Goldstein Producer: Ricky Mulvey Engineers: Dan Boyd

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Vince McMahon’s Advantage Mar 19, 2023

If you hate Vince McMahon, then maybe you’ll buy a tee-shirt for his rival. And that’s a great outcome for the WWE.

Abraham Josephine Riesman is the author of “Ringmaster: Vince McMahon and the Unmaking of America.” Ricky Mulvey caught up with Riesman to discuss:

- Vince McMahon’s early life as a “pretty nice kid”, and the parts of his story he doesn’t want wrestling fans to know. - WWE’s potential deal with the Saudi Arabia Public Investment Fund. - The Montreal Screwjob, and the groundwork for the modern WWE. - A story about Saddam Hussein’s side job as a wrestling promoter, Andre the Giant, and a golden gun.

Company discussed: WWE

Host: Ricky Mulvey Guest: Abraham Josephine Riesman Engineer: Dan Boyd

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Waze Co-Founder on Entrepreneurship, Autonomous Vehicles, and ChatGPT Mar 18, 2023

When venture capital investors walk into a pitch meeting, they usually know if they’re saying yes before anyone starts talking. Uri Levine is the co-founder of Waze and the author of “Fall in Love with the Problem, Not the Solution: A Handbook for Entrepreneurs.” Alex Friedman caught up with Levine to talk about: - The early days of Waze. - One way to know if a company “will die.” - What happens, behind the scenes, when venture capital investors choose investments. - ChatGPT, artificial intelligence, and autonomous driving. Company discussed: GOOG, GOOGL Host: Alex Friedman Guest: Uri Levine Producer: Ricky Mulvey Engineer: Tim Sparks

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The Fed's Next Move, ESPN’s Future Mar 17, 2023

Inflation data and the state of play in the banking industry has investors wondering: What will the Fed decide next week about interest rates?

(0:21) Jason Moser and Matt Argersinger discuss: - First Republic getting $30 billion in deposits from 11 major banks - The latest CPI and PPI numbers continuing the trend of cooling inflation - Whether the Federal Reserve should raise rates next week (and if so, by how much) or hit the pause button - The latest from FedEx, Adobe, Lennar, and Williams-Sonoma

(19:11) John Ourand from Sports Business Journal and the "Sports Media Podcast" analyzes the economics of March Madness, why he's bullish on the upcoming MLB season, and Disney CEO Bob Iger's latest thinking on ESPN.

(32:13) Matt and Jason discuss Google raising the price of YouTube TV and share two stocks on their radar: Charles Schwab and Zebra Technologies.

Stocks discussed: SIVB, FRC, BAC, JPM, WFC, C, PNC, MTB, FDX, ADBE, LEN, WSM, FOX, WBD, PARA, DIS, AMZN, AAPL, GOOG, GOOGL, SCHW, ZBRA

To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.

Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Ourand Engineer: Dan Boyd

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Retail & Tech Try To Transform Mar 16, 2023

Adobe wants to be a customer experience platform, and a discount retailer is upscaling.

(0:21) Deidre Woollard and Asit Sharma discuss: - Adobe’s quarter, and issues acquiring Figma. - Tech companies rushing to launch generative AI. - Five Below converting stores to Five Beyond. - Labor issues for Dollar General.

Plus, (15:50) stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate. Companies discussed: ADBE, FIVE, DG, PAC, BWXT

Host: Deidre Woollard Guests: Asit Sharma, Bill Mann, Nick Sciple Producer: Ricky Mulvey Engineer: Dan Boyd

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Big Telecoms vs. Deadpool Mar 15, 2023

Ryan Reynolds is joining the T-Mobile team, as Verizon and AT&T adjust.

(0:21) Tim Beyers discusses: - T-Mobile buys the parent company of Mint Mobile in a cash and stock deal worth $1.3 billion - How (and when) Mint's business could be accretive to T-Mobile - Why the ripple effect from Silicon Valley Bank's situation will hit potential IPOs and what it means for investors

(14:05) Our stock version of March Madness continues! Kirsten Guerra and Jason Moser face off to make the case on why their stock is a better buy right now.

Companies discussed: TMUS, VZ, T, SIVB, GM, TSLA, OM

Host: Chris Hill Guests: Tim Beyers, Kirsten Guerra, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd

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Is Buffett Targeting This Bank? Mar 14, 2023

Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy.

(0:21) Bill Mann discusses: - The latest CPI numbers and the current state of play in the banking industry - One bank that fits the description of something Warren Buffett might be interested in - Meta Platforms announcing another round of layoffs

(14:58) Sanmeet Deo and Tim Beyers face off against one another with stocks they believe are a better buy right now.

Companies discussed: FRC, SCHW, SIVB, PNC, META, XPOF, MNDY

Host: Chris Hill Guests: Bill Mann, Sanmeet Deo, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd

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Big Banks Sure Are Quiet These Days Mar 13, 2023

Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again.

(0:21) Jason Moser discusses: - Signature Bank failing and shares of First Republic Bank falling 60%. - Why "bailout" is probably not the right word to describe what's happening - How big banks like JPMorgan Chase and Bank of America are gaining strength simply by going about their business

(11:20) We're celebrating our own version of "March Madness" by having analysts face off, bracket-style, as they go head-to-head over which stock is a better buy. Jim Gillies and Jim Mueller kick off the week with a biotech software company and a well-known real estate broker.

Companies discussed: SIVB, SBNY, FRC, SCHW, BAC, JPM, SDGR, RMAX

Host: Chris Hill Guests: Jason Moser, Jim Gillies, Jim Mueller Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

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Michael Lewis on Stock Market Overconfidence and Revisiting Moneyball Mar 12, 2023

One sign of a true expert is they often say “I don’t know”.

Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, and Moneyball. He also hosts the podcast Against The Rules. Chris Hill talked with Lewis last year for an episode we published on May 20, 2022. Due to time constraints we had to leave some parts of the conversation out of that episode, so we're bringing them to you now! Hill and Lewis discuss: - Unintended consequences of Moneyball - Why single men fare worse in the stock market - How Iceland responded to the Great Recession - How to spot true experts

"Boys Will Be Boys" paper: https://faculty.haas.berkeley.edu/odean/papers/gender/BoysWillBeBoys.pdf

Host: Chris Hill Guest: Michael Lewis Producer: Ricky Mulvey Engineer: Dan Boyd

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Is Investing a Game? Mar 11, 2023

In everyday life, your value system is complicated and rich. Games make that system simple, and you know exactly how well you’ve done.

C. Thi Nguyen is a philosophy professor at University of Utah and author of the book Games: Agency As Art. Motley Fool co-founder David Gardner caught up with Nguyen to discuss: - The bright and dark sides of gamification - How Twitter changed the way we communicate - Good, bad, and evil games

Today’s conversation comes from a recent episode of David's weekly podcast, Rule Breaker Investing. To hear the entire show, click here: https://www.fool.com/podcasts/rule-breaker-investing/2023-02-15-from-twister-to-twitter-games-and-c

Host: David Gardner Guest: C. Thi Nguyen Producer: Ricky Mulvey Engineer: Rick Engdahl

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Not Too Big To Fail Mar 10, 2023

In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession.

(0:21) Jason Moser and Matt Argersinger discuss: - February's jobs report (and potential ripple effects) - The stunning collapse of Silicon Valley Bank - Vail Resorts staffing up to meet demand - How the "Lipstick Effect" is benefitting Ulta Beauty - The latest from Docusign, and Dick's Sporting Goods

(19:11) Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards.

(35:15) Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co.

Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC

Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Nell Minow Engineer: Dan Boyd

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"This one's gonna leave a mark." Mar 09, 2023

(0:21) Jim Gillies discusses: - Why shares of SVB Financial Group are plunging more than 45% - The reasons he's a fan of AerCap Holdings' secondary offering

(15:24) Ricky Mulvey talks with investigative reporter Marshall Zelinger about Xcel Energy and the fundamentals of being a monopoly.

Companies discussed: SIVB, AER, XEL

Host: Chris Hill Guests: Jim Gillies, Marshall Zelinger Producer: Ricky Mulvey Engineer: Dan Boyd

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$30 Million Worth of Bobbleheads Mar 08, 2023

Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away.

(0:21) Asit Sharma discusses: - Shares of Crowdstrike rising as the cybersecurity company closed out the fiscal year on a strong note - Taking the "basket approach" to cybersecurity stocks - Funko Pop's surprising solution to having too much inventory

(12:13) Mary Long talks with Blackrock managing director Gargi Chaudhuri about the case for bonds, and some economic predictions her team made in 2022.

Companies discussed: CRWD, FNKO

Host: Chris Hill Guests: Asit Sharma, Mary Long, Gargi Chaudhuri Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

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New Flavors of FIRE Mar 07, 2023

The Fed Chief goes to Capitol Hill, Dick's Sporting Goods crushes expectations, and there's more than one type of FIRE. (0:21) Bill Mann discusses: - The market's reaction to Chairman Powell's testimony in front of the U.S. Senate Banking Committee - Shares of Dick's Sporting Goods popping 11% on same-store sales growth that more than doubled expectations - How inventory management is a key in Dick's Sporting Goods recent success

(12:33) Alison Southwick and Robert Brokamp talk with Megan Brinsfield about the FIRE (Financially Independent, Retire Early) movement.

Companies discussed: DKS, HD, LOW, TGT, WMT

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, as affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services.

Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed an investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is no guarantee of any outcome. Past performance does not guarantee future results.

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What's Your Investing Thesis? Mar 06, 2023

It's always a good idea to know why you're about to invest in a business.

(0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and why it's ok to invest in both - The importance of understanding how a business makes money - Reasons to sell a stock

(10:17) Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book "Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink".

Companies discussed: ABND GS, HLT

Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Liz Hoffman Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton, Rick Engdahl

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Paramount: The House of Redstone Mar 05, 2023

It’s one thing to hear that money doesn’t buy happiness. It's another to find that out after wiring $90 million dollars to two separate romantic partners in one afternoon. James B. Stewart and Rachel Abrams are the co-authors of “Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy.” They joined Catie Peiper to discuss: - How billionaires try to bend reality - If Paramount chair Shari Redstone can innovate in a new media landscape - Problems with CEO succession at media companies Companies discussed: PARA, DIS Host: Catie Peiper Guests: James B. Stewart, Rachel Stewart Producer: Ricky Mulvey Engineer: Tim Sparks

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Michelle Singletary on Investing, Retirement, and the Lies We Tell Ourselves About Money Mar 04, 2023

Michelle Singletary is a best-selling author and Loeb Award-winning writer. She also pens “The Color of Money,” a nationally syndicated personal finance column which appears in The Washington Post. Robert Brokamp caught up with Singletary to discuss: - Why people fall for Ponzi schemes - If you should pay off your mortgage before retirement - Why we often lie about spending habits

Host: Robert Brokamp Guest: Michelle Singletary Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks

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Software, Retail, and Trex CEO Bryan Fairbanks Mar 03, 2023

When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan.

(0:21) Jason Moser and Ron Gross discuss: - Whether Costco is ready to increase membership fees - Salesforce focusing more on profitability - Seeing light at the end of Okta's tunnel - How "it's all ball bearings" for C3.AI - The latest from Target, Lowe's, Best Buy, and Zoom Video

(19:11) Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street.

(35:00) Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price.

Get a copy of our new free report, Top Stocks For Rising Interest Rates, by going to fool.com/interest!

Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW

Host: Chris Hill Guests: Ron Gross, Jason Moser, Bryan Fairbanks Engineer: Rick Engdahl

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Salesforce Increases Its Focus (and Buybacks) Mar 02, 2023

(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition - The doubling of the company's share buyback program

(11:30) Jason Moser and Matt Frankel discuss the decline of the "Nice to have" economy.

Companies discussed: CRM, PTON, NFLX, DIS, SFIX, FIGS

Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl

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4 Stocks We Just Bought Mar 01, 2023

Lowe's continues a recent trend from major retailers.

(0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that some people on Wall Street are still surprised by cautious guidance - The relative attractiveness of Lowe's stock

(10:00) Yasser El-Shimy and Ricky Mulvey share four stocks they bought recently.

Companies discussed: LOW, HD, WMT, TGT, ARHS, ENPH, BIG, MAA

Host: Chris Hill Guests: Bill Mann, Yasser El-Shimy Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Target's Improving Inventory Feb 28, 2023

After a particularly rough 2022, Target is getting back to basics.

(0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger competitors - Target beating expectations with household items, groceries, and a better management of its inventory

(11:00) Alison Southwick and Robert Brokamp take a closer look at tech layoffs in 2023 and one company that's managed them well.

To watch the 30-minute deep dive on dividend investing go to MasterClass.Fool.com before midnight on Wednesday!

Companies discussed: ZM, MSFT, GOOG, TGT, WMT, HD, AAPL

Host: Chris Hill Guests: Matt Argersinger, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

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Buffett Brings The Heat Feb 27, 2023

It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time.

(0:21) Jason Moser discusses: - Buffett's vigorous defense of share buyback programs - How Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks - McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors

(14:45) Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox

On a brand-new bonus episode of the Stock Advisor Roundtable podcast, Motley Fool CEO Tom Gardner shares his 10 stocks for making money in the market! Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! https://www.fool.com/premium/coverage/4056/coverage/introducing-stock-advisor-roundtable/

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=cbdeaf17572144c3&nd=1

Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX

Host: Chris Hill Guests: Jason Moser, Toby Bordelon, Jose Najarro Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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The Resilience of Black Wall Street Feb 26, 2023

One of the most important events of America’s economic and racial history is one that hasn’t been discussed often. Gary Lee is the managing editor of the Oklahoma Eagle, a Tulsa-based and black-owned media company. Lee joined The Motley Fool’s Bill Mann to talk about: - The history of Black Wall Street, and the rise of the Greenwood community. - The legacy of the Tulsa Race Massacre and Tulsa’s path forward. Host: Bill Mann Guest: Gary Lee Producer: Ricky Mulvey Engineer: Tim Sparks

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Value Hunting Feb 25, 2023

Motley Fool Senior Analyst Rich Greifner joins Ricky Mulvey for a primer on value investing, or trying to find out how much a company is worth, and buying them for less than that amount. They discuss:

- If there’s even a difference between growth and value investing. - Signs that a business is mispriced. - How investors can find mispriced businesses. - Why companies trade below their accounting-based worth. - If there even needs to be a distinction between growth and value investing. - Unpopular companies that may be worth your attention.

Companies discussed: META, WCC

Host: Ricky Mulvey Guest:Rich Greifner Engineer: Rick Engdahl

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Surprising Earnings, Conservative Management Feb 24, 2023

There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits.

(0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in the AI universe - Block surprising Wall Street with strong 4th-quarter revenue - Mercadolibre's enviable free cash flow - The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair

(19:11) Emily and Jason continue the earnings analysis and discuss: - Warner Bros. Discovery growing subscribers and cutting costs - The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack - Their most recent stock purchases - Two stocks on their radar: Adobe and ANSYS

Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com

Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS

Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Rick Engdahl

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Etsy's "Jedi Mind Trick" Feb 23, 2023

There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on?

(1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends picking up Nvidia and the hype baked into its rally. - One shiny, distraction for investors watching the chipmaker.

Plus, (19:02) Maya Lau, host of the podcast "Other People's Pockets" joins Sierra Baldwin to discuss her new show and what she's learned from having conversations about salary, economic class, and careers.

Companies discussed: ETSY, NVDA

Host: Dylan Lewis Guests: Tim Beyers, Sierra Baldwin, Maya Lau Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks, Annie Franks

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What Happened To Intel? Feb 22, 2023

In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed.

(0:21) Bill Mann discusses: - Intel cutting its dividend by 65% - Gelsinger's potential rationale for the cut - How else the company plans to invest the money

(8:00) Alison Southwick and Robert Brokamp answer more of your questions about home buying, pensions, and investing strategy.

Companies discussed: INTC, AMD

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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2023: The Year of Cautious Guidance Feb 21, 2023

If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. (0:21) Jason Moser discusses: - Home Depot shares falling 5% after its first revenue miss since 2019 - The capital allocation flex of raising wages and HD's dividend - Walmart crushing its holiday quarter thanks to groceries (11:15) Alison Southwick and Robert Brokamp answer your questions about investment fees, insurance, and saving in a Roth IRA. Companies discussed: HD, WMT Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Tim Sparks

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PJ Vogt on AI, VR, and Tech Cycles Feb 19, 2023

Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance. PJ Vogt is the host of Crypto Island and an eponymous show, Weekly. You may have also heard him on Reply All or This American Life. Ricky Mulvey caught up with him to discuss: - The wild present and future for artificial intelligence - How virtual reality parallels early internet chat rooms - Incentives and tradeoffs in the decarbonization movement - The downfall of Flappy Bird Companies mentioned: META, GOOG, GOOGL, MSFT, TSLA, NTOIY Host: Ricky Mulvey Guest: PJ Vogt Engineer: Tim Sparks

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iBuying, Real Estate Investing, Home Inventory Feb 18, 2023

When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-founder of KeyGlee, a real estate investment and wholesale company with more than 75 franchises. He’s also the star of “Triple Digit Flip” on A&E. Deidre Woollard caught up with Damji to discuss: - Why housing supply remains low, and its implications for homebuilders - How rents have stayed relatively stable - One player that’s fundamentally changed real estate investing -The changing role of the landlord Companies discussed: ZG, OPEN Host: Deidre Woollard Guest: Jamil Damji Producer: Ricky Mulvey Engineer: Tim Sparks

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The (Wall Street) Hits Keep On Coming Feb 17, 2023

It was another big week of earnings results (and surprises).

(0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Record revenue for The Trade Desk - Shares of Roku popping more than 25% - The latest from Marriott, Twilio, Cisco Systems, and Zillow Group

(19:11) Jason and Ron keep the earnings coverage going and discuss: - Boston Beer surprising Wall Street - Outset Medical's latest results - The state of Microsoft's bid to buy Activision Blizzard - The latest from Coca-Cola, Roblox, Chipotle, and Alphabet - Two stocks on their radar: Etsy and Paramount Resources

Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com

Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU

Host: Chris Hill Guests: Ron Gross, Jason Moser Engineers: Steve Broido, Rick Engdahl

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The Once & Future Zillow Feb 16, 2023

After spending a year getting rid of its iBuying business, how should investors regard Zillow Group?

(0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growing skepticism around iBuying as a profitable business - 1 thing to watch when Redfin reports after the closing bell

(9:25) Ricky Mulvey and Sanmeet Deo discuss companies that are flying under Wall Street's radar, in part because of where they're located.

Companies discussed: ZG, OPEN, RDFN, LULU, TSCO, SHAK, WINA

Host: Chris Hill Guests: Jim Mueller, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl

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Answers from Airbnb, Questions for Upstart Feb 15, 2023

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss:

- A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do whenever you buy a stock.

(17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today.

Companies discussed: ABNB, UPST, ADANIENT

Host: Dylan Lewis Guests: Tim Beyers, Bill Mann Producer: Ricky Mulvey Engineer: Rick Engdahl

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Big Macro & Big Red Feb 14, 2023

Once again the monthly CPI report got Wall Street's attention. (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed - Higher prices in the core division fueling Coca-Cola's 4th-quarter revenue (12:00) In this blast-from-the-past segment from 2018, Alison Southwick and Robert Brokamp celebrate Valentine's Day by discussing money as a source of conflict for couples. Stocks discussed: KO, PEP Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl

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Twilio's Layoffs, Spotify's Strategy Feb 13, 2023

For the second time in five months, Twilio announces a round of layoffs.

(0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super Bowl 57

(13:20) Ricky Mulvey talks with Bloomberg entertainment reporter Lucas Shaw about the state of Spotify's business, its podcasting strategy, and whether they need to raise subscription fees.

Stocks discussed: TWLO, BKNG, WDAY, GOOG, DEO, SPOT, AAPL

Host: Chris Hill Guest: Jason Moser, Lucas Shaw Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Beth Kindig on AI, Semiconductors, and Tech Cycles Feb 12, 2023

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss:

- Where we are in the cloud adoption cycle - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly

Companies discussed: MSFT, NVDA, TSM, META, AMD

Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton

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Lies My Income Statement Told Me Feb 11, 2023

What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business where he teaches accounting and financial statement analysis. Badolato joined Ricky Mulvey to discuss: - How Walmart, Rent the Runway, and Peloton adjust earnings (and what it means for shareholders) - Why investors should follow a company’s operating income - The pros and pitfalls of GAAP metrics - A better way to count stock-based comp. Companies Discussed: WMT, RENT, PTON Host: Ricky Mulvey Guest: Patrick Badolato Engineer: Tim Sparks

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NFL Predictions, AI Competitions Feb 10, 2023

Big changes could be coming to the NFL playoffs.

(0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulman announcing his retirement - CVS Health buying a primary care business for $10 billion - The latest from Disney, Cloudflare, Chipotle, and Pepsi

(19:11) Andrew Brandt, former NFL executive and director of Villanova University's Moorad Center of Sports Law, discusses the business health of the NFL, how the playoffs may change, and his prediction for a blowout Super Bowl 57.

(34:40) Andy and Emily share two stocks on their radar: Domino's Pizza and Boot Barn.

Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com

Stocks discussed: MSFT, GOOG, DIS, LYFT, UBER, PYPL, NET, CMG, CVS, PEP, DPZ, BOOT

Host: Chris Hill Guests: Emily Flippen, Andy Cross, Andrew Brandt Engineer: Rick Engdahl

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Disney Pops, Alphabet Drops Feb 09, 2023

Disney’s latest results and plans were just what Wall Street wanted to hear.

(0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet shares falling over a botched AI demo and concerns about Microsoft

(13:20) Just in time for Valentine’s Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group.

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and check out the latest episode of our exclusive podcast, Stock Advisor Roundtable!

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: DIS, MSFT, GOOG, MTCH

Host: Chris Hill Guest: Tim Beyers, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineer: Rick Engdahl

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Record Ad $$$ for SB 57 Feb 08, 2023

Companies are shelling out big bucks to get your attention during the big game.

(0:21) Bill Mann discusses: - Chipotle maintaining their stance on prices - Dutch payment processor Adyen dealing with higher costs - Uber posting a profit in the 4th quarter thanks to the company's investments

(10:30) Dylan Lewis talks with Ad Age editor Jeanine Poggi about some of the major brands looking to get your attention before, during, and after Super Bowl 57.

Stocks discussed: CMG, ADYEN, UBER, FOXA, COIN, NFLX, TAP, BUD

Host: Chris Hill Guest: Bill Mann, Dylan Lewis, Jeannie Poggi Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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The AI Land Grab Has Started Feb 07, 2023

Microsoft's AI event is only the latest sign of the hottest area of tech.

(0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform company, doubling in the past five weeks - Zoom Video announcing it's laying off 15% of employees

(12:00) Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field".

Stocks discussed: MSFT, GOOG, AMD, AI, ZM

Host: Chris Hill Guest: Jason Moser, Robert Brokamp, Jonathan Scott Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Why Do Casinos Lose Money? Feb 06, 2023

If the house always wins, why are gambling companies having trouble turning a profit?

(0:21) Jason Moser discusses: - Privately-owned restaurant companies Cava Group and Panera Brands mulling a return to the public markets - How Panera has evolved since its last time as a public company - A key metric he's watching when Chipotle reports earnings on Tuesday afternoon

(9:40) Ricky Mulvey and Matt Frankel discuss the struggles gambling businesses having making money and one business breaking the trend.

Stocks discussed: CMG, PDYPY, MGM, DKNG, CHDN

Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl

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Domonique Foxworth on NFL Owners, Investing, and Keys to the Big Game Feb 05, 2023

What's more challenging: facing off against a wide receiver or a room full of NFL owners? Domonique Foxworth made an impact on the field as an NFL cornerback for six season, and an impact off the field as the youngest player to be elected vice president of the NFL Players Association Executive Committee. Chris Hill caught up with him to discuss: - Negotiating with NFL owners - What led him to get his MBA from Harvard Business School - The enduring popularity of the NFL - What he will be watching during Super Bowl 57 to give him a sense of whether Philadelphia or Kansas City is in control of the game Host: Chris Hill Guest: Domonique Foxworth Producer: Ricky Mulvey Engineer: Rick Engdahl

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Stocks for the Long Run Feb 04, 2023

If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selling book, “Stocks for the Long Run.” Robert Brokamp caught up with Schwartz to discuss: - Why “dying industrial companies” have beaten the broader market - Managing cash in a higher interest rate climate - How often investors should rebalance - The data that the Federal Reserve may be misreading Companies and investments discussed: MSFT, CVS, KO, DTH, AMZN, XOM, CVX, USFR Host: Robert Brokamp Guest: Jeremy Schwartz Producer: Ricky Mulvey Engineers: Annie Franks, Tim Sparks

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Huge Jobs Report, Triple-A Earnings Feb 03, 2023

Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports.

(0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 - Guidance overshadowing Amazon's holiday quarter - Starbucks struggling outside the U.S. - The latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD

(19:11) Jason and Ron keep earnings-palooza going and discuss: - McDonald's ending the fiscal year on a high note - Match Group's disappointing results and layoff announcement - The latest from Qualcomm, Peloton, and Snap - Two stocks on their radar: Kinsale Capital Group and Samsara

Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT

Host: Chris Hill Guests: Ron Gross, Jason Moser Engineer: Rick Engdahl

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Meta Soars Feb 02, 2023

For the first time in a long time, Meta Platforms gave shareholders a reason to smile.

(0:21) Tim Beyers discusses: - 4th-quarter revenue coming in higher than expected for Meta - That $40 billion share buyback plan - Why AMD is demonstrating not all semiconductor chip companies are alike

(11:00) How did Planet Fitness get the attention of the Federal Trade Commission? Ricky Mulvey and Sanmeet Deo discuss whether the low-cost gym deserves a spot on your watch list.

Stocks discussed: META, INTC, AMD, PLNT

Host: Chris Hill Guest: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Peloton's Turning Point? Feb 01, 2023

It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope.

(0:21) Asit Sharma discusses: - Peloton's 2nd-quarter revenue surprising to the upside - A sluggish digital ad market hurting Snap's 4th-quarter results - How Snapchat+ could be a potential lever for management to pull

(11:00) Jason Moser and Matt Frankel discuss the 30th anniversary of exchange-traded funds and how stock investors use ETFs today.

Stocks discussed: PTON, SNAP, GOOG, GOOGL, SPY, VNQ, RSP, CIBR

Host: Chris Hill Guest: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl

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Record Profits? Record Profits. Jan 31, 2023

The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short.

(0:21) Bill Mann discusses: - McDonald's growing global sales by $20 billion during the pandemic - Exxon Mobil racking up an annual profit of more than $55 billion - Why Wall Street seemed disappointed by a share buyback plan smaller than Chevron's

(10:40) Alison Southwick and Robert Brokamp discuss reasons to be both uplifted (and depressed) about the economy, debt, and pandas.

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.

Stocks discussed: MCD, XOM, AAPL, MSFT, CVX

Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

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Gen Z & Millennials Are Driving AmEx Higher Jan 30, 2023

If American Express had a problem with an aging demographic, it looks like that problem is being addressed.

(0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday

(11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT.

Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL

Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Howard Marks on China, Risk, and Interest Rates Jan 29, 2023

If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk

To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks

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Lessons from Buffett’s Investing Framework Jan 28, 2023

Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction? If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks

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GDP, Tesla, FinTech, and "Burrito Season" Jan 27, 2023

As much as we love stocks, sometimes the Big Macro really does drive the market.

(0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mastercard delivering strong profits (again) - The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson

(19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid.

(30:00) Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza.

Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ

Host: Chris Hill Guests: Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo Engineer: Rick Engdahl

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Netflix, Comcast, Southwest Airlines Jan 26, 2023

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results.

(0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock

(11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy.

Companies discussed: LUV, CMCSA, NFLX, WBD

Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Eyes on the Cloud Jan 25, 2023

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss:

- Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter.

Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022.

Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG

Host: Dylan Lewis Guests: Andy Cross, Jim Gillies Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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2 Blue Chips Under Pressure Jan 24, 2023

How long will macroeconomic pressures persist in 2023?

(0:21) Asit Sharma discusses: - Johnson & Johnson's 4th-quarter profits falling 25% - Why he likes the company's balance of pharma and medtech - 3M's challenges and why an increase in consumer-facing solutions may be a better route

(10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more.

Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Stocks discussed: JNJ, MMM, BND

Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

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Big Banks vs. Apple & PayPal Jan 23, 2023

Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal.

(0:21) Jason Moser discusses: - Spotify becoming the latest company to announce layoffs - Seven large banks combining forces to create a digital wallet product - How and why Apple and PayPal have such a large lead in this industry

(12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes.

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.

Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO

Host: Chris Hill Guest: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl

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GE’s Legacy & Lessons for Investors Jan 22, 2023

You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: - The mythology behind General Electric’s birth - How corporations struggle mightily with CEO succession - Jack Welch and the religion of earnings consistency - Why he believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable” Companies discussed: GE, DIS, WBD, CMCSA Host: Ricky Mulvey Guest: William D. Cohan Engineer: Rick Engdahl, Tim Sparks, Annie Franks

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Real Estate Trends w/ Opportunity Jan 21, 2023

The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss: - How REITs differ from stocks - Publicly traded vs. private REITs - One office REIT that's evolving - Ways to spot a yield trap - REITs benefiting from e-commerce trends

Companies/REITs discussed: ESRT, SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR

Host: Deidre Woollard Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks

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Big Tech Layoffs, Signs of Housing Trouble Jan 20, 2023

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next?

(0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hastings stepping down from his co-CEO role - Cancellation rates soaring in one segment of the housing market - Differing views on interest rates from two major bank CEOs - The latest from Procter & Gamble, Nordstrom, and holiday retail data

(19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that may hold opportunities for investors.

(33:30) Jason and Matt answer listener questions about CEOs they'd like to shadow for a day and under-the-radar trends, and share two stocks on their radar: Roper Technologies and Regions Financial.

Motley Fool Stock Advisor is open to new members for just $99 a year. Join the hundreds of thousands of investors in Stock Advisor by going to www.fool.com/intro.

Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF

Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Rotonti, Jurrien Timmer Engineer: Rick Engdahl

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China, India, and the Question of Population Growth Jan 19, 2023

Data this week suggest India is about to pass China as the world's most populous country. (0:25) Bill Mann discusses: - Procter & Gamble bumping up against the limits of its pricing powers - Why China still has a demand problem - How companies in the U.S. are moving some operations from China to Vietnam and India (11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare.

Stocks discussed: PG, CMG, AAPL, SBUX, DXCM Host: Chris Hill Guest: Bill Mann, Sanmeet Deo, Kevin Sayer Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Prices Falling, More Tech Layoffs Jan 18, 2023

As many expected, Microsoft announced the layoff of 5% of its employees. (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, much more than economists were expecting - Microsoft's layoffs, and whether Alphabet will be next - Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing (9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate! Our flagship service, Stock Advisor, is open to new members for just $99 a year. To access this exclusive offer go to www.fool.com/intro. Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE Host: Chris Hill Guest: Asit Sharma, Ryan Henderson, Jamie Louko Producer: Ricky Mulvey Engineer: Rick Engdahl

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Goldman Sachs Drags Down the Dow Jan 17, 2023

Goldman Sachs Drags Down the Dow

The investment bank suffered its worst earnings miss in a decade. (0:21) Jason Moser discusses: - 4th-quarter profits for Goldman Sachs falling 66% - How investments in Marcus and the Apple Card partnership haven't paid off yet - Disney's blunt response to activist investor Nelson Peltz (11:00) Alison Southwick and Robert Brokamp talk with Stephanie Marini, certified financial planner, about what investors need to know how The Secure 2.0 Act affects savings and retirement. Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro. Stocks discussed: GS, DIS Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Stephanie Marini Producer: Ricky Mulvey Engineer: Rick Engdahl

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Earnings Watch & Market Valuation w/ Liz Ann Sonders Jan 15, 2023

"Guidance becomes even more important in this environment."

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this earnings season, as well as: - The unlikely start to her career in investing - Key macroeconomic data she and her team at Schwab are focused on - Her question about crypto - One idea to improve the odds of financial independence

Host: Chris Hill Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Tim Sparks, Heather Horton

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Small Caps w/ Strong Brands Jan 14, 2023

You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss:

- How to think about allocation for smaller companies - Key small cap metrics to watch - Boring businesses that warrant more attention - A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company

Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR

Host: Ricky Mulvey Guest: Bill Mann Engineer: Tim Sparks

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Dry January, Big Banks, and Trouble at Disney HQ Jan 13, 2023

Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. economy - Disney’s fight with activist investor Nelson Peltz - Starbucks and News Corp becoming the latest companies announcing a return to offices - The latest from Delta Air Lines and Outset Medical (19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants. (36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! If you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII

Host: Chris Hill Guests: Ron Gross, Jason Moser, David Henkes Engineer: Rick Engdahl

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Walmart's Tech, One Activist's Fight Jan 12, 2023

Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding.

(0:21) Emily Flippen discusses: - Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board - Why Peltz is "a day late and a dollar short" - Salesforce partnering up with Walmart (11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: DIS, NKE, WMT, CRM, RXO Host: Chris Hill Guest: Emily Flippen, Jamie Harris Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Wells Fargo Steps Back Jan 11, 2023

What does it say when a market leader steps back from….leading?

(0:21) Asit Sharma discusses: - Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift - The role that the current state of housing plays in Wells Fargo's decision - Our brand new podcast, Stock Advisor Roundtable

(10:15) Tim Beyers and Tim White take a closer look at "key person risk".

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: WFC, CRM, SFIX, GOOG, GOOGL

Host: Chris Hill Guest: Asit Sharma, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Stocks For China’s New Bull Market Jan 10, 2023

A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions. (0:21) Bill Mann discusses: - How U.S. companies can be a better way to play China’s reopening - Jay Powell’s latest speech reinforcing the Fed’s focus on stability - The potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1 (12:30) Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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"No company is immune." Jan 09, 2023

A major investment bank became the latest (but not the last) to announce layoffs.

(0:21) Jason Moser discusses: - Goldman Sachs cutting nearly 7% of its staff - Lululemon shares falling after the company lowered gross margin guidance - Why inventory levels will be a key retail metric to watch this upcoming earnings season

(11:00) Kirsten Guerra and Lou Whiteman engage in Bull vs. Bear debate over Teladoc Health.

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.

Stocks discussed: GS, LULU ANF, AEO, TDOC, AMZN

Host: Chris Hill Guest: Jason Moser, Kirsten Guerra, Lou Whiteman Producer: Ricky Mulvey Engineers: Tim Sparks, Rich Engdahl

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Tom Gardner and Morgan Housel on Inflation, Tesla, and Starbucks Jan 08, 2023

Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-founder and CEO Tom Gardner for a conversation about:

- Why cash is a better hedge against inflation than many believe - Parallels between the 2022 stock market and the dot-com bust of the early 2000s - What Tesla investors can learn from Starbucks’ past decline Companies discussed: BRK.A, BRK.B, TSLA, SBUX Host: Tom Gardner Guest: Morgan Housel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Diagnosing Stock Drops Jan 07, 2023

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient.

Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss:

- Carvana’s boom and bust, and the takeaways for investors - If Zoom has a sticky product - How Roku is addressing a tougher advertisement landscape - Meta’s valuation, and questions about its leadership - Mindset advice if you want to be a contrarian investor

Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META

Aswath Damodaran’s blog on Meta: https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html

Host: Ricky Mulvey Guest: Asit Sharma Engineer: Tim Sparks

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3 CEOs Walk Into A Bar Jan 06, 2023

On a shortened week of trading for investors, three CEOs dominated the headlines. (0:21) Matt Argersinger and Jason Moser discuss: - Layoff announcements and a sober prediction from Microsoft CEO Satya Nadella - The market's positive reaction to the December jobs report - Key things they're watching in the tech industry - Newest unveilings at CES in Las Vegas - The latest from Stitch Fix and Constellation Brands (19:11) Malcolm Ethridge, CFP and host of "The Tech Money Podcast", weighs in with predictions of two more interest rate hikes, why "Mega Cap Tech" is the key to a stock market rally, and what he's watching for this earnings season. (34:00) Matt and Jason discuss Bed Bath & Beyond's real estate footprint as the company nears bankruptcy, and share two stocks on their radar: Amazon and Bentley Systems. Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro. Stocks discussed: CRM, AMZN, MSFT, AAPL, SFIX, STZ, ROKU, SONY, HMC, GOOG, GOOGL, SPOT, BBBY, BSY Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Malcolm Ethridge Engineer: Rick Engdahl

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Value Opportunities for Investors Jan 05, 2023

Value Opportunities for Investors Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason. (0:21) Bill Mann discusses: - Amazon laying off 18,000 employees - Whether layoffs are a bad sign or an indication a company is being honest with itself - The writing on the (bond market) wall for Bed Bath & Beyond (11:11) Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio. Stocks discussed: AMZN, CRM, MSFT, GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Bill Mann, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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2 Dividend Stocks To Watch Jan 04, 2023

Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? (0:21) Tim Beyers discusses: - How Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising - Why HubSpot's next move is one of the most interesting things in tech - One tech business bucking the trend by increasing its hiring (8:22) Matt Argersinger previews the year for dividend stock investors, discusses why the payout radio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days. Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Tim Beyers, Ron Gross Producer: Ricky Mulvey Engineer: Rick Engdahl

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Time To Hit The Gym Stocks? Jan 03, 2023

'Tis the season for investing in your physical fitness. (0:21) Jason Moser discusses: - The relative strength of Planet Fitness - How "exercise at home" has been around for decades - Amazon actually testing flying drone deliveries in California and Texas (13:45) Dylan Lewis and Asit Sharma discuss what growth stock investors should be considering this year, as well as one business in particular with tailwinds (despite a tough environment). Stocks discussed: PLNT, PTON, AMZN, CRWD Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Jason Moser, Dylan Lewis, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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2023 Investing Blueprint Jan 02, 2023

It's the perfect time to review your financial plan for investing in 2023. (0:21) Andy Cross discusses: - His optimism after the worst year for investors since 2008 - The potential for 2023 to be "a stock picker's market" - Why financials and healthcare are two of the industries he's watching for opportunities (10:15) Robert Brokamp weighs in on whether all investors should more seriously consider bonds, why retirees might be able to increase their safe withdrawal rates, and the biggest asset younger investors have this year. Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Andy Cross, Robert Brokamp Engineer: Rick Engdahl

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27 Stocks for 2023 Dec 30, 2022

CEOs on the hot seat, stocks in the spotlight, and reckless predictions! (0:21) Jason Moser and Matt Argersinger discuss: - Industries and trends investors should be watching - Why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat - Two stocks poised for upside - Keeping online streaming and BNPL businesses on a short leash - Not being worried about Blackstone, Home Depot, and Johnson & Johnson (19:11) Jason and Matt continue our 2023 preview with: - Potential surprises for investors - Why Live Nation and nCino could both be acquired - 1 trend and 1 stock that investors will have to be very patient with - Reckless business predictions involving crypto, Elon Musk, and Warren Buffett - Two stocks on their radar: Topgolf Callaway and Easterly Government Properties Want even more stock ideas? Get a free copy of our "5 Stocks Under $49" report by going to www.fool.com/report. Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Rick Engdahl

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Do You Really Want To Be An Investor? Dec 29, 2022

(0:21) Chris Hill discusses: - What's coming up on the show in early January - Seth Rogen's revelation about stand-up comedy - What it takes to be an investor Host: Chris Hill Engineer: Rick Engdahl

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Don't Bet Against Behemoths Dec 28, 2022

Disruption is not a given, nor is it easy. (0:21) Jason Moser discusses: - How Visa and Mastercard fared in a year dominated by crypto news - Why fortress balance sheets will be an even bigger asset in the new year - Leaders he's watching in 2023 Stocks mentioned: V, MA, MSFT, APPL, GOOG, GOOGL, HD, LOW Host: Chris Hill Guest: Jason Moser Engineer: Rick Engdahl

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Global Markets to Watch in 2023 Dec 27, 2022

Outside the U.S. there are opportunities for investors in the new year.

(0:21) Bill Mann discusses: - Countries producing raw materials (and video games) - What needs to change in China to get him more interested in companies like Alibaba and JD.com - Why investors should be watching Canada and Norway

Stocks mentioned: JD, BABA, TCEHY

Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Host: Chris Hill Guests: Bill Mann Engineer: Tim Sparks

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How Much Does Santa Weigh? Dec 24, 2022

We're taking a break from investing and stock talk to discuss: - Santa's actual weight - Murder's surprising popularity as an entertainment device - Best movie Santas - Alcoholic holiday drinks - "Cereal Derangement Syndrome" - Fascination with the NY Post's front page - Rule changes we would make in the NBA, NHL, and MLB - Who should narrate a classic McSweeney's essay To cast your vote for your favorite sports rule change, email podcasts@fool.com. Host: Chris Hill Guests: Bill Barker, Bill Mann Engineer: Rick Engdahl

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Becky Quick, Mark Cuban Dec 23, 2022

We're easing into Christmas weekend with highlights from two of our favorite interviews of 2022. (0:21) Becky Quick discusses: - Helping The Wall Street Journal leap from print to the web - Making the switch from the Journal to CNBC - Her unexpected introduction to Warren Buffett - Behind the scenes at CNBC (19:11) Mark Cuban discusses: - His new health care venture, Cost Plus Drugs - Competing with major healthcare companies - Advice for potential NFL owner Jeff Bezos - The appeal of pickleball! Host: Chris Hill Guests: Becky Quick, Mark Cuban Engineers: Rick Engdahl, Dan Boyd

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Following Buffett, Bull vs. Bear: Etsy Dec 22, 2022

What's the downside to using public filings to mirror Berkshire-Hathaway's investments? (0:21) Jim Gillies discusses: - The strength of Berkshire-Hathaway's underlying businesses - Warren Buffett's less-than-perfect investing track record - How investors cannot get the exact same price as the Berkshire-Hathaway investment managers (10:20) Dylan Lewis and Ricky Mulvey engage in a bull vs. bear debate over e-commerce platform Etsy. Stocks mentioned: BRK.A, BRK.B, ETSY, EBAY Holiday Music: Merry, Merry Christmas by Keb’ Mo’ Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Nike, FedEx, and The Fed Dec 21, 2022

The shipping giant has a demand problem, while Nike may be out of the woods. (0:21) Asit Sharma discusses: - FedEx cutting $1 billion in costs to make up for weak demand - UPS solidly outperforming FedEx (for years) - Nike getting past their inventory problems and increasing digital sales (10:30) John Rotonti and Ricky Mulvey analyze the implications of interest rates being higher for longer and one company that's benefiting. Stocks mentioned: FDX, UPS, NKE, BX Holiday Music: Looks Like A Cold, Cold Winter by Ingrid Michaelson Host: Chris Hill Guests: Asit Sharma, John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Is TikTok Too Big To Ban? Dec 20, 2022

The digital advertising landscape is shifting.

(0:21) Bill Mann discusses: - Google's and Meta Platform's collective share of the digital ad market shrinking - Amazon leading the charge in e-commerce ad players - TikTok's impact on the ad industry and whether it is "unbannable" in the U.S.

(8:50) Alison Southwick and Robert Brokamp analyze the ins-and-outs of buying bonds.

Stocks mentioned: GOOG, GOOGL, META, AMZN, SPG, BND, BLK, IBDN, IBDR

Holiday Music: How Do You Spell Channukkahh? by The LeeVees

Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineer: Tim Sparks

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Barron's Top Stock Picks Dec 19, 2022

There's a value approach to Barron's annual list, and we've got some thoughts. (0:21) Jason Moser discusses: - The case for traditional value stocks like Bank of America and Berkshire-Hathaway - Inclusion of Big Tech companies like Alphabet and Amazon - Why attractive valuation isn't enough to get us interested in Madison Square Garden Sports (12:45) Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead. Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Aswath Damodaran on the Fed, Inflation, and Valuation Dec 18, 2022

If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuation at the Stern School of Business at New York University.

Motley Fool CEO Tom Gardner talks with the “Dean of Valuation” about: - Inflation’s new questions for investors - The most important investor you can learn from - Incentives, correlations, and costs in ESG scoring

Stocks mentioned: MO, BLK

If you're a member of any Motley Fool service you can access the full conversation here:

https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/

Host: Tom Gardner Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan, Tim Sparks

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Same Data, Different Conclusions Dec 17, 2022

Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Mary Long caught up with Young to talk about: - Macro data that’s meaningful to stock investors - How to build an investment thesis - One sector that’s been “unfairly punished” - The likelihood of a recession in 2023 Host: Mary Long Guest: Liz Young Producer: Ricky Mulvey Engineer: Rick Engdahl

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Best & Worst of 2022 Dec 16, 2022

Time to hand out some awards! (0:21) Ron Gross, Emily Flippen, and Jason Moser discuss: - The biggest business/investing stories of the year - Who gets their vote for CEO of 2022 - Some of the dumbest investments of the year - How semiconductors and a stock hitting an all-time high flew under Wall Street's radar (19:11) Ron, Emily, and Jason continue our year-in-review special with: - Surprising years from Salesforce, Axon Enterprise, and Campbell Soup - Things they didn't have on their 2022 Bingo Cards - New investing discoveries - Three stocks on their radar: Booz Allen Hamilton, NextEra Energy, and Topgolf Callaway Stocks discussed: TSLA, TXN, ULTA, BBBY, K, CASY, OM, AXON, CPB, CRM, BRK.A, BRK.B, DIS, DOCU, NFLX, BAH, NEE, MODG Host: Chris Hill Guests: Ron Gross, Emily Flippen, Jason Moser Engineer: Rick Engdahl

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Are College Bowl Sponsorships Worth It? Dec 15, 2022

With 42 college bowl games on tap, are companies spending smart money to sponsor the event? (0:21) Jason Moser discusses: - The economics of bowl game sponsorship - Why local businesses may have an edge - Kellogg sponsoring three bowl games, two of them with their Cheez-It brand (12:45) Tim White and Tim Beyers take a closer look at user-interface design and which companies get it right (and wrong). Stocks mentioned: AZO, COF, SAM, K, LYFT, HUBS, CRM, SNAP, AAPL, WDAY Holiday Music: The Hanukkah Waltz by Bela Fleck and the Flecktones Host: Chris Hill Guests: Jason Moser, Tim White, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Tesla Shareholders Are Nervous (They Should Be) Dec 14, 2022

Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. (0:21) Bill Mann discusses: - Delta Airlines projecting financial optimism in 2023 - Moderna shares up 20% this week after promising results from a skin cancer treatment trial in combination with Merck - Tesla shareholders being more nervous than before due to (among other things) Twitter taking more of CEO Elon Musk's time and attention (12:45) Ricky Mulvey talks with Jack Caporal from The Ascent about the most popular financial New Year's resolutions and tips for keeping them. For more data on The Ascent's survey on financial resolutioins, click here: https://www.fool.com/the-ascent/research/financial-new-years-resolutions/ Stocks mentioned: DAL, MRNA, MRK, TSLA Holiday Music: White Christmas by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Inflation Cooling, SBF Arrested Dec 13, 2022

November's CPI rose just 0.1%, lower than economists were expecting. (0:21) Jim Gillies discusses: - How inflation in the US compares to other countries - Why some Nasdaq stocks have been "brutalized" - Sam Bankman-Fried, co-founder of FTX, being arrested and charged with (among other things) conspiracy and securities fraud (12:45) Alison Southwick and Robert Brokamp answer listeners questions about how many stocks to own, financial aid, and saving for kids. Stocks mentioned: STLJF Holiday Music: Five Pound Box Of Money by Pearl Bailey Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

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London Calling Microsoft Dec 12, 2022

A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the two sides - How cloud services like Azure and AWS are becoming utilities - The short, not-so-happy public life of Weber Grill - Peter Lynch's advice being a starting point (not a finish line) for investors (12:30) Ricky Mulvey talks with Eddie Alterman, host of the "Car Show" podcast, about the used car market and how GM is competing with Ferrari. Stocks mentioned: MSFT, LDNXF, AMZN, GOOG, GOOGL, WEBR, COOK, GM Holiday Music: Sugar & Booze by Ana Gasteyer Host: Chris Hill Guests: Jason Moser, Eddie Alterman Producer: Ricky Mulvey Engineer: Rick Engdahl

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The ROI of Design Dec 11, 2022

Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and the author of “The Human Side of Innovation: The Power of People in Love with People.” Ricky Mulvey caught up with Porcini to discuss:

- Why investors should watch companies with great design thinkers

- The strategy behind limited-edition releases

- How wearables could change what we eat and drink

Companies mentioned: PEP, MMM, AAPL

Host: Ricky Mulvey

Guest: Mauro Porcini

Engineer: Tim Sparks

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REITs, Homebuilders, and the Return of Las Vegas Dec 10, 2022

You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting more expensive, and companies continue to struggle with hybrid-work plans. Deidre Woollard and Matt Argersinger discuss: - Lesser-known office REITs that may be presenting opportunities for investors - Homebuilders facing headwinds - Lessons from Las Vegas’s comeback Companies mentioned: SLG, ARE, HPP, DEA, TOL, PHM, HD, LOW, SHW, POOL, SPG, VICI, KIM, EPR Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl

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USA vs. Microsoft Dec 09, 2022

It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing quarter - DocuSign ending the year on a positive note - Casey's General Stores hitting an all-time high thanks in part to beer cheese pizza - The latest from Lululemon, RH, Campbell's Soup, and Chewy (19:11) Rachel Warren talks with Jay Jacobs from BlackRock about megatrends to watch in healthcare, infrastructure, and electric vehicles. (30:20) Andy and Ron discuss the FTC suing Microsoft over its proposed acquisition of Activision Blizzard, and share two stocks on their radar: Stanley Black & Decker and Houlihan Lokey. Stocks discussed: COST, LULU, RH, DOCU, CPB, CHWY, CASY, BLK, MSFT, ATVI, SWK, HLI Host: Chris Hill Guests: Andy Cross, Ron Gross, Rachel Warren, Jay Jacobs Producer: Ricky Mulvey Engineer: Rick Engdahl

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Gas, China, Food & Beverage Stocks Dec 08, 2022

Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump. (0:21) Asit Sharma discusses: - The price of gas being lower than it was a year ago - Ripple effects (positive and negative) from lower gas prices - China stocks getting a short-term boost from the prospects of Covid restrictions being relaxed (9:45) Ricky Mulvey joins Asit to take a closer look at which food and beverage trends are gaining (and losing) steam. Stocks mentioned: BILI, JD, BYND, KO, SAM, KR Holiday Music: Christmas (Baby Please Come Home) by Dropkick Murphys Host: Chris Hill Guests: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl

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Another New Trend from Robinhood? Dec 07, 2022

After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing. (0:21) Jason Moser discusses: - Whether Robinhood's 1% match on new IRA accounts will force other financial institutions to do the same - If the new service from the still-unprofitable Robinhood will reward shareholders - A new survey from Forbes Advisor about the increase in buy-now, pay-later activity and what it bodes for consumer savings in 2023 (10:25) Asit Sharma talks with Endava CEO John Cottrell about digital payment trends and differentiating from the competition. Stocks mentioned: HOOD, DAVA, WISE Holiday Music: Christmas Will Work It Out by Paola Bennet Host: Chris Hill Guests: Jason Moser, Asit Sharma, John Cottrell Producer: Ricky Mulvey Engineers: Rick Engdahl

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Getting Kids to Invest Dec 06, 2022

You might not expect to find a multi-bagger stock in aftermarket automotive parts. But, that's exactly what one retailer has accomplished.

(0:44) Deidre Woollard and Jim Gillies discuss: - Europe's energy crunch, and why Russia isn't playing along with price caps. - Investing in economic cycles as a contrarian. - Why AutoZone is "one of the best managed companies and capital allocation stories."

Plus, (17:31) Motley Fool Contributor Brian Withers joins Alison Southwick and Robert Brokamp to discuss how to encourage kids to invest when time is on their side.

Companies mentioned: AZO, DIS, CMG

Holiday Music: Disco Christmas by Universal Robot

Host: Deidre Woollard Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Brian Withers Producer: Ricky Mulvey Engineer: Rick Engdahl

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The Evolution of Max Dec 05, 2022

Executives at Warner Bros Discovery are planning to unveil a new streaming service combining the assets of HBO Max and Discovery+. (0:21) Jason Moser discusses: - How CEO David Zaslav's focus on profitability could pay off - WBD's underrated library of content - The rise of FAST (Free Ad-Supported TV) (12:30) Andy Cross talks with Airbnb co-founder Nat Blecharczyk about the latest improvements for the home-sharing platform. Stocks mentioned: WBD, NFLX, DIS, CMCSA, TTD, ABNB Holiday Music: Christmas Is Starting Now by Big Bad Voodoo Daddy Host: Chris Hill Guests: Jason Moser, Andy Cross, Nate Blecharczyk Producer: Ricky Mulvey Engineers: Rick Engdahl

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Indra Nooyi on Leadership, Culture, and Steve Jobs Dec 04, 2022

During her 12-year run as CEO of Pepsi, Indra Nooyi helped the company grow sales by 80%. Despite her success as one of the most powerful women in business, she's happy to be out of the world of “bits and bytes.” Motley Fool co-founder and CEO Tom Gardner caught up with Nooyi to discuss: - Other CEOs she's learned from - Building a culture of ownership - Decision-making as an art and a science

Companies mentioned: PEP, AAPL, AMZN, PFE

Indra Nooyi's best-selling book is "My Life in Full: Work, Family, and Our Future".

Host: Tom Gardner Guest: Indra Nooyi Producer: Ricky Mulvey Engineers: Heather Horton, Dan Boyd

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Lessons From Great Investors Dec 03, 2022

The first rule of investing is don’t lose money. The other rules are a little more complicated. David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss: - Lessons from Warren Buffet, Larry Fink, and Seth Klarman - Genius and luck in investing - Happiness and expectations - Investing with a margin of safety Companies mentioned: CG, BLK, TSLA, HLT Host: John Rotonti Guest: David Rubenstein Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

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More Jobs for Americans, More Confusion for Investors Dec 02, 2022

If you're an investor trying to make sense of the conflicting signals from macroeconomic data, you're not alone.

(0:21) Matt Argersinger and Jason Moser discuss: - A strong jobs report, latest housing data, and contrary indications from the retail industry - Ulta Beauty continuing a standout year - VICI Properties increasing its share of properties on the Las Vegas Strip - Signs of life from Okta - The latest from Salesforce, Five Below, and Crowdstrike

(19:11) Deidre Woollard talks with Ben Miller, CEO of crowdfunding investment platform Fundrise, about commercial real estate and the trends he's watching for homebuilders and office space.

Stocks discussed: ULTA, CRM, VICI, BX, OKTA, FIVE, CRWD, APRN, EXR, CRNC

Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Miller Producer: Ricky Mulvey Engineer: Dan Boyd

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Battling Giants Dec 01, 2022

What's it like competing against a business that's 1,000 times bigger than your own?

(0:21) Emily Flippen discusses: - Salesforce co-CEO Bret Taylor leaving his job exactly one year after he got it - Whether the market is overreacting to Taylor and underreacting to a strong 3rd-quarter report from Salesforce - Kroger's strong profits and prospects for expanding its grocery empire with a proposed acquisition of Albertson's

(12:10) Jeff Santoro and Jamie Louko engage in "bull vs. bear" debate over cloud infrastructure company DigitalOcean.

Stocks mentioned: CRM, CMG, TEAM, KR, ACI, DOCN, MSFT, AMZN, GOOG, GOOGL

Holiday Music: Silent Night by Ska-J, Hey Skinny Santa by JD McPherson

Host: Chris Hill Guests: Emily Flippen, Jeff Santoro, Jamie Louko Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks, Rick Engdahl

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FTX Collapse: Lessons for Investors Nov 30, 2022

The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX.

(0:21) Jim Gillies discusses: - Why the Dow Jones Industrial Average is "the dumbest index" - Where investors can find ballast for their portfolios

(15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors.

Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR

Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan Boyd

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Commodities...Seriously? Nov 29, 2022

With more retail data rolling in, it might also be time to start paying attention to commodities.

(0:21) Asit Sharma discusses: - Cyber Monday's results mirroring Black Friday's - How the headlines around strong holiday retail may be masking weakness underneath - Why stock investors may have to start paying attention to the price of copper

(9:50) Alison Southwick and Robert Brokamp share some gift ideas the people on your list will actually enjoy.

Stocks mentioned: ADBE

Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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China Protests Hit U.S. Stocks, NFL Viewing Hits New Record Nov 28, 2022

Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China.

(0:21) Jason Moser discusses: - Black Friday's new record of $9 billion spent - How other retailers are competing with Amazon - NFL viewing on Thanksgiving Day setting new records

(9:33) Bill Mann discusses: - Rising unemployment among China's young adults - How municipalities are "drowning in debt" - The challenges of sourcing ingredients and manufacturing in China for U.S. companies like Apple and Procter & Gamble

Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC

Host: Chris Hill Guest: Jason Moser, Bill Mann, Engineer: Dan Boyd

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What Really Drives Stocks Higher? Nov 27, 2022

Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession.

Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss:

- How growth stories can change through time. - Sectors showing the power of compounding dividends. - If a “Fed Put” still exists.

Members of any Motley Fool service can watch the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/11/16/interview-richard-bernstein-ceo-cio-richard-bernst/

Host: John Rotonti Guest: Richard Bernstein Producer: Ricky Mulvey Engineers: Heather Horton, Dan Boyd

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Hidden Moats Nov 26, 2022

Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies with unusual competitive advantages. Motley Fool Canada’s Jim Gillies and Iain Butler join Ricky Mulvey to discuss: - What it means for a company to have a moat - Key metrics that can show whether a company has a competitive advantage - Moats in utility poles, engineering software, and gentlemen’s clubs Companies mentioned: ADSK, LYV, POOL, RICK, MO, STLJF Host: Ricky Mulvey Guests: Jim Gillies, Iain Butler Engineer: Rick Engdahl

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4 Stocks We're Thankful For Nov 25, 2022

Cue the sound effect, it's time for our Thanksgiving Special!

(0:21) Ron Gross and Jason Moser discuss: - Humble Pie (aka, stocks we were wrong about) - Stocks we're thankful for - Turkey stocks to avoid - Financial topics we really hope don't come up this holiday season

(19:11) We revisit our conversation Scott Galloway, author of the bestselling book “Adrift: America in 100 Charts” and discuss a potential rebranding for nuclear energy, and which CEO has created the most shareholder value.

(37:20) Jason and Ron share two stocks on their radar: AMETEK and Taiwan Semiconductor.

Stocks discussed: APPH, WD, SBUX, DIS, HD, COST, NKE, BRK.B, TSLA, BBBY, AME, TSM

Host: Chris Hill Guests: Jason Moser, Ron Gross, Scott Galloway Engineer: Dan Boyd

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Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions Nov 24, 2022

Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense!

(1:45) Chris Hill, Bill Barker, and Bill Mann discuss: - What should be on the “Mount Rushmore of Thanksgiving Side Dishes” - Where we would go if we were in the Witness Protection program - Pro sports mascots to represent Team USA at the World Cup - Movie sequels and characters we’d like to see more of - A wedding reception that went viral

Host: Chris Hill Guests: Bill Barker, Bill Mann Engineer: Dan Boyd

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“$5 Billion Feels Like Overkill” Nov 23, 2022

Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss: - Questions about Autodesk’s capital allocation strategy. - Nordstrom's plans for a tough retail environment. - Favorite Thanksgiving traditions! (12:44) Tim White joins Tim Beyers for an audio version of “This Week in Tech.” They discuss the fundamentals of software platforms, and how they could change over the next five years. Stocks mentioned: ADSK, JWN, CRM, TWLO, MDB, AMZN

Host: Asit Sharma Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Is Zoom Video an Acquisition Target? Nov 22, 2022

Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target.

(0:21) Bill Mann discusses: - Bob Iger's second day back as CEO - Best Buy, and CEO Corie Barry, defying expectations (again) - Zoom Video shares falling close to a 2-year low - How Zoom could fit well into Oracle's business

(12:25) Robert Brokamp talks with Megan McCoy, professor at Kansas State University, about relationships and money.

Stocks mentioned: DIS, BBY, AMZN, ZM, MSFT, ORCL

Host: Chris Hill Guest: Bill Mann, Robert Brokamp, Megan McCoy Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

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Bob Iger 2: Return of the CEO! Nov 21, 2022

Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger.

(0:21) Jason Moser discusses: - The board's sudden reversal on Chapek - Expected changes in Disney's executive ranks - Iger's strengths in building relationships - Iger's track record in succession planning

(13:11) Dylan Lewis and Kirsten Guerra engage in a bull vs. bear debate over Pinterest.

Stocks mentioned: DIS, PEP, PINS, META

Host: Chris Hill Guest: Jason Moser, Dylan Lewis, Kirsten Guerra Producer: Ricky Mulvey Engineer: Dan Boyd, Tim Sparks, Rick Engdahl

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Mark Cuban on Drugs, Investing, and Advice for Jeff Bezos Nov 20, 2022

The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean a huge opportunity for the new start-up. Chris Hill caught up with Cuban to discuss:

- Why he’s able to sell a leukemia drug for thousands of dollars less than competitors - Stocks he bought during the pandemic - Advice for potential NFL owner Jeff Bezos

To check out Mark's new business go to www.CostPlusDrugs.com

Companies mentioned: WBA, CVS, NFLX, LYV, LVS, AMZN

Host: Chris Hill Guest: Mark Cuban Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan, Tim Sparks

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2022: New Learnings for Investors Nov 19, 2022

Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money! Chris Hill talks with Bill Mann, Emily Flippen, and David Gardner about: - 2022 through the lens of a small business - The importance of evaluating the management team of a small cap company - How fear can be contagious for investors - Keeping an eye on inflation as we head into 2023 - Optimism around the UNC men's basketball team Check out the Rule Breaker Investing podcast with David Gardner! https://podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738 Host: Chris Hill Guests: Bill Mann, Emily Flippen, David Gardner Engineers: Rick Engdahl, Dan Boyd

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Big Retail, Holiday Preview, and Chewy CEO Sumit Singh Nov 18, 2022

If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays. (0:30) Emily Flippen and Jason Moser discuss: - Walmart beating expectations and raising guidance - Home Depot and Lowe's delivering the goods (without a boost in share prices) - Target's self-inflicted problems continuing - Former Domino's CEO Patrick Doyle taking his talents to Restaurant Brands International - The latest from Williams-Sonoma, Berkshire Hathaway, and Taiwan Semiconductor (19:15) Emily talks with Sumit Singh, CEO of Chewy, about the pet products industry, when it's ok to lose money on customer acquisition, and why his company is expanding into pet healthcare. (32:20) Emily and Jason discuss: - Sam's Club's new pricing strategy - Two stocks on their radar: Chart Industries and Zoom Video Stocks mentioned: WMT, HD, LOW, TGT, WSM, NVDA, BRK.A, BRK.B, TSM QSR, DPZ, CHWY, ROVR, GTLS, ZM Host: Chris Hill Guests: Jason Moser, Emily Flippen, Sumit Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Family Ties & the “Buffett Premium” Nov 16, 2022

Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common.

(0:21) Ron Gross discusses: - Getting inspiration from a sitcom character - Buying his 1st stock from research in an investing newsletter - His enduring admiration for Costco - The undefinable-but-real value of the “Buffett Premium” when examining Berkshire-Hathaway’s business

Stocks mentioned: DIS, NFLX, COST, BRK-B

Host: Chris Hill Guest: Ron Gross Engineer: Dan Boyd, Tim Sparks

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"A combination of fraud and delusion" Nov 15, 2022

One reason we like Charlie Munger is he rarely, if ever, minces words. (0:21) Bill Mann discusses: - The latest PPI data boosting the market - Walmart's inventory levels (and 3rd-quarter results) catching Wall Street's attention - Charlie Munger sounding off on crypto (13:37) Alison Southwick and Robert Brokamp dip into the Fool Mailbag to answer questions about Roth IRAs, how ETFs work, and more! Companies discussed: WMT, GE, UAA Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Twitter's Gift To Competitors Nov 14, 2022

Social media companies selling advertising have been handed an unexpected gift (if they're able to take it).

(0:21) Jason Moser discusses: - Disney's historic win at the box office this weekend being overshadowed by the specter of layoffs - CEO Bob Chapek's metric for success in 2024 - Eli Lilly falling victim to a prank on Twitter and pulling its ad business in response - How Snap, Facebook, and Instagram need to take advantage of their sudden opportunity

(11:35) Jason and Matt Frankel take a closer look at the returns that safe investments are offering.

Companies discussed: DIS, AMZN, LLY, META, SNAP

Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd

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Leadership Strategies & Using Sports to Teach Business Nov 13, 2022

More senior-level women are leaving the workforce than ever before, and just 2% of venture capital funding goes to female-led start-ups. That said, there are plenty of reasons to be optimistic about the future of female leadership and entrepreneurship. Julia Boorstin is CNBC’s Senior Media & Tech Correspondent and the author of “When Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them.” Deidre Woollard caught up with Boorstin to discuss: - Closing the funding gap for female-led companies - Shifting power dynamics in healthcare - What sports can teach kids about business - Why female leadership strategies are valuable for any business

Companies mentioned: RENT, REAL, SFIX

Host: Deidre Woollard Guest: Julia Boorstin Producer: Ricky Mulvey Engineer: Dan Boyd

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Retail, Inventory, and Deals! Nov 12, 2022

Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss: - Which retailers are tackling inventory challenges well - An overlooked metric for retailers - And a compelling opportunity for long-term investors

Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY

Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/

Host: Ricky Mulvey Guest: Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd

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We Love Cooling Inflation! Nov 11, 2022

Several factors in the Big Macro pushed stocks higher at week's end.

(0:30) Jason Moser and Ron Gross discuss: - How the Consumer Price Index report fueled an historic rise on Thursday - China's potential for pulling back Covid restrictions - The role layoffs will play in the coming months - Disney's parks division being the lone bright spot in an otherwise disappointing 4th-quarter report - The latest from The Trade Desk, Lyft, and Marqeta

(19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change.

(32:10) Jason and Ron return to talk about - Carnival Cruise's intriguing strategy to battle rising food costs - Two stocks on their radar: Outset Medical and Titan International

Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI

Host: Chris Hill Guests: Ron Gross, Jason Moser, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Did We Just Hit The Bottom? Nov 10, 2022

A lower-than-expected CPI number sent stocks soaring. (0:21) Jim Gillies discusses: - Why he believes the reaction on Wall Street could signal a bottom for stocks - Bumble benefitting from today's market rise - How, after a "busted IPO, Bumble appears to be a real business trading at a more reasonable price (15:47) Jeremy Bowman talks with GitLab CFO Brian Robins about how his company is helping other companies develop software, and the trade-off between growth and profitability. Companies discussed: BMBL, MTCH, GTLB Host: Chris Hill Guests: Jim Gillies, Jeremy Bowman, Brian Robins Producer: Ricky Mulvey

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CEO's Seat Getting Warmer Nov 09, 2022

The House That Mickey Built appears to be struggling.

(0:21) Tim Beyers discusses: - Disney's 4th-quarter financials disappointing Wall Street - How the media division is dragging down the parks division - Redfin shutting down its home-flipping business and laying off 13% of staff

(14:13) Deidre Woollard talks with Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book "Kick Up Some Dust: Lessons on Thinking Big, Giving Back, and Doing It Yourself".

Companies discussed: DIS, NFLX, RDFN, HD

Host: Chris Hill Guests: Tim Beyers, Deidre Woollard, Bernie Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Money & The Average American Nov 08, 2022

Rough years for Lyft and Tripadvisor get even rougher.

(0:21) Ron Gross discusses: - Lyft disappointing Wall Street in one key metric - Why Uber's diversification is currently an asset - Tripadvisor's guidance pulling down the stock

(10:54) Alison Southwick and Robert Brokamp talk with Jack Caporal and analyze data around average American salaries, savings, and what it means for your financial goals.

Companies discussed: LYFT, UBER, TRIP

Host: Chris Hill Guests: Ron Gross, Alison Southwick, Robert Brokamp, Jack Caporal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Amazon Music is now FM Radio Nov 07, 2022

Sometimes opportunity comes in the form of competitors making a mistake.

(0:21) Jason Moser discusses: - Shares of Meta Platforms rising on reports of "large-scale layoffs" coming this week - How long it will take to know if Mark Zuckerberg's investments in the metaverse will pay off - Amazon angering Prime members with an "upgrade" of their music service that changes the user experience for the worse - Spotify and Apple being gifted an opportunity to find new members for their music services

(13:57) Dylan Lewis and Ricky Mulvey discuss the changing advertising landscape and what the shifts mean for major players like Netflix and Google.

Companies discussed: META, AAPL, SPOT, ROKU, SNAP, NFLX, GOOG, GOOGL

Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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McKinsey’s Hidden Influence Nov 06, 2022

One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKinsey Comes to Town: The Hidden Influence of the World's Most Powerful Consulting Firm.” Forsythe joined Ricky Mulvey to discuss: - Why Fortune 500 companies pay millions of dollars for the firm’s advice - What “The Carnegie Way” meant for US Steel - McKinsey’s relationship with the FDA and what it means for drugmakers

Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY

Host: Ricky Mulvey Guest: Michael Forsythe Engineer: Dan Boyd

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Buybacks Done Well (and Not-So-Well) Nov 05, 2022

Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made some expensive buybacks. They discuss: - A common misunderstanding investors have about free cash flow - Why management teams often struggle at doing share repurchases well - How Apple became a “shining example” of superior capital allocation - One less-familiar company that’s executed buybacks well

Companies discussed: APPL, META, ORLY

Capital Allocation episode: https://www.fool.com/podcasts/motley-fool-money/2022-05-14-capital-allocation-the-superpower

Host: Dylan Lewis Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Surprising Earnings and Portfolio Protection Nov 04, 2022

If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How two of the "War On Cash" stocks are doing - Etsy's cautious optimism heading into the holidays - North American same-store sales fueling the rise of Starbucks - The latest from Qualcomm, Atlassian, and Uber (19:15) Rachel Warren talks with Jon Maier, chief investment officer at Global X, about how to protect your portfolio during an economic downturn and trends he's watching over the next 3, 5, and 10 years. (30:30: Andy and Jason return to talk about - Hershey's latest quarter - Investing strategy for a college student - Two stocks on their radar: Ulta Beauty and The Trade Desk Stocks mentioned: SQ, PYPL, ETSY, SBUX, QCOM, TEAM, UBER, HSY, VOO, ULTA, TTD Host: Chris Hill Guests: Jason Moser, Andy Cross, Rachel Warren, Jon Maier Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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"The clock is ticking." Nov 03, 2022

Some companies have bright futures, while others simply run out of time.

(0:21) Tim Beyers discusses: - Roku having more cyclicality than investors might expect - Whether Peloton can produce lower inventories over the holidays - Fastly's CEO declaring a commitment to growth

(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.

Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM

Host: Chris Hill Guest: Tim Beyers, Ben Foldy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Airbnb's Record Quarter, Nikola's Early Days Nov 02, 2022

If you think this is a market that will automatically reward a stock because the company posted record revenue, think again.

(0:17) Asit Sharma discusses: - Why today's announcement from the Federal Reserve won't change the way he invests - Record revenue highlighting Airbnb's 3rd-quarter results - Whether today's drop in share price looks like a buying opportunity

(8:31) Ben Foldy, Wall Street Journal reporter and host of the podcast "Bad Bets", shares insights on Nikola founder Trevor Milton, his early career, and the steps that led to one of the hottest stocks of the pandemic.

Companies discussed: ABNB, NKLA, KNX

Host: Chris Hill Guest: Asit Sharma, Ben Foldy Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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A "Shock and Awe" Acquisition Nov 01, 2022

A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it.

(0:17) Bill Mann discusses: - Why he believes a "shock and awe" price was worth paying for J&J - How Abiomed strengthens the company's medical device portfolio - Amazon expanding its ad-free music library for Prime members - Signs that the retail giant is gunning for Spotify, Disney, and other entertainment companies

(10:33) Alison Southwick and Robert Brokamp discuss how shortcuts can make you a smarter saver.

Companies discussed: JNJ, ABMD, AMZN, SPOT, DIS, PARA

Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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4 Stocks We Just Bought Oct 31, 2022

October turned out to be the best month for the Dow Jones Industrial Average in a long time.

(0:17) Jason Moser discusses: - The importance of staying invested through bear markets - JPMorgan Chase going after the rental payment market - How much JPM has been investing in technology - Wells Fargo issuing a "double downgrade" of Hanesbrands

(13:49) Matt Frankel joins Jason to discuss four companies they bought shares of recently.

Companies discussed: JPM, HBI, HD, MKC, STOR, O, PINS

Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Industrial Companies with Moats Oct 30, 2022

“When the party is happening in the penthouse, this is a sector that’s in the basement.”

Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just have to look at “micro-verticals” like fluid-handling, label making, and aircraft replacement parts. Nick Santhanam is the CEO of the Fernweh Group and a co-author of the new book “The Titanium Economy: How Industrial Technology Can Create a Better, Faster, Stronger America.” Ricky Mulvey caught up with Santhanam to talk about: - Why investors often misunderstand the industrial sector - How companies are using 3D printing and blockchain technology - Why family-run companies have key advantages for long-term investors - The biggest challenge for companies in the Titanium Economy

Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ

Host: Ricky Mulvey Guest: Nick Santhanam Engineer: Dan Boyd

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Who Killed the Candy Bar? Oct 29, 2022

If you’re looking for a market-beating stock then you don’t have to go much further than the candy aisle. Ricky Mulvey and Asit Sharma gear up for Halloween and discuss: - Why candy is a growing market that’s also shrinking - Hershey’s M&A strategy and supply chain questions - Official Halloween candy power rankings

Companies mentioned: HSY, GIS, NKE

Michele Buck’s HBR article: https://hbr.org/2022/11/the-ceo-of-hershey-on-turning-a-candy-company-into-a-snacks-empire

Host: Ricky Mulvey Guest: Asit Sharma Engineer: Dan Boyd

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Apple, Amazon, and 2 New All-Time Highs Oct 28, 2022

The biggest tech companies reported this week, but it was Apple that shined the brightest.

(0:30) Jason Moser and Matt Argersinger discuss: - The diversity and strength of Apple's business lines - Slowing growth in Amazon Web Services - Meta Platforms hitting its lowest point in 6 years - Ford Motor's demonstration of fiscal discipline - The latest from Alphabet, Microsoft, and Visa

(19:15) Jason and Matt continue the earnings analysis and discuss: - ExxonMobil and McDonald's hitting new highs - Chipotle's plans for growth - Surprisingly strong weeks for Teladoc Health and Intel - Overrated and underrated Halloween candy - Two stocks on their radar: SiTime Corp. and Lennox International

Got a question about investing? Email podcasts@fool.com

Stocks mentioned: AAPL, AMZN, META, GOOG, GOOGL, V, MSFT, F, XOM, TDOC, INTC, CMG, MCD, LII, SITM, TSM

Host: Chris Hill Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd

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Meta Misses, Shopify Stabilizes Oct 27, 2022

On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016.

(0:21) Andy Cross discusses: - Meta's worrisome R&D spending metric - Low expectations helping to fuel Shopify's rise - Comcast beating tough quarterly comps, thanks in part to the Minions

(13:41) Ricky Mulvey talks with Scott Ford, CEO of WestRock, a "brand behind the brands" coffee business serving up 20 million cups a day.

Companies discussed: META, SHOP, CMCSA, WEST

Host: Chris Hill Guest: Andy Cross, Scott Ford Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Alphabet, Visa, Roku Oct 26, 2022

Google's parent company disappointed Wall Street, but share buybacks continue.

(0:21) Bill Mann discusses: - Alphabet being a strong business, despite recent downturns - Spinning off YouTube being an idea that doesn't make sense - Visa wrapping up the fiscal year in strong fashion - CEO Al Kelly being among those who do not expect a recession in 2023

(10:56) Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company.

Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX

Host: Chris Hill Guest: Bill Mann, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Coke's Pop, Weber's Buyout, Stock Market Superstitions Oct 25, 2022

Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power.

(0:21) Jason Moser discusses: - Coca-Cola's strength in the face of currency headwinds - PayPal's new partnership with Amazon - Weber's largest shareholder grilling up a buyout offer - A new metric for retail businesses: DTRG

(13:17) Just in time for Halloween, Alison Southwick and Robert Brokamp break down stock market superstitions.

Companies discussed: KO, PEP, PYPL, AMZN, SHOP, LULU, WEBR, COOK

Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Big Tech Earnings Preview Oct 24, 2022

Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week.

(:21) Dylan Lewis and Tim Beyers discuss: - Margins, pricing power, and other metrics to watch from big tech companies. - More details about Twitter's acquisition. - Why Chinese tech stocks are dropping as Xi Jingping begins his third term.

The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts.

Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL Host: Dylan Lewis Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Crazy Eddie and the Art of Stock Fraud Oct 23, 2022

Spotting a stock fraud is extremely difficult, but finding some smoke is significantly easier.

Founded by Eddie Antar, Crazy Eddie was a chain of consumer electronic stores in the Northeast. After going public in the 1980s, the stock became nearly a ten-bagger before investigators found it to be a fraud. Investors may not have suspected that the retailer boosted profit margins by manipulating a cash skim, but there were some other signs that the soaring stock price didn’t tell the whole story.

Ricky Mulvey talked with Gary Weiss, author of “Retail Gangster: The Insane, Real-Life Story of Crazy Eddie” about: - Why investors bought into Eddie Antar’s hype - How criminals save money on sales tax - The eventual downfall of Crazy Eddie

Host: Ricky Mulvey Guest: Gary Weiss Engineers: Rick Engdahl, Dan Boyd

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What “Currency Headwinds” Mean for Investors Oct 22, 2022

Expect to hear “currency headwinds” a lot this earnings season. But a strong U.S. dollar isn’t all bad and can make international companies cheaper. Ricky Mulvey caught up with Bill Mann to look at four economies around the world, including: - England’s pension and interest rate problems - The challenges of investing in China - A massive raw material exporter with a currency that outperformed the US dollar

(NOTE: This episode was recorded before Liz Truss resigned as Britain's Prime Minister

Companies mentioned: CNSWF, NXGPY

Host: Ricky Mulvey Guest: Bill Mann Engineers: Rick Engdahl, Dan Boyd

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Stocks (and Investing Books) We're Bullish On Oct 21, 2022

Snap fell 30% and took other social media and advertising stocks down with it.

(0:30) Emily Flippen and Ron Gross discuss: - Pinterest, Meta Platforms, and Alphabet getting dragged down by Snap's bad news - American Express shares falling despite increased full-year guidance - Boston Beer's strong 3rd-quarter report - The latest from Microsoft, Netflix, Tesla, and Tractor Supply

(19:15) Emily and Ron dip into the Fool Mailbag and discuss: - Medical device pure-plays - Investing books they recommend - Surprising economics of pumpkin spice - The latest from McDonald's and Keurig Dr. Pepper - Stocks they're more bullish on - Two stocks on their radar: ASML Holding and Blackstone

Got a question about investing? Email podcasts@fool.com

Stocks mentioned: SNAP, PINS, META, GOOG, GOOGL, CAT, DE, AXP, NFLX, MSFT, TSLA, TSCO, SAM, MCD, DNUT, SYK, MDT, ZBH, JNJ, RMD, SG, FNCL, JPM, SBUX, PEP, KO, KDP, BX, ASML

Host: Chris Hill Guests: Emily Flippen, Ron Gross Engineer: Dan Boyd

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Tesla's Optimism Springs Eternal Oct 20, 2022

Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future.

(0:21) Bill Mann discusses: - Economic takeaways from England's sudden need for a new Prime Minister - Questions about Tesla's accounting - Why he believes that, despite falling in 2022, Tesla's stock is still pretty expensive.

(10:11) Buck Hartzell talks with Boston Omaha co-CEOs Adam Peterson and Alex Rozek about the nuts and bolts of their business, and how they're handling short-term pain. If you're a member of any Motley Fool service you can access the full Boston Omaha interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/10/19/interview-alex-rozek-adam-peterson-boston-omaha/

Companies discussed: TSLA, BOC

Host: Chris Hill Guest: Bill Mann, Buck Hartzell, Adam Peterson, Alex Rozek Producer: Ricky Mulvey Engineers: Dan Boyd

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Netflix Rising, WWE Preparing Oct 19, 2022

Netflix surprises Wall Street and throws down the gauntlet at streaming competitors.

(0:21) Tim Beyers discusses: - 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected - Optimism around Netflix's new ad platform - Why he believes the stock is fairly valued (with room to run)

(11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired.

Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA

Host: Chris Hill Guest: Tim Beyers, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd

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Activist Investors Shake the Tree Oct 18, 2022

If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power.

(0:21) Deidre Woollard and Asit Sharma discuss: - Starboard Value's recent stakes in Splunk and Salesforce. - Dan Loeb's push for a spinoff at Colgate-Palmolive. - Layoffs at Microsoft.

Plus, Robert Brokamp and Matt Frankel (14:06) discuss how your home fits into a financial plan. Companies discussed: CRM, MSFT, CL, SPLK, GIS, INTC Host: Deidre Woollard Guest: Asit Sharma, Robert Brokamp, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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The War on Checks Oct 17, 2022

Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of America's strong quarter. - BNY Mellon's move to hold crypto for its clients. - Why banks are pumping up their loan loss reserves.

Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet. Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd

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Opportunities in Sustainable Investing Oct 16, 2022

More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing? Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher about: - Opportunities in sustainable investing - Renewable energy technology. - How electric vehicles can help solve green energy’s intermittency problem

Stocks mentioned: F, TSLA

Additional resource: https://www.fool.com/investing/stock-market/types-of-stocks/esg-investing/climate-change-stocks/

Hosts: Maria Gallagher, Alyce Lomax Guest: Bruce Usher Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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Meet the Dividend Knights Oct 15, 2022

You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that have also beaten the market.

Ricky Mulvey caught up with Matt Argersinger and Anthony Schiavone to discuss: - Surprising companies (e.g., Dillard's) that have beaten the market over a ten-year period - Listener questions about dividend stocks - One interesting income opportunity

Companies discussed: UNP, HD, DDS, PRI, MTN, YARIY, GOOGL, GOOG, DIS, POOL

Find the full list of Dividend Knights here: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0

Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineer: Dan Boyd

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Big Merger, Big Banks, Lessons from the NYSE Floor Oct 14, 2022

Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest earnings reports - Kroger's $24 billion plan to acquire rival grocery chain Albertson's - New details on Netflix's ad-supported tier starting in November - The latest from UnitedHealth Group, Walgreen's, and Domino's Pizza (19:15) For the past 25 years CNBC's Bob Pisani has been reporting live from the floor of the New York Stock Exchange. In his new book, "Shut Up and Keep Talking: Lessons on Life and Investing", he shares insights from investing legends (Vanguard's John Bogle) and memorable encounters with rock legends (Led Zeppelin's Jimmy Page). (37:30) Jason Moser and Ron Gross share two stocks on their radar: Uber and Stanley Black & Decker Stocks mentioned: C, JPM, MS, WFC, UNH, KR, ACI, WMT, TGT, AMZN, WBA, NFLX, DIS, MSFT, DPZ, UBER, SWK Host: Chris Hill Guests: Jason Moser, Ron Gross, Bob Pisani Engineer: Dan Boyd

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Horror Movie-nomics Oct 13, 2022

Why are there so many horror movies? Because they're so profitable to make.

(0:21) Jim Gillies discusses: - Volatility (the good kind!) in the market today - Insider buying being a signal he watches closely - Why he's most interested in TFS Financial Corp. and Medpace Holdings this earnings season

(12:50) As horror movie fans get ready for this weekend's release of "Halloween Ends", Ricky Mulvey talks with Catie Peiper about the economics of horror movies.

Stocks discussed: TGT, TFSL, MEDP

Host: Chris Hill Guests: Jim Gillies, Catie Peiper Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Defensive Stocks FTW Oct 12, 2022

No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are still willing to pay - The role of "shrinkflation" in Pepsi's strategy - Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report (10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: PEP, DIS, META Host: Chris Hill Guests: Asit Sharma, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd

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E-Commerce Overreached. Now What? Oct 11, 2022

It's hard to argue with a headline like "The Great Post-Covid Online Shopping Bet Was a Costly Delusion", but we're going to anyway.

(0:21) Bill Mann discusses: - Why the investments Amazon and Shopify made were not a "delusion" - What to watch for among online retailers this holiday shopping season - Inventory management being the metric to watch in early 2023

(11:13) Mark Kantrowitz is an expert on saving for college and author of "Filing the FAFSA". Robert Brokamp talks with him about some of the most common errors people make when applying for financial aid.

Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: AMZN, SHOP, W

Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Mark Kantrowitz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Calm Before The Storm Oct 10, 2022

It's quiet before earnings season. Too quiet. (0:21) Jason Moser discusses: - Expectations for earnings season (which really starts on Friday) - Jamie Dimon's comments about a U.S. recession being 6-9 months away - Key data around consumer savings and spending (11:58) In 2017 Intel bought Mobileye, a self-driving car company, for $15 billion. As Intel prepares to spin it out, Dylan Lewis and Ricky Mulvey discuss the relative attractiveness of the soon-to-be public Mobileye. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: ADBE, INTC, MBLY Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Fall Q&A: Stocks, Dividends, Luxury Goods, and a Cannabis REIT Oct 09, 2022

You’ve got questions, so we rounded up some Fools with answers! In this fall mailbag we’re answering your voicemails and emails about: - Adobe’s $20 billion acquisition of Figma - If a cannabis REIT is a good buy - Luxury goods stocks as a hedge against inflation - Using dividend payments for a mortgage Got a question for the show? Call the Motley Fool Money hotline at 703-254-1445. Companies mentioned: XOM, RACE, RH, SWGAY, LVMUY, CPRI, MTN, PEB, ADBE, DOMO, IIPR Host: Chris Hill Guests: Matt Argersinger, Dylan Lewis, Tim Beyers, Emily Flippen, Jason Moser, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl, Tim Sparks

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Semiconductors 101 Oct 08, 2022

Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500 Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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More Rate Hikes Coming Oct 07, 2022

Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. (0:21) Andy Cross and Jason Moser discuss: - AMD warning about lower revenue - Constellation Brands posting a lost in the 2nd quarter - Apple looking to boost production in India - Macy's gaining inventory insights from its own credit-card data - The latest from McCormick, Peloton, and more (19:11) Malcolm Ethridge, host of "The Tech Money Podcast", weighs in on prospects for more interest rate hikes, expectations for earnings season, why he's watching seasonal hiring, and the S&P 600. (32:45) Jason Moser and Andy Cross discuss the possibility of DraftKings signing an exclusive partnership with ESPN, and share two stocks on their radar: Alphabet and Dream Finders Homes. Stocks mentioned: AMD, NVDA, MKC, STZ, PTON, AAPL, M, TGT, NKE, DKNG, DIS, GOOG, GOOGL, DFH Host: Chris Hill Guests: Andy Cross, Jason Moser, Malcolm Ethridge Engineers: Dan Boyd, Rick Engdahl

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Bull vs. Bear: Boston Beer Co. Oct 06, 2022

Amazon is the latest to signal its intentions around holiday retail hiring.

(0:21) Maria Gallagher discusses: - Amazon's announcement it will increase hourly pay and hire 150,000 seasonal workers - Data around consumer spending sentiment - Why she's watching how higher-end retailers will fare this year

(8:53) You may enjoy a cold Sam Adams, Angry Orchard cider, or Truly hard seltzer, but does that make parent company Boston Beer Co. a good investment? Jason Hall and Travis Hoium engage in our latest bull vs. bear debate!

Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: AMZN, UPS, TGT, WMT, LULU, SAM

Host: Chris Hill Guests: Maria Gallagher, Travis Hoium, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd

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Musk/Twitter Back On? Oct 05, 2022

Elon Musk says he's going to buy Twitter at the original price, and this time he means it!

(0:21) Bill Mann discusses: - His belief that the Musk/Twitter deal will get done - Forward guidance being the thing he'll be watching in the upcoming earnings season - Why he believes stagflation is the biggest risk to the economy right now

(10:50) If you think SaaS companies are efficient, can we interest you in a retailer that that sells gently-used goods? Jim Gillies discusses a small cap business that's been rewarding shareholders.

Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: TWTR, TSLA, WINA, EBAY

Host: Chris Hill Guests: Bill Mann, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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1 Stock for National Taco Day Oct 04, 2022

And another high-profile IPO company gets taken private.

(0:21) Asit Sharma discusses: - Poshmark's all-cash deal that values the company at less than half of its IPO price. - Private market valuations coming down - National Taco Day and Chipotle's strong business

(11:00) Alison Southwick and Robert Brokamp talk with senior analyst Rich Greiner about the fundamentals of value investing.

Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: POSH, REAL, CMG, VTV, VBR, META, BKNG

Host: Chris Hill Guests: Asit Sharma, Rich Greifner, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Kim K, Crypto, and Porsche's IPO Oct 03, 2022

What are the chances the stock market makes a 4th-quarter comeback?

(0:21) Jason Moser discusses: - The chances of the S&P 500, down more than 20% year-to-date, rising over the last 3 months of the year - How the market tends to do worse the year before a recession - Kim Kardashian agreeing to pay $1.2 million to settle charges from the SEC she failed to disclose payment for touting crypto on Instagram

(12:21) Dylan Lewis and Brian Feroldi take a closer look at Porsche, which was recently spun off from Volkswagen.

Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: META, P911, VWAPY

Host: Chris Hill Guests: Jason Moser, Dylan Lewis, Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Ben Franklin: Founding Father of Microfinance and Open-Source Tech Oct 02, 2022

If you want someone to manage your money then you better pay them. That’s just one lesson from Ben Franklin’s complicated financial life. Robert Brokamp talks with Michael Meyer, author of “Benjamin Franklin's Last Bet: The Favorite Founder's Divisive Death, Enduring Afterlife, and Blueprint for American Prosperity” about: - Franklin's mistakes in estate planning - The power of small, anonymous donations - Other fun facts about America's first celebrity Host: Robert Brokamp Guest: Michael Meyer Producer: Ricky Mulvey Engineer: Rick Engdahl

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No Solutions, Just Trade Offs: Doomberg on Worldwide Energy Challenges Molecules, Physics, and Platitudes Oct 01, 2022

The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a cartoon chicken.

Wait, what?

Doomberg is an anonymous team of analysts covering energy and economic trends. Their newsletter is Substack’s #1 finance publication and the group is represented by a cartoon chicken.

Motley Fool Senior Analyst Nick Sciple caught up with Doomberg’s head writer for a chat about:

- The state of Europe’s energy crisis. - Nuclear’s place in a decarbonized future. - And what the Nord Stream pipeline attack means for the world.

Host: Nick Sciple Guest: Doomberg Producer: Ricky Mulvey Engineer: Rick Engdahl

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Scott Galloway on CEOs, Big Tech, and Energy Sep 30, 2022

(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:

- Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and product announcements.

(19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history.

(37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target.

Hosts: Ron Gross, Chris Hill Guests: Scott Galloway, Maria Gallagher, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA

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An IPO, In This Environment? Sep 29, 2022

Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September!

(0:18) Dylan Lewis and Tim Beyers discuss: - Why Porsche is going public while other companies are holding off. - Down rounds in the private markets. - Promising results for Biogen’s Alzheimer’s treatment.

Mortgage rates have doubled in the past year. (13:33) Deidre Woollard and Matt Argersinger look at the ripple effects and which companies could benefit from the shift.

Companies mentioned: P911, VWAPY, RACE, BIIB, HD, Z, AOS, WSO, OPEN, LOW

Host: Dylan Lewis Guests: Tim Beyers, Matt Argersinger, Deidre Woolard Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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"All of this has happened before." Sep 28, 2022

If what's happening today with Apple seems familiar, it should. (0:21) Jim Gillies discusses: - Reports that lower demand for the iPhone 14 is causing Apple to tell their suppliers there's no need to ramp up production - How history is an excellent guide on what today's short-term drop in Apple's stock means for long-term investors - Why now is the time to invest (even if it doesn't feel great) (10:00) Ricky Mulvey talks with best-selling author Blake Crouch about gene modification, and a future that may be closer than most people imagine. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed: AAPL Host: Chris Hill Guests: Jim Gillies, Blake Crouch Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Mistakes? We've Made A Few Sep 27, 2022

When you don't get what you want, you get experience. (0:21) Asit Sharma discusses: - The S&P 500 hitting a new low for the year - Seeking out companies with "fortress balance sheets" - Whether Mullen Automotive is a meme stock - Learning from mistakes and staying in the game (11:00) Economists and personal finance authors have very different opinions on topics like savings and investing. Alison Southwick and Robert Brokamp break down the differences and share their own thoughts. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed: MULN, UA Host: Chris Hill Guests: Jason Moser, Brian Stoffel, Jamie Louko Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Prime Day 2: E-Commerce Boogaloo Sep 26, 2022

For the first time ever, Amazon is having a second "Prime Day" event. (0:21) Jason Moser discusses: - Behind-the-scenes planning that led up to this announcement - Inventory clearing, and the role it may play in this event before Amazon's final holiday push - Apple finding their headliner for next year's Super Bowl halftime show (11:00) Brian Stoffel and Jamie Louko engage in a Bull vs. Bear debate over AirBnb. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed: AMZN, AAPL, ABNB, EXPE, BKNG Host: Chris Hill Guests: Jason Moser, Brian Stoffel, Jamie Louko Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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What Do Higher Interest Rates Mean for REITs? Sep 25, 2022

Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest rates may be in its early innings.

John Worth is the executive vice president for research and investor outreach at the National Association of Real Estate Investment Trusts, or Nareit. Deidre Woollard and Matt Frankel caught up with Worth to talk about: - Strong REIT business performances and sliding stock prices - The lasting effects of COVID on commercial real estate - Why private equity firms are buying up public REITs

Companies mentioned: PLD, DRE

Hosts: Deidre Woollard, Matt Frankel Guest: John Worth Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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Morgan Housel on Inflation, Incentives, and Investing through Bear Markets Sep 24, 2022

“No one's success is proven until they've survived a calamity.”

You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separate in the financial world and making that distinction can take a few decades. Chris Hill talked with best-selling author Morgan Housel in front of a live audience about: - Why inflation is so personal and variable - Elon Musk’s best product (hint: it’s not a car) - The power of incentives - The secret to 99% of Warren Buffet’s success - Investing through bear markets

Companies mentioned: BRK.A, BRK.B, HOOD, TSLA

If you're a member of any Motley Fool service you can access the video for the full interview here: https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/wealth-greed-and-happiness-with-best-selling-autho Host: Chris Hill Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Dan Boyd

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Recession Fears, House Hacking, Consumer Spending for the Holidays Sep 23, 2022

For the 5th time in 6 weeks, there was a lot of red on Wall Street. (0:30) Jason Moser and Maria Gallagher discuss: - The Fed's latest rate hike spooking investors - Costco delivering (yet again) in the 4th quarter - Darden Restaurants walking a fine line with customers - DocuSign's hiring its new CEO from Alphabet - Amazon declaring victory with Thursday Night Football (19:45) Deidre Woollard and Matt Frankel talk with Robert Leonard, host of the Millennial Investing podcast, about house hacking. (28:30) Maria and Jason answer questions from the Fool Mailbag and share two stocks on their radar: Lululemon Athletica and Microsoft. Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445! Stocks discussed on the show: COST, TGT, UPS, WMT, DRI, DOCU, GOOG, GOOGL, AMZN, AAPL, PYPL, PG, LVMH, LULU, MSFT Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Deidre Woollard, Matt Frankel, Robert Leonard Producer: Ricky Mulvey Engineers: Dan Boyd

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Are SPACs Done? Sep 22, 2022

What does it say that no private company wants a check for $1.1 billion?

(0:21) Bill Mann discusses: - The stock market being surprised that the Fed raised rates by 0.75% (as almost everyone expected) - Chamath Palihapitiya shutting down two SPACs and returning money to investors - Whether SPACs are essentially over

(13:02) Rachel Warren talks with author Ross Dawson about his new book Thriving on Overload: The 5 Powers for Success in a World of Exponential Information.

Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445.

Host: Chris Hill Guests: Bill Mann, Rachel Warren, Ross Dawson Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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YouTube vs. TikTok Sep 21, 2022

Alphabet, parent company of YouTube, deploys a new weapon in its battle with TikTok: cash.

(0:25) Maria Gallagher discusses: - YouTube's announcement of a new revenue-sharing model for creators of short-form videos - How this strategy can help with retaining existing creators - Why should really hate to see Lisa Su leave the corner office at AMD

(10:00) Ricky Mulvey and Asit Sharma talk about how some people make investing harder than it needs to be, and how to make your investing life a little easier.

Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445.

Stocks mentioned: GOOG, GOOGL, COST, AMD, ADBE, TTD

Host: Chris Hill Guests: Maria Gallagher, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd

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"Make no mistake, this too shall pass." Sep 20, 2022

Bear markets always come to an end, but they're not necessarily fun while they last.

(0:21) Bill Mann discusses: - The market reacting to the Federal Reserve's announcement a day before the Fed actually makes it - Why large companies like Microsoft are quietly preparing for 2023 and 2024 - The bizarre incident involving Beyond Meat's chief operating officer

(11:25) Alison Southwick and Robert Brokamp talk with Emily Flippen about some of the biggest consumer goods storylines of the year, and potential radar stocks for investors.

Stocks mentioned: MSFT, BYND, NFLX, LULU, PTON, CHWY, SG, BARK, VDC

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Flippen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Pessimism High? Might Be Time To Buy Sep 19, 2022

"The best time to buy is when pessimism is prevalent." (0:21) John Rotonti discusses: - Why the rise in investor pessimism gets him excited to go shopping for investments - What he's watching - A mind-blowing stat about how important it is to stay invested in the market (10:30) Tim Beyers talks with Tim White about which SaaS companies have sticky software (as opposed to skippable). Stocks mentioned: FDX, KKR, ADBE, SQSP, SHOP, TEAM, HUBS, CRM Host: Chris Hill Guests: John Rotonti, Tim Beyers, Tim White Engineers: Dan Boyd, Rick Engdahl

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Liz Ann Sonders on Economic Cycles, Stock Prices, and Investing Mistakes Sep 18, 2022

Shorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, about: - The “mother’s milk” of stock prices - How this market is simultaneously like the 1970s, post-WWII, and completely unique - One common rebalancing mistake that investors often make

Host: John Rotonti Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan

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CRISPR, Gene Therapies, and Cure Pricing Conundrums Sep 17, 2022

Genetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about: - How CRISPR works - Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops - How investors can approach investing in gene therapies - Biotech metrics to watch.

Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA

Host: Ricky Mulvey Guest: Karl Theil Engineers: Tim Sparks, Dan Boyd

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Amazon's Big Bet on the NFL Sep 16, 2022

Another rough week for the stock market coincides with Amazon's exclusive start to Thursday Night Football.

(0:30) Emily Flippen and Ron Gross discuss: - FedEx shares having a historically bad day amid talk of a recession - Adobe spending $20 billion for a start-up software design firm - Optimism around Starbucks after an impressive (and detailed) investor day - Twilio laying off 11% of employees - Two business leaders and their legacies

(19:45) John Ourand from the Sports Business Journal discusses Amazon's investments in NFL programming, Disney's thinking about ESPN, college football playoff expansion, and story lines for the MLB playoffs.

(35:30) Ron and Emily share two stocks on their radar: Union Pacific and Costco.

Stocks discussed on the show: FDX, ADBE, SBUX, TWLO, AMZN, DIS, AAPL, UNP, COST

Host: Chris Hill Guests: Emily Flippen, Ron Gross, John Ourand Engineer: Dan BoydGenetically edited humans are already here. Gene editing has massive implications for treating chronic illnesses and even the food we eat. So what does this mean for your investments and, y'know, possibly humanity? Ricky Mulvey talks with Motley Fool Advisor Karl Thiel about: - How CRISPR works - Some of the possibilities for CRISPR, from sickle cell cures to drought-resistant crops - How investors can approach investing in gene therapies - Biotech metrics to watch.

Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA

Host: Ricky Mulvey Guest: Karl Theil Engineers: Tim Sparks, Dan Boyd

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Housing Trends w/ Trex CEO Bryan Fairbanks Sep 15, 2022

Regulators take a closer look at buy-now, pay-later companies.

(0:21) Bill Mann discusses: - The Consumer Financial Protection Bureau announcing plans to oversee BNPL businesses like Affirm Holdings - Why this is not an example of government overreach - His very recent trip to eastern Europe and the current state of energy access in the region

(13:30) Deidre Woollard interviews Trex CEO Bryan Fairbanks in front of a live audience and discusses the "public spaces" part of Trex's business, and what gets Fairbanks excited to go to work every day.

If you're a member of any Motley Fool service, you can access the entire interview with Bryan Fairbanks here: https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/the-global-supply-chain-and-housing-trends-with-tr/ Stocks mentioned: PYPL, SQ, AFRM, TREX, HD, LOW

Host: Chris Hill Guests: Bill Mann, Deidre Woollard, Bryan Fairbanks Engineers: Dan Boyd, Austin Morgan

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"Days like yesterday are a gift." Sep 14, 2022

Down days in the market aren't fun, but they may also be great days to buy stocks.

(0:21) Jim Gillies discusses: - Why his rule is to never buy stocks on a day the market is up - The types of companies he's been buying shares of lately - Takeaways from Starbucks' investor day event

(16:24) Ollen Douglass, managing partner of Motley Fool Ventures, talks with Jenny Abramson, founder and managing partner of Rethink Impact, in front of a live audience about investing in private companies and what she looks for company leaders.

Stocks mentioned: SBUX

Host: Chris Hill Guests: Jason Moser, Marc Rapport, Joseph Ori Engineers: Dan Boyd, Spencer Daniel

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What's On Your Watchlist? Sep 13, 2022

If you're a long-term investor, today was a good day to go shopping.

(0:21) Asit Sharma discusses: - Stocks, across the board, falling in response to the Consumer Price Index data for August - Jay Powell, and the increasing likelihood of a third consecutive rate hike of 0.75% - The importance of having a watchlist of stocks - Buying great businesses at lower prices

(11:10) Tim Beyers joins Alison Southwick and Robert Brokamp to discuss the various businesses "tech stocks" actually consist of.

Stocks mentioned: SPY, QQQ, AMZN, DIS, GOOG, GOOGL, JNJ, NVDA

Host: Chris Hill Guests: Asit Sharma, Alison Southwick, Tim Beyers, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

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ESPN Isn't Going Anywhere Sep 12, 2022

Disney promoted upcoming movies and Disney+ programming at the D23 Expo, but CEO Bob Chapek's comments about ESPN caught Wall Street's attention.

(0:21) Jason Moser discusses: - Why Disney spinning off ESPN wouldn't be the same as eBay spinning off PayPal - Live sports driving ad rates (and audience figures) higher - Major retailers continuing to invest, despite recent challenges

(17:08) Marc Rapport talks with Joseph Ori, executive managing director at Paramount Capital Corporation, about commercial real estate trends and the red-hot industrial market.

Stocks mentioned: DIS, DKNG, EBAY, PYPL, WMT, TGT, AMZN, DRI, HD, PLD, DRE

Host: Chris Hill Guests: Jason Moser, Marc Rapport, Joseph Ori Engineers: Dan Boyd, Spencer Daniel

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Aswath Damodaran on Valuation, Inflation, Bezos, and Musk Sep 11, 2022

If you know you’re impatient, then value investing isn’t for you. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner caught up with the “Dean of Valuation” for a discussion on: - Inflation’s new questions for investors - Tesla valuations (from $50 billion to $1 trillion) - Incentives, correlations, and costs in ESG scoring - Jeff Bezos, Elon Musk, and the companies they've built

Stocks mentioned on the show: TSLA, MO, BLK, AMZN

If you're a member of any Motley Fool service you can access the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/

Host: Tom Gardner Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan

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Ancient Philosophers, Modern Investing Wisdom Sep 10, 2022

Do you really own your stocks? The stoics might suggest otherwise. Ricky Mulvey and Brian Stoffel serve up an introduction to stoicism, and why these philosophers from a few thousand years ago have practical advice for investors today. They discuss: - Fundamentals of stoicism - The dichotomy of control (and what it means for investors) - Seneca’s complex relationship with wealth - Company leaders that may exhibit some stoic virtues

Companies mentioned: COST, AAPL, BRK.A, BRK.B

Host: Ricky Mulvey Guest: Brian Stoffel Engineer: Dan Boyd

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1 Question For Your Stocks Sep 09, 2022

As profitable companies like Alphabet talk about steeling themselves for the immediate future, investors may want to ask: "How prepared are the companies in my portfolio are for the next 12-15 months?"

(0:30) Jason Moser and Emily Flippen discuss: - DocuSign's latest results, and using the company as a lens for looking at other businesses - Good news (finally!) for Asana shareholders - Rough weeks for UiPath and Bilibili - RH taking a "Tiffany-like" approach to their business

(19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as: - Stocks they've been buying over the past year - Acquisitions they'd like to see - Uber's upcoming robot delivery tests in Texas and California - 2 stocks on their radar: Casey's General Stores and McCormick

Stocks discussed on the show: DOCU, GOOG, GOOGL, PYPL, ASAN, PATH, BILI, RH, MMM, SBUX, HD, TWLO, NET, OM, FTNT, CRWD, UA, UAA, LULU, NKE, ZM, UBER, CASY, MKC

Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Dan Boyd

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Apple is Peloton's New Nightmare Sep 08, 2022

"Incremental upgrades" were the theme once again, and that seems to be working out well for Apple's customers and shareholders.

(0:21) Tim Beyers discusses: - Fitness+ becoming a serious problem for Peloton - Apple not raising prices (in the U.S.) on the new iPhones - Tim Cook reminding us of his ability to be "a stone cold assassin"

(13:22) Jason Moser and Matt Frankel do a "medium dive" on Boston Omaha, a small-cap holding company focused on billboards, bonds, broadband, and its asset management company.

Stocks mentioned: AAPL, GOOG, GOOGL, PTON, BOC

Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Engineers: Dan Boyd

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3 CEOs Walk Into A Bar... Sep 07, 2022

It's CEO Day! (Ok, not really, but CEOs were very much in the news today.)

(0:21) Jason Moser discusses: - Target eliminating a long-standing policy to extend Brian Cornell's job as CEO for 3 more years - Starbucks' plan to spend the next six months onboarding CEO-in-waiting Laxman Narasimhan

(17:50) Ricky Mulvey talks with Entrepreneur Magazine editor-in-chief Jason Feifer about key takeaways from his new book Build for Tomorrow: Embrace Change, Adapt Fast, and Future-Proof Your Career and Life.

Stocks mentioned: TGT, SBUX, DIS, SQ, BRDS, NFLX

Host: Chris Hill Guests: Jason Moser, Ricky Mulvey, Jason Feifer Engineers: Dan Boyd, Rick Engdahl

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Europe's Energy Challenge Sep 06, 2022

The energy situation in Europe is getting more challenging. Finland's economic affairs minister (0:12) Bill Mann discusses: - CVS Health buying Signify Health for $8 billion in cash - Finland's minister of economic affairs comparing Europe's energy situation to the collapse of Lehman Brothers - How his investing outlook has been affected (14:54) Nick Sciple joins Alison Southwick for an overview of the energy industry. (We opened the show with the tragic news of Bed Bath & Beyond CFO Gustavo Arnal taking his own life. If you are having suicidal thoughts, contact the Suicide & Crisis Lifeline at 988 for support and assistance from a trained counselor.) Stocks mentioned: CVS, SGFY Host: Chris Hill Guests: Bill Mann, Alison Southwick, Nick Sciple Engineers: Dan Boyd, Rick Engdahl

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Knowing When To Quit Sep 04, 2022

Annie Duke was a professional poker player before retiring in 2012. Now, she is a decision-making consultant for a venture capital firm and author of the upcoming book, “Quit: The Power of Knowing When to Walk Away.”

Morgan Housel interviewed Duke in front of a live audience about: - Key differences between patience and stubbornness - How a quitter created Slack - Avoiding the sunk cost fallacy - How pre-mortems can make you a better investor

Host: Morgan Housel Guest: Annie Duke Producer: Ricky Mulvey Engineer: Tim Sparks

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Expectations Investing with Michael Mauboussin Sep 03, 2022

Michael Mauboussin is an adjunct professor of finance at the Columbia Business School and the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Bill Mann interviewed Mauboussin in front of a live audience about a range of investing topics, including:

- The approach of "expectations investing" and how to apply it

- Why a company's base case for growth is so important

- Peloton’s faulty growth predictions

- Businesses with real option value

Companies mentioned: SBUX, PTON, AMZN, GOOG, GOOGL, WMT, TGT

Host: Bill Mann

Guest: Michael Mauboussin

Producer: Ricky Mulvey

Engineers: Tim Sparks

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Fall Preview for Investors Sep 02, 2022

With four months left in 2022, what should investors be focusing on? (0:30) Emily Flippen and Jason Moser discuss: - Getting ready to "eat the volatility" - Why they're watching holiday shopping and the Fed's language - Meta Platforms and Lululemon need a strong end to the year - Capital allocation they want to see - 2 stocks that are still expensive (despite their recent drops) - 2 stocks looking attractive at their current price - Ideas for new consumer product innovations (19:45) Best-selling author Dan Pink shares insights from his latest book, The Power of Regret: How Looking Backward Moves Us Forward, including: - How embracing regret can improve our lives - Key lessons for investors - What Julius Caesar and Elmo can teach us about self-reflection For more about Dan and his latest book, visit http://danpink.com Stocks discussed on the show: META, LULU, ZM, CMG, CRM, OKTA, ABNB, TWLO, CHWY, PEP, COOK Host: Chris Hill Guests: Emily Flippen, Jason Moser, Dan Pink Engineer: Rick Engdahl

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Wake Me Up When September Ends Sep 01, 2022

When it comes to the stock market, the 1st day of September is looking an awful lot like the entire month of August. (0:25) Jason Moser discusses: - Okta shares falling 30% as the company deals with ongoing challenges integrating its acquisition of former rival Auth0 - Snap's restructuring plans, layoffs, and increased focus on revenue growth, user growth, and augmented reality - Five Below's stock getting a boost from optimism for the discount retailer's plans for the holidays Host: Chris Hill Guest: Jason Moser Engineer: Rick Engdahl

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12 Free Resources for Investors Aug 31, 2022

Time for some freebies! Chris Hill and Ricky Mulvey discuss some of the best investing resources that won’t cost you a penny. Some you’ll probably know and some you may not. Here's the full list:

Websites & Writers: Investopedia: https://www.investopedia.com/ EDGAR: https://www.sec.gov/edgar/searchedgar/companysearch Glassdoor: https://www.glassdoor.com/ YouTube (We know you know how to find it, but this is a FULL resource list): https://www.youtube.com/ SatPost by Trung Phan: https://trungphan.substack.com/ The Irrevant Investor: https://theirrelevantinvestor.com/ Aswath Damodaran Courses: https://pages.stern.nyu.edu/~adamodar/New_Home_Page/home.htm

Podcasts: Check Your Balances: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Plain English with Derek Thompson: https://www.theringer.com/plain-english-with-derek-thompson-podcast The Watch: https://www.theringer.com/the-watch

Library Stuff: Hoopla: https://www.hoopladigital.com Libby: https://www.overdrive.com/apps/libby

Host: Chris Hill Guest: Ricky Mulvey Engineer: Dan Boyd

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1 Hidden Tech Stock, 92 Birthday Candles for Warren Buffett Aug 30, 2022

Day 2 and we're live (again) from FoolFest 2022! (0:21) Tim Beyers discusses: - Why Walmart is the un-tech tech stock - Interview highlights from investor Michael Mauboussin and author Annie Duke - How Warren Buffett can (or should) celebrate his 92nd birthday Stocks mentioned: WMT, BRK-A, BRK-B Host: Chris Hill Guest: Tim Beyers Engineer: Dan Boyd

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Unexpected Inflation, More Acquisitions, VC Mindset Aug 29, 2022

We're live from FoolFest 2022 and we've got highlights from the day so far!

(0:21) Bill Mann discusses: - How the cost of power is putting English pubs in danger - The specific type of acquisition he expects to see more of - Deals in today's market - Takeaways from an interview with venture capital investor Jenny Abramson, founder of Rethink Impact Stocks mentioned: GOOG, GOOGL, CRM, DPZ, DIS

Host: Chris Hill Guest: Bill Mann Engineer: Dan Boyd

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YouTube’s Rocky Road to the Top Aug 28, 2022

Google’s acquisition of YouTube is now remembered as one of the most successful tech acquisitions ever, but that result was far from obvious in 2006.

Bloomberg reporter Mark Bergen is the author of the upcoming book “Like, Comment, Subscribe. Inside YouTube’s Chaotic Rise to World Domination.” Dylan Lewis caught up with Bergen to talk about: - YouTube’s “Forrest Gump-like” tendency to be a part of world-changing events - The platform’s complicated relationship with its creator base - One missed opportunity around kids and education - The acquisition of YouTube, and its early days at Google

Stocks mentioned: GOOG, GOOGL, META

Host: Dylan Lewis Guest: Mark Bergen Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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David Gardner on Investing During Tough Markets Aug 27, 2022

2022 has been a challenging year for stocks in general, and rule-breaker stocks specifically. But the companies you buy during difficult times can become the best investments you make.

Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about: - Maintaining a “net buyer mindset” during a downturn - 2 books that can help you improve your investing mindset - Investing lessons from Zoom’s “short strange trip”

Stocks mentioned: ZM, GOOG, GOOGL, SPCE

Host: Chris Hill Guest: David Gardner Engineers: Dan Boyd, Tim Sparks

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Fed Chief Speaks, Wall Street Reacts Aug 26, 2022

Strong words from Federal Reserve chairman Powell sent stocks down on Friday.

(0:30) Jason Moser and Emily Flippen discuss: - Why long-term investors should not be surprised by Powell's comments - Snowflake's strong week - Zoom Video shares falling to a 2-year low - Ulta Beauty's strong 2nd-quarter sending shares close to an all-time high - Amazon making headlines for what it is NOT planning to do - The latest from Peloton, Electronic Arts, Nvidia, Salesforce, and Intuit

(19:45) Maria Gallagher talks with Harvard Business School professor Ranjay Gulati about key insights from his book, Deep Purpose: The Heart and Soul of High-Performance Companies.

(29:45) Emily and Jason answer listener questions about Quidelortho Corp. and Berkshire-Hathaway, and share two stocks on their radar: Doximity and Autodesk

Our annual investing conference is free for Motley Fool members! For more details go to http://Fool.com/FoolFest.

Stocks discussed on the show: SNOW, ZM, PTON, ULTA, AMZN, EA, NVDA, CRM, INTU, ETSY, QDEL, BRK.A, BRK.B, ADSK, DOCS

Host: Chris Hill Guests: Emily Flippen, Jason Moser, Maria Gallagher, Ranjay Gulati Producer: Ricky Mulvey Engineer: Dan Boyd

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Conference Preview! Aug 25, 2022

We're hours away from the official start of FoolFest 2022 (our annual investing conference) and we've got a preview of coming attractions!

(0:21) Dylan Lewis discusses: - Setting the agenda for stock investors - Why we're looking forward to hearing from Michael Mauboussin and Trex CEO Bryan Fairbanks - Highlights from the event we'll be bringing to the podcast

FoolFest is free for Motley Fool members. If you're not yet a member, just go to fool.com/foolfest to sign up for Stock Advisor and register for the event.

If you're already a member of ANY Motley Fool service go to foolfest.fool.com to register.

Stocks mentioned: TREX

Host: Chris Hill Guest: Dylan Lewis Engineer: Dan Boyd

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Peloton: Some Assembly Required Aug 24, 2022

Amazon becomes the first partner to sell Peloton's equipment and apparel on their own site.

(0:21) Bill Mann discusses: - The upside potential for Peloton - Whether Peloton may become part of Amazon's Prime membership offerings - Toll Brothers blaming supply chain and labor shortages for a cut in guidance - Nordstrom's challenges with inventory and family ownership

(11:31) Jeremy Bowman and Jason Hall engage in a Bull vs. Bear debate over Beyond Meat. Who won the debate? You can cast your vote in our poll on Twitter @MotleyFoolMoney.

Stocks mentioned: PTON, AMZN, TOL, JWN, BYND, YUM

Host: Chris Hill Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd

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The Triumph of Adding to Your Winners Aug 23, 2022

How would you react if the first company you bought shares of went bankrupt within three years?

(0:21) Matt Argersinger discusses: - The rise and sudden fall of Wang Laboratories - Why his search for "the next Warren Buffett" ended badly - Amazon and The Home Depot sharing discipline as a common business trait - How he overcame the challenge of adding to his winners

Stocks mentioned: BH, SAM, AAPL, AMZN, HD, MELI, EBAY

Host: Chris Hill Guest: Matt Argersinger Engineer: Dan Boyd

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Cooking with Stocks Aug 22, 2022

Inspiration for great investments can come from anywhere, including your childhood kitchen. As we head into the dog days of August, we're sharing "origin story" conversations with some of the investors you've heard on this show. (0:21) Jason Moser discusses: - The important (and very different) roles his parents played in his investing life - 1st stock he ever bought - How the worst stock he ever bought is now the property of JP Morgan Chase - The proverbial "one that got away" - The dividend aristocrat that takes him back to his childhood Stocks mentioned: CSCO, JPM, MKC, NFLX, APPH, AMZN Host: Chris Hill Guest: Jason Moser Engineer: Dan Boyd

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Mina Kimes on NFL Business, Underrated Stats, and Starting on Wall Street Aug 21, 2022

Before her current job as an NFL analyst for ESPN, Mina Kimes broke into journalism on Wall Street. Host of the popular football podcast "The Mina Kimes Show featuring Lenny", she shares: - her move from Bloomberg to ESPN - insights on the business of the NFL - the NFL entering the streaming video wars - the stories she's watching this season - stats that fantasy football owners might want to keep an eye on

You can find "The Mina Kimes Show featuring Lenny" on your favorite podcast app.

Host: Chris Hill Guest: Mina Kimes Engineer: Dan Boyd

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Small Cap Investing 201 Aug 20, 2022

Institutional money is not invited to this party. Bill Mann and Ricky Mulvey continue their series on small cap investing, one area where individual investors have a shot at beating the market. They look at the stories behind some companies you know (and ones you probably don’t), and discuss: - How to discover new small cap opportunities - Metrics that can tell you a lot about a company’s future - Small caps for chicken wing lovers and fans of workers' comp insurance

Stocks discussed: CPNG, WING, RENT, RRGB, EIG, CTAS, PENN, NWINF

Host: Ricky Mulvey Guest: Bill Mann Engineers: Dan Boyd, Annie Franks

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Retail's Big Story, Executive Shake-ups, Pizza Deconstructed Aug 19, 2022

Details about The Federal Reserve's meeting in July sent stocks to their first losing week in a month. (0:30) Emily Flippen and Ron Gross discuss: - Expectations around more interest rate hikes in the near future - "Inventory" being the key story around big retailers like Walmart and Target - Deere's mixed 3rd-quarter results and potential for a bright future - The incredible roller coaster for Bed Bath and Beyond shareholders this week - Foot Locker's surprising 2nd-quarter results and new CEO - The latest from Home Depot, Lowe's, and Starbucks (19:45) Ricky Mulvey talks with Bloomberg entertainment industry reporter Lucas Shaw about Warner Brothers Discovery, and how the media conglomerate is consolidating and evolving. (32:50) Emily and Ron analyze the latest innovation from Papa John's and share two stocks on their radar: Rover Group and American Tower Stocks discussed on the show: WMT, TGT, HD, LOW, DE, BBBY, SBUX, FL, WBD, DIS, PARA, PZZA, AMT, ROVR Our annual investing conference is free for Motley Fool members! For more details go to http://Fool.com/FoolFest. Host: Chris Hill Guests: Emily Flippen, Ron Gross, Lucas Shaw Producer: Ricky Mulvey Engineer: Dan Boyd

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Airlines, Housing, and Your Wardrobe Aug 18, 2022

Home sales fell nearly 6% in July.

(0:21) Jason Moser discusses: - The challenge for 1st-time home buyers - Why he prefers investing in residential real estate through home improvement businesses (rather than home builders) - The airline industry's woeful track record on share buybacks - "Is this the best use of capital?" being a question to ask about any share buyback announcement

(12:37) Asit Sharma and Deidre Woollard discuss the growing trend of 2nd-hand fashion and the opportunities for companies involved.

Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest.

Stocks mentioned: HD, LOW, DAL, UAL, AAL, LUV, BRK.A, BRK.B, TDUP, LEVI, NKE, REAL, ETSY

Host: Chris Hill Guest: Jason Moser, Asit Sharma, Deidre Woollard Producer: Ricky Mulvey Engineer: Dan Boyd

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Does Spotify Have A Moat? Aug 17, 2022

Big Retail Earnings Week continues with the latest results from Target and Lowe's. (0:21) Asit Sharma discusses: - Target's 2nd-quarter profit falling nearly 90% compared to last year - Silver linings within Target's results - Lowe's posting a quintessential "mixed" quarter - CEO Marvin Ellison's steady leadership (11:05) Does Spotify have a moat against Apple? Travis Hoium joins Ricky Mulvey for a "medium dive" on the streaming audio business. Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest. Stocks mentioned: TGT, LOW, SPOT, AAPL, AMZN Host: Chris Hill Guest: Asit Sharma, Travis Hoium Producer: Ricky Mulvey Engineer: Dan Boyd

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The Quotable Mr. Buffett Aug 16, 2022

Big Retail starts to report earnings and the news is good (so far).

(0:21) Jason Moser discusses: - Walmart exceeded lowered expectations for the 2nd quarter - CEO Doug McMillon's comments on the new customers that drove results - Home Depot passing inflation costs onto customers (and not missing a beat) - How the expectations bar has been raised for Target and Lowe's

(13:37) Warren Buffett's quotations hold meaning for investors, regardless of their portfolio size. Alison Southwick and Robert Brokamp and a host of Fool investors share their favorite Buffett quotes and why they're relevant.

Stocks mentioned: WMT, HD, LOW, TGT, BRK.A, BRK.B

Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Buck Hartzell, Alyce Lomax, Scott Phillips, Anand Chokkavelu Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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“Cash doesn’t lie.” Peloton’s Predicament Aug 15, 2022

Peloton announces more layoffs and store closings.

(0:21) Jim Gillies discusses: - How challenging Peloton's balance sheet is right now - Why Peloton will almost certainly have to raise money - The retail landscape when some of the biggest companies are set to report earnings - Why Costco is his favorite retail stock (followed closely by Home Depot)

(18:41) Some companies are pulling back on investments, but others aren't stopping. Ricky Mulvey and Sanmeet Deo look at some businesses playing offense in a tough environment.

Stocks mentioned: PTON, WMT, TGT, HD, LOW, COST, SHOP, AXON, XPOF, NFLX, TTD

Host: Chris Hill Guest: Jim Gillies, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Residential Real Estate is Cooling, Not Crashing Aug 14, 2022

Build-to-rent housing is taking off and more home contracts are falling through. We’re probably not headed for another 2008 in the housing market, but it sure is weird out there. We’ve got two views on residential real estate, from renting and home lending.

Rent CEO Jon Ziglar joined Motley Fool Contributor Matt Frankel for a discussion about:

- The numbers behind rent increases. - The rise of build-to-rent housing. - How the rental landscape shifted over COVID.

Brandon Snow, Executive Director, at Ally Bank caught up with Motley Fool Contributor Marc Rapport for a chat about the residential real estate market, and why more home contracts are falling through.

Stocks mentioned: RDFN, HHC, ALLY

Hosts: Matt Frankel, Marc Rapport Guests: Jon Ziglar, Brandon Snow Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel, Michael Schweitzer

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Small Cap Investing 101 Aug 13, 2022

This is the fun part of being a stock investor.

Ricky Mulvey and Bill Mann, Director of Small Cap Research at The Motley Fool kick off their series on small cap investing. They discuss:

- Why small cap investors have an opportunity to beat the market. - The metrics that really matter for small caps. - Spotting B.S. from younger companies. - One small cap trend catching our attention.

Stocks mentioned: ANET, RDFN, CWH, NFLX, AMZN, CHD

Additional resource: 4 Steps to Find Small-Cap Stocks (fool.com)

Host: Ricky Mulvey Guest: Bill Mann Engineers: Dan Boyd, Tim Sparks

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The New Bull Market Aug 12, 2022

This week the Nasdaq officially entered bull market territory. (0:30) Emily Flippen and Jason Moser discuss: - July CPI and how lower-than-expected inflation fueled a market rally - Axon Enterprises posting record revenue in Q2 - Marqeta founder Jason Gardner stepping down as CEO - Drama between Unity Software, AppLovin, and Ironsource - The latest from Disney, Upstart Holdings, Sweetgreen and The Trade Desk (19:45) Tim Beyers talks with Marsha Barnes, founder & CEO of The Finance Bar, about the mindset traps that can keep people from investing and how to avoid them. (30:15) Emily and Jason analyze Nvidia pre-announcing their earnings, as well as: - Domino's Pizza exiting Italy - A listener's question about Intel - Two stocks on their radar: Sonos and Masimo Stocks discussed on the show: DIS, AXON, MQ, U, APPLOVIN, IS, SG, TTD, NVDA, DPZ, INTC, MASI, SONO Host: Chris Hill Guests: Emily Flippen, Jason Moser, Tim Beyers, Marsha Barnes Engineer: Dan Boyd

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Disney Passes Netflix Aug 11, 2022

The House of Mouse is firing on all cylinders, and now its total number of subscribers for Disney+, Hulu, and ESPN+ is greater than Netflix.

Dylan Lewis and Maria Gallagher (00:21) discuss: - Disney’s pricing power and streaming fatigue. - How Coinbase is faring through a Crypto Winter. - What Softbank is telling investors about the private markets.

Plus, Nick Sciple interviews Tim Johnston, Co-Founder of Li-Cycle Holdings (15:41), a lithium-ion battery recycler. They discuss how Li-Cycle can meet some of the growing demand for the metals that go into electric cars, and the company’s partnerships with major energy providers.

Stocks mentioned: DIS, NFLX, COIN, UBER, SFTBY, LICY Host: Dylan Lewis Guests: Maria Gallagher, Nick Sciple, Tim Johnston Producer: Ricky Mulvey Engineer: Dan Boyd

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This Is When Amazing Companies Are Born Aug 10, 2022

While some tech companies announce lay-offs, others are posting blowout earnings.

(00:21) Deidre Woollard and Tim Beyers discuss:

- How a decrease in consumer spending is hitting SaaS companies in unexpected ways.

- Why The Trade Desk is thriving in a tough environment. - A “cautious” view on tech layoffs (and why we aren’t hitting the panic button). - Why Walmart might join the streaming wars. - A brilliant, tiny company that’s not getting enough attention from investors.

Plus, (15:00) Jason Moser and Matt Argersinger look at how companies are managing their share count, and one homebuilder that’s outperformed Amazon for more than a decade.

Stocks mentioned: DDOG, TTD, WMT, SNAP, GRPN, JAMF, META, NVR, LOW, NVDA, AMZN

Host: Deidre Woollard Guests: Tim Beyers, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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The Wrong Side of The Learning Curve Aug 09, 2022

Chips, and the companies that make and use them, dominate the business news. (0:25) Bill Mann discusses: - Micron Technology cutting guidance while also announcing a $40 billion investment in the U.S. - How Micron's current picture is similar to Nvidia's - Take-Two Interactive continuing its rough year by lowering guidance - Allbirds shares falling 23% as the young company learns some harsh lessons about business and growth (13:57) Alison Southwick and Robert Brokamp look to "The Great Resignation" to find examples of what job-seekers should consider if they think we're heading for a recession. Stocks mentioned: MU, NVDA, TTWO, BIRD, MCD, WMT Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Shopify: Bull vs. Bear Aug 08, 2022

What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney Stocks mentioned: NVDA, SHOP, AMZN Host: Chris Hill Guest: Jason Moser, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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The War for Your Wallet Aug 07, 2022

"We want a cashless society."

That's what Bank of America CEO Brian Moynihan said in 2019. And while the war on cash may be a strong trend for investors, it's also important to understand the implications of a world that only takes cards (or Apple Pay). Jason Moser caught up with Brett Scott, author of the new book “Cloudmoney: Cash, Cards, Crypto, and the War for Our Wallets” to discuss: - Incentives in the war on cash - How money transforms when it moves from your wallet to a Venmo account - Why cash is like an emergency staircase - How COVID changed the way we use money

Stocks mentioned: BAC, V, PYPL, SQ, MA

Host: Jason Moser Guest: Brett Scott Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Do CEOs Need Term Limits? Aug 06, 2022

What does it take to be a great CEO in 2022? Leading with a True North, and breaking down some of the crusty hierarchical structures. Some leaders get it, and some really don’t. During Bill George’s tenure at Medtronic, the company’s market cap rose from $1 billion to $60 billion. He believes that leading with authenticity is one of the reasons he was able to help do that. Ricky Mulvey caught up with George to discuss his forthcoming book, “True North: Leading Authentically in Today's Workplace” as well as: - How Best Buy CEO Corie Barry pivoted during the pandemic - Mark Zuckerberg vs Satya Nadella - Why more companies may benefit from giving CEOs a term limit - Mary Barra’s big goals at General Motors - How to find your own True North

Stocks mentioned: MDT, MSFT, META, BBY, VMEO, GM

Host: Ricky Mulvey Guest: Bill George Engineer: Dan Boyd

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Rise of the Machines, Jobs, and Earnings Aug 05, 2022

The U.S. private sector has added nearly 6 million jobs in the past year.

(0:30) Jason Moser and Matt Argersinger discuss: - The unemployment rate falling to 3.5% - Demand for cold beverages driving Starbucks' latest quarter - PayPal getting back to basics - MercadoLibre's blowout earnings - The latest from Cloudflare, Zillow, and Twilio

(19:45) Jason and Matt analyze Amazon buying iRobot for $1.7 billion in cash, as well as: - Simon Property Group's latest results - Uber's record revenue in the 2nd quarter - eBay's surprisingly profitable business - Two stocks on their radar: Procore Technologies and Stanley Black & Decker

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our 2-day investing conference August 29 & 30!

(If you're already a Motley Fool member looking for details on the conference, go here - [http://foolfest.fool.com)]http://foolfest.fool.com)

Stocks discussed on the show: SBUX, PYPL, MELI, NET, Z, ZG, TWLO, AMZN, IRBT, SPG, UBER, EBAY, CMG, HD, PCOR, SWK

Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd

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Time to Buy Industrial REITs? Aug 04, 2022

Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair!

(0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality - Crocs struggling with gross margin pressure and inventory management - Whether buying the Hey Dude line of footwear was a good use of capital

(10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group.

Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB

Host: Chris Hill Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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"A horrible use of $2 billion." Aug 03, 2022

Airbnb's record bookings in the 2nd quarter weren't enough to boost the stock higher. Why?

(0:25) Tim Beyers discusses: - Airbnb's highly questionable decision to allocate $2 billion for a share buyback plan - Match Group shares hitting a new low as the business clearly has work to do - MicroStrategy CEO Michael Saylor stepping down after the company reports an eye-popping loss of $94 a share

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference!

(13:35) Ricky Mulvey talks with WSJ tech columnist Christopher Mims about Meta Platforms, Apple, and how companies are really using artificial intelligence.

Stocks discussed on the show: ABNB, MTCH, BMBL, MSTR, META, AAPL

Host: Chris Hill Guests: Tim Beyers, Christopher Mims Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Cybersecurity, Heavy Equipment, Social Media Aug 02, 2022

What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports!

(0:25) Bill Mann discusses: - Global supply chain issues (understandably) affecting Caterpillar's results - How dividend-seeking investors should think about Caterpillar - Stellar results from Arista Networks and its longtime CEO Jayshree Ullal - Pinterest shares popping on user numbers and the backing of activist investor Elliott Management

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference!

(13:51) Alison Southwick and Robert Brokamp talk about the indicators commonly associated with recessions and which ones they're watching.

Stocks discussed on the show: CAT, ANET, PINS, TWTR

Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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How to Be Less Distracted (as an investor) Aug 01, 2022

Two stocks we recently covered on the show are back in the news. (0:22) Jason Moser discusses: - Outset Medical shares rising 20% on its announcement regarding shipments - How the FDA's thinking and Outset Medical's are aligned - Pepsi taking a $550 million stake in energy drink maker Celsius Holdings

(14:08) Ricky Mulvey talks with Asit Sharma about becoming less distracted as an investor, and an insurance company with a very clear focus.

Stocks mentioned: OM, CELH, KO, PEP, GOOG, GOOGL, SNAP, KNSL, MSTR

Host: Chris Hill Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Ferrari, Tesla, and the Future of Cars Jul 31, 2022

Eddie Alterman really likes cars. He is the Chief Brand Officer of Hearst Autos and was the editor-in-chief of Car & Driver. Alterman’s new podcast is called “Car Show! with Eddie Alterman”. He joined Ricky Mulvey to discuss: - Why autonomous cars feel farther away today than in 2017 - One way that Tesla could become the new Standard Oil - Ferrari’s strategy toward electric cars - Why traditional carmakers may not get enough credit from investors - Cadillacs with dry bars and LP record players

Host: Ricky Mulvey Guest: Eddie Alterman Engineer: Dan Boyd

Stocks: BMWYY, TSLA, F, GM, BA, POAHY, RACE, HYMTF

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Summer Q&A: 48% Dividend Yield, FinTech, Small Cap Energy Stocks Jul 30, 2022

You've got question so we rounded up a wide range of Fools with some answers! In this summer mailbag we’re answering listener voicemails and emails about: - Whether a stock paying a 48% dividend yield is real or a mirage - Lesser-known energy and tech companies that may be worth your attention - How the student-loan pause is impacting SoFi - Saving in a 401(k) and being a stock investor

Got a question for the show? Leave us a voicemail at 703-254-1445.

Stocks mentioned: MDB, SOFI, STEM, ZIM, FLNC, ENPH

Host: Chris Hill Guests: Robert Brokamp, Tim Beyers, Matt Argersinger, Matt Frankel, Jim Mueller Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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4 Tech Titans Boost Stocks Jul 29, 2022

Apple, Microsoft, Alphabet, and Amazon provide a welcome lift to the market.

(0:30) Andy Cross and Ron Gross discuss: - The Fed raising interest rates and GDP contracting - Apple and Amazon surprising to the upside - Microsoft's cloud division delivering again - Shopify's relative attractiveness as a stock - Meta Platforms warning investors

(19:45) Andy and Ron discuss Chipotle's impressive ability to raise prices, as well as: - McDonald's stock closing in on a new high - The war on cash with Visa and Mastercard - Diageo wrapping up a strong year - The latest from Etsy and Roku - Unilever shutting down the Choco Taco - Two stocks on their radar: Masimo and NextEra Energy

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our biggest member event of the year!

(If you're already a Motley Fool member looking for details on this year's FoolFest investing conference, go here - foolfest.fool.com)

Stocks discussed on the show: AAPL, AMZN, MSFT, GOOG, GOOGL, SHOP, META, CMG, MCD, ETSY, ROKU, V, MA, DEO, UL, MASI, NEE

Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd

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3 Stocks We’re Pitching Jul 28, 2022

Just because it's earnings season doesn't mean we don't still have stock pitches for your consideration!

(0:22) Maria Gallagher discusses: - Meta Platforms latest results in the midst of its transition - CEO Mark Zuckerberg's blunt comments on guidance - Etsy's positive results (and stock reaction)

(11:55) TMF's investing interns wrap up their summer by pitching Jason Moser on the bull case for three different stocks.

Stocks mentioned: META, MSFT, ETSY, COST, PENN, TSCO

Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Disha Chanana, Mason Tyndall, Kaitlyn Killeen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Big Tech Bounces Back Jul 27, 2022

Microsoft and Alphabet didn't disappoint with their latest quarterly results.

(0:22) Bill Mann discusses: - Microsoft having tough comps, with the cloud division shining once again - Alphabet proving its resilience - Chipotle continuing to raise prices and profits

(12:54) Ricky Mulvey talks with Jack Caporal about The Motley Fool's latest research into crypto scams and how you can avoid them.

Stocks mentioned: WMT, TGT, AMZN, COST, SHOP

ETH, SOL

Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Walmart Warns, Shopify Stumbles Jul 26, 2022

Retail (physical and digital) is squarely in the spotlight. (0:22) Jason Moser discusses: - Walmart cutting guidance for the quarter and full fiscal year - The ripple effect for shares of Amazon, Costco, and Target - Shopify CEO Tobi Lutke's memo to employees about layoffs - Whether Shopify's falling stock, close to a 3-year low, looks like a buying opportunity (14:41) Robert Brokamp talks with financial psychologist Dr. Brad Klontz about why we're all a little crazy about money. Stocks mentioned: WMT, TGT, AMZN, COST, SHOP Host: Chris Hill Guests: Jason Moser, Robert Brokamp, Dr. Brad Klontz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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"Search is forever." Jul 25, 2022

Weber's CEO gets the boot from the board of directors.

(0:22) Jason Moser discusses: - Why more company CEOs are on the hot seat - Expectations heading into a big week for Big Tech earnings - Why the idea that "search is forever" should give Alphabet shareholders comfort

(12:57) Ricky Mulvey talks with Jennifer Moss, author of "The Burnout Epidemic" about one tech company that's nailing the hybrid transition.

Stocks mentioned: WEBR, AAPL, GOOG, GOOGL, AMZN, META, OKTA, HPQ

Host: Chris Hill Guests: Jason Moser, Jennifer Moss Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Generational Tailwind for the U.S. Economy Jul 24, 2022

The Federal Reserve could hike short-term interest rates to 4%, and that still might not be enough to cool inflation. Rich Lyons is the first Chief Innovation and Entrepreneurship Officer for the University of California, Berkeley. Before that, he spent a decade as the dean of Berkley’s Haas School of Business. He joined Motley Fool Contributor Rachel Warren to discuss: - How the Federal Reserve could hit a “hard break” with higher interest rates - A venture capital view about the future of crypto - How universities are creating a generational tailwind for the economy

Host: Rachel Warren Guest: Rich Lyons Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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Revisiting the IPO Boom Jul 23, 2022

Editor's note: This episode was recorded before news of the Coinbase's insider trading case was made public on Friday.

2021 was a milestone year for companies going public. In 2022, the tide turned. Dylan Lewis and Brian Feroldi look back on the IPO boom and discuss: - Reasons why companies go public - Newly-public companies that may never come back to IPO levels - Questions for investors to ask even when financials look strong - The trends that hit Robinhood and Rocket Mortgage - Lessons from pre-revenue companies that went public

Stocks mentioned: COIN, HOOD, RKT, NKLA, SPCE, JOBY, RIVN, LCID, SEMR, INTU

Host: Dylan Lewis Guest: Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Snap's Ripple Effect, Healthcare Stocks, and Streaming "Coopetition" Jul 22, 2022

Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it.

(0:30) Matt Argersinger and Jason Moser discuss: - Snap's incredible fall over the past year - How worried shareholders of Alphabet and Meta Platforms should be - Intuitive Surgical's latest results - The latest from Twitter, Amazon, and Johnson & Johnson

(20:15) Jason and Matt discuss the latest results from Netflix, as well as: - A wide-ranging discussion of the connected TV landscape - The "coopetition" that exists among major players like Disney, Apple, The Trade Desk and Roku - Domino's Pizza's streak of global growth ending - Whether Shopify is a buy - Two stocks on their radar: Etsy and Berkshire-Hathaway

Got a question about investing? Our email address is podcasts@fool.com

Stocks discussed on the show: SNAP, PINS, META, GOOG, GOOGL, TWTR, ISRG, AMZN, JNJ, NFLX, MSFT, TTD, ROKU, AAPL, DPZ, SHOP, ETSY, BRK.A, BRK.B

Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd

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Tesla Revs Up, Amazon Invests In Healthcare Jul 21, 2022

Tesla's profits surprise Wall Street, and Amazon buys 1Life Healthcare for $3.9 billion. (0:22) Bill Mann discusses: - Tesla's margins being compressed and STILL being the envy of rival automakers - How Tesla is (and isn't) comparable to Netflix - Amazon using "pocket change" to make its 3rd-largest acquisition (11:40) Jason Hall and Matt Frankel engage in a "Bull vs. Bear" debate over Lemonade, and both wish the AI-drive insurance company would hurry up and close its acquisition of micro-cap auto insurance company Metromile. Stocks mentioned: TSLA, F, NFLX AMZN, ONEM, LMND, MILE Host: Chris Hill Guests: Bill Mann, Jason Hall, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Netflix Review, Comic-Con Preview Jul 20, 2022

Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000)

(0:22) Tim Beyers discusses: - The market's relief that 2nd-quarter results for Netflix were "less bad" - Why Microsoft shareholders have a stake in Netflix's success - Twitter winning the 1st round in its legal battle with Elon Musk

(10:21) Ricky Mulvey and Catie Peiper discuss how entertainment companies have dealt with rough economic situations in the past (and how they could respond in the current environment), and preview this year's San Diego Comic-Con!

Stocks mentioned: NFLX, MSFT, TWTR, DIS, WBD, AMZN

Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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A Boring Business Beating the Market Jul 19, 2022

Johnson & Johnson raises full-year guidance after delivering 3rd-quarter results.

(0:22) Jason Moser discusses: - Highlights from JNJ's medical device and consumer health divisions - The spinoff of consumer health coming in late 2023 - How investors can find dividend-payers to add to their portfolio

Relevant links to today's episode: Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/

Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/

(13:20) Robert Brokamp talks David Blanchett, head of retirement research at PGIM, about the 4% rule and a common misconception about retirement spending.

Stocks mentioned: JNJ

Host: Chris Hill Guests: Jason Moser, Robert Brokamp, David Blanchett Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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ESPN+ Is Going Higher Jul 18, 2022

Disney announces a (selective) price hike to one of its core streaming services. (0:22) Jason Moser discusses: - The strategy of encouraging people to sign up for a bundle of Disney services - Bob Iger, Bob Chapek, and their ongoing soap opera - A listener's question about Cerence and the opportunity shares present today (12:50) Tim Beyers talks with Vitaliy Katsenelson, CEO of Investment Management Associates, about his new book "Soul In The Game" and how philosophers from more than 2,000 years ago can make you a better investor today. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks mentioned: DIS, CRNC, MSFT Host: Chris Hill Guests: Jason Moser, Tim Beyers, Vitaliy Katsenelson Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Housing Trends w/ David Greene (BiggerPockets Real Estate) Jul 17, 2022

If you're interested in real estate then David Greene, host of the BiggerPockets Real Estate podcast, is probably a familiar voice. He weighs in on: - The current state of the housing market - Real estate data he considers most relevant to watch - Most common mistakes people make when listing their homes - Best neutral colors!

Host: Chris Hill Guests: David Greene Producer: Ricky Mulvey Engineer: Dan Boyd

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Dividends 201: The Payout Continues Jul 16, 2022

There are plenty of reasons to love a stock with a high dividend, and plenty of questions for investors to ask. Matt Argersinger, Anthony Schiavone, and Ricky Mulvey continue their conversation about dividend investing and discuss: - Dividend stocks that have taken a recent hit - A potential high-yield trap - The power of compounding dividends

Stocks mentioned: KO, WMT, SBUX, HD, TXN, MTN, STWD, MO, VALE, IRM

Additional resource: Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/

Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineers: Dan Boyd, Annie Franks

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Fintech's Future, Underrated Investing Metrics Jul 15, 2022

Earnings season has begun!

(0:30) Emily Flippen and Jason Moser discuss: - Latest results from the Big Banks and tough comments from JPM's CEO Jamie Dimon - Pinterest shares rising on an activist buying 9% - Amazon's potential for dropping in-house brands - Unity Software buying Ironsource - BMW launching a SWaaS (seat warmers as a service) subscription - The latest from Microsoft, Netflix, Twitter, Disney, and The Trade Desk

(20:17) Rachel Warren and Auri Hughes talk with Jared Isaacman, CEO of Shift4 Payments, about the future of fintech.

(32:35) Emily and Jason answer mailbag questions about new "Night Effect" ETFs and underrated investing metrics, then share two stocks on their radar: Vail Resorts and Outset Medical.

Got a question about investing? Our email address is podcasts@fool.com

Stocks discussed on the show: JPM, WFC, C, PINS, TWTR, DIS, TTD, NFLX, MSFT, AMZN, U, IS, BMW, FOUR, SQ, PYPL, SHOP, NSPY, NIWM, OM, MTN

Host: Chris Hill Guests: Jason Moser, Emily Flippen, Rachel Warren, Auri Hughes, Jared Isaacman Engineer: Dan Boyd

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Microsoft Wins Netflix Ad Biz Jul 14, 2022

Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business.

(0:21) Maria Gallagher discusses: - How Microsoft being "agnostic" helped it beat Google and Comcast - Netflix purposefully timing this news ahead of next week's earnings - Why she's focused on the ripple effects of Target's upcoming report

(9:13) Ricky Mulvey and Rick Munarriz discuss Celsius Holdings, an energy drink company with triple-digit growth.

Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445!

Stocks mentioned: NFLX, GOOG, GOOGL, CMCSA, MSFT, TGT, CELH, KO, PEP, MNST

Host: Chris Hill Guests: Maria Gallagher, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Investors Shrug Off Inflation Fears Jul 13, 2022

You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off.

(0:21) Bill Mann discusses: - The prospect for more acquisitions and deploying of capital - Optimism being suspended this earnings season - Why he's watching homebuilders, especially Lennar

(12:29) Travel spending is heating up! Could that mean a rebound for cruise stocks? Lou Whiteman and Jamie Louko engage in a Bull vs. Bear debate over Royal Caribbean Cruise Lines.

Stocks mentioned: CSU, MSFT, CRM, LEN, RCL, CCL

Host: Chris Hill Guests: Bill Mann, Lou Whiteman, Jamie Louko Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Former FDIC Chair on Crypto, The Fed, and Student Debt Jul 12, 2022

Pepsi is not an obvious candidate if you're looking for companies with pricing power, but the latest quarter proves Pepsi's got it.

(0:21) Asit Sharma discusses: - Pepsi's strong quarterly results in the face of inflation and other headwinds - Gatorade and Doritos helping to fuel better-than-expected profits - Why he's keeping a close eye on Etsy's upcoming earnings report

(10:09) Robert Brokamp talks with former FDIC chair Sheila Bair about how students can get smarter about debt and one "stressful" economic problem catching her attention. Bonus resource - https://www.studentdebtsmarter.org

Stocks mentioned: PEP, KO, KDP, ETSY, MS, GS

Host: Chris Hill Guests: Asit Sharma, Robert Brokamp, Sheila Bair Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Twitter in Limbo, Amazon in the Spotlight Jul 11, 2022

Elon Musk and Twitter are headed to a Delaware courtroom.

(0:21) Jason Moser discusses: - How messy the current situation is for Twitter's employees and shareholders - The potential for another company to swoop in and buy Twitter - Why Amazon's combination of retail and AWS make it the business he's most curious about this earnings season

(14:30) Rachel Warren talks with Matt Kolby, VP of Investor Relations for Indeed, about the trends driving today's labor market and the implications for one lesser-known tech giant.

Stocks mentioned: TWTR, CRM, AMZN, RCRUY

Host: Chris Hill Guests: Jason Moser, Rachel Warren, Matt Kolby Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Tech Trends with Qualcomm’s CFO Jul 10, 2022

Cars and cameras are getting smarter, and that trend isn’t stopping any time soon. Billions more devices are going to connect to the cloud, and that's just one trend driving tech giant Qualcomm. The company is a leader in making the chips that connect devices to the cloud. Jason Moser sat down with Qualcomm’s Chief Financial Officer Akash Palkhiwala to discuss: - The growing opportunities in artificial intelligence and cloud-connected cars - How personal computers are evolving - One “almost unlimited” market opportunity

Stocks mentioned: QCOM, MSFT, TMUS, VZ

Host: Jason Moser Guest: Akash Palkhiwala Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer

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Dividends 101 Jul 09, 2022

Warren Buffett isn’t planning on paying his shareholders a dividend, but he’s a big fan of getting a piece of his stocks’ profits. Ricky Mulvey joins The Motley Fool’s Matt Argersinger and Anthony Schiavone to talk about the fundamentals of dividend investing, including: - The case for buying dividend stocks - How to spot healthy payouts - A few interesting income-generating opportunities

Tickers mentioned: BRK.A, BRK.B, GE, KO, MTN, VYM, VIG, NOBL, EBAY, DGX, EPR

Bonus Resource - List of Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/

Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl

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Big Tech's Latest Plans, Emerging Trends To Watch Jul 08, 2022

As U.S. job growth continues, the biggest tech companies plot their next moves.

(0:30) Maria Gallagher and Jason Moser discuss: - June's jobs report, falling gas prices, and the shifting employment landscape - Apple and Google looking to monetize the lock screen of your phone - Meta Platforms planning to launch a $1,000 VR headset - A big rationale for Levi's dividend increase - The latest from Amazon, Upstart Holdings, and GameStop

(20:17) Rachel Warren talks with Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock, about the trends he and his team are watching in infrastructure, emerging markets, and healthcare.

(33:33) Maria and Jason answer a listener's question about Warner Bros Discovery, and share two stocks on their radar: Paycom and Procore Technologies.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit

Stocks discussed on the show: UPST, AMZN, JET, DASH, META, AAPL, GOOG, GOOGL, TWTR, GME, LEVI, WBD, PAYC, PCOR

Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Rachel Warren, Jay Jacobs Engineer: Dan Boyd

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GameStop's Split, Peloton's Gamble, and Crafty Investments Jul 07, 2022

If you hate analogies you might want to skip this episode. (0:21) Tim Beyers discusses: - Why GameStop's 4-for-1 stock split is like a Chinese finger trap - Peloton's attempt at boosting employee morale and how it will cost existing shareholders - Whether Peloton is calling a "results-based play" - Virgin Galactic's new partnership with Boeing (13:45) From street food carts to publicly-traded companies, Ricky Mulvey and Asit Sharma dig into businesses that take pride in their craftsmanship.

Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks mentioned: GME, PTON, SPCE, BA, SONO, AAPL Host: Chris Hill Guests: Tim Beyers, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Microsoft's Deal Under Investigation Jul 06, 2022

The UK's regulatory authority on competition has officially opened an investigation into Microsoft's deal to buy Activision Blizzard. (0:21) Bill Mann discusses: - Why Wall Street is shrugging off the news - What to expect when the decision is announced by September 1st - Amazon's deal to take a small stake in GrubHub - The prospect for more companies (e.g., Salesforce, Atlassian) to take stakes in smaller software companies (11:51) Deidre Woollard talks with Jacob Goldstein about his recent interview with Redfin CEO Glenn Kelman, the 3% commission model, and more.

Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks mentioned: MSFT, ATVI, UBSFY, AMZN, JET, CRM, TEAM, RDFN, ZG Host: Chris Hill Guests: Bill Mann, Deidre Woollard, Jacob Goldstein Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Comcast's Streaming Milestone (and 1 Hidden Winner) Jul 05, 2022

Peacock isn't as big as Netflix or Disney+, but it continues to make progress shareholders should appreciate. (0:21) Jason Moser discusses: - NBCUniversal booking $1 billion in upfront ad revenue for Peacock - Why The Trade Desk could be a hidden winner from Peacock's advertising growth - Andy Jassy "celebrating" his 1st anniversary as CEO of Amazon (13:05) Alison Southwick and Robert Brokamp talk with Morgan Housel about the Great Recession, what led to the financial crisis of 2008, and implications for investors today. Stocks mentioned: CMCSA, NFLX, CHTR, TTD, AMZN, AIG Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Now is the Time to Focus on FI (Financial Independence) Jul 02, 2022

Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence – with Motley Fool contributor Brian Feroldi. (0:53) Dylan Lewis and Brian Feroldi discuss: - The core principles of FI and the different styles it can take - Why a down market is a great time to check in on your financial independence and retirement progress - Why it’s not too late to get started if you feel behind! Host: Dylan Lewis Guests: Brian Feroldi Producer: Ricky Mulvey Engineers: Rick Engdahl

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Mid-Year Review, Stocks with Upside Potential Jul 01, 2022

Halfway through 2022 it's time for investors to see where we've been and what to look for in the 2nd half of the year. (0:30) Ron Gross and Jason Moser discuss: - Investing headlines for the 1st half of the year - Early frontrunners for "CEO of the Year" - Who needs a stronger 2nd half of 2022 - 3 stocks poised for upside

(19:00) We're dipping into the vault for one of our favorite conversations. Recorded in front of a live audience, best-selling author David Epstein discusses Tiger Woods, predictors of success in the business world, and other takeaways from his book Range: Why Generalists Triumph in a Specialized World.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit

Stocks discussed on the show: PFE, TTD, SBUX, TWTR, TGT, DIS, NFLX, DOCU, ADBE, MSFT, ZM, MAR, ABNB, UBER

Host: Chris Hill Guests: Jason Moser, Ron Gross, David Epstein Engineer: Dan Boyd

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Powell and Inflation, Shopify's Stock Split Jun 30, 2022

Inflation has been the story of 2022. We zoom in on comments from central bank leaders from yesterday’s ECB Forum to see what insights we can glean. (0:14) Dylan Lewis and John Rotonti discuss: - Fed Chair Powell’s comments yesterday from the ECB Forum - Why experts have so consistently been off on inflation - The types of companies you want to own in an inflationary environment - Why Shopify’s stock split is less important than its share structure changes (18:57) Ricky Mulvey and Ron Gross discuss the ins and outs of investing in a bear market and what types of companies you should be keeping an eye on. Stocks mentioned: HD, COST, NKE, DIS, AAPL, MSFT, TGT Host: Dylan Lewis Guests: John Rotonti, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl

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CEO Shakeups Jun 29, 2022

CEOs at Pinterest and Bed, Bath, and Beyond are heading for the exits. And that may be just the beginning. (0:31) Deidre Woollard and Tim Beyers discuss: - Where Pinterest has room to grow. - How stock investors should react to a CEO change. - Nike’s move to a direct-to-consumer strategy. Rachel Warren interviews Ali Parsa, CEO of Babylon Health, a digital-first health service provider. (17:40) They discuss the company’s journey going public and the exciting frontiers of genetic research. Stocks mentioned: PINS, DOCU, BBBY, PYPL, NKE, SAP, BBLN Host: Deidre Woollard

Guests: Tim Beyers, Rachel Warren, Ali Parsa Producer: Ricky Mulvey Engineers: Rick Engdahl, Brandon Gentry

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“There’s Always Money in the Banana Stand!” Jun 28, 2022

It’s not easy being a public company. Zendesk looks to go private, while acquisition battles continue to heat up.

(:21) Deidre Woollard and Jason Moser discuss:

- Stocks that could be prime acquisition targets. - JetBlue’s offer for Spirit Airlines.

- Venture capital drying up, and what that means for technology innovation.

Plus, (14:46) Alison Southwick and Robert Brokamp continue their series on past market declines with Morgan Housel, this time covering the dot-com bubble, and the lessons investors can pull two decades later.

Stocks mentioned: ZEN, SAVE, JBLU, ULCC, CSCO, OTLY, PTON, MSFT, IBM

Host: Deidre Woollard Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Investing in the Future of Food Jun 27, 2022

Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers.

(:21) Asit Sharma and Maria Gallagher discuss:

- Chewy’s pricing power and strong recurring revenue. - The cyclical problem facing Coinbase. - Reliance Industries offer to buy Walgreens’ international stores.

A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food.

Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE

Host: Asit Sharma Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Money Laundering 101 Jun 26, 2022

Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything.” He joined Bill Mann, Maria Gallagher, and John Rotonti to discuss: - The “easy” process of money laundering - A look inside the business of corruption - Super yachts, volcanic islands, and opaque legal structures Hosts: Bill Mann, Maria Gallagher, John Rotonti Guest: Oliver Bullough Producer: Ricky Mulvey Engineers: Dan Boyd, Natasha Hall

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5 Stay-at-Home Stocks Revisited Jun 25, 2022

Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including: - Pandemic stocks that got ahead of themselves - Which stay-at-home stocks are worth a 2nd look - How these businesses could evolve from here Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Welcome to the "Larry David Gif" Stock Market! Jun 24, 2022

Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss: - The lack of clarity (at the moment) facing investors - Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index - What the latest results from homebuilder KB Home reveal about housing - The latest from DocuSign, Darden Restaurants, and Kellogg.

(19:00) Jim Mueller analyzes the companies competing for Netflix's ad business, opportunities in the metaverse, and Big Tech's pursuit of streaming live sports.

(33:00) Jason and Matt answer a listener's question about Activision Blizzard and share two stocks on their radar: Qualcomm and eBay.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit

Stocks discussed on the show: NFLX, PYPL, META, FDX, DOCU, DRI, KBH, NVR, DHI, K, ROKU, TTD, GOOGL, RBLX, SRAD, AAPL, CMCSA, AMZN, ATVI, QCOM, EBAY

Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Jim Mueller Engineer: Dan Boyd

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Time to Buy Zoom Video? Jun 23, 2022

Most restaurant businesses operate in a single category, but not Darden Restaurants. (0:25) Jason Moser discusses: - Olive Garden driving the bulk of revenue - A comeback by Darden's fine dining segment - Capital decisions that we like (dividend increase!) and don't like (share buyback plan) - Rite Aid's stock pop and raised guidance still not being enough to get us interested in buying shares (14:41) With shares down nearly 70% over the past year, is Zoom Video a screaming buy or past its prime? Jason Hall and Ryan Henderson debate bull vs. bear! Stocks discussed: DRI, RAD, CVS, WBA, ZM, MSFT Host: Chris Hill Guests: Jason Moser, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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E-Cigarette Ruling Hits Wall St. Jun 22, 2022

The FDA is preparing to order Juul Labs to take its e-cigarettes off the market in the U.S. (0:25) Bill Mann discusses: - Shares of Altria Group, owner of a 35% stake in Juul, getting hit on the news - Why one of Altria's main competitors is unaffected - How he thinks about "sin stocks" as a category of investing

(10:00) Ricky Mulvey talks with Bill about the billions of dollars of Bitcoin on MicroStrategy's balance sheet affects the view of the business, and what a potential margin call means for its shareholders.

Stocks discussed: MO, BTI, MSTR, META, NVDA

Host: Chris Hill Guests: Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Snacks vs. Cereal: Kellogg's Plan to Split Jun 21, 2022

Kellogg is planning to split into three separate companies, while DocuSign's CEO is just splitting. (0:25) Bill Mann discusses: - Why DocuSign's falling stock price is probably not the reason CEO Dan Springer is leaving immediately - The relative attractiveness of running DocuSign - Kellogg's plan to split into three companies (snacks, breakfast cereal, plant-based foods) and how long its going to take - Mondelez buying Clif Bar for $2.9 billion - His belief that more acquisitions are on the way and the reasons why

(13:30) Morgan Housel joins Alison Southwick and Robert Brokamp to discuss how the economic challenges of the 1970s offer lessons for investors today.

Stocks discussed: DOCU, K, MDZ

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Chris Hill Motley Fool Money http://motleyfoolmoney.com

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What’s On Your Balance Sheet? Jun 19, 2022

Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It’s down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to discuss: - How Upstart is using its balance sheet now - Growth opportunities in auto lending - One stock idea (that’s not his own company)

Stocks mentioned: UPST, AMZN, AAPL, ZM, GOOG, GOOGL

Host: Tom Gardner Guest: Dave Girouard Producer: Ricky Mulvey Engineer: Dan Boyd, Adam Landfair

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Investing Opportunities in Transforming Office Space Jun 18, 2022

We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is there some opportunity in the middle for investors? Deidre Woollard and Matt Argersinger discuss: - The complexities in transforming an office building into apartments - Commercial real estate trends catching their attention - Ideas for investors who like dividends.

Stocks/REITs mentioned: BX, AMZN, HHC, PLD, SRG, STAG, DRE, ARE, MAA, VICI, EPR

Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Market Whiplash, Emerging Trends, and Battling Tech Giants Jun 17, 2022

The Fed raises interest rates as the S&P 500 heads for its worst week since March 2020. (0:30) Ron Gross and Maria Gallagher discuss: - Stocks rallying on Wednesday afternoon only to fall on Thursday - Adobe's latest results being outweighed by guidance - Roku's new partnership with Walmart - Winners and losers from the trend of people returning to restaurants - The latest from Kroger, Oracle, and Chewy

(19:00) Senior analyst Auri Hughes and CEO Tom Gardner talk with Rimini Street CEO Seth Ravin about his company's unique opportunity and its legal battle with Oracle.

(35:10) Maria and Ron share two stocks on their radar: Rover Group and Sportradar Group.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit

Stocks discussed on the show: KR, ADBE, NFLX, ROKU, WMT, YELP, DASH, KO, PEP, ORCL, CHWY, RMNI, ROVR, SRAD

Host: Chris Hill Guests: Maria Gallagher, Ron Gross, Auri Hughes, Tom Gardner, Seth Ravin Engineer: Dan Boyd

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Shrinkflation, Balance Sheet Strength, and VR's Potential in Healthcare Jun 16, 2022

"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses: - The strength of a company's balance sheet becoming more important - Increasing data that customers are starting to spend less - Shrinkflation being a tool some (but not all) companies can employ - Net expansion being a key metric to watch

(14:45) Sanmeet Deo joins Jason to talk about the potential applications for VR in the healthcare industry and a mid-cap company that may have advantages over the tech giants in the space.

Stocks discussed: KR, ZM, CRM, MSFT, OKTA, META AAPL, PEN Host: Chris Hill Guests: Jason Moser, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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0.75 Rate Hike Gets Thumbs-Up From Investors Jun 15, 2022

The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. (0:25) Ron Gross discusses: - The positive reaction in the stock market - Prospects for much lower inflation in 2023 - Borrowing costs going higher - Expectations for more rate hikes later this year

(11:40) Asit Sharma talks with Pubmatic CEO Rajeev Goel about why his company is becoming more predictably profitable, and the growing opportunity in connected TV.

Got a question? Drop an email to podcasts@fool.com!

Stocks discussed: PUBM, PG, WPP

Host: Chris Hill Guests: Ron Gross, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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Easy Money, Government Stimulus, Speculative Boom: Lessons from The Great Depression Jun 14, 2022

Most eyes are on the Federal Reserve in advance of (we assume) another interest rate hike. (0:25) Bill Mann discusses: - What he's watching in the market - Where he's been putting his money to work and which stocks he's been buying - His relative disinterest in IPOs as an event

(13:23) Morgan Housel joins Alison Southwick and Robert Brokamp to talk about the speculative boom that caused the Great Depression, and how those lessons apply for investors today.

Stocks discussed: BRK.A, BRK.B, MA, GOOG, GOOGL, DPZ

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Bear Market Officially Arrives Jun 13, 2022

The S&P 500 officially entered bear market territory. (0:25) Jason Moser discusses: - The pain investors (including us) are feeling - Why he recommends putting cash to work slowly - DocuSign's latest quarter meeting management's expectations - The relative attractiveness of DocuSign's stock - Coca-Cola's new partnership for Jack-Daniel's-and-Coke cocktails in a can

(16:06) Shares of Meta Platforms have fallen 50% this year. Is it a value play or is the stock in the bargain bin for valid reasons? Jose Najarro and Nick Rossolillo take a bull vs. bear approach to the social network.

Stocks discussed: DOCU, KO, BF.A, META, NVDA

Host: Chris Hill Guests: Jason Moser, Jose Najarro, Nick Rossolillo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Crypto Crashes, Bitcoin’s True Believers, and Web3 Jun 12, 2022

PJ Vogt has been following Bitcoin since it was worth $10. Maybe less. He didn’t buy in, and is more than happy to keep following the story. Vogt is the host of the new limited-series podcast “Crypto Island” and before that, you may have heard his voice on “Reply All”. Ricky Mulvey caught up with him to discuss: - The recent crash in crypto - What the “financialized version of the internet” can tell us about people - What happens when internet strangers try to operate a McDonald’s

Cryptos mentioned: BTC, LUNA

Host: Ricky Mulvey Guest: PJ Vogt Engineers: Dan Boyd, Tim Sparks

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Energy Investing 201: Relentless Demand, Uncertain Supply Jun 11, 2022

Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where they are finding investment opportunities, and discuss: - The wide-ranging effects of an energy crunch - How a shale boom “incinerated” $700 billion - Ways individual investors could benefit from pension funds leaving oil

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/

Stocks discussed: OTC:IPFCC, TSX:IPCO, CBRL Host: Nick Sciple Guest: Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd

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Inflation, Retail, Housing, and Alternative Assets Jun 10, 2022

Inflation hits a 40-year high. We know the effect on consumers, but what about investors? (0:30) Emily Flippen and Ron Gross discuss:

- DocuSign's 25% drop

- Target's bold moves

- Stitch Fix continuing to struggle

- Vail Resorts benefitting from relaxed Covid restrictions

- The latest from Campbell Soup, Netflix, Amazon, and more.

(19:00) Matt Argersinger, lead investor for Millionacres, discusses the current state of the housing market, how a potential recession may affect real estate, and his interest in an alternative asset class: vintage comic books.

(35:20) Emily and Ron share two stocks on their radar: Bilibili and Airbnb.

Stocks discussed on the show: DOCU, MSFT, TGT, SFIX, MTN, CPB, NFLX, ROKU, AMZN, SHOP, GOOG, GOOGL, DIS, EBAY, BILI, ABNB

Host: Chris Hill

Guests: Emily Flippen, Ron Gross, Matt Argersinger

Engineers: Steve Broido, Rick Engdahl

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How SEC's Proposed Rule Changes Could Affect Investors Jun 09, 2022

SEC chairman Gary Gensler outlined rule changes to require trading firms to directly compete to execute trades from individual investors (0:25) Andy Cross discusses: - Why payment-for-order-flow (PFOF) is going to be a big topic this summer - Potential threats to Robinhood's business model - Five Below's recent (and uncharacteristic) struggles - Takeaways from Spotify's investor day event, including a push into audiobooks (15:45) Deidre Woollard continues her conversation with Jason Hall about homebuilders, including key metrics to watch and a few stock ideas. Stocks discussed: HOOD, FIVE, DLTR, DG, WMT, SPOT, AMZN, AAPL, MTH, LGIH, NVR Host: Chris Hill Guests: Andy Cross, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineer: Rick Engdahl

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Should Netflix Buy Roku? Jun 08, 2022

Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses: - Whether acquiring Roku solves Netflix impending ad challenges - Why Roku's stock is still pricy after its recent fall - DocuSign's expanded partnership with Microsoft - If this paves the way for an eventual acquisition (13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis. Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM Host: Chris Hill Guests: Asit Sharma, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Apple Flexing Its Balance Sheet Jun 07, 2022

Target rips off the band-aid, while Apple shows off some new features. (0:25) Tim Beyers discusses: - CEO Brian Cornell taking a head-on approach to dealing with Target's inventory problems - Prepping for getting the all-important back-to-school and holiday shopping seasons right - Apple's newest features (including chips) unveiled at WWDC - Ripple effects from Apple Pay getting into the "buy now, pay later" space - Prospects for an Apple VR headset in 2023 (15:08) Alison Southwick and Robert Brokamp discuss how you can "recession-prep" your investments and your mindset. Stocks discussed: AAPL, AFRM, TGT, TSLA, BRK.A, BRK.B Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Stock Splits Matter Jun 06, 2022

Amazon splits its stock 20-for-1 and while the pizza didn't get any bigger, there are short-term benefits to the split. (0:25) Jason Moser discusses: - Research from Bank of America showing the 12-month outperformance of companies splitting their stocks - Alphabet splitting their stock in July - Under Armour getting booted from the S&P 500 while Keurig Dr. Pepper (among others) replaces it - Howard Schultz declaring Starbucks' next CEO will be hired from outside the company

(15:55) Matt Frankel joins Jason to discuss how you can find out what's inside and ETF and provide ideas for any investor who wants to keep it simple.

Stocks discussed: AMZN, GOOG, GOOGL, UA, UAA, KDP, VICI, SBUX, CMG, VOO, VYM, VNQ

Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Dan Boyd

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Flawed Models Driving Back-to-Office Plans Jun 05, 2022

Do you own your models or do your models own you? That’s one of the driving questions in Roger Martin’s new book, “A New Way To Think: Your Guide To Superior Management Effectiveness.” The former Dean of the Rotman School of Management at the University of Toronto, Martin has also been a strategic advisor to Procter & Gamble, Ford Motor, and Lego. Motley Fool contributor Rachel Warren talked with him about: - The flawed models driving back-to-office plans - Why stock-based compensation doesn’t necessarily help outside investors - When corporate mergers can succeed and why they often destroy value

Stocks discussed: T, ZM, CSCO, AAPL

Host: Rachel Warren Guest: Roger Martin Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer

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Weed Economics 101 Jun 04, 2022

Price elasticity, supply & demand curves....what better way to learn about economic fundamentals than through weed? (C'mon, isn't it more interesting when there’s an illegal market involved?)

Robin Goldstein and Daniel Sumner are economists at UC Davis and co-authors of “Can Legal Weed Win?”, a book about how the economics of legal, and illegal weed intersect. Ricky Mulvey talks with them about: - How federal legalization could help or hurt weed investors - Economic lessons from pot laws in Oklahoma and California - One surprising way that weed is like bacon

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/healthcare/marijuana-stocks/

Host: Ricky Mulvey Guests: Robin Goldstein, Daniel Sumner Engineer: Dan Boyd

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Economic Hurricane? Just Keep Buying Jun 03, 2022

Microsoft lowered guidance, Elon Musk has a “super bad feeling” about the economy, and Jamie Dimon warned investors that a hurricane is coming. (0:30) Jason Moser and Ron Gross discuss: - Why short-term trading in and out of the market is NOT the answer - Okta’s strong results and optimism for the rest of the fiscal year - Lululemon’s online sales growth - Ford Motor CEO Jim Farley’s comments on plans for the electric vehicles - The latest from Chewy and Salesforce

(19:00) Nick Maggiulli, COO of Ritholtz Wealth Management, discusses insights from his book “Just Keep Buying: Proven Ways to Save Money and Build Your Wealth”, why it’s important to splurge, the data behind retirement savings, and much more. For a copy of his book click here - https://www.amazon.com/gp/product/0857199250

(35:30) Jason and Ron share two stocks on their radar: Uber and Titan International.

Stocks discussed on the show: MSFT, JPM, TSLA, OKTA, LULU, CHWY, RH, CRM, F, UBER, TWI

Host: Chris Hill Guests: Jason Moser, Ron Gross, Nick Maggiulli Engineer: Dan Boyd

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Sheryl Sandberg Leans Out Jun 02, 2022

After 14 years at Chief Operating Officer at Meta Platforms Sheryl Sandberg is stepping down in the fall. (0:25) Asit Sharma discusses: - Sandberg's leadership in growing revenue and defending the company in public - How the company's pivot to the metaverse most likely contributes to her departure - Chewy's strong 1st-quarter profits against, albeit, modest expectations - Why the pet retailer needs to focus on getting fulfillment and infrastructure right - The numbers behind Chewy's customers spending more each year

(16:04) Tim Beyers talks with Cameron Deatsch, Chief Revenue Officer at Atlassian, about the software company's humble origin and its cloud transition that could be worth billions.

Stocks discussed: FB, CHWY, TEAM, MNDY, ASAN, AMZN

Host: Chris Hill Guests: Asit Sharma, Tim Beyers, Cameron Deatsch Producer: Ricky Mulvey Engineers: Dan Boyd, Spencer Daniel

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“You better brace yourself.” Jun 01, 2022

Jamie Dimon has a warning for Wall Street analysts and investors. (0:25) Jason Moser discusses: - Salesforce shares rising on strong Q1 results and increased guidance - How the Slack acquisition is going so far - Elon Musk's ultimatum for executives at his company - Dimon outlining how JP Morgan Chase is preparing for an "economic hurricane"

(15:41) Just in time for summer concert season Ricky Mulvey talks with Yeganeh Torbati about her reporting for The Washington Post about Live Nation and how t may have benefited from millions of dollars in grants intended for small businesses.

Stocks discussed: CRM, MSFT, TSLA, JPM, LYV

Host: Chris Hill Guests: Jason Moser, Yaganeh Torbati Producer: Ricky Mulvey Engineers: Dan Boyd

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"Top Gun: Maverick" Wins the Weekend and Strengthens Studio Businesses May 31, 2022

It wasn't just Tom Cruise's biggest opening weekend ever, it was the biggest Memorial Day opening weekend for a U.S. movie. (0:25) Bill Mann discusses: - How "Top Gun: Maverick" is the right movie at the right time - Ripple effects for studios, streamers, and more - Unilever's stock popping 9% by adding activist investor Nelson Peltz to the board - Why he's a fan of Peltz and his form of shareholder activism

(13:00) Robert Brokamp talks with Dan Caplinger about how investors can fight inflation and one common myth about how to hedge against rising prices.

Stocks discussed: PARA, DIS, AMC, UL, PG

Host: Chris Hill Guests: Bill Mann, Robert "Bro" Brokamp, Dan Caplinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Yes, Women Make Better Investors Than Men May 29, 2022

Women have different challenges in investing, including a wage gap and longer life expectancies. We’ve got two conversations addressing some of those challenges.

(1:09) Deidre Woollard talks with Sallie Krawcheck, co-founder and CEO of Ellevest (a bank and robo-advisor specifically designed for women) about how she’s helping more women invest and a lesser-known savings tool for investors who want to give back.

(18:39) Dana Corl Kasarda talks with Kathryn Tuggle, co-author of the new book “How to Money”, about some of the positive ways that stereotypes are changing for women and investing.

Hosts: Deidre Woollard, Dana Corl Kasarda Guests: Sallie Krawcheck, Kathryn Tuggle Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel

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Energy Investing 101 May 28, 2022

While the broad stock market has been plunged, energy has proven to be a rare safe haven. Warren Buffett has increased his stake in his energy investments by billions over the past year, but this industry runs in cycles. Nick Sciple and Jim Mueller go over the fundamentals of energy investing and discuss: - The complex connection between oil prices and what you pay at the pump - Which legacy energy companies are meaningfully moving to green energy - A 19th-century food processor that has an interesting strategy in renewable diesel

Stocks mentioned: BP, XOM, SHEL, CVX, PSX, TPIC, VLO, BEP, TTNDY, DAR

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/

Host: Nick Sciple Guest: Jim Mueller Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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4 Beach Reads for Investors May 27, 2022

Heading into Memorial Day weekend, investors got some sunshine as the Dow, S&P 500, and Nasdaq all rose for the first time in over a month. (0:30) Emily Flippen and Maria Gallagher discuss: - Why they're watching inflation and increased talk of a recession - Costco posting stronger results than Walmart and Target - Baidu and Alibaba rising in China - Ulta Beauty's record sales in Q1 - Snowflake trading below its IPO price - Farfetch fighting on the front line of so many tough macro trends - The latest from Workday, Nvidia, and Williams-Sonoma

(19:00) Asit Sharma talks with Georgetown University business professor and author Christine Porath about how Traeger's CEO changed the company's culture and other takeaways from her book, Mastering Community.

(31:00) Maria and Emily respond to a listener's question about beach reads for investors with four recommendations (Money, The Fish that Ate The Whale, Red Notice, and The Coffeehouse Investor), discuss Unilever's new drone delivery ice cream business, and shares two stocks on their radar: 1Stdibs.com and Doximity.

Stocks discussed: COST, BIDU, BABA, ULTA, SNOW, WDAY, NVDA, WSM, FTCH, COOK, UL, DIBS, DOCS

Host: Chris Hill Guests: Emily Flippen, Maria Gallagher, Asit Sharma, Christine Porath Producer: Ricky Mulvey Engineer: Dan Boyd

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Metaverse Possibilities for Investors May 26, 2022

Nvidia and Apple are two of the biggest companies investing in the metaverse, but they're making headlines today for different reasons. (0:25) Bill Mann discusses: - Nvidia's unusual stock movement in the past 24 hours - The graphics chipmaker slowing hiring and their guidance - Apple targeting the same iPhone production levels as last year - Why he's more concerned for Android phone makers than he is for Apple (13:56) Asit Sharma talks with Rickey Mulvey about the real possibilities (and companies) th

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