The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short. 

(0:21) Bill Mann discusses:
- McDonald's growing global sales by $20 billion during the pandemic
- Exxon Mobil racking up an annual profit of more than $55 billion
- Why Wall Street seemed disappointed by a share buyback plan smaller than Chevron's

(10:40) Alison Southwick and Robert Brokamp discuss reasons to be both uplifted (and depressed) about the economy, debt, and pandas.

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.

Stocks discussed: MCD, XOM, AAPL, MSFT, CVX

Host: Chris Hill
Guest: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl

If American Express had a problem with an aging demographic, it looks like that problem is being addressed.

(0:20) Jason Moser discusses:
- Shares of AmEx popping 15% in two days off of strong guidance for 2023
- How younger customers are the majority of the company’s growth story
- Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday

(11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT.

Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL

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

If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss:
- Why higher interest rates created a “Sea Change” for investors
- China’s economic miracle, and its impact on inflation
- Lessons from the era of easy money
- What life insurance companies can teach investors about risk

To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change
 
Host: Bill Mann
Guest: Howard Marks
Producer: Ricky Mulvey 
Engineers: Rick Engdahl, Annie Franks

Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction?  If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss:
- What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework
- How investors can use the framework, and why so few stocks fit
- One company that may fulfill Berkshire’s criteria

Companies discussed: BRK.A, BRK.B, KO, USB, NVR

Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast

Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html

Host: Ricky Mulvey
Guest: John Rotonti
Engineer: Tim Sparks

As much as we love stocks, sometimes the Big Macro really does drive the market. 

(0:21) Emily Flippen and Ron Gross discuss:
- Stronger-than-expected GDP sending stocks higher
- Tesla ending the year on a high note
- Chevron's record profits and huge buyback plan
- Visa and Mastercard delivering strong profits (again) 
- The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson

(19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid. 

(30:00) Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza. 

Looking for stocks trading at a discount? 
Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ

Host: Chris Hill
Guests: Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo
Engineer: Rick Engdahl

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results.

(0:20) Tim Beyers discusses:
- Southwest's $220 million loss
- Why the airline has "a more fundamental problem"
- Comcast's growing subscribers (and costs) in its streaming service, Peacock

(11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy. 

Companies discussed: LUV, CMCSA, NFLX, WBD

Host: Chris Hill
Guests: Tim Beyers, Catie Peiper
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss:

- Microsoft's quarter, and lower growth expectations for its cloud business.
- What long-term investors can expect from Microsoft.
- The Department of Justice's suit against Alphabet, and a shifting regulatory environment.
- Kimberly Clark's "less than stellar" quarter.

Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022.

Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG

Host: Dylan Lewis
Guests: Andy Cross, Jim Gillies
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

How long will macroeconomic pressures persist in 2023?

(0:21) Asit Sharma discusses:
- Johnson & Johnson's 4th-quarter profits falling 25%
- Why he likes the company's balance of pharma and medtech
- 3M's challenges and why an increase in consumer-facing solutions may be a better route

(10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more.

Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Stocks discussed: JNJ, MMM, BND

Host: Chris Hill
Guest: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal.

(0:21) Jason Moser discusses:
- Spotify becoming the latest company to announce layoffs
- Seven large banks combining forces to create a digital wallet product
- How and why Apple and PayPal have such a large lead in this industry

(12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes. 

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.

Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO

Host: Chris Hill
Guest: Jason Moser, Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl

You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss:

- The mythology behind General Electric’s birth
- How corporations struggle mightily with CEO succession
- Jack Welch and the religion of earnings consistency
- Why he believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable”

Companies discussed: GE, DIS, WBD, CMCSA

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

The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss: 
- How REITs differ from stocks
- Publicly traded vs. private REITs
- One office REIT that's evolving 
- Ways to spot a yield trap
- REITs benefiting from e-commerce trends

Companies/REITs discussed: ESRT,  SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR 

Host: Deidre Woollard 
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next?

(0:21) Matt Argersinger and Jason Moser discuss:
- The ripple effect of Big Tech Layoffs
- Netflix founder Reed Hastings stepping down from his co-CEO role
- Cancellation rates soaring in one segment of the housing market
- Differing views on interest rates from two major bank CEOs
- The latest from Procter & Gamble, Nordstrom, and holiday retail data

(19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that may hold opportunities for investors. 

(33:30) Jason and Matt answer listener questions about CEOs they'd like to shadow for a day and under-the-radar trends, and share two stocks on their radar: Roper Technologies and Regions Financial. 

Motley Fool Stock Advisor is open to new members for just $99 a year.
Join the hundreds of thousands of investors in Stock Advisor by going to www.fool.com/intro.

Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF

Host: Chris Hill
Guests: Jason Moser, Matt Argersinger, John Rotonti, Jurrien Timmer
Engineer: Rick Engdahl

Data this week suggest India is about to pass China as the world's most populous country. 
 
(0:25) Bill Mann discusses:
- Procter & Gamble bumping up against the limits of its pricing powers
- Why China still has a demand problem
- How companies in the U.S. are moving some operations from China to Vietnam and India
 
(11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare.

Stocks discussed: PG, CMG, AAPL, SBUX, DXCM
 
Host: Chris Hill
Guest: Bill Mann, Sanmeet Deo, Kevin Sayer
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

As many expected, Microsoft announced the layoff of 5% of its employees.
 
(0:21) Asit Sharma discusses:
- The Producer Price Index falling 0.5%, much more than economists were expecting
- Microsoft's layoffs, and whether Alphabet will be next
- Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing
 
(9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate!

Our flagship service, Stock Advisor, is open to new members for just $99 a year.
To access this exclusive offer go to www.fool.com/intro.
 
Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE
 
Host: Chris Hill
Guest: Asit Sharma, Ryan Henderson, Jamie Louko
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Goldman Sachs Drags Down the Dow

The investment bank suffered its worst earnings miss in a decade.
 
(0:21) Jason Moser discusses:
- 4th-quarter profits for Goldman Sachs falling 66%
- How investments in Marcus and the Apple Card partnership haven't paid off yet
- Disney's blunt response to activist investor Nelson Peltz
 
(11:00) Alison Southwick and Robert Brokamp talk with Stephanie Marini, certified financial planner, about what investors need to know how The Secure 2.0 Act affects savings and retirement.
 
Looking to get a jump start on your 2023 financial goals?
Our flagship service, Stock Advisor, is open to new members for just $99 a year!
Access this special offer by visiting www.fool.com/intro.
 
Stocks discussed: GS, DIS
 
Host: Chris Hill
Guest: Jason Moser, Alison Southwick, Robert Brokamp, Stephanie Marini
Producer: Ricky Mulvey
Engineer: Rick Engdahl

"Guidance becomes even more important in this environment."

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this earnings season, as well as:
- The unlikely start to her career in investing
- Key macroeconomic data she and her team at Schwab are focused on
- Her question about crypto
- One idea to improve the odds of financial independence

Host: Chris Hill
Guest: Liz Ann Sonders
Producer: Ricky Mulvey
Engineers: Tim Sparks, Heather Horton

You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss:

- How to think about allocation for smaller companies
- Key small cap metrics to watch
- Boring businesses that warrant more attention
- A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company

Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR

Host: Ricky Mulvey
Guest: Bill Mann
Engineer: Tim Sparks

Earnings season officially kicked off!

(0:21) Jason Moser and Ron Gross discuss:
- Inflation falling for the 6th month in a row
- The common view Jamie Dimon and Brian Moynihan have on the U.S. economy
- Disney’s fight with activist investor Nelson Peltz
- Starbucks and News Corp becoming the latest companies announcing a return to offices
- The latest from Delta Air Lines and Outset Medical

(19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants.
 
(36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF.

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!
If you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII

Host: Chris Hill
Guests: Ron Gross, Jason Moser, David Henkes
Engineer: Rick Engdahl

Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding.

(0:21) Emily Flippen discusses:
- Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board
- Why Peltz is "a day late and a dollar short"
- Salesforce partnering up with Walmart
 
(11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry.
 
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.
 
Stocks discussed: DIS, NKE, WMT, CRM, RXO
 
Host: Chris Hill
Guest: Emily Flippen, Jamie Harris
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

What does it say when a market leader steps back from….leading?

(0:21) Asit Sharma discusses:
- Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift
- The role that the current state of housing plays in Wells Fargo's decision
- Our brand new podcast, Stock Advisor Roundtable

(10:15) Tim Beyers and Tim White take a closer look at "key person risk".

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: WFC, CRM, SFIX, GOOG, GOOGL

Host: Chris Hill
Guest: Asit Sharma, Tim Beyers, Tim White
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions.
 
(0:21) Bill Mann discusses:
- How U.S. companies can be a better way to play China’s reopening
- Jay Powell’s latest speech reinforcing the Fed’s focus on stability
- The potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1
 
(12:30) Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one.
 
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.
 
Stocks discussed: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS
 
Host: Chris Hill
Guest: Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

A major investment bank became the latest (but not the last) to announce layoffs.

(0:21) Jason Moser discusses:
- Goldman Sachs cutting nearly 7% of its staff
- Lululemon shares falling after the company lowered gross margin guidance
- Why inventory levels will be a key retail metric to watch this upcoming earnings season

(11:00) Kirsten Guerra and Lou Whiteman engage in Bull vs. Bear debate over Teladoc Health.

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.

Stocks discussed: GS, LULU ANF, AEO, TDOC, AMZN

Host: Chris Hill
Guest: Jason Moser, Kirsten Guerra, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rich Engdahl

Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-founder and CEO Tom Gardner for a conversation about:

- Why cash is a better hedge against inflation than many believe
- Parallels between the 2022 stock market and the dot-com bust of the early 2000s
- What Tesla investors can learn from Starbucks’ past decline

Companies discussed: BRK.A, BRK.B, TSLA, SBUX

Host: Tom Gardner
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient.

Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss:

- Carvana’s boom and bust, and the takeaways for investors
- If Zoom has a sticky product
- How Roku is addressing a tougher advertisement landscape
- Meta’s valuation, and questions about its leadership
- Mindset advice if you want to be a contrarian investor

Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META

Aswath Damodaran’s blog on Meta:
https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html

Host: Ricky Mulvey
Guest: Asit Sharma
Engineer: Tim Sparks

On a shortened week of trading for investors, three CEOs dominated the headlines.

(0:21) Matt Argersinger and Jason Moser discuss:
- Layoff announcements and a sober prediction from Microsoft CEO Satya Nadella
- The market's positive reaction to the December jobs report
- Key things they're watching in the tech industry
- Newest unveilings at CES in Las Vegas
- The latest from Stitch Fix and Constellation Brands

(19:11) Malcolm Ethridge, CFP and host of "The Tech Money Podcast", weighs in with predictions of two more interest rate hikes, why "Mega Cap Tech" is the key to a stock market rally, and what he's watching for this earnings season.
 
(34:00) Matt and Jason discuss Bed Bath & Beyond's real estate footprint as the company nears bankruptcy, and share two stocks on their radar: Amazon and Bentley Systems.

Looking to get a jump start on your 2023 financial goals?
Our flagship service, Stock Advisor, is open to new members for just $99 a year!
Access this special offer by visiting www.fool.com/intro.

Stocks discussed: CRM, AMZN, MSFT, AAPL, SFIX, STZ, ROKU, SONY, HMC, GOOG, GOOGL, SPOT, BBBY, BSY

Host: Chris Hill
Guests: Jason Moser, Matt Argersinger, Malcolm Ethridge
Engineer: Rick Engdahl

Value Opportunities for Investors

Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason.

(0:21) Bill Mann discusses:
- Amazon laying off 18,000 employees
- Whether layoffs are a bad sign or an indication a company is being honest with itself
- The writing on the (bond market) wall for Bed Bath & Beyond

(11:11) Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio.

Stocks discussed: AMZN, CRM, MSFT, GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC

The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year!
To join now visit www.fool.com/intro to access this special introductory offer.

Host: Chris Hill
Guests: Bill Mann, Ron Gross
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry?

(0:21) Tim Beyers discusses:
- How Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising
- Why HubSpot's next move is one of the most interesting things in tech
- One tech business bucking the trend by increasing its hiring

(8:22) Matt Argersinger previews the year for dividend stock investors, discusses why the payout radio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days.

Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII

The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year!
To join now visit www.fool.com/intro to access this special introductory offer.

Host: Chris Hill
Guests: Tim Beyers, Ron Gross
Producer: Ricky Mulvey
Engineer: Rick Engdahl

'Tis the season for investing in your physical fitness.

(0:21) Jason Moser discusses:
- The relative strength of Planet Fitness
- How "exercise at home" has been around for decades
- Amazon actually testing flying drone deliveries in California and Texas

(13:45) Dylan Lewis and Asit Sharma discuss what growth stock investors should be considering this year, as well as one business in particular with tailwinds (despite a tough environment).

Stocks discussed: PLNT, PTON, AMZN, CRWD

Looking for more investing ideas?
Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

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

It's the perfect time to review your financial plan for investing in 2023.

(0:21) Andy Cross discusses:
- His optimism after the worst year for investors since 2008
- The potential for 2023 to be "a stock picker's market"
- Why financials and healthcare are two of the industries he's watching for opportunities

(10:15) Robert Brokamp weighs in on whether all investors should more seriously consider bonds, why retirees might be able to increase their safe withdrawal rates, and the biggest asset younger investors have this year. 

Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Host: Chris Hill
Guests: Andy Cross, Robert Brokamp
Engineer: Rick Engdahl

CEOs on the hot seat, stocks in the spotlight, and reckless predictions!

(0:21) Jason Moser and Matt Argersinger discuss:
- Industries and trends investors should be watching
- Why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat
- Two stocks poised for upside
- Keeping online streaming and BNPL businesses on a short leash
- Not being worried about Blackstone, Home Depot, and Johnson & Johnson

(19:11) Jason and Matt continue our 2023 preview with:
- Potential surprises for investors
- Why Live Nation and nCino could both be acquired
- 1 trend and 1 stock that investors will have to be very patient with
- Reckless business predictions involving crypto, Elon Musk, and Warren Buffett
- Two stocks on their radar: Topgolf Callaway and Easterly Government Properties

Want even more stock ideas? Get a free copy of our "5 Stocks Under $49" report by going to www.fool.com/report.

Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA

Host: Chris Hill
Guests: Jason Moser, Matt Argersinger
Engineer: Rick Engdahl

(0:21) Chris Hill discusses:
- What's coming up on the show in early January
- Seth Rogen's revelation about stand-up comedy
- What it takes to be an investor

Host: Chris Hill
Engineer: Rick Engdahl

Disruption is not a given, nor is it easy.

(0:21) Jason Moser discusses:
- How Visa and Mastercard fared in a year dominated by crypto news
- Why fortress balance sheets will be an even bigger asset in the new year
- Leaders he's watching in 2023

Stocks mentioned: V, MA, MSFT, APPL, GOOG, GOOGL, HD, LOW

Host: Chris Hill
Guest: Jason Moser
Engineer: Rick Engdahl

Outside the U.S. there are opportunities for investors in the new year.

(0:21) Bill Mann discusses:
- Countries producing raw materials (and video games)
- What needs to change in China to get him more interested in companies like Alibaba and JD.com
- Why investors should be watching Canada and Norway

Stocks mentioned: JD, BABA, TCEHY

Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

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

We're taking a break from investing and stock talk to discuss:
- Santa's actual weight
- Murder's surprising popularity as an entertainment device
- Best movie Santas
- Alcoholic holiday drinks
- "Cereal Derangement Syndrome"
- Fascination with the NY Post's front page
- Rule changes we would make in the NBA, NHL, and MLB
- Who should narrate a classic McSweeney's essay

To cast your vote for your favorite sports rule change, email podcasts@fool.com.

Host: Chris Hill
Guests: Bill Barker, Bill Mann
Engineer: Rick Engdahl

We're easing into Christmas weekend with highlights from two of our favorite interviews of 2022.

(0:21) Becky Quick discusses:
- Helping The Wall Street Journal leap from print to the web
- Making the switch from the Journal to CNBC
- Her unexpected introduction to Warren Buffett
- Behind the scenes at CNBC

(19:11) Mark Cuban discusses:
- His new health care venture, Cost Plus Drugs
- Competing with major healthcare companies
- Advice for potential NFL owner Jeff Bezos
- The appeal of pickleball!

Host: Chris Hill
Guests: Becky Quick, Mark Cuban
Engineers: Rick Engdahl, Dan Boyd

What's the downside to using public filings to mirror Berkshire-Hathaway's investments?

(0:21) Jim Gillies discusses:
- The strength of Berkshire-Hathaway's underlying businesses
- Warren Buffett's less-than-perfect investing track record
- How investors cannot get the exact same price as the Berkshire-Hathaway investment managers

(10:20) Dylan Lewis and Ricky Mulvey engage in a bull vs. bear debate over e-commerce platform Etsy.

Stocks mentioned: BRK.A, BRK.B, ETSY, EBAY

Holiday Music: Merry, Merry Christmas by Keb’ Mo’

Host: Chris Hill
Guests: Jim Gillies, Dylan Lewis
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

The shipping giant has a demand problem, while Nike may be out of the woods.

(0:21) Asit Sharma discusses:
- FedEx cutting $1 billion in costs to make up for weak demand
- UPS solidly outperforming FedEx (for years)
- Nike getting past their inventory problems and increasing digital sales

(10:30) John Rotonti and Ricky Mulvey analyze the implications of interest rates being higher for longer and one company that's benefiting. 

Stocks mentioned: FDX, UPS, NKE, BX

Holiday Music: Looks Like A Cold, Cold Winter by Ingrid Michaelson

Host: Chris Hill
Guests: Asit Sharma, John Rotonti
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

The digital advertising landscape is shifting.

(0:21) Bill Mann discusses:
- Google's and Meta Platform's collective share of the digital ad market shrinking
- Amazon leading the charge in e-commerce ad players
- TikTok's impact on the ad industry and whether it is "unbannable" in the U.S.

(8:50) Alison Southwick and Robert Brokamp analyze the ins-and-outs of buying bonds.

Stocks mentioned: GOOG, GOOGL, META, AMZN, SPG, BND, BLK, IBDN, IBDR

Holiday Music: How Do You Spell Channukkahh? by The LeeVees

Host: Chris Hill
Guests: Bill Mann, Robert Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineer: Tim Sparks

There's a value approach to Barron's annual list, and we've got some thoughts.

(0:21) Jason Moser discusses:
- The case for traditional value stocks like Bank of America and Berkshire-Hathaway
- Inclusion of Big Tech companies like Alphabet and Amazon
- Why attractive valuation isn't enough to get us interested in Madison Square Garden Sports

(12:45) Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead.

Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL

Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings

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

If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuation at the Stern School of Business at New York University.

Motley Fool CEO Tom Gardner talks with the “Dean of Valuation” about:
- Inflation’s new questions for investors
- The most important investor you can learn from
- Incentives, correlations, and costs in ESG scoring

Stocks mentioned: MO, BLK

If you're a member of any Motley Fool service you can access the full conversation here:

https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/

Host: Tom Gardner
Guest: Aswath Damodaran
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan, Tim Sparks

Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening?

Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Mary Long caught up with Young to talk about:
- Macro data that’s meaningful to stock investors
- How to build an investment thesis
- One sector that’s been “unfairly punished”
- The likelihood of a recession in 2023

Host: Mary Long
Guest: Liz Young
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Time to hand out some awards!

(0:21) Ron Gross, Emily Flippen, and Jason Moser discuss:
- The biggest business/investing stories of the year
- Who gets their vote for CEO of 2022
- Some of the dumbest investments of the year
- How semiconductors and a stock hitting an all-time high flew under Wall Street's radar

(19:11) Ron, Emily, and Jason continue our year-in-review special with:
- Surprising years from Salesforce, Axon Enterprise, and Campbell Soup
- Things they didn't have on their 2022 Bingo Cards
- New investing discoveries
- Three stocks on their radar: Booz Allen Hamilton, NextEra Energy, and Topgolf Callaway

Stocks discussed: TSLA, TXN, ULTA, BBBY, K, CASY, OM, AXON, CPB, CRM, BRK.A, BRK.B, DIS, DOCU, NFLX, BAH, NEE, MODG

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

With 42 college bowl games on tap, are companies spending smart money to sponsor the event?

(0:21) Jason Moser discusses:
- The economics of bowl game sponsorship
- Why local businesses may have an edge
- Kellogg sponsoring three bowl games, two of them with their Cheez-It brand

(12:45) Tim White and Tim Beyers take a closer look at user-interface design and which companies get it right (and wrong).

Stocks mentioned: AZO, COF, SAM, K, LYFT, HUBS, CRM, SNAP, AAPL, WDAY

Holiday Music: The Hanukkah Waltz by Bela Fleck and the Flecktones

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

Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter.

(0:21) Bill Mann discusses:
- Delta Airlines projecting financial optimism in 2023
- Moderna shares up 20% this week after promising results from a skin cancer treatment trial in combination with Merck
- Tesla shareholders being more nervous than before due to (among other things) Twitter taking more of CEO Elon Musk's time and attention

(12:45) Ricky Mulvey talks with Jack Caporal from The Ascent about the most popular financial New Year's resolutions and tips for keeping them.

For more data on The Ascent's survey on financial resolutioins, click here: https://www.fool.com/the-ascent/research/financial-new-years-resolutions/

Stocks mentioned: DAL, MRNA, MRK, TSLA

Holiday Music: White Christmas by Sharon Jones & the Dap-Kings

Host: Chris Hill
Guests: Bill Mann, Jack Caporal
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

November's CPI rose just 0.1%, lower than economists were expecting.

(0:21) Jim Gillies discusses:
- How inflation in the US compares to other countries
- Why some Nasdaq stocks have been "brutalized"
- Sam Bankman-Fried, co-founder of FTX, being arrested and charged with (among other things) conspiracy and securities fraud

(12:45) Alison Southwick and Robert Brokamp answer listeners questions about how many stocks to own, financial aid, and saving for kids.

Stocks mentioned: STLJF

Holiday Music: Five Pound Box Of Money by Pearl Bailey

Host: Chris Hill
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl

A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher.

(0:21) Jason Moser discusses:
- The "win-win" deal between the two sides
- How cloud services like Azure and AWS are becoming utilities
- The short, not-so-happy public life of Weber Grill
- Peter Lynch's advice being a starting point (not a finish line) for investors

(12:30) Ricky Mulvey talks with Eddie Alterman, host of the "Car Show" podcast, about the used car market and how GM is competing with Ferrari.

Stocks mentioned: MSFT, LDNXF, AMZN, GOOG, GOOGL, WEBR, COOK, GM

Holiday Music: Sugar & Booze by Ana Gasteyer

Host: Chris Hill
Guests: Jason Moser, Eddie Alterman
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and the author of “The Human Side of Innovation: The Power of People in Love with People.” Ricky Mulvey caught up with Porcini to discuss:

- Why investors should watch companies with great design thinkers

- The strategy behind limited-edition releases

- How wearables could change what we eat and drink

Companies mentioned: PEP, MMM, AAPL

Host: Ricky Mulvey

Guest: Mauro Porcini

Engineer: Tim Sparks

You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting more expensive, and companies continue to struggle with hybrid-work plans. Deidre Woollard and Matt Argersinger discuss:
- Lesser-known office REITs that may be presenting opportunities for investors
- Homebuilders facing headwinds
- Lessons from Las Vegas’s comeback

Companies mentioned: SLG, ARE, HPP, DEA, TOL, PHM, HD, LOW, SHW, POOL, SPG, VICI, KIM, EPR

Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl

It's time to lawyer up!

(0:21) Andy Cross and Ron Gross discuss:
- Wholesale prices rising higher than expected
- Costco's surprisingly disappointing quarter
- DocuSign ending the year on a positive note
- Casey's General Stores hitting an all-time high thanks in part to beer cheese pizza
- The latest from Lululemon, RH, Campbell's Soup, and Chewy

(19:11) Rachel Warren talks with Jay Jacobs from BlackRock about megatrends to watch in healthcare, infrastructure, and electric vehicles.

(30:20) Andy and Ron discuss the FTC suing Microsoft over its proposed acquisition of Activision Blizzard, and share two stocks on their radar: Stanley Black & Decker and Houlihan Lokey.

Stocks discussed: COST, LULU, RH, DOCU, CPB, CHWY, CASY, BLK, MSFT, ATVI, SWK, HLI

Host: Chris Hill
Guests: Andy Cross, Ron Gross, Rachel Warren, Jay Jacobs
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump.

(0:21) Asit Sharma discusses:
- The price of gas being lower than it was a year ago
- Ripple effects (positive and negative) from lower gas prices
- China stocks getting a short-term boost from the prospects of Covid restrictions being relaxed

(9:45) Ricky Mulvey joins Asit to take a closer look at which food and beverage trends are gaining (and losing) steam.

Stocks mentioned: BILI, JD, BYND, KO, SAM, KR

Holiday Music: Christmas (Baby Please Come Home) by Dropkick Murphys

Host: Chris Hill
Guests: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl

After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing.

(0:21) Jason Moser discusses:
- Whether Robinhood's 1% match on new IRA accounts will force other financial institutions to do the same
- If the new service from the still-unprofitable Robinhood will reward shareholders
- A new survey from Forbes Advisor about the increase in buy-now, pay-later activity and what it bodes for consumer savings in 2023

(10:25) Asit Sharma talks with Endava CEO John Cottrell about digital payment trends and differentiating from the competition.

Stocks mentioned: HOOD, DAVA, WISE

Holiday Music: Christmas Will Work It Out by Paola Bennet

Host: Chris Hill
Guests: Jason Moser, Asit Sharma, John Cottrell
Producer: Ricky Mulvey
Engineers: Rick Engdahl

You might not expect to find a multi-bagger stock in aftermarket automotive parts. But, that's exactly what one retailer has accomplished.

(0:44) Deidre Woollard and Jim Gillies discuss:
- Europe's energy crunch, and why Russia isn't playing along with price caps.
- Investing in economic cycles as a contrarian.
- Why AutoZone is "one of the best managed companies and capital allocation stories."

Plus, (17:31) Motley Fool Contributor Brian Withers joins Alison Southwick and Robert Brokamp to discuss how to encourage kids to invest when time is on their side.

Companies mentioned: AZO, DIS, CMG

Holiday Music: Disco Christmas by Universal Robot

Host: Deidre Woollard
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Brian Withers
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Executives at Warner Bros Discovery are planning to unveil a new streaming service combining the assets of HBO Max and Discovery+.

(0:21) Jason Moser discusses:
- How CEO David Zaslav's focus on profitability could pay off
- WBD's underrated library of content
- The rise of FAST (Free Ad-Supported TV)

(12:30) Andy Cross talks with Airbnb co-founder Nat Blecharczyk about the latest improvements for the home-sharing platform.

Stocks mentioned: WBD, NFLX, DIS, CMCSA, TTD, ABNB

Holiday Music: Christmas Is Starting Now by Big Bad Voodoo Daddy

Host: Chris Hill
Guests: Jason Moser, Andy Cross, Nate Blecharczyk
Producer: Ricky Mulvey
Engineers: Rick Engdahl

During her 12-year run as CEO of Pepsi, Indra Nooyi helped the company grow sales by 80%. Despite her success as one of the most powerful women in business, she's happy to be out of the world of “bits and bytes.” Motley Fool co-founder and CEO Tom Gardner caught up with Nooyi to discuss:
- Other CEOs she's learned from
- Building a culture of ownership
- Decision-making as an art and a science

Companies mentioned: PEP, AAPL, AMZN, PFE

Indra Nooyi's best-selling book is "My Life in Full: Work, Family, and Our Future".

Host: Tom Gardner
Guest: Indra Nooyi
Producer: Ricky Mulvey
Engineers: Heather Horton, Dan Boyd

The first rule of investing is don’t lose money. The other rules are a little more complicated.

David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss:
- Lessons from Warren Buffet, Larry Fink, and Seth Klarman
- Genius and luck in investing
- Happiness and expectations
- Investing with a margin of safety

Companies mentioned: CG, BLK, TSLA, HLT

Host: John Rotonti
Guest: David Rubenstein
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

If you're an investor trying to make sense of the conflicting signals from macroeconomic data, you're not alone.

(0:21) Matt Argersinger and Jason Moser discuss:
 - A strong jobs report, latest housing data, and contrary indications from the retail industry
- Ulta Beauty continuing a standout year
- VICI Properties increasing its share of properties on the Las Vegas Strip
- Signs of life from Okta
- The latest from Salesforce, Five Below, and Crowdstrike

(19:11) Deidre Woollard talks with Ben Miller, CEO of crowdfunding investment platform Fundrise, about commercial real estate and the trends he's watching for homebuilders and office space.

Stocks discussed: ULTA, CRM, VICI, BX, OKTA, FIVE, CRWD, APRN, EXR, CRNC

Host: Chris Hill
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Miller
Producer: Ricky Mulvey
Engineer: Dan Boyd

What's it like competing against a business that's 1,000 times bigger than your own?

(0:21) Emily Flippen discusses:
- Salesforce co-CEO Bret Taylor leaving his job exactly one year after he got it
- Whether the market is overreacting to Taylor and underreacting to a strong 3rd-quarter report from Salesforce
- Kroger's strong profits and prospects for expanding its grocery empire with a proposed acquisition of Albertson's

(12:10) Jeff Santoro and Jamie Louko engage in "bull vs. bear" debate over cloud infrastructure company DigitalOcean.

Stocks mentioned: CRM, CMG, TEAM, KR, ACI, DOCN, MSFT, AMZN, GOOG, GOOGL

Holiday Music: Silent Night by Ska-J, Hey Skinny Santa by JD McPherson

Host: Chris Hill
Guests: Emily Flippen, Jeff Santoro, Jamie Louko
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks, Rick Engdahl

The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX.

(0:21) Jim Gillies discusses:
- Why the Dow Jones Industrial Average is "the dumbest index"
- Where investors can find ballast for their portfolios

(15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors.

Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR

Host: Chris Hill
Guests: Jim Gillies, Dylan Lewis
Producer: Ricky Mulvey
Engineer: Dan Boyd

With more retail data rolling in, it might also be time to start paying attention to commodities.

(0:21) Asit Sharma discusses:
- Cyber Monday's results mirroring Black Friday's
- How the headlines around strong holiday retail may be masking weakness underneath
- Why stock investors may have to start paying attention to the price of copper

(9:50) Alison Southwick and Robert Brokamp share some gift ideas the people on your list will actually enjoy.

Stocks mentioned: ADBE

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

Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China.

(0:21) Jason Moser discusses:
- Black Friday's new record of $9 billion spent
- How other retailers are competing with Amazon
- NFL viewing on Thanksgiving Day setting new records

(9:33) Bill Mann discusses:
- Rising unemployment among China's young adults
- How municipalities are "drowning in debt"
- The challenges of sourcing ingredients and manufacturing in China for U.S. companies like Apple and Procter & Gamble

Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC

Host: Chris Hill
Guest: Jason Moser, Bill Mann,
Engineer: Dan Boyd

Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession.

Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss: 

- How growth stories can change through time. 
- Sectors showing the power of compounding dividends. 
- If a “Fed Put” still exists. 

Members of any Motley Fool service can watch the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/11/16/interview-richard-bernstein-ceo-cio-richard-bernst/ 

Host: John Rotonti
Guest: Richard Bernstein
Producer: Ricky Mulvey 
Engineers: Heather Horton, Dan Boyd

Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies with unusual competitive advantages. 

Motley Fool Canada’s Jim Gillies and Iain Butler join Ricky Mulvey to discuss:
- What it means for a company to have a moat
- Key metrics that can show whether a company has a competitive advantage
- Moats in utility poles, engineering software, and gentlemen’s clubs

Companies mentioned: ADSK, LYV, POOL, RICK, MO, STLJF

Host: Ricky Mulvey
Guests: Jim Gillies, Iain Butler
Engineer: Rick Engdahl

Cue the sound effect, it's time for our Thanksgiving Special!

(0:21) Ron Gross and Jason Moser discuss:
 - Humble Pie (aka, stocks we were wrong about)
 - Stocks we're thankful for
 - Turkey stocks to avoid
 - Financial topics we really hope don't come up this holiday season

(19:11) We revisit our conversation Scott Galloway, author of the bestselling book “Adrift: America in 100 Charts” and discuss a potential rebranding for nuclear energy, and which CEO has created the most shareholder value.

(37:20) Jason and Ron share two stocks on their radar: AMETEK and Taiwan Semiconductor.

Stocks discussed: APPH, WD, SBUX, DIS, HD, COST, NKE, BRK.B, TSLA, BBBY, AME, TSM

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Scott Galloway
Engineer: Dan Boyd

Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense!

(1:45) Chris Hill, Bill Barker, and Bill Mann discuss:
- What should be on the “Mount Rushmore of Thanksgiving Side Dishes”
- Where we would go if we were in the Witness Protection program
- Pro sports mascots to represent Team USA at the World Cup
- Movie sequels and characters we’d like to see more of
- A wedding reception that went viral

Host: Chris Hill
Guests: Bill Barker, Bill Mann
Engineer: Dan Boyd

Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss:
 - Questions about Autodesk’s capital allocation strategy.
 - Nordstrom's plans for a tough retail environment.
 - Favorite Thanksgiving traditions!

(12:44) Tim White joins Tim Beyers for an audio version of “This Week in Tech.” They discuss the fundamentals of software platforms, and how they could change over the next five years.
Stocks mentioned: ADSK, JWN, CRM, TWLO, MDB, AMZN

Host: Asit Sharma
Guests: Tim Beyers, Tim White
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target.

(0:21) Bill Mann discusses:
- Bob Iger's second day back as CEO
- Best Buy, and CEO Corie Barry, defying expectations (again)
- Zoom Video shares falling close to a 2-year low
- How Zoom could fit well into Oracle's business

(12:25) Robert Brokamp talks with Megan McCoy, professor at Kansas State University, about relationships and money. 

Stocks mentioned: DIS, BBY, AMZN, ZM, MSFT, ORCL

Host: Chris Hill
Guest: Bill Mann, Robert Brokamp, Megan McCoy
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl

Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger.

(0:21) Jason Moser discusses:
- The board's sudden reversal on Chapek
- Expected changes in Disney's executive ranks
- Iger's strengths in building relationships
- Iger's track record in succession planning

(13:11) Dylan Lewis and Kirsten Guerra engage in a bull vs. bear debate over Pinterest.

Stocks mentioned: DIS, PEP, PINS, META

Host: Chris Hill
Guest: Jason Moser, Dylan Lewis, Kirsten Guerra
Producer: Ricky Mulvey
Engineer: Dan Boyd, Tim Sparks, Rick Engdahl

The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean a huge opportunity for the new start-up. Chris Hill caught up with Cuban to discuss:

- Why he’s able to sell a leukemia drug for thousands of dollars less than competitors
- Stocks he bought during the pandemic
- Advice for potential NFL owner Jeff Bezos

To check out Mark's new business go to www.CostPlusDrugs.com

Companies mentioned: WBA, CVS, NFLX, LYV, LVS, AMZN

Host: Chris Hill
Guest: Mark Cuban
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan, Tim Sparks

Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money!

Chris Hill talks with Bill Mann, Emily Flippen, and David Gardner about:
- 2022 through the lens of a small business
- The importance of evaluating the management team of a small cap company
- How fear can be contagious for investors
- Keeping an eye on inflation as we head into 2023
- Optimism around the UNC men's basketball team

Check out the Rule Breaker Investing podcast with David Gardner!
https://podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738

Host: Chris Hill
Guests: Bill Mann, Emily Flippen, David Gardner
Engineers: Rick Engdahl, Dan Boyd

If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays.

(0:30) Emily Flippen and Jason Moser discuss:
- Walmart beating expectations and raising guidance
- Home Depot and Lowe's delivering the goods (without a boost in share prices)
- Target's self-inflicted problems continuing
- Former Domino's CEO Patrick Doyle taking his talents to Restaurant Brands International
- The latest from Williams-Sonoma, Berkshire Hathaway, and Taiwan Semiconductor

(19:15) Emily talks with Sumit Singh, CEO of Chewy, about the pet products industry, when it's ok to lose money on customer acquisition, and why his company is expanding into pet healthcare.

(32:20) Emily and Jason discuss:
- Sam's Club's new pricing strategy
- Two stocks on their radar: Chart Industries and Zoom Video

Stocks mentioned: WMT, HD, LOW, TGT, WSM, NVDA, BRK.A, BRK.B, TSM QSR, DPZ, CHWY, ROVR, GTLS, ZM

Host: Chris Hill
Guests: Jason Moser, Emily Flippen, Sumit Singh
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common.

(0:21) Ron Gross discusses:
- Getting inspiration from a sitcom character
- Buying his 1^st stock from research in an investing newsletter
- His enduring admiration for Costco
- The undefinable-but-real value of the “Buffett Premium” when examining Berkshire-Hathaway’s business

Stocks mentioned: DIS, NFLX, COST, BRK-B

Host: Chris Hill
Guest: Ron Gross
Engineer: Dan Boyd, Tim Sparks

One reason we like Charlie Munger is he rarely, if ever, minces words.

(0:21) Bill Mann discusses:
- The latest PPI data boosting the market
- Walmart's inventory levels (and 3rd-quarter results) catching Wall Street's attention
- Charlie Munger sounding off on crypto

(13:37) Alison Southwick and Robert Brokamp dip into the Fool Mailbag to answer questions about Roth IRAs, how ETFs work, and more!

Companies discussed: WMT, GE, UAA

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

Social media companies selling advertising have been handed an unexpected gift (if they're able to take it).

(0:21) Jason Moser discusses:
- Disney's historic win at the box office this weekend being overshadowed by the specter of layoffs
- CEO Bob Chapek's metric for success in 2024
- Eli Lilly falling victim to a prank on Twitter and pulling its ad business in response
- How Snap, Facebook, and Instagram need to take advantage of their sudden opportunity

(11:35) Jason and Matt Frankel take a closer look at the returns that safe investments are offering.

Companies discussed: DIS, AMZN, LLY, META, SNAP

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

More senior-level women are leaving the workforce than ever before, and just 2% of venture capital funding goes to female-led start-ups. That said, there are plenty of reasons to be optimistic about the future of female leadership and entrepreneurship. Julia Boorstin is CNBC’s Senior Media & Tech Correspondent and the author of “When Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them.”
Deidre Woollard caught up with Boorstin to discuss: 
- Closing the funding gap for female-led companies
- Shifting power dynamics in healthcare
- What sports can teach kids about business
- Why female leadership strategies are valuable for any business

Companies mentioned: RENT, REAL, SFIX

Host: Deidre Woollard
Guest: Julia Boorstin
Producer: Ricky Mulvey
Engineer: Dan Boyd

Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss:
- Which retailers are tackling inventory challenges well
- An overlooked metric for retailers
- And a compelling opportunity for long-term investors

Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY

Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/

Host: Ricky Mulvey
Guest: Sanmeet Deo
Engineers: Rick Engdahl, Dan Boyd

Several factors in the Big Macro pushed stocks higher at week's end.

(0:30) Jason Moser and Ron Gross discuss:
- How the Consumer Price Index report fueled an historic rise on Thursday
- China's potential for pulling back Covid restrictions
- The role layoffs will play in the coming months
- Disney's parks division being the lone bright spot in an otherwise disappointing 4th-quarter report
- The latest from The Trade Desk, Lyft, and Marqeta

(19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change.

(32:10) Jason and Ron return to talk about
- Carnival Cruise's intriguing strategy to battle rising food costs
- Two stocks on their radar: Outset Medical and Titan International

Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI

Host: Chris Hill
Guests: Ron Gross, Jason Moser, Rachel Warren, Anjee Solanki
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

A lower-than-expected CPI number sent stocks soaring.

(0:21) Jim Gillies discusses:
- Why he believes the reaction on Wall Street could signal a bottom for stocks
- Bumble benefitting from today's market rise
- How, after a "busted IPO, Bumble appears to be a real business trading at a more reasonable price

(15:47) Jeremy Bowman talks with GitLab CFO Brian Robins about how his company is helping other companies develop software, and the trade-off between growth and profitability.

Companies discussed: BMBL, MTCH, GTLB

Host: Chris Hill
Guests: Jim Gillies, Jeremy Bowman, Brian Robins
Producer: Ricky Mulvey

The House That Mickey Built appears to be struggling.

(0:21) Tim Beyers discusses:
- Disney's 4th-quarter financials disappointing Wall Street
- How the media division is dragging down the parks division
- Redfin shutting down its home-flipping business and laying off 13% of staff

(14:13) Deidre Woollard talks with Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book "Kick Up Some Dust: Lessons on Thinking Big, Giving Back, and Doing It Yourself".

Companies discussed: DIS, NFLX, RDFN, HD

Host: Chris Hill
Guests: Tim Beyers, Deidre Woollard, Bernie Marcus
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Rough years for Lyft and Tripadvisor get even rougher.

(0:21) Ron Gross discusses:
- Lyft disappointing Wall Street in one key metric
- Why Uber's diversification is currently an asset
- Tripadvisor's guidance pulling down the stock

(10:54) Alison Southwick and Robert Brokamp talk with Jack Caporal and analyze data around average American salaries, savings, and what it means for your financial goals.

Companies discussed: LYFT, UBER, TRIP

Host: Chris Hill
Guests: Ron Gross, Alison Southwick, Robert Brokamp, Jack Caporal
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Sometimes opportunity comes in the form of competitors making a mistake.

(0:21) Jason Moser discusses:
- Shares of Meta Platforms rising on reports of "large-scale layoffs" coming this week
- How long it will take to know if Mark Zuckerberg's investments in the metaverse will pay off
- Amazon angering Prime members with an "upgrade" of their music service that changes the user experience for the worse
- Spotify and Apple being gifted an opportunity to find new members for their music services

(13:57) Dylan Lewis and Ricky Mulvey discuss the changing advertising landscape and what the shifts mean for major players like Netflix and Google.

Companies discussed: META, AAPL, SPOT, ROKU, SNAP, NFLX, GOOG, GOOGL

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

One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKinsey Comes to Town: The Hidden Influence of the World's Most Powerful Consulting Firm.” Forsythe joined Ricky Mulvey to discuss:
- Why Fortune 500 companies pay millions of dollars for the firm’s advice
- What “The Carnegie Way” meant for US Steel
- McKinsey’s relationship with the FDA and what it means for drugmakers

Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY

Host: Ricky Mulvey
Guest: Michael Forsythe
Engineer: Dan Boyd

Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made some expensive buybacks. They discuss:
- A common misunderstanding investors have about free cash flow
- Why management teams often struggle at doing share repurchases well
- How Apple became a “shining example” of superior capital allocation
- One less-familiar company that’s executed buybacks well

Companies discussed: APPL, META, ORLY

Capital Allocation episode: https://www.fool.com/podcasts/motley-fool-money/2022-05-14-capital-allocation-the-superpower

Host: Dylan Lewis
Guest: John Rotonti
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did.

(0:30) Andy Cross and Jason Moser discuss:
- How two of the "War On Cash" stocks are doing
- Etsy's cautious optimism heading into the holidays
- North American same-store sales fueling the rise of Starbucks
- The latest from Qualcomm, Atlassian, and Uber

(19:15) Rachel Warren talks with Jon Maier, chief investment officer at Global X, about how to protect your portfolio during an economic downturn and trends he's watching over the next 3, 5, and 10 years.

(30:30: Andy and Jason return to talk about
- Hershey's latest quarter
- Investing strategy for a college student
- Two stocks on their radar: Ulta Beauty and The Trade Desk

Stocks mentioned: SQ, PYPL, ETSY, SBUX, QCOM, TEAM, UBER, HSY, VOO, ULTA, TTD

Host: Chris Hill
Guests: Jason Moser, Andy Cross, Rachel Warren, Jon Maier
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Some companies have bright futures, while others simply run out of time.

(0:21) Tim Beyers discusses:
- Roku having more cyclicality than investors might expect
- Whether Peloton can produce lower inventories over the holidays
- Fastly's CEO declaring a commitment to growth

(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.

Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM

Host: Chris Hill
Guest: Tim Beyers, Ben Foldy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

If you think this is a market that will automatically reward a stock because the company posted record revenue, think again. 

(0:17) Asit Sharma discusses:
- Why today's announcement from the Federal Reserve won't change the way he invests
- Record revenue highlighting Airbnb's 3rd-quarter results
- Whether today's drop in share price looks like a buying opportunity

(8:31) Ben Foldy, Wall Street Journal reporter and host of the podcast "Bad Bets", shares insights on Nikola founder Trevor Milton, his early career, and the steps that led to one of the hottest stocks of the pandemic.

Companies discussed: ABNB, NKLA, KNX

Host: Chris Hill
Guest: Asit Sharma, Ben Foldy
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it.

(0:17) Bill Mann discusses:
- Why he believes a "shock and awe" price was worth paying for J&J
- How Abiomed strengthens the company's medical device portfolio
- Amazon expanding its ad-free music library for Prime members
- Signs that the retail giant is gunning for Spotify, Disney, and other entertainment companies

(10:33)  Alison Southwick and Robert Brokamp discuss how shortcuts can make you a smarter saver.

Companies discussed: JNJ, ABMD, AMZN, SPOT, DIS, PARA

Host: Chris Hill
Guest: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

October turned out to be the best month for the Dow Jones Industrial Average in a long time.

(0:17) Jason Moser discusses:
- The importance of staying invested through bear markets
- JPMorgan Chase going after the rental payment market
- How much JPM has been investing in technology
- Wells Fargo issuing a "double downgrade" of Hanesbrands

(13:49)  Matt Frankel joins Jason to discuss four companies they bought shares of recently.

Companies discussed: JPM, HBI, HD, MKC, STOR, O, PINS

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

“When the party is happening in the penthouse, this is a sector that’s in the basement.”

Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just have to look at “micro-verticals” like fluid-handling, label making, and aircraft replacement parts. Nick Santhanam is the CEO of the Fernweh Group and a co-author of the new book “The Titanium Economy: How Industrial Technology Can Create a Better, Faster, Stronger America.” Ricky Mulvey caught up with Santhanam to talk about:
- Why investors often misunderstand the industrial sector
- How companies are using 3D printing and blockchain technology
- Why family-run companies have key advantages for long-term investors
- The biggest challenge for companies in the Titanium Economy

Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ

Host: Ricky Mulvey
Guest: Nick Santhanam
Engineer: Dan Boyd

If you’re looking for a market-beating stock then you don’t have to go much further than the candy aisle. Ricky Mulvey and Asit Sharma gear up for Halloween and discuss:
- Why candy is a growing market that’s also shrinking
- Hershey’s M&A strategy and supply chain questions
- Official Halloween candy power rankings

Companies mentioned: HSY, GIS, NKE

Michele Buck’s HBR article: https://hbr.org/2022/11/the-ceo-of-hershey-on-turning-a-candy-company-into-a-snacks-empire

Host: Ricky Mulvey
Guest: Asit Sharma
Engineer: Dan Boyd

The biggest tech companies reported this week, but it was Apple that shined the brightest.

(0:30) Jason Moser and Matt Argersinger discuss:
- The diversity and strength of Apple's business lines
- Slowing growth in Amazon Web Services
- Meta Platforms hitting its lowest point in 6 years
- Ford Motor's demonstration of fiscal discipline
- The latest from Alphabet, Microsoft, and Visa

(19:15) Jason and Matt continue the earnings analysis and discuss:
- ExxonMobil and McDonald's hitting new highs
- Chipotle's plans for growth
- Surprisingly strong weeks for Teladoc Health and Intel
- Overrated and underrated Halloween candy
- Two stocks on their radar: SiTime Corp. and Lennox International

Got a question about investing?
Email podcasts@fool.com

Stocks mentioned: AAPL, AMZN, META, GOOG, GOOGL, V, MSFT, F, XOM, TDOC, INTC, CMG, MCD, LII, SITM, TSM

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

On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016.

(0:21) Andy Cross discusses:
- Meta's worrisome R&D spending metric
- Low expectations helping to fuel Shopify's rise
- Comcast beating tough quarterly comps, thanks in part to the Minions

(13:41)  Ricky Mulvey talks with Scott Ford, CEO of WestRock, a "brand behind the brands" coffee business serving up 20 million cups a day.

Companies discussed: META, SHOP, CMCSA, WEST

Host: Chris Hill
Guest: Andy Cross, Scott Ford
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Google's parent company disappointed Wall Street, but share buybacks continue.

(0:21) Bill Mann discusses:
- Alphabet being a strong business, despite recent downturns
- Spinning off YouTube being an idea that doesn't make sense
- Visa wrapping up the fiscal year in strong fashion
- CEO Al Kelly being among those who do not expect a recession in 2023

(10:56)  Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company.

Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX

Host: Chris Hill
Guest: Bill Mann, Ryan Henderson, Jose Najarro
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power.

(0:21) Jason Moser discusses:
- Coca-Cola's strength in the face of currency headwinds
- PayPal's new partnership with Amazon
- Weber's largest shareholder grilling up a buyout offer
- A new metric for retail businesses: DTRG

(13:17)  Just in time for Halloween, Alison Southwick and Robert Brokamp break down stock market superstitions.

Companies discussed: KO, PEP, PYPL, AMZN, SHOP, LULU, WEBR, COOK

Host: Chris Hill
Guest: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week.

(:21) Dylan Lewis and Tim Beyers discuss:
- Margins, pricing power, and other metrics to watch from big tech companies.
- More details about Twitter's acquisition.
- Why Chinese tech stocks are dropping as Xi Jingping begins his third term.

The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts.

Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL
Host: Dylan Lewis
Guests: Tim Beyers, Tim White
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Spotting a stock fraud is extremely difficult, but finding some smoke is significantly easier. 

Founded by Eddie Antar, Crazy Eddie was a chain of consumer electronic stores in the Northeast. After going public in the 1980s, the stock became nearly a ten-bagger before investigators found it to be a fraud. Investors may not have suspected that the retailer boosted profit margins by manipulating a cash skim, but there were some other signs that the soaring stock price didn’t tell the whole story.

Ricky Mulvey talked with Gary Weiss, author of “Retail Gangster: The Insane, Real-Life Story of Crazy Eddie” about:
- Why investors bought into Eddie Antar’s hype
- How criminals save money on sales tax
- The eventual downfall of Crazy Eddie

Host: Ricky Mulvey 
Guest: Gary Weiss
Engineers: Rick Engdahl, Dan Boyd

Expect to hear “currency headwinds” a lot this earnings season. But a strong U.S. dollar isn’t all bad and can make international companies cheaper. Ricky Mulvey caught up with Bill Mann to look at four economies around the world, including:
- England’s pension and interest rate problems
- The challenges of investing in China
-  A massive raw material exporter with a currency that outperformed the US dollar

(NOTE: This episode was recorded before Liz Truss resigned as Britain's Prime Minister

Companies mentioned: CNSWF, NXGPY

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

Snap fell 30% and took other social media and advertising stocks down with it.

(0:30) Emily Flippen and Ron Gross discuss:
- Pinterest, Meta Platforms, and Alphabet getting dragged down by Snap's bad news
- American Express shares falling despite increased full-year guidance
- Boston Beer's strong 3rd-quarter report
- The latest from Microsoft, Netflix, Tesla, and Tractor Supply

(19:15) Emily and Ron dip into the Fool Mailbag and discuss:
- Medical device pure-plays
- Investing books they recommend
- Surprising economics of pumpkin spice
- The latest from McDonald's and Keurig Dr. Pepper
- Stocks they're more bullish on
- Two stocks on their radar: ASML Holding and Blackstone

Got a question about investing?
Email podcasts@fool.com

Stocks mentioned: SNAP, PINS, META, GOOG, GOOGL, CAT, DE, AXP, NFLX, MSFT, TSLA, TSCO, SAM, MCD, DNUT, SYK, MDT, ZBH, JNJ, RMD, SG, FNCL, JPM, SBUX, PEP, KO, KDP, BX, ASML

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

Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future.

(0:21) Bill Mann discusses:
- Economic takeaways from England's sudden need for a new Prime Minister
- Questions about Tesla's accounting
- Why he believes that, despite falling in 2022, Tesla's stock is still pretty expensive.

(10:11)  Buck Hartzell talks with Boston Omaha co-CEOs Adam Peterson and Alex Rozek about the nuts and bolts of their business, and how they're handling short-term pain. If you're a member of any Motley Fool service you can access the full Boston Omaha interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/10/19/interview-alex-rozek-adam-peterson-boston-omaha/

Companies discussed: TSLA, BOC

Host: Chris Hill
Guest: Bill Mann, Buck Hartzell, Adam Peterson, Alex Rozek
Producer: Ricky Mulvey
Engineers: Dan Boyd

Netflix surprises Wall Street and throws down the gauntlet at streaming competitors.

(0:21) Tim Beyers discusses:
- 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected
- Optimism around Netflix's new ad platform
- Why he believes the stock is fairly valued (with room to run)

(11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired.

Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA

Host: Chris Hill
Guest: Tim Beyers, Nick Sciple, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd

If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power.

(0:21) Deidre Woollard and Asit Sharma discuss:
- Starboard Value's recent stakes in Splunk and Salesforce.
- Dan Loeb's push for a spinoff at Colgate-Palmolive.
- Layoffs at Microsoft.

Plus, Robert Brokamp and Matt Frankel (14:06) discuss how your home fits into a financial plan.
Companies discussed: CRM, MSFT,  CL, SPLK, GIS, INTC
Host: Deidre Woollard
Guest: Asit Sharma, Robert Brokamp, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss:
- Bank of America's strong quarter.
- BNY Mellon's move to hold crypto for its clients.
- Why banks are pumping up their loan loss reserves.

Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet.
Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM
Host: Deidre Woollard
Guests: Jason Moser, Asit Sharma
Producer: Ricky Mulvey
Engineer: Dan Boyd

More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing?  Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher about:
- Opportunities in sustainable investing
- Renewable energy technology.
- How electric vehicles can help solve green energy’s intermittency problem

Stocks mentioned: F, TSLA

Additional resource: https://www.fool.com/investing/stock-market/types-of-stocks/esg-investing/climate-change-stocks/

Hosts: Maria Gallagher, Alyce Lomax
Guest: Bruce Usher
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that have also beaten the market.

Ricky Mulvey caught up with Matt Argersinger and Anthony Schiavone to discuss:
- Surprising companies (e.g., Dillard's) that have beaten the market over a ten-year period
- Listener questions about dividend stocks
- One interesting income opportunity

Companies discussed: UNP, HD, DDS, PRI, MTN, YARIY, GOOGL, GOOG, DIS, POOL

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

Host: Ricky Mulvey
Guests: Matt Argersinger, Anthony Schiavone
Engineer: Dan Boyd

Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday.

(0:21) Jason Moser and Ron Gross discuss:
- Highlights from the Big Banks' latest earnings reports
- Kroger's $24 billion plan to acquire rival grocery chain Albertson's
- New details on Netflix's ad-supported tier starting in November
- The latest from UnitedHealth Group, Walgreen's, and Domino's Pizza

(19:15) For the past 25 years CNBC's Bob Pisani has been reporting live from the floor of the New York Stock Exchange. In his new book, "Shut Up and Keep Talking: Lessons on Life and Investing", he shares insights from investing legends (Vanguard's John Bogle) and memorable encounters with rock legends (Led Zeppelin's Jimmy Page).

(37:30) Jason Moser and Ron Gross share two stocks on their radar: Uber and Stanley Black & Decker

Stocks mentioned: C, JPM, MS, WFC, UNH, KR, ACI, WMT, TGT, AMZN, WBA, NFLX, DIS, MSFT, DPZ, UBER, SWK

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Bob Pisani
Engineer: Dan Boyd

Why are there so many horror movies? Because they're so profitable to make.

(0:21) Jim Gillies discusses:
- Volatility (the good kind!) in the market today
- Insider buying being a signal he watches closely
- Why he's most interested in TFS Financial Corp. and Medpace Holdings this earnings season

(12:50) As horror movie fans get ready for this weekend's release of "Halloween Ends", Ricky Mulvey talks with Catie Peiper about the economics of horror movies.

Stocks discussed: TGT, TFSL, MEDP

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

No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market.

(0:21) Asit Sharma discusses:
- Pepsi's ability to increase prices that customers are still willing to pay
- The role of "shrinkflation" in Pepsi's strategy
- Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report

(10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today. 

Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: PEP, DIS, META

Host: Chris Hill
Guests: Asit Sharma, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd

It's hard to argue with a headline like "The Great Post-Covid Online Shopping Bet Was a Costly Delusion", but we're going to anyway.

(0:21) Bill Mann  discusses:
- Why the investments Amazon and Shopify made were not a "delusion"
- What to watch for among online retailers this holiday shopping season
- Inventory management being the metric to watch in early 2023

(11:13) Mark Kantrowitz is an expert on saving for college and author of "Filing the FAFSA". Robert Brokamp talks with him about some of the most common errors people make when applying for financial aid.

Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: AMZN, SHOP, W

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

It's quiet before earnings season. Too quiet.

(0:21) Jason Moser discusses:
- Expectations for earnings season (which really starts on Friday)
- Jamie Dimon's comments about a U.S. recession being 6-9 months away
- Key data around consumer savings and spending

(11:58) In 2017 Intel bought Mobileye, a self-driving car company, for $15 billion. As Intel prepares to spin it out, Dylan Lewis and Ricky Mulvey discuss the relative attractiveness of the soon-to-be public Mobileye.

Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: ADBE, INTC, MBLY

Host: Chris Hill
Guests: Jason Moser, Dylan Lewis
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

You’ve got questions, so we rounded up some Fools with answers!

In this fall mailbag we’re answering your voicemails and emails about:
- Adobe’s $20 billion acquisition of Figma
- If a cannabis REIT is a good buy
- Luxury goods stocks as a hedge against inflation
- Using dividend payments for a mortgage

Got a question for the show? Call the Motley Fool Money hotline at 703-254-1445.

Companies mentioned: XOM, RACE, RH, SWGAY, LVMUY, CPRI, MTN, PEB, ADBE, DOMO, IIPR

Host: Chris Hill
Guests: Matt Argersinger, Dylan Lewis, Tim Beyers, Emily Flippen, Jason Moser, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl, Tim Sparks

Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work.

Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss:
- The semiconductor value chain
- Geopolitical risks (and opportunities) and the industry's cyclicality
- Implications of the CHIPS Act
- One critical chipmaker that’s cheaper than the S&P 500 

Companies mentioned: NVDA, CDNS, SNPS, ASML,  LRCX,  AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM,  KLAC

Host: Jason Moser
Guest: John Rotonti
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November.

(0:21) Andy Cross and Jason Moser discuss:
- AMD warning about lower revenue
- Constellation Brands posting a lost in the 2nd quarter
- Apple looking to boost production in India
- Macy's gaining inventory insights from its own credit-card data
- The latest from McCormick, Peloton, and more

(19:11) Malcolm Ethridge, host of "The Tech Money Podcast", weighs in on prospects for more interest rate hikes, expectations for earnings season, why he's watching seasonal hiring, and the S&P 600.

(32:45) Jason Moser and Andy Cross discuss the possibility of DraftKings signing an exclusive partnership with ESPN, and share two stocks on their radar: Alphabet and Dream Finders Homes.

Stocks mentioned: AMD, NVDA, MKC, STZ, PTON, AAPL, M, TGT, NKE, DKNG, DIS, GOOG, GOOGL, DFH

Host: Chris Hill
Guests: Andy Cross, Jason Moser, Malcolm Ethridge
Engineers: Dan Boyd, Rick Engdahl

Amazon is the latest to signal its intentions around holiday retail hiring.

(0:21) Maria Gallagher discusses:
- Amazon's announcement it will increase hourly pay and hire 150,000 seasonal workers
- Data around consumer spending sentiment
- Why she's watching how higher-end retailers will fare this year

(8:53) You may enjoy a cold Sam Adams, Angry Orchard cider, or Truly hard seltzer, but does that make parent company Boston Beer Co. a good investment? Jason Hall and Travis Hoium engage in our latest bull vs. bear debate!

Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: AMZN, UPS, TGT, WMT, LULU, SAM 

Host: Chris Hill
Guests: Maria Gallagher, Travis Hoium, Jason Hall
Producer: Ricky Mulvey
Engineers: Dan Boyd

Elon Musk says he's going to buy Twitter at the original price, and this time he means it!

(0:21) Bill Mann discusses:
- His belief that the Musk/Twitter deal will get done
- Forward guidance being the thing he'll be watching in the upcoming earnings season
- Why he believes stagflation is the biggest risk to the economy right now

(10:50) If you think SaaS companies are efficient, can we interest you in a retailer that that sells gently-used goods?  Jim Gillies discusses a small cap business that's been rewarding shareholders.

Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: TWTR, TSLA, WINA, EBAY 

Host: Chris Hill
Guests: Bill Mann, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

And another high-profile IPO company gets taken private.

(0:21) Asit Sharma discusses:
- Poshmark's all-cash deal that values the company at less than half of its IPO price.
- Private market valuations coming down
- National Taco Day and Chipotle's strong business

(11:00) Alison Southwick and Robert Brokamp talk with senior analyst Rich Greiner about the fundamentals of value investing.

Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: POSH, REAL, CMG, VTV, VBR, META, BKNG 

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

What are the chances the stock market makes a 4th-quarter comeback?

(0:21) Jason Moser discusses:
- The chances of the S&P 500, down more than 20% year-to-date, rising over the last 3 months of the year
- How the market tends to do worse the year before a recession
- Kim Kardashian agreeing to pay $1.2 million to settle charges from the SEC she failed to disclose payment for touting crypto on Instagram

(12:21) Dylan Lewis and Brian Feroldi take a closer look at Porsche, which was recently spun off from Volkswagen.

Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445.

Stocks discussed: META, P911, VWAPY

Host: Chris Hill
Guests: Jason Moser, Dylan Lewis, Brian Feroldi
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

If you want someone to manage your money then you better pay them. That’s just one lesson from Ben Franklin’s complicated financial life.

Robert Brokamp talks with Michael Meyer, author of “Benjamin Franklin's Last Bet: The Favorite Founder's Divisive Death, Enduring Afterlife, and Blueprint for American Prosperity” about:
- Franklin's mistakes in estate planning
- The power of small, anonymous donations
- Other fun facts about America's first celebrity

Host: Robert Brokamp
Guest: Michael Meyer
Producer: Ricky Mulvey
Engineer: Rick Engdahl

The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a cartoon chicken. 

Wait, what? 

Doomberg is an anonymous team of analysts covering energy and economic trends. Their newsletter is Substack’s #1 finance publication and the group is represented by a cartoon chicken. 

Motley Fool Senior Analyst Nick Sciple caught up with Doomberg’s head writer for a chat about:

- The state of Europe’s energy crisis.   
- Nuclear’s place in a decarbonized future. 
- And what the Nord Stream pipeline attack means for the world.

Host: Nick Sciple
Guest: Doomberg
Producer: Ricky Mulvey
Engineer: Rick Engdahl

(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:

- Nike’s tough quarter.
- Macro headwinds for Carmax.
- Questions about Peloton’s retail strategy.
- Lululemon’s new subscription service.
- Signs that Cintas is focused on the long-term.
- Amazon’s data strategy and product announcements.  

(19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history.

(37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target.

Hosts: Ron Gross, Chris Hill
Guests: Scott Galloway, Maria Gallagher, Jason Moser
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA

Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September!

 (0:18) Dylan Lewis and Tim Beyers discuss:
 - Why Porsche is going public while other companies are holding off.
 - Down rounds in the private markets.
 - Promising results for Biogen’s Alzheimer’s treatment.

Mortgage rates have doubled in the past year. (13:33) Deidre Woollard and Matt Argersinger look at the ripple effects and which companies could benefit from the shift.

Companies mentioned: P911, VWAPY, RACE, BIIB, HD, Z, AOS, WSO, OPEN, LOW

Host: Dylan Lewis
Guests: Tim Beyers, Matt Argersinger, Deidre Woolard
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

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