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

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

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

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

“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

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

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

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

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

"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

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

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

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

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

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

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

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

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

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

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

"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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

"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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 

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

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

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

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

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

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

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

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

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

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

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

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

"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

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

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

 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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) that might emerge from the metaverse.

Stocks discussed: NVDA, FB, AAPL, U, GOOGL, WDFC, IBM, RBLX, DIS

Host: Chris Hill
Guests: Bill Mann, Ricky Mulvey, Asit Sharma
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl

As rough a year as it's been so far for stocks, there's one industry doing just fine.
(0:25) Bill Mann discusses:
- Why oil and gas stocks have done well in 2022
- How he expects industry giants like Chevron and Exxon Mobil to deploy capital
- Reports that Airbnb is getting ready to exit China
- A way U.S. investors can think about getting exposure to the 400 million millennials in China

(13:26) Jason Moser and Matt Argersinger share some lessons from past bear markets and three investment ideas for anyone looking to keep things simple.

Stocks discussed: XOM, CVX, ABNB, SBUX, MCD, YUMC, VYM, VIG, HD

Host: Chris Hill
Guests: Bill Mann, Jason Moser, Matt Argersinger
Producer: Ricky Mulvey
Engineer: Dan Boyd

It's a rare day when a single $20 billion-dollar company drags much larger businesses down with it. (0:25) Tim Beyers discusses:
- Snap's 40% drop and CEO Evan Spiegel's less-than-great communication around guidance
- The ripple effect on Alphabet, Meta Platforms, The Trade Desk, and others
- How the current environment has little patience for nuance
- Zoom Video's strong results and upbeat guidance
- The underrated health of Zoom's business

(15:00) Robert Brokamp talks with Dan Caplinger about a couple of ways investors can fight inflation.

Stocks discussed: SNAP, FB, ROKU, PINS, GOOG, GOOGL, TTD, ZM

Host: Chris Hill
Guests: Tim Beyers, Robert Brokamp, Dan Caplinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

It’s not quite Merger Monday, but it’s close! (0:25) Jason Moser discusses:
- Starbucks becoming the latest U.S. business to exit Russia

- VMWare shares popping 20% on reports it will be acquired by Broadcom

- The chances more companies with deep pockets will start buying companies at lower valuations

(13:55) Nick Sciple and Asit Sharma take a closer look at Funko and share some of the fundamental reasons they’re feeling bullish about a company that makes bobbleheads.

Stocks discussed: SBUX, VMW, AVGO, FNKO, DIS, EBAY

Host: Chris Hill
Guests: Jason Moser, Nick Sciple, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

We’ve got two CEO interviews and several real estate trends for investors to watch.

(1:10) Deidre Woollard interviews Nick Bailey, President and CEO of RE/MAX, one of the largest residential real estate brokerages in the world. They discuss the long-term forces driving single-family home buying and what may cool the surge in multi-family properties.

(18:25) Motley Fool contributor Marc Rappaport speaks with Joel Marcus, CEO and founder of Alexandria Real Estate Equities. They break down why life sciences buildings have proven to be a bright spot in commercial real estate and how Marcus’ company built long-term relationships with Eli Lilly and Merck.

Stocks discussed: RMAX, ARE, LLY, MRK

Hosts: Deidre Woollard, Marc Rappaport
Guests: Nick Bailey, Joel Marcus
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

Hey, what happened to all of those SPACs going public? Dylan Lewis and Bill Mann look back on the great SPAC boom, when more than $240 billion flowed into blank check companies between 2020 and 2021, and discuss:
- The incentives that both created the boom and bust
- Rare SPACs that may have a bright future ahead
- A potential arbitrage opportunity for investors watching SPACs

Stocks mentioned: NKLA, DKNG, LCID, QS, UTZ

Additional resource: What Are SPACs in Finance? - https://www.fool.com/investing/how-to-invest/stocks/spac/

Host: Dylan Lewis
Guest: Bill Mann, Chamath Palihapitiya
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

S&P 500 and Nasdaq had their 7th straight negative week and investors (including us) are feeling the pain. (0:30) Ron Gross and Jason Moser discuss:
- How history shows staying invested through downturns pays off in the long run
- Major retailers struggling with inventory
- Signs of strength in the home improvement industry
- Two stocks on their radar: Costco and Marqueta

(14:20) Best-selling author Michael Lewis shares insights from the latest season of his podcast, Against The Rules, and discusses:
- Why he chose "expertise" as the theme for this season's episodes
- How you can spot a real expert
- What CEOs can learn from their employees who are six levels down
- His thoughts on cryptocurrency and NFTs
- The experience of going back to re-read his first book, Liar's Poker

Our Investing Starter Kit includes 15 stocks and 5 ETFs.
Get a free copy here - http://fool.com/starterkit

Stocks discussed: WMT, TGT, HD, LOW, COST, MQ

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Michael Lewis
Engineers: Dan Boyd, Austin Morgan

What's the Lipstick Effect? So glad you asked. (0:25) Maria Gallagher discusses:
- TJX defying the recent trend of retailers struggling
- How TJX can potentially smooth out its results in good economic times
- Why she thinks beauty companies are the best examples of "Lipstick Effect" stocks

Plus we take a call from Bryan in Kansas City and talk about how to evaluate which stocks in your portfolio might be good candidates to add to.

Got a question for the show? Call our hotline: 703-254-1445

Stocks discussed: TJX, HSY, LVMUY, EL, PG, ULTA, UL

Host: Chris Hill
Guests: Maria Gallagher
Producer: Ricky Mulvey
Engineers: Dan Boyd

"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses:
- Why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers
- The inventory glut major these retailers will have to work through
- Lowe's benefitting from the residential home environment
- Whether Target's stock is more attractive after today's drop

(13:11) Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream and one thing investors often get wrong about Arista.

Stocks discussed: TGT, WMT, LOW, HD, ANET, MSFT, FB

Host: Chris Hill
Guests: Bill Mann, Tim Beyers, Jayshree Ullal
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses:
- Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results
- Being a blacksmith, not a goldsmith
- Home Depot raising guidance after strong 1st-quarter profits
- The role of higher mortgage rates play for home improvement retailers

(15:30) Alison Southwick and Robert Brokamp continue their conversation with Business Insider's Mark Reeth about unusual economic indicators.

Stocks discussed: WMT, HD, LOW, AMZN

Host: Chris Hill
Guests: Asit Sharma, Alison Southwick, Robert Brokamp, Mark Reeth
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses:
- JetBlue Airways going hostile in its pursuit of Spirit Airlines
- McDonald's leaving a major market for the first time in its history
- The prospect of other major restaurant chains following McDonald's and closing up shop in Russia

(10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages.

Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER

Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

You might not think of your money as a flock of sheep, but Dr. Martha Beck does. And it makes more sense than you’d imagine. A best-selling author and life coach, Beck joins Motley Fool contributor Brian Stoffel to discuss:
- Why you should ask yourself “how much is enough?”
- How to align your investments with a personal mission statement
- And yes, financial lessons from chimpanzees

Host: Brian Stoffel
Guest: Martha Beck
Producer: Ricky Mulvey
Engineers: Dan Boyd, Spencer Daniel

After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company does it well. Motley Fool senior analysts Bill Mann, John Rotonti, and Auri Hughes discuss six companies handling capital allocation in a Foolish way, including:
- How a stock with a slow-growing top-line can become a long-term compounder
- One company that was built to make acquisitions
- When it’s a “crime” for a company to pay a dividend
- How to water-proof your shoes

Stocks discussed: CSU, CNSWF, BRK.A, BRK.B, ACN, WDFC, TXN, ADYEY, MQ, CHD, HD

Bonus resource - https://www.fool.com/investing/2016/09/07/interview-with-broad-run-investment-management.aspx

Host: John Rotonti
Guests: Bill Mann, Auri Hughes
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

"This is a once in a blue moon butt-kicking." And we've got the numbers to back it up! (0:30) Jason Moser and Maria Gallagher discuss:
- Historic numbers to put the current market into perspective
- Disney's better-than-you-might-think results
- Rough times for coffee chain Dutch Bros
- Unity Software's drive for profitability
- Signs of life from Affirm Holdings
- The latest from Roblox, The Trade Desk, and Peloton

(19:00) Bill Mann talks with Okta co-founder Frederic Kerrest about lessons from his new book, Zero to IPO: Over $1 Trillion of Actionable Advice from the World’s Most Successful Entrepreneurs.

(34:15) Maria analyzes Airbnb's platform enhancements, then she and Jason share two stocks on their radar: Airbnb and Home Depot.

Stocks discussed: DIS, BROS, U, AFRM, RBLX, TTD, PTON, OKTA, HD, ABNB

Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Bill Mann, Frederic Kerrest
Engineers: Dan Boyd, Rick Engdahl

If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses:
- Sonos being "underrated" as a business
- Revenue growth being Sonos' key metric to watch
- Why we keep hammering the point about taking the long view in stock investing

(15:30) Jon Quast and Ryan Henderson talk with Reggie Fils-Aime, former president of Nintendo of America, about finding great business leaders and the future of consolidation in gaming.

Stocks discussed: SONO, NTDOY, DIS, NFLX, TTWO, ZNGA, ATVI, SNMSF

Host: Chris Hill
Guests: Asit Sharma, Jon Quast, Ryan Henderson, Reggie Fils-Aime
Producer: Ricky Mulvey
Engineers: Dan Boyd

Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses:
- Roblox shares rising despite (on the surface) a disappointing Q1 report
- Developer exchange fees
- Why The Trade Desk is a company in transition

(15:23) Asit Sharma and Bill Mann take a closer look at Fiverr International, an online marketplace for freelance services.

Stocks discussed: RBLX, TTD, FVRR

Host: Chris Hill
Guests: Tim Beyers, Asit Sharma, Bill Mann
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Investors are taking a closer look at stocks trading below their IPO price. (0:20) Bill Mann discusses:
- Why he believes that "poor uses of capital have not been punished"
- Anchoring to 52-week highs and lows, and why it's dangerous
- The level of concern over rolling lockdowns in China

(14:47) Alison Southwick and Robert Brokamp talk with Business Insider's Mark Reeth about uncommon leading economic indicators, including the Men's Underwear Index. (Yes, really.)

Stocks discussed: SBUX, EL

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Mark Reeth
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

More companies are getting more serious about cutting spending. (0:20) Jason Moser discusses:
- Uber's CEO telling employees they are cutting marketing and treating hiring like a privilege
- Meta Platforms placing a freeze on hiring
- The huge opening weekend box office for "Dr. Strange and the Multiverse of Madness"
- Encouraging data around younger Americans' comfort level with going to theaters

(14:55) Motley Fool contributor Rachel Warren talks with AppHarvest CEO Jonathan Webb about why he founded his company, the future of farming, and trends investors should be watching.

Stocks discussed: UBER, FB, DIS, PARA, CMCSA, SONY, APPH

Host: Chris Hill
Guests: Jason Moser, Rachel Warren, Jonathan Webb
Producer: Ricky Mulvey
Engineers: Dan Boyd

The future of the metaverse is murky, even if its present technical challenges are clear. But there may be a few trillion reasons why investors should keep their eyes on this new frontier. Venture capitalist Matthew Ball is author of the upcoming book, “The Metaverse: And How It Will Revolutionize Everything.” Asit Sharma talks with him about:
- The technical challenges in bringing the metaverse to life
- A murky future for all involved
- Why Nike may have meaningful exposure to the metaverse

To learn more, click here - https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/what-is-the-metaverse/

Stocks mentioned: RBLX, FB, NKE, U

Host: Asit Sharma
Guest: Matthew Ball
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

Ready for a vacation? You’re not the only one! Deidre Woollard talks with Matt Argersinger, lead investor for Millionacres, about the state of hospitality, and the companies and REITs that stand to benefit from more travel. They also discuss:
- How resorts are recovering
- The present obstacles for Airbnb
- Why the outlook for business travel is a mixed bag

Stocks mentioned: SUI, ABNB, RHP, MTN, PEB, DIS

Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Busy week for investors as the April jobs report came two days after the Federal Reserve raised interest rates a half-percent. (0:30) Ron Gross and Jason Moser discuss:
- Pitfalls and potential for stock investors

- Rocky times for e-commerce companies Etsy, Shopify, and Wayfair
- Booking Holdings and Marriott leading the travel industry
- AMD defying expectations
- Under Armour hitting an 11-year low
- The latest from Zillow, Block, and Starbucks

 

(19:00) Malcolm Ethridge, CFP and host of “The Tech Money Podcast”, weighs in on the Nasdaq selloff and the potential for commercial real estate. He also offers a sneak preview of his upcoming book!

 

(34:15) Jason and Ron discuss a new breakfast innovation and share two stocks on their radar: Outset Medical and Domino’s Pizza.

 

Stocks discussed: ETSY, SHOP, W, BKNG, MAR, AMD, Z, ZG, SQ, UA, UAA, SBUX, OM, DPZ

 

Looking for 15 more stocks and 5 ETFs?
Get a copy of our free investing starter kit at http://fool.com/starterkit

 

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Malcolm Ethridge
Engineer: Dan Boyd

The Nasdaq fell 5%, continuing a rough year for investors. (0:20) Andy Cross discusses:
- The short-term pain being felt by all investors, including us
- Shopify's 1st-quarter results looking similar to Amazon's
- Deliverr, the logistics company Shopify just bought for $2.1 billion
- EPAM Systems, the IT services provider that surprised investors with a strong 1st quarter

(17:00) Jim Gillies talks with Ricky Mulvey about MTY Food Group, a Canadian food franchisor small cap with potential.

Stocks discussed: SHOP, AMZN, EPAM, MTY, MTYFF, WEN

Host: Chris Hill
Guests: Andy Cross, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Ride-sharing stocks took a hit today, but don't assume they're the same. (0:20) Maria Gallagher discusses:
- Uber's scale outweighing Lyft's
- Prospects for Uber reaching profitability by the end of 2023
- Challenges in China contributing to Starbucks suspending guidance for the rest of the fiscal year
- Starbucks 12% same-store sales growth in the U.S.
- Match Group getting a new CEO

(15:03) Emily Flippen and Asit Sharma discuss the business of pets ownership and the prospects for small-cap Rover Group.

Stocks discussed: UBER, LYFT, SBUX, MTCH, BMBL, ROVR, CHWY, FRPT

Our Investing Starter Kit includes 15 stocks and 5 ETFs.
Get a free copy here - http://fool.com/starterkit

Host: Chris Hill
Guests: Maria Gallagher, Emily Flippen, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

A trio of earnings reports from Hilton Hotels, Expedia, and Avis Budget Group give us the chance to zoom in on the travel industry. (0:20) Asit Sharma discusses:
- Key metrics for hotels, bookings, and car rentals
- Travel industry's growth having a positive ripple effect on advertising revenue
- Why he prefers travel brands with staying power

(13:10) Alison Southwick and Robert Brokamp discuss how to adjust your monthly budget after you get a raise.

Here's the retirement calculator Bro mentioned! - http://calcxml.com/calculators/retirement-planning?skn=606

Stocks discussed: HLT, EXPE, CAR, ABNB, MAR

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

Just because it's been a rough start to 2022 doesn't mean the market is automatically going higher the rest of this year. (0:20) Jason Moser discusses:
- Why right now is a gut check for every investor
- What recent history says about the Nasdaq falling in the first 4 months of the year
- The types of businesses he's looking to invest in right now

(15:20) Matt Frankel spent the weekend in Omaha, Nebraska at "Woodstock for Capitalists". Ricky Mulvey talks with Matt about his biggest takeaways from the Berkshire-Hathaway annual meeting.

Stocks discussed: PYPL, JNJ, HD, LOW, MKC, BRK.A, BRK.B, PGR, CVX, OXY, ATVI, MSFT

Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

For more than 25 years Michelle Singletary has penned the nationally syndicated column "The Color of Money". Between her column and her books, she doesn't hold back when it comes to helping people be smarter about budgeting and personal finances. Deidre Woollard caught up with her to talk about:
- How our financial habits changed during the pandemic
- One significant way to take control of your budget
- Why she suggests not buying a home right now

Host: Deidre Woollard
Guest: Michelle Singletary
Producer: Ricky Mulvey
Engineers: Brandon Gentry, Dan Boyd

Office Hours: Valuing ETFs, Investing For Kids, and Creating Dividends

You've got questions? We've got answers! John Rotonti and Robert Brokamp answer audience questions about investing in ETFs, cash management, measuring risk, and more.

Got a question for the show? Call our voicemail: 703-254-1445

Bonus resource - https://www.fool.com/investing/2020/07/16/do-you-have-an-investing-checklist.aspx

Host: John Rotonti
Guest: Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Dan Boyd

The biggest companies in the U.S. markets couldn't stop April being the worst month for the stock market in years. (0:30) Emily Flippen and Ron Gross discuss:
- Amazon falling more than 10% after a weak 1st-quarter report
- Apple's supply chain outlook
- Microsoft delivering strong earnings across its business units
- Atlassian's guidance outweighing great 3rd-quarter profits
- Pinterest bouncing back from a 52-week low
- The latest from Meta Platforms, Alphabet, and Pinterest

(19:00) CNBC host Becky Quick calls in from the Berkshire-Hathaway annual meeting to discuss Warren Buffett's investing strategies, inflation, the strength of the U.S. economy, and more.

(35:40) Emily and Ron share two stocks on their radar: Teladoc Health and Sherwin-Williams.

Stocks discussed: AMZN, AAPL, MSFT, FB, TEAM, ROKU, GOOGL, PINS, BRK, HP, SHW, TDOC

Looking for 15 more stocks and 5 ETFs?
Get a copy of our free investing starter kit at http://fool.com/starterkit

Host: Chris Hill
Guests: Ron Gross, Emily Flippen, Becky Quick
Engineer: Dan Boyd

It's one of the best advantages a business can have: a moat to keep competitors at bay. (0:21) Asit Sharma discusses:
- Meta Platforms bouncing back from its recent lows
- PayPal's strong 1st-quarter revenue and lowered guidance for the full fiscal year
- The growing strength of ServiceNow's cloud business

(14:22) Jason Moser and Matt Frankel discuss some ways to identify businesses with moats, and share some stocks that know how to protect themselves.

Stocks discussed: FB, PYPL, NOW, BRK.A, BRK.B, AAPL, KO, BB, DIS, GOOG, GOOGL, INTC, AMZN, PGR

Some of the stocks mentioned today are featured in our free Investing Starter Kit.
Get your copy here - http://fool.com/starterkit

Host: Chris Hill
Guests: Asit Sharma, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

To understand Alphabet's latest results it helps to look past the headlines and hand-wringing. (0:20) Jason Moser discusses:
- 1st-quarter revenue growing 23%
- Alphabet's board approving a $70 billion share buyback plan
- CFO Ruth Porat's continued strong performance with the company's capital allocation
- The pricing power of Chipotle boosting its 1st-quarter results
- How Chipotle's specific plans for opening new locations provides clues as to where the business goes from here

(12:00) Jim Mueller and Bill Mann square off in a "bull vs. bear" debate over Netflix.

Who made the better argument?
Vote in our poll on Twitter @MotleyFoolMoney

Stocks discussed: GOOG, GOOGL, CMG, NFLX

Host: Chris Hill
Guests: Jason Moser, Jim Mueller, Bill Mann
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Now that Elon Musk has a deal in place to take Twitter private, we have a few questions. (0:20) Bill Mann discusses:
- The mediocre performance (to date) of Twitter's business
- Whether Tesla shareholders should be nervous about Musk running another company
- How other ad-driven businesses like Pinterest and Facebook are feeling
- The latest results, and near-term future, for bellwether stock UPS

(14:00) Inflation is rising, but that's probably not a good enough reason by itself to expect a raise at work. Alison Southwick and Robert Brokamp talk with Kara Chambers, head of People Development at The Motley Fool, for insights and suggestions.

Stocks discussed: TWTR, DRI, TSLA, FB, PINS, UPS

Want even more stock ideas?
Get a copy of our FREE investing starter kit - http://fool.com/starterkit

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Kara Chambers
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Shares of Coca-Cola hit a new all-time high today, continuing a trend of steady results for big soda producers. (0:20) Jason Moser discusses:
- Coke's strong 1st-quarter organic revenue growth
- CEO James Quincey's warning of "storm clouds" on the horizon
- The success of Coke's 2018 acquisition of Costa Coffee
- Why companies like Coke and Pepsi are outperforming major beer companies

(11:00) Senior analysts Maria Gallagher and Alyce Lomax break down what investors need to know about reviewing board members, CEO Pay, and the other big issues surrounding proxy voting.

Stocks discussed: KO, PEP, BUD, TAP, SAM, XOM

Want even more stock ideas?
Get a copy of our FREE investing starter kit - http://fool.com/starterkit

Host: Chris Hill
Guests: Jason Moser, Maria Gallagher, Alyce Lomax
Producer: Ricky Mulvey
Engineers: Dan Boyd

Genes aren’t always predictive, but understanding them better could dramatically improve our healthcare system. Motley Fool contributor Brian Orelli interviews Anne Wojcicki, the CEO of 23andMe, about her company and why it’s looking to tell you much more than the names of your long-lost relatives. They discuss:
- Opportunities in direct-to-consumer healthcare
- Creating more personalized medicine
- The limits of genetic testing

Host: Brian Orelli
Guest: Anne Wojcicki
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

What separates a strong balance sheet from a weak one? Motley Fool senior analysts John Rotonti and Bill Mann discuss:
- Assets, liabilities, and when more liabilities can actually be a good thing
- A surprising way one retailer generates cash from its balance sheet
- Companies holding the most formidable cash piles in the world

Stocks: COST, GOOG, GOOGL, LOW, F, NCLH, RAD

Host: John Rotonti
Guest: Bill Mann
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Comments from Fed Chief Jay Powell on Thursday sent the overall market lower. How should investors think about the impending interest rate hike in May? (0:30) Ron Gross and Jason Moser discuss:
- A challenging immediate future for Netflix
- Tesla's record profits in Q1
- Elon Musk's progression towards buying Twitter
- Papa John's signing a new 3-year deal with board member Shaquille O'Neal
- The latest from Gap, Boston Beer Co., and Johnson & Johnson

(19:00) Matt Argersinger, lead investor for Millionacres, analyzes the current state of housing, why we still have too much office space in the U.S., and areas of real estate investing he likes right now.

(31:00) Ron and Jason return to answer a listener's voicemail question about Traeger, and share two stocks on their radar: Atlassian and Twilio.

Stocks discussed: NFLX, TSLA, TWTR, GPS, SAM, JNJ, PZZA, HD, TREX, PEB, RHP, MTN, LYV, MAR, ABNB, COOK, TEAM, TWLO

Looking for even more stock ideas? Get a copy of our free investing starter kit at http://fool.com/starterkit

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Matt Argersinger
Engineer: Dan Boyd

As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses:
- American, United, and the other major U.S. carriers
- The airline-tangent stock he prefers
- AT&T's timing with the spinoff of Warner Media
- HBO Max gaining subscribers
- Sleep Number's cash flow being better than its stock price would indicate

(19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks.

Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU

Host: Chris Hill
Guests: Jim Gillies, Deidre Woolard, Beth Kindig
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

For the first time in over a decade, Netflix had a quarterly net-loss of subscribers and shares fell more than 35%. (0:20) Tim Beyers discusses:
- The growing competition in video streaming
- Shares of Roku and Disney falling as well
- How investors should think about the growth prospects for Netflix
- Lululemon Athletica's plan to double its annual revenue in the next five years

(15:30) Ricky Mulvey talks with Motley Fool senior analyst Sanmeet Deo about Xponential Fitness, a small-cap company rising in the boutique space.

Stocks discussed: NFLX, ROKU, DIS, LULU, XPOF, PLNT

Host: Chris Hill
Guests: Tim Beyers, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

Is Wall Street starting to give companies the benefit of the doubt? (0:20) Bill Mann discusses:
- Johnson & Johnson's rise despite lowering guidance
- How J&J's margins are better than they appear
- The company's 60-year streak of increasing its dividend
- Didi Global's upcoming shareholder meeting to vote on delisting from the NYSE

(10:30) Alison Southwick and Robert Brokamp talk with Motley Fool bureau chief Kirsten Guerra about how to find good financial advice on TikTok.

Stocks discussed: JNJ, DIDI, AMC, GME, GOOG, GOOGL

Got a question about stocks, industries, or trends?
Call our voicemail: (703) 254-1445

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Kirsten Guerra, Robert "Bro" Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses:
- His headline from Amazon CEO Andy Jassy's annual shareholder letter
- Why AWS isn't getting spun off
- Amazon doubling their fulfillment capacity in just 2 years
- The company's approach to MLPs (Minimum Loveable Products)

(13:59) Jason is joined by Matt Frankel to take a closer look at lending platform Upstart Holdings, which is down nearly 80% from its 52-week high.

Got a question about stocks, industries, or trends?
Call our voicemail: (703) 254-1445

Stocks discussed: AMZN, UPST, SQ

Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd

Grab your notebook and get ready to dive deep. 

Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock. 

Rotonti discusses:
 
- How to pick a discount rate for investments. 
- The key difference between fair and intrinsic value.
- How to project free cash flows. 

Have an investing question for John? Call 703-254-1445, leave a voicemail, and he may answer your question in an upcoming episode. 

Additional resource: https://www.fool.com/investing/2022/01/19/expectations-investing-qanda-mauboussin-rappaport/ 

Stocks discussed: IBM, NEE, PEP

Host: John Rotonti
Producer: Ricky Mulvey 
Engineer: Rick Engdahl

Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss:
- Stocks investors should consider trimming like hedges
- 2 stocks to throw out altogether
- Stocks that spark so much joy Marie Kondo would be proud
- Potential comebacks for online retailers
- Why they'd be hold Zscaler and Disney shares like Brood X cicadas
- Actual cleaning tips!

(19:00) Bill Mann talks with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side.

Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445.

Stocks discussed: WIX, OPEN, SFIX, PTON, MSFT, TREX, MELI, REAL, POSH, ETSY, ZS, DIS, OAK-A, OAK-B

Host: Chris Hill
Guests: Andy Cross, Maria Gallagher, Bill Mann, Howard Marks
Engineers: Dan Boyd, Rick Engdahl

Elon Musk offers to take Twitter private in an all-cash deal. (0:14) Dylan Lewis and Bill Mann break down:

- The details of Musk’s offer.
- How the market is pricing in the probability of this takeover.
- The issues at Tesla that may also warrant Musk’s attention right now.

(14:02) Ricky Mulvey interviews Asit Sharma about how investors can find stocks with “escape velocity,” and one cybersecurity company that may have “overcome gravity”.

 

Stocks: TWTR, TSLA, GS, NVDA, CRWD

 

Host: Dylan Lewis

Guests: Bill Mann, Asit Sharma, Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

Earnings season is here, and JPMorgan Chase is offering some “pessimistic optimism.” (00:22) Deidre Woollard and Jason Moser discuss:
- How rising interest rates may affect mortgage lenders.
- PayPal’s CFO moving to Walmart.

- A rebound for Delta Airlines.

 

Running a double-blind study isn’t easy. It’s even tougher when the drug being tested is a psychedelic. (13:45) Emily Flippen and Meilin Quinn discuss the regulatory challenges psychedelic companies are facing, and if investors should jump into this growing trend.

Stocks mentioned: DAL, WFC, JPM, PYPL, WMT, JNJ, CMPS, JAZZ, MNMD

 

Link: 6 Psychedelic Stocks to Consider in 2022 | The Motley Fool

Host: Deidre Woollard
Guests: Jason Moser, Emily Flippen, Meilin Quinn
Producer: Ricky Mulvey
Engineer: Tim Sparks

Inflation hit 8.5% in the month of March, the highest since 1981, and signs of demand destruction may be appearing in the used car market.

 

(0:17) Yasser El-Shimy joins Asit Sharma to discuss:

- Why investors are hoping that inflation has peaked.
- Carmax’s earnings miss and the state of the used car market.
- The growing trend of buying homes sight unseen.

When are you gonna get me a car? (14:55) Alison Southwick and Robert Brokamp continue their conversation with Ron Lieber, personal finance columnist for The New York Times and the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money.”

 

Got a question about stocks? Call our voicemail: 703-254-1445

 

Stocks mentioned: KMX, CVNA, FTCH, ZG, RDFN

 

Host: Asit Sharma
Guests: Yasser El-Shimy, Alison Southwick, Robert Brokamp, Ron Lieber

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

Twitter’s board was going to look a little different. Not so much anymore. (0:22) Tim Beyers joins Deidre Woollard to discuss:
- The potential reasons why Elon Musk is jumping off Twitter’s board.

- Warner Bros. Discovery’s first day as a publicly traded company.

- A potential seller’s strike at Etsy.

(20:05) Matt Argersinger joins Deidre in a discussion on how rising interest rates could impact Zillow and Redfin, and what those companies are doing differently from each other.

Stocks discussed: WBD, T, DIS, TWTR, ETSY, ABNB, RDFN, ZG

 

Host: Deidre Woollard

Guests: Tim Beyers, Matt Argersinger

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl, Annie Franks

Beating a market for decades isn’t easy. Mary Childs, author of “The Bond King: How One Man Made a Market, Built an Empire, and Lost It All” joins Ricky Mulvey to talk about PIMCO founder Bill Gross and what retail investors can learn from his story. Childs discusses:
- How Gross traded bonds to beat the market for decades
- Why PIMCO may have “started the party” that led to the Great Recession
- Why Bill Gross was blasting 50 Cent’s music at his neighbor’s house

Bonus resource!
How to Invest in Bonds - https://www.fool.com/investing/how-to-invest/bonds/

Host: Ricky Mulvey
Guest: Mary Childs
Engineer: Steve Broido, Tim Sparks

Motley Fool Senior Analyst John Rotonti continues his discussion on the most important financial statements, focusing on the cash flow statement and what it reveals to investors. In part two of this two-part series, Rotonti discusses:
- How net income becomes free cash flow
- The choices companies can make with free cash flow (and why investors should care)
- Margins that can indicate the health of public companies

Bonus resource!
How Net Income Becomes Free Cash Flow: https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx

Stock discussed: CMG

Host: John Rotonti
Producer: Ricky Mulvey
Engineer: Rick Engdahl

The topic of inflation has focused on the Federal Reserve’s response, but how are companies responding? (0:30) Emily Flippen and Maria Gallagher analyze Walmart’s aggressive push to hire more full-time truckers, as well as:
- Meta Platforms working on a currency for the metaverse
- Twitter’s incoming director: Elon Musk
- Berkshire-Hathaway’s new stake in HP
- Rite Aid’s tenuous future
- Coca-Cola’s latest flavor innovations

(19:00) John Ourand from the Sports Business Journal discusses Tiger Woods’ impact on The Masters’ ratings, Apple and Amazon striking deals with Major League Baseball, and why ESPN has one of the best TV deals for live sports.

(33:30) Maria and Emily recommend three books (The Ascent of Money by Niall Ferguson, The Art of Statistics: How to Learn from Data by David Spiegelhalter, Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail by Ray Dalio) and share two stocks on their radar: Airbnb and Etsy.

Got a question about stocks?  Call our voicemail: 703-254-1445

Stocks discussed: WMT, COST, AMZN, TGT, FB, TWTR, TSLA, BRK, HP, BBY, RAD, KO, T, PARA, AAPL, CMCSA, AMZN, DIS, ABNB, ETSY

Host: Chris Hill
Guests: Emily Flippen, Maria Gallagher, John Ourand
Engineers: Steve Broido, Rick Engdahl

Let's face it, some businesses just have that "Ick Factor" because they do the jobs most people don't want to do. (00:20) Jim Mueller discusses:

- Whether people going back to offices could be a growth catalyst for Waste Management

- The underrated subscription part of Rollins' business

- How businesses like Sherwin-Williams can be compounding machines for shareholders

 

(12:00) Alicia Hammond discusses the psychological underpinnings of why we give someone "the benefit of the doubt" and how it relates to investing.

 

Stocks discussed: WM, WCN, ROL, SHW

 

Got a stock question? Email podcasts@fool.com!

 

Host: Chris Hill

Guests: Jim Mueller, Alicia Hammond

Producer: Ricky Mulvey

Engineer: Rick Engdahl, Tim Sparks

(00:22) Acquisition battles are heating up as travel season kicks off. Asit Sharma joins Deidre Woollard to discuss:

- JetBlue’s competition with Spirit to buy Frontier Airlines.

- Amazon’s plan to launch 3,000 satellites into orbit for its broadband internet plans.
- Restaurants in the metaverse.

Jim Gillies and Brian Feroldi take a “Bull vs. Bear” approach to investing in Best Buy, (18:56) the company that was supposed to become Amazon’s showroom. You can decide who made the better argument @MotleyFoolMoney on Twitter.

 

Link: Metaverse Stocks -  https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/

Stocks: JBLU, SAVE, ULCC, AMZN, NKE, RBLX, CMG, BBY

Host: Deidre Woollard
Guests: Asit Sharma, Brian Feroldi, Jim Gillies
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

April is Financial Literacy Month and we've got some recommendations to make you a smarter investor! (00:20) Anand Chokkavelu mentions a couple of popular titles investors may want to skip, before he recommends the following books:
Liar's Poker - Michael Lewis
The Big Short - Michael Lewis
(Shameless Plug Alert!) The Motley Fool Investment Guide - David and Tom Gardner
The Little Book That Beats The Market - Joel Greenblatt
One Up On Wall Street - Peter Lynch
Beating The Streat - Peter Lynch

(10:00) Alison Southwick and Robert Brokamp talk with best-selling author Ron Lieber about how to help your kids be smarter about money (without looking like a jerk).

Host: Chris Hill
Guests: Anand Chokkavelu, Alison Southwick, Robert Brokamp, Ron Lieber
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

One thing we like to focus on is the people running the businesses we own shares of. (00:20) Jim Gillies discusses:
- Howard Schultz suspending Starbucks' stock buyback plan on his 1st day as interim CEO
- The likelihood of Schultz remaining CEO beyond his "interim" period
- Elon Musk taking a 9% "passive stake" in Twitter, according to the SEC
- The subtle-yet-important difference between a 13D filing and a 13G filing
- Whether Tesla shareholders are bothered by Musk paying attention to another company

(18:30) Asit Sharma and Brian Stoffel examine cloud infrastructure company DigitalOcean through the lens of competitors like Amazon Web Services and Microsoft Azure.

Stocks: SBUX, TWTR, TSLA, DOCN, SHOP, MSFT, AMZN, ORCL

Host: Chris Hill
Guests: Jim Gillies, Asit Sharma, Brian Stoffel
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Sanctions go on a whole lot easier than they come off. Daniel Yergin is the Vice Chairman of S&P Global and the author of “The New Map: Energy, Climate, and the Clash of Nations". He’s been studying Russia's and China’s roles in the global energy markets for decades, and shares the implications of Russia becoming an unreliable oil and gas supplier in Europe.  In this conversation with Motley Fool Senior Analyst Ben Ra, Yergin discusses:
- Russia’s economic relationship with China
- The role of shale for US energy independence
- Supply chain obstacles for wide-spread electric vehicle adoption

Bonus Resources!
Investing in Energy Stocks - https://www.fool.com/investing/stock-market/market-sectors/energy/
Investing in Copper Stocks - https://www.fool.com/investing/stock-market/market-sectors/materials/metal-stocks/copper-stocks/


Host: Ben Ra
Guest: Daniel Yergin
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Brandon Gentry

Motley Fool Senior Analyst John Rotonti walks you through the most important financial statements through the sale of a burrito. (Yes, really.)

 

In part one of this two part series on financial statements, Rotonti discusses:

- How to understand balance sheets and income statements.

- A key metric that can tell you about a company’s pricing power.

- What you’re actually purchasing when you buy a stock.

 

Bonus Resources!

Chipotle’s valuation metrics - https://www.fool.com/premium/company/nyse/cmg/

Reconciling Net Income to Free Cash Flow - https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx

 

Stock discussed: CMG

 

Host: John Rotonti

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Tim Sparks

The U.S. economy added 1.7 million jobs in the 1st quarter of 2022. Meanwhile, the stock market gave investors a negative quarter for the first time in two years. (0:30) Emily Flippen and Tim Beyers discuss the relative strength of the economy, as well as:
- Booking Holdings CEO Glenn Fogel's prediction for summer travel
- Baidu being added to the SEC's list of stocks potentially facing delisting
- Chewy's struggles in its latest quarter
- Brand growth continuing in the hard seltzer market
- The latest from Lululemon, FedEx, and Five Below

(19:00) David Gardner, co-founder of The Motley Fool, shares advice for investors rattled by recent underperformance in the market, a few Rule Breaker stocks he believes look attractive at their current prices, and the launch of The Motley Fool Foundation.

(36:30) Tim and Emily share two stocks on their radar: Jamf Holding and Rover Group.

To be part of The Motley Fool Foundation, join us here - www.foolfoundation.org

Stocks discussed: BKNG, BIDU, CHWY, LULU, FDX, FIVE, SAM, BUD, Z, TTD, NFLX, AXON, NVDA, JAMF, ROVR

Host: Chris Hill
Guests: Emily Flippen, Tim Beyers, David Gardner
Engineer: Rick Engdahl

For the 1st time in two years, investors experience a negative return in the Dow, S&P 500 and Nasdaq. But don't worry, you got this!
(00:20) Asit Sharma discusses:
- Amazon renewing its deal with JP Morgan Chase to issue Amazon's rewards credit card
- Why shareholders of both companies should be happy with the outcome
- How investors can take solace in a growing economy, even as stocks cooled off this quarter

(14:00) Dylan Lewis talks with Brian Feroldi about how investing in the stock market is the great wealth creation machine in the world, and Brian's upcoming book "Why Does The Stock Market Go Up?"

Post a review on Apple and include a question about a stock or industry!

Stocks: AMZN, JPM, AXP, C, SYF, AAPL

Host: Chris Hill
Guests: Asit Sharma, Dylan Lewis, Brian Feroldi
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Having led Restoration Hardware since 2014, Gary Friedman is an experienced CEO. But on his company's latest earnings call Friedman says he's never been more uncertain about the future.
(00:20) Bill Mann discusses:
- The record year RH just closed
- Friedman invoking the 2008 collapse of Bear Stearns
- Why RH is doing a 3-for-1 stock split
Bill also answers a listener's question about small-cap stock 22nd Century Group.

Post a review on Apple and include a question about a stock or industry!

(14:00) Tim Beyers and Andy Cross talk with Jay Chaudhry, CEO of Zscaler, about what other cybersecurity companies are missing and the biggest misconception that Wall Street has about his company.

Stocks: RH, WSM, XXII, ZS, CRM, TSLA

Host: Chris Hill
Guests: Bill Mann, Tim Beyers, Andy Cross, Jay Chaudhry
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Real Estate Trends We're Watching

FedEx CEO Fred Smith may not fit the traditional definition of "Visionary CEO" that we've come to accept, but he saw an industry where none previously existed.
(00:20) Jason Moser discusses:
- McCormick's 1st-quarter results being fueled by the B2B part of the company
- Why executives are optimistic about the rest of the fiscal year
- Fred Smith stepping down after more than 50 years of running FedEx
- The leap of faith investors must take when it comes to CEO succession

(17:30) Investing in real estate is less appealing if it involves 3 am phone calls from a renter. Matt Argersinger talks with Robert Brokamp about some current real estate trends he's excited about, as well as some key points of investing in REITs.

Check out TMF's free guide to investing in real estate: http://realestateinvesting.fool.com

Stocks: MKC, FDX, VNQ, RHP, PEB

Host: Chris Hill
Guests: Jason Moser, Robert Brokamp, Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Will Smith slapped Chris Rock onstage at the Academy Awards. That single moment overshadowed everything else during the event, including how a single award altered the landscape for streaming video businesses.
(00:20) Tim Beyers discusses:
- Ripple effects of Apple becoming the 1st streaming service to win Best Picture
- Overall spending on content increasing 
- How things are going today at the offices of Netflix
- Tesla's proposed stock split

(14:00) It's 2022. Weren't we supposed to have flying drones delivering packages to our homes by now? Ricky Mulvey talks with Jacob Goldstein, host of the new podcast "What's Your Problem?", about drone delivery, self-driving cars, and the future problems that entrepreneurs are trying to solve right now.

Stocks: AAPL, NFLX, DIS, AMZN, TSLA, UBER

Host: Chris Hill
Guests: Tim Beyers, Ricky Mulvey, Jacob Goldstein
Engineer: Rick Engdahl, Tim Sparks

Looking to brush up your language skills when it comes to financial stocks? Motley Fool senior analyst Jason Moser and Matthew Frankel dive deep into the metrics they use to judge financial companies, and provide comparison guidelines for investors to watch. They discuss:
- Why the P/E ratio is less important than you may think
- The nuance of judging a bank’s efficiency
- One metric to watch for any fintech company

Additional resource - https://www.fool.com/investing/stock-market/market-sectors/financials/bank-stocks/how-banks-make-money/

Stocks: AXON, WFC, COF, PYPL, JPM, AFRM

Host: Jason Moser
Guest: Matthew Frankel
Producer: Ricky Mulvey
Engineer: Tim Sparks

Before the 94th Academy Awards on Sunday, we're taking a closer look at the battle between streaming services and some of the bitter rivalries in entertainment history.  Chris Hill is joined by Maria Gallagher, Catie Peiper, and Mac Greer, as they discuss:
- The Academy’s tenuous relationship with Netflix and other streamers
- Warner Brothers' history of trying to recreate Disney’s magic
- Unexpected business lessons from Oscar winners and nominees

Stocks: DIS, NFLX, T

Host: Chris Hill
Guests: Gordon Gekko, Maria Gallagher, Catie Peiper, Mac Greer
Producer: Ricky Mulvey
Engineers: Steve Broido, Tim Sparks

The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well as:
- Google striking an app-store deal with Spotify
- Uber teaming up with New York City taxis
- Reports that Apple is developing a hardware subscription service
- Darden Restaurants seeing improvement in its fine dining segment
- The latest from Berkshire-Hathaway, Adobe, and Nike

(19:00) Corporate governance expert Nell Minow analyzes how public companies are doing with their communications related to Russia, and why she's unimpressed with how Starbucks' board of directors handled the latest CEO change. Then she puts on her film critic hat to offer a preview of the Academy Awards and share who will win (and should win) Best Actor, Best Actress, and Best Picture.

(32:00) Jason and Andy discuss Pepsi's latest limited-run flavor and share two stocks on their radar: McCormick and KB Home.

Got a stock or topic you want us to discuss? Post a review on Apple and include your pitch!

Stocks discussed: SPOT, GOOG, GOOGL, MTCH, BMBL, UBER, BRK, AAPL, NKE, DRI, SBUX, DIS, PEP, MKC, KBH

Host: Chris Hill
Guests: Jason Moser, Andy Cross, Nell Minow
Engineer: Steve Broido

If you think Chairman Powell and some of the Federal Reserve governors are sounding more hawkish, you're not alone. (00:18) John Rotonti discusses:
- Why investors should expect more interest rate hikes this year
- The increasing attractiveness of companies with pricing power and strong ROIC
- Balancing growth stocks with profitable businesses that can self-fund their operations
- Three stocks he just bought (and why he bought them)

(14:30) The most rewarding stocks can come from the most boring businesses. Dylan Lewis and Jason Hall make the case for keeping boring businesses in your portfolio and discuss one in particular that Jason's excited about.

Stocks: PYPL, KKR, RH, AAPL, AMZN, GOOGL, TREX

Host: Chris Hill
Guests: John Rotonti, Dylan Lewis, Jason Hall
Engineer: Tim Sparks

Offering guidance to Wall Street analysts can be a tricky proposition. There are downsides to being either too vague or too specific. (00:22) Tim Beyers discusses:
- Adobe's 1st-quarter results and the $75 million hit to its business in Russia and Belarus
- How worried Okta's corporate customers should be
- Why no one should expect Okta's public communications on its recent security breach to be highly detailed

(14:56) Ricky Mulvey talks with Alicia Hammond about the psychological forces that encourage you to sell, and some actionable ways to make calmer, better decisions about your money.

Stocks: ADBE, OKTA, SHOP

Host: Chris Hill
Guests: Tim Beyers, Ricky Mulvey, Alicia Hammond
Engineer: Tim Sparks

If you want to soothe supply chain woes, try cutting out the middleman. Nike’s direct-to-consumer sales now make up more than 40% of the company’s revenue. (00:18) Auri Hughes joins Asit Sharma to discuss:
- Nike’s earnings beat and global strategy
- Okta’s hack, and what it means for the cybersecurity company
- How rising fertilizer prices could cause wider-spread inflation.  

(10:44) Alison Southwick and Robert Brokamp discuss how millionaires save, spend, and invest on this week’s Answers.

Stocks: NKE, OKTA, WFC

Host: Asit Sharma
Guests: Auri Hughes, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

After six years Warren Buffett finally pulled the trigger. Berkshire-Hathaway is buying insurance company Alleghany for $11.6 billion. (0:20) Jason Moser analyzes:
- The reaction from investors
- Berkshire-Hathaway's increased exposure to the insurance industry
- Potential for another acquisition in the next few years
- Buffett's patience and relentless focus on price, and what it can teach all investors

(12:30) Rick Munarriz talks with Carnival Cruise Line CEO Arnold Donald about how his company is preparing for the post-pandemic world.

Stocks discussed: BRK, Y, CCL, DIS, AMC

Host: Chris Hill
Guests: Jason Moser, Rick Munarriz, Arnold Donald
Engineer: Tim Sparks

Few people know Instagram better than Bloomberg News tech reporter Sarah Frier. Author of the award-winning book No Filter: The Inside Story of Instagram, she talked with Ricky Mulvey about:
- How parent company Meta Platforms affects Instagram’s user experience today
- CEO Mark Zuckerberg’s role in company acquisitions
- The company’s shift into the metaverse

Want more background on investing in metaverse stocks?
Click here: https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/

Stocks: FB, SNAP, AAPL

Host: Ricky Mulvey
Guest: Sarah Frier
Engineers: Tim Sparks, Rick Engdahl

You probably can’t meet with the CEO of a company on your watch list, but you have some tools to evaluate them. Motley Fool Senior Analyst John Rotonti talks with fellow analysts Auri Hughes and Alyce Lomax about how to spot great business leaders. We also break into our archives to share a 2012 interview with former Costco CEO Jim Sinegal. Both conversations discuss:
- Identifying great corporate leaders
- How excellent CEOs balance stakeholder needs
- Why company culture is one of the most important competitive advantages

Want more tips for evaluating a CEO?
Click here: https://www.fool.com/investing/2019/08/28/esg-investing-how-to-evaluate-a-ceo-using-the-4-cs.aspx

Stocks: SHOP, COST, SBUX, ACN, HD, TXN, BRK, MSFT, AMZN

Host: John Rotonti
Guest: Auri Hughes, Alyce Lomax
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

For the first time since 2018 the Federal Reserve raised interest rates. Not only did everyone survive, but investors actually seemed to embrace the first of what will probably be several rate hikes this year. (0:45) Ron Gross and Jason Moser discuss the impact on the stock market, as well as:
- GameStop's 4th-quarter loss
- FedEx weathering challenges to get through its latest quarter
- Williams-Sonoma closing out the fiscal year with record results
- Amazon and Netflix making moves to strengthen their video streaming businesses
- The latest from Starbucks, Accenture, and Walmart

(19:00) Andy Cross talks with Fred Reichheld, author of "Winning On Purpose", about the Net Promoter Score and how it can help long-term investors beat the market.

(33:00) Ron and Jason answer a question about Berkshire-Hathaway and share two stocks on their radar: Taiwan Semiconductor and Chewy.

Got a stock you want us to discuss? Post a review on Apple and include your stock pitch!

Stocks discussed: GME, FDX, SBUX, DPZ, WSM, ACN, AMZN, NFLX, WMT, DFS, FRC, WRBY, INTU, BRK, CHWY, TSM

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Andy Cross, Fred Reichheld
Engineer: Steve Broido

Russia's stock market was supposed to open this week. Even if you don't own Russian stocks directly, you may own them through global funds or ETFs. 

(0:20) Bill Mann discusses:
- How Russia's market remained closed
- Potential for Russia to default on its debt
- The one thing every U.S. investor should do if they have exposure to Russian stocks
- Chinese stocks suddenly rebounding on comments from the central government
- Why he believes the turnaround is a "yellow flag" for investors

Stocks discussed: YNDX, BABA, TCEHY, JD, BIDU

Host: Chris Hill
Guests: Bill Mann
Engineer: Tim Sparks

Kevin Johnson surprises almost everyone by announcing his retirement, with Howard Schultz returning (again) to run Starbucks.
(0:20) Jason Moser discusses:
- The company's board of directors taking their time in searching for the next permanent CEO
- Why Walgreens' CEO Roz Brewer should be at the top of the board's list of candidates
- Starbucks' plan to reduce the use of disposable cups by 2025

(12:00) Emily Flippen and Asit Sharma take a closer look at a stock that's returned 250% over the past five years: Intuit.

Stocks discussed: SBUX, INTU, ADBE

Host: Chris Hill
Guests: Jason Moser, Asit Sharma, Emily Flippen
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

The SEC is threatening to delist several U.S.-listed ADRs of Chinese companies. What does this mean for American investors?
(0:20) Bill Mann discusses:
- Why China's government is happy with the SEC's threat
- How a quick and easy end to this impasse is difficult to see
- How the NCAA basketball tournament can help your approach to investing better
- Why hoops programs with a history of winning records resemble winning businesses

(14:00) Jennifer Gennaro Oxley, executive director of The Motley Fool Foundation, talks with Alison Southwick and Robert Brokamp about how thinking like an investor can lead to better outcomes in your charitable giving.

Stocks discussed: YUMC, BABA, JD, BIDU, TCEHY

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Jennifer Gennaro Oxley
Producer: Ricky Mulvey
Engineers: Rick Engdahl

It's nice (among other things) to see that even investing legends like Warren Buffett face skepticism from shareholders.
(0:20) Jason Moser discusses:
- A Berkshire-Hathaway shareholder proposal to have Buffett be replaced as chairman
- Focusing on numbers instead of a company's story
- Comcast getting into live sports in a bigger way
- The "sports media rights" bubble remaining firmly intact

(16:25) Entrepreneur and investor Moiz Ali understands Shopify both as a shareholder and a customer. He talks with Motley Fool senior analyst Yasser El-Shimy about Shopify's data insights and subscription platform, the bull case for the company, and more.

Stocks discussed: BRK, TDOC, DOCU, AAPL, CMCSA, SHOP

Host: Chris Hill
Guests: Jason Moser,  Yasser El-Shimy, Moiz Ali
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Best-selling author Ben Mezrich has captured the attention of millions of readers with his true-life books about Facebook ("The Accidental Billionaires") and Las Vegas ("Bringing Down The House"). In this conversation with Dylan Lewis he revisits his 2015 book “Once Upon a Time in Russia” to talk about the rise of the oligarch and his experiences with Russia’s billionaire class. They discuss:
- The history leading to the creation of Russia’s billionaire class
- Potential ways oligarchs could affect Russian's war with Ukraine
- Why Russia’s billionaires are closer to “The Sopranos” than the technology titans of Silicon Valley

Books discussed:
Once Upon a Time in Russia: The Rise of the Oligarchs - https://www.amazon.com/Once-Upon-Time-Russia-Oligarchs-ebook/dp/B00RM266ZM
The Midnight Ride - https://www.amazon.com/Midnight-Ride-Ben-Mezrich/dp/1538754630

Host: Dylan Lewis
Guest: Ben Mezrich
Engineer: Rick Engdahl

A company's financials are more than just a set of numbers. They can tell a story that helps us understand the core of a business and where its growth opportunity lies.

John Rotonti talks with fellow Motley Fool senior analyst Auri Hughes about the financials to watch before putting your money into a publicly traded company. They discuss:
- Profit drivers in a company’s balance sheet
- The portions of a 10-K that investors should pay close attention to
- Metric that provide insights about a company’s growth prospects

Stocks discussed: AAPL, SBUX, CPRT, CNSWF

Host: John Rotonti
Guest: Auri Hughes
Producer: Ricky Mulvey
Engineer: Tim Sparks, Rick Engdahl

Last month is was Alphabet. This week Amazon became the latest mega-cap company to announce a 20-for-1 stock split. (0:45) Ron Gross and Jason Moser discuss how Amazon, without changing their underlying businesses, has found a way to strengthen ties with one of their key stakeholders (employees), as well as:

- DocuSign's strengthening business in the face of a declining share price
- Enthusiasm for dating app Bumble
- Ulta Beauty continuing to grow same-store sales
- Chipotle and Jones Soda launching very different products
- The latest from Oracle, Stitch Fix, and Marqeta

(19:00) Tess Vigeland, host of The Wall Street Journal's new podcast "As We Work", talks about the changing dynamics of the workplace, the rise of pay transparency, and the challenge facing companies hoping to retain employees.

(35:30) Ron and Jason share two stocks on their radar: Intellia Therapeutics and Apple.

Stocks discussed: AMZN, DOCU, ORCL, SFIX, BMBL, MQ, ULTA, CMG, JSDA, NTLA, AAPL

You'll find 15 stocks and 5 ETFs in our free Investing Starter Kit:  http://fool.com/StarterKit

Investing questions? Email podcasts@fool.com

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Tess Vigeland
Engineer: Rick Engdahl

That's how Bill Mann describes the importance of the oil & gas industry in Russia.
(0:20) As we take stock of where we are at this moment, Bill discusses:
- Ripple effects for European countries
- Whether seizing property of Western companies would spell the end of foreign investment in Russia
- Why Energy Secretary Granholm's recent comments give him hope
- Rising raw material costs affecting companies like McDonald's and Domino's Pizza
- The J Curve

(12:15) If Russia provides just 3% of America's oil supply then why have gas prices spiked? Ricky Mulvey talks with Nick Sciple to get some context.

Stocks discussed: MCD, SBUX, KO, DPZ

Host: Chris Hill
Guests: Bill Mann, Nick Sciple
Producer: Ricky Mulvey
Engineers: Rick Engdahl

The hour-long event gave Apple the chance to highlight multiple upgrades to their devices, but some were more noteworthy than others. (0:20) Tim Beyers discusses:
- How the new iPhone SE indicates Apple's unwillingness to cede market share to anyone
- Pricing the Max Studio desktop for a small consumer base
- The "super chip" powering the Max Studio
- Live sports being added to Apple+
- Netflix taking a "never say never" approach to ads on their platform

(13:00) Rickey Mulvey moderates a "bull vs. bear" debate between Matt Frankel and Jason Moser over Block (aka, the company formerly known as Square).

Stocks discussed: AAPL, DELL, NFLX, DIS, SQ, UA

Host: Chris Hill
Guests: Tim Beyers, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

On this day in 2002, The Motley Fool launched its first subscription service: Stock Advisor. To celebrate we're not breaking out champagne and cake. Instead, we've gathered three members from our investing team (Andy Cross, Asit Sharma, Emily Flippen) to share some of the most important lessons learned over the past two decades, including:

- The idea that sometimes the best place for new money is a stock you already own
- Importance of diversification
- Putting money into the stock market on a regular basis
- The challenge (and payoff) of letting your winners run

Stocks discussed: SFIX, LMND, NFLX, CWBHF, BBY

Host: Chris Hill
Guests: Andy Cross, Asit Sharma, Emily Flippen
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Before you buy that stock, have you thought about why you're buying it? It can help (in part, for future reference) to go through the process of writing out your investment thesis.

(0:25) Jason Moser discusses:
- Recognizing short-term catalysts
- Why home improvement is "one of the most obvious long-term trends out there"
- Travel and return-to-work being two trends worth watching

(15:45) Using language-learning app Duolingo as an example Alicia Alfiere shares key questions to ask when writing an investment thesis, including:
- What are its competitive advantages?
- Who's running the company?
- Will broader trends help or hurt?

Stocks discussed: BKNG, HD, LOW, MSFT, DUOL

Host: Chris Hill
Guest: Jason Moser, Alicia Alfiere
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Motley Fool co-founder and CEO Tom Gardner interviews Michael Saylor, CEO of MicroStrategy, an enterprise software and business intelligence company. Saylor has put billions of his company’s money into Bitcoin and hundreds-of-millions of his personal wealth into the cryptocurrency.

They discuss:
- Bitcoin as a hedge against an increasing money supply
- Environmental implications of mining cryptocurrency
- The security of Bitcoin’s network

Additional Resources:
What Is Bitcoin? Should You Invest? - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/bitcoin/

Investing in Bitcoin ETFs - https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/bitcoin-etfs/

Hosts: Tom Gardner, Chris Hill
Guest: Michael Saylor
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Buying any stock starts with an idea, but where do you find them? Consider this a starting spot for investors. John Rotonti talks with fellow Motley Fool analysts Auri Hughes and Yasser El-Shimy in a discussion about finding stock ideas and what to look for once you've found them.

They discuss:
- Using 3rd-party research tools to discover new companies.
- What to look for in investor letters and 10-Ks
- The utility of “cloning” versus using stock screeners

Stocks discussed: KKR, AMZN, KIND, SNAP, FTCH, ETSY

Additional resource:
How to Find Investment Ideas - https://www.fool.com/investing/how-to-invest/stocks/where-find-investment-ideas/

Hosts: John Rotonti
Guests: Yasser El-Shimy, Auri Hughes
Producer: Ricky Mulvey
Engineer: Tim Sparks, Rick Engdahl

Nearly 700,000 jobs were added to the U.S. economy in February. The biggest gains were in the leisure and hospitality industries. Apple, Alphabet, and other Silicon Valley companies announced plans for returning to their offices. (0:30) Jason Moser and Emily Flippen discuss employers taking an "omnichannel" approach with their employees, as well as:
- Target's stellar results
- Costco's mixed quarter
- Salesforce focusing on Slack (instead of more big acquisitions)
- Disney's plan to launch an ad-supported tier for Disney+
- The latest from Sweetgreen, Domino's Pizza, Best Buy, Elastic, and Zoom Video

(31:00) Emily and Jason answer a listener's question about whether to sell index funds in order to buy more stocks, and share two stocks on their radar: Bilibili and Accenture.

Stocks discussed: AAPL, GOOG, GOOGL, CRM, TWTR, TGT, COST, SG, DPZ, BBY, ESTC, DIS, NFLX, ZM, CAN, BILI

You'll find 15 stocks and 5 ETFs in our free Investing Starter Kit:  http://fool.com/StarterKit

Investing questions? Email podcasts@fool.com

Host: Chris Hill
Guests: Emily Flippen, Jason Moser
Engineer: Rick Engdahl

“We’re not stock pickers, we’re business pickers.” Warren Buffett’s most recent letter reminded investors of the discipline he and his investing team at Berkshire-Hathaway apply to their work each day. And while there’s nearly $150 billion in cash on the balance sheet, Buffett still hasn’t pulled out his famed “elephant gun” just yet.

(0:25) John Rotonti discusses:
- His top takeaway from the letter

- Buffett’s praise for Apple CEO Tim Cook

- The case for Berkshire-Hathaway buying semiconductor design company Arm Limited

(13:00) Dylan Lewis and Jason Hall discuss two unexpected companies that are winning due to higher inflation.

Stocks discussed: BRK, AAPL, NVDA, F, GM, TSLA, MA, BIP, SBUX

Host: Chris Hill
Guest: John Rotonti, Dylan Lewis, Jason Hall

Producer: Ricky Mulvey
Engineer: Rick Engdahl

Between President Biden's State of the Union address and Fed Chair Jay Powell testifying before the U.S. House Committee on Financial Services, there are multiple investing-related stories coming out of Washington, DC.

(0:25) Bill Mann discusses:
- The current state of play for the oil & gas industry
- Why investors should be looking at exploration and production companies
- How the stock market has already priced in the first interest rate hike of 2022
- The increasing lure of businesses with great free cash flow and the ability to raise prices.

(13:00) Jason Moser and Matt Frankel share allocation advice for a down market.

Stocks discussed: OXY, GOOG, GOOGL, AAPL, BRK, RHP, PYPL, SQ

Host: Chris Hill
Guest: Bill Mann, Jason Moser, Matt Frankel
Engineer: Rick Engdahl

The latest results from Zoom Video seem like as good a reason as any to check in on the state of "pandemic stocks". As we've witnessed repeatedly throughout investing history, some businesses are more sustainable than others.

(0:25) Tim Beyers discusses:
- Zoom's continued customer growth and gross margins
- CEO Eric Yuan's steady approach to offering guidance
- Why he believes DocuSign and DoorDash have staying power.
- Ritch Allison retiring as CEO of Domino's Pizza and handing the keys to the corner office to COO Russell Weiner.
- Pizza preferences!

(15:30) Alison Southwick and Robert "Bro" Brokamp talk with Matt Argersinger about the ins and outs of being a landlord at a time when real estate is still hot.

Stocks discussed: ZM, DOCU, PTON, DASH, DPZ, ABNB

Our email address is podcasts@fool.com

Host: Chris Hill
Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks