Listen to a podcast, please open Podcast Republic app. Available on Google Play Store.
has Improved but be ware
Jan 16, 2023
The podcost has improved a lot. Few years back it was full of finwits pumping hype atounf meme stoxcks. It seems that the crash of 2022 made the editors eert some control. Still the hosts have some swagger but it's a good podcost overall
Faffri
Aug 5, 2022
Fantastic
James
Jan 6, 2020
My favorite stock market podcast
Drew
Aug 28, 2019
This podcast does a great job to give a weekly round-up of the markets. It's fun and interesting. They supply a wealth of knowledge and a long term investment mindset. I am happy to call myself one of the dozens of dedicated listeners.
Episode | Date |
---|---|
Record Profits? Record Profits.
25:19
The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short. (0:21) Bill Mann discusses: (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. Stocks discussed: MCD, XOM, AAPL, MSFT, CVX Host: Chris Hill |
Jan 31, 2023 |
Gen Z & Millennials Are Driving AmEx Higher
22:51
If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: (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 |
Jan 30, 2023 |
Howard Marks on China, Risk, and Interest Rates
38:12
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: To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change |
Jan 29, 2023 |
Lessons from Buffett’s Investing Framework
24:57
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: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 - 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 - |
Jan 28, 2023 |
GDP, Tesla, FinTech, and "Burrito Season"
38:57
As much as we love stocks, sometimes the Big Macro really does drive the market. (0:21) Emily Flippen and Ron Gross discuss: (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? Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ Host: Chris Hill |
Jan 27, 2023 |
Netflix, Comcast, Southwest Airlines
21:41
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: (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 |
Jan 26, 2023 |
Eyes on the Cloud
30:02
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. 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 |
Jan 25, 2023 |
2 Blue Chips Under Pressure
26:30
How long will macroeconomic pressures persist in 2023? (0:21) Asit Sharma discusses: (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
|
Jan 24, 2023 |
Big Banks vs. Apple & PayPal
28:07
Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal. (0:21) Jason Moser discusses: (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. Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO Host: Chris Hill |
Jan 23, 2023 |
GE’s Legacy & Lessons for Investors
30:54
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: |
Jan 22, 2023 |
Real Estate Trends w/ Opportunity
30:08
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: Companies/REITs discussed: ESRT, SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR Host: Deidre Woollard |
Jan 21, 2023 |
Big Tech Layoffs, Signs of Housing Trouble
38:57
Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: (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. Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF Host: Chris Hill |
Jan 20, 2023 |
China, India, and the Question of Population Growth
21:46
Data this week suggest India is about to pass China as the world's most populous country. Stocks discussed: PG, CMG, AAPL, SBUX, DXCM |
Jan 19, 2023 |
Prices Falling, More Tech Layoffs
23:05
As many expected, Microsoft announced the layoff of 5% of its employees. |
Jan 18, 2023 |
Goldman Sachs Drags Down the Dow
22:11
Goldman Sachs Drags Down the Dow The investment bank suffered its worst earnings miss in a decade. |
Jan 17, 2023 |
Earnings Watch & Market Valuation w/ Liz Ann Sonders
25:07
"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: Host: Chris Hill |
Jan 15, 2023 |
Small Caps w/ Strong Brands
26:13
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 Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR Host: Ricky Mulvey |
Jan 14, 2023 |
Dry January, Big Banks, and Trouble at Disney HQ
38:58
Earnings season officially kicked off!
|
Jan 13, 2023 |
Walmart's Tech, One Activist's Fight
20:57
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: |
Jan 12, 2023 |
Wells Fargo Steps Back
21:03
What does it say when a market leader steps back from….leading? (0:21) Asit Sharma discusses: (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 |
Jan 11, 2023 |
Stocks For China’s New Bull Market
23:04
A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions. |
Jan 10, 2023 |
"No company is immune."
21:20
A major investment bank became the latest (but not the last) to announce layoffs. (0:21) Jason Moser discusses: (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. Stocks discussed: GS, LULU ANF, AEO, TDOC, AMZN Host: Chris Hill |
Jan 09, 2023 |
Tom Gardner and Morgan Housel on Inflation, Tesla, and Starbucks
28:53
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 |
Jan 08, 2023 |
Diagnosing Stock Drops
29:00
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 Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META Aswath Damodaran’s blog on Meta: Host: Ricky Mulvey |
Jan 07, 2023 |
3 CEOs Walk Into A Bar
38:56
On a shortened week of trading for investors, three CEOs dominated the headlines. |
Jan 06, 2023 |
Value Opportunities for Investors
19:56
Value Opportunities for Investors |
Jan 05, 2023 |
2 Dividend Stocks To Watch
17:03
Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? |
Jan 04, 2023 |
Time To Hit The Gym Stocks?
27:42
'Tis the season for investing in your physical fitness. |
Jan 03, 2023 |
2023 Investing Blueprint
18:14
It's the perfect time to review your financial plan for investing in 2023. |
Jan 02, 2023 |
27 Stocks for 2023
38:52
CEOs on the hot seat, stocks in the spotlight, and reckless predictions! |
Dec 30, 2022 |
Do You Really Want To Be An Investor?
06:41
(0:21) Chris Hill discusses: |
Dec 29, 2022 |
Don't Bet Against Behemoths
09:50
Disruption is not a given, nor is it easy. |
Dec 28, 2022 |
Global Markets to Watch in 2023
12:14
Outside the U.S. there are opportunities for investors in the new year. (0:21) Bill Mann discusses: 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 |
Dec 27, 2022 |
How Much Does Santa Weigh?
47:33
We're taking a break from investing and stock talk to discuss: |
Dec 24, 2022 |
Becky Quick, Mark Cuban
38:55
We're easing into Christmas weekend with highlights from two of our favorite interviews of 2022. |
Dec 23, 2022 |
Following Buffett, Bull vs. Bear: Etsy
20:29
What's the downside to using public filings to mirror Berkshire-Hathaway's investments? |
Dec 22, 2022 |
Nike, FedEx, and The Fed
26:53
The shipping giant has a demand problem, while Nike may be out of the woods. |
Dec 21, 2022 |
Is TikTok Too Big To Ban?
19:59
The digital advertising landscape is shifting. (0:21) Bill Mann discusses: (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 |
Dec 20, 2022 |
Barron's Top Stock Picks
30:01
There's a value approach to Barron's annual list, and we've got some thoughts. |
Dec 19, 2022 |
Aswath Damodaran on the Fed, Inflation, and Valuation
26:29
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: Stocks mentioned: MO, BLK If you're a member of any Motley Fool service you can access the full conversation here: Host: Tom Gardner |
Dec 18, 2022 |
Same Data, Different Conclusions
28:37
Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? |
Dec 17, 2022 |
Best & Worst of 2022
38:54
Time to hand out some awards! |
Dec 16, 2022 |
Are College Bowl Sponsorships Worth It?
24:39
With 42 college bowl games on tap, are companies spending smart money to sponsor the event? |
Dec 15, 2022 |
Tesla Shareholders Are Nervous (They Should Be)
18:42
Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. |
Dec 14, 2022 |
Inflation Cooling, SBF Arrested
27:22
November's CPI rose just 0.1%, lower than economists were expecting. |
Dec 13, 2022 |
London Calling Microsoft
26:01
A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. |
Dec 12, 2022 |
The ROI of Design
27:36
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 |
Dec 11, 2022 |
REITs, Homebuilders, and the Return of Las Vegas
26:34
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: |
Dec 10, 2022 |
USA vs. Microsoft
39:26
It's time to lawyer up! |
Dec 09, 2022 |
Gas, China, Food & Beverage Stocks
23:44
Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump. |
Dec 08, 2022 |
Another New Trend from Robinhood?
23:57
After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing. |
Dec 07, 2022 |
Getting Kids to Invest
30:38
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: 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 |
Dec 06, 2022 |
The Evolution of Max
21:41
Executives at Warner Bros Discovery are planning to unveil a new streaming service combining the assets of HBO Max and Discovery+. |
Dec 05, 2022 |
Indra Nooyi on Leadership, Culture, and Steve Jobs
27:15
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: 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 |
Dec 04, 2022 |
Lessons From Great Investors
24:45
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 |
Dec 03, 2022 |
More Jobs for Americans, More Confusion for Investors
38:58
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: (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 |
Dec 02, 2022 |
Battling Giants
23:15
What's it like competing against a business that's 1,000 times bigger than your own? (0:21) Emily Flippen discusses: (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 |
Dec 01, 2022 |
FTX Collapse: Lessons for Investors
29:14
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: (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 |
Nov 30, 2022 |
Commodities...Seriously?
20:28
With more retail data rolling in, it might also be time to start paying attention to commodities. (0:21) Asit Sharma discusses: (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 |
Nov 29, 2022 |
China Protests Hit U.S. Stocks, NFL Viewing Hits New Record
18:07
Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China. (0:21) Jason Moser discusses: (9:33) Bill Mann discusses: Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC Host: Chris Hill |
Nov 28, 2022 |
What Really Drives Stocks Higher?
24:17
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. 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 |
Nov 27, 2022 |
Hidden Moats
26:29
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. |
Nov 26, 2022 |
4 Stocks We're Thankful For
38:58
Cue the sound effect, it's time for our Thanksgiving Special! (0:21) Ron Gross and Jason Moser discuss: (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 |
Nov 25, 2022 |
Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions
56:32
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: Host: Chris Hill |
Nov 24, 2022 |
“$5 Billion Feels Like Overkill”
25:31
Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss: Host: Asit Sharma |
Nov 23, 2022 |
Is Zoom Video an Acquisition Target?
28:13
Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target. (0:21) Bill Mann discusses: (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 |
Nov 22, 2022 |
Bob Iger 2: Return of the CEO!
22:52
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: (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 |
Nov 21, 2022 |
Mark Cuban on Drugs, Investing, and Advice for Jeff Bezos
18:49
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 To check out Mark's new business go to www.CostPlusDrugs.com Companies mentioned: WBA, CVS, NFLX, LYV, LVS, AMZN Host: Chris Hill |
Nov 20, 2022 |
2022: New Learnings for Investors
25:21
Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money! |
Nov 19, 2022 |
Big Retail, Holiday Preview, and Chewy CEO Sumit Singh
39:26
If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays. |
Nov 18, 2022 |
Family Ties & the “Buffett Premium”
18:31
Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common. (0:21) Ron Gross discusses: Stocks mentioned: DIS, NFLX, COST, BRK-B Host: Chris Hill |
Nov 16, 2022 |
"A combination of fraud and delusion"
26:57
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 |
Nov 15, 2022 |
Twitter's Gift To Competitors
22:52
Social media companies selling advertising have been handed an unexpected gift (if they're able to take it). (0:21) Jason Moser discusses: (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 |
Nov 14, 2022 |
Leadership Strategies & Using Sports to Teach Business
24:29
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.” Companies mentioned: RENT, REAL, SFIX Host: Deidre Woollard |
Nov 13, 2022 |
Retail, Inventory, and Deals!
24:38
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: 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 |
Nov 12, 2022 |
We Love Cooling Inflation!
38:58
Several factors in the Big Macro pushed stocks higher at week's end. (0:30) Jason Moser and Ron Gross discuss: (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 Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI Host: Chris Hill |
Nov 11, 2022 |
Did We Just Hit The Bottom?
26:14
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 |
Nov 10, 2022 |
CEO's Seat Getting Warmer
28:17
The House That Mickey Built appears to be struggling. (0:21) Tim Beyers discusses: (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 |
Nov 09, 2022 |
Money & The Average American
21:20
Rough years for Lyft and Tripadvisor get even rougher. (0:21) Ron Gross discusses: (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 |
Nov 08, 2022 |
Amazon Music is now FM Radio
26:45
Sometimes opportunity comes in the form of competitors making a mistake. (0:21) Jason Moser discusses: (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 |
Nov 07, 2022 |
McKinsey’s Hidden Influence
27:00
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: Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY Host: Ricky Mulvey |
Nov 06, 2022 |
Buybacks Done Well (and Not-So-Well)
23:45
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: 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 |
Nov 05, 2022 |
Surprising Earnings and Portfolio Protection
39:19
If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. |
Nov 04, 2022 |
"The clock is ticking."
23:47
Some companies have bright futures, while others simply run out of time. (0:21) Tim Beyers discusses: (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 |
Nov 03, 2022 |
Airbnb's Record Quarter, Nikola's Early Days
18:12
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: (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 |
Nov 02, 2022 |
A "Shock and Awe" Acquisition
26:05
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: (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 |
Nov 01, 2022 |
4 Stocks We Just Bought
23:57
October turned out to be the best month for the Dow Jones Industrial Average in a long time. (0:17) Jason Moser discusses: (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 |
Oct 31, 2022 |
Industrial Companies with Moats
28:37
“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: Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ Host: Ricky Mulvey |
Oct 30, 2022 |
Who Killed the Candy Bar?
23:51
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: 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
|
Oct 29, 2022 |
Apple, Amazon, and 2 New All-Time Highs
38:58
The biggest tech companies reported this week, but it was Apple that shined the brightest. (0:30) Jason Moser and Matt Argersinger discuss: (19:15) Jason and Matt continue the earnings analysis and discuss: Got a question about investing? Stocks mentioned: AAPL, AMZN, META, GOOG, GOOGL, V, MSFT, F, XOM, TDOC, INTC, CMG, MCD, LII, SITM, TSM Host: Chris Hill |
Oct 28, 2022 |
Meta Misses, Shopify Stabilizes
27:44
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: (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 |
Oct 27, 2022 |
Alphabet, Visa, Roku
20:17
Google's parent company disappointed Wall Street, but share buybacks continue. (0:21) Bill Mann discusses: (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 |
Oct 26, 2022 |
Coke's Pop, Weber's Buyout, Stock Market Superstitions
25:16
Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power. (0:21) Jason Moser discusses: (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 |
Oct 25, 2022 |
Big Tech Earnings Preview
28:30
Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week. (:21) Dylan Lewis and Tim Beyers discuss: 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 |
Oct 24, 2022 |
Crazy Eddie and the Art of Stock Fraud
28:37
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: Host: Ricky Mulvey |
Oct 23, 2022 |
What “Currency Headwinds” Mean for Investors
25:06
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: (NOTE: This episode was recorded before Liz Truss resigned as Britain's Prime Minister Companies mentioned: CNSWF, NXGPY Host: Ricky Mulvey
|
Oct 22, 2022 |
Stocks (and Investing Books) We're Bullish On
38:58
Snap fell 30% and took other social media and advertising stocks down with it. (0:30) Emily Flippen and Ron Gross discuss: (19:15) Emily and Ron dip into the Fool Mailbag and discuss: Got a question about investing? 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 |
Oct 21, 2022 |
Tesla's Optimism Springs Eternal
20:20
Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future. (0:21) Bill Mann discusses:
Companies discussed: TSLA, BOC Host: Chris Hill |
Oct 20, 2022 |
Netflix Rising, WWE Preparing
27:28
Netflix surprises Wall Street and throws down the gauntlet at streaming competitors. (0:21) Tim Beyers discusses: (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 |
Oct 19, 2022 |
Activist Investors Shake the Tree
28:09
If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power.
|
Oct 18, 2022 |
The War on Checks
22:17
Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss:
|
Oct 17, 2022 |
Opportunities in Sustainable Investing
20:56
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: 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 |
Oct 16, 2022 |
Meet the Dividend Knights
23:31
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: 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 |
Oct 15, 2022 |
Big Merger, Big Banks, Lessons from the NYSE Floor
38:58
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 |
Oct 14, 2022 |
Horror Movie-nomics
22:03
Why are there so many horror movies? Because they're so profitable to make. (0:21) Jim Gillies discusses: (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 |
Oct 13, 2022 |
Defensive Stocks FTW
21:41
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 |
Oct 12, 2022 |
E-Commerce Overreached. Now What?
25:01
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: (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? Stocks discussed: AMZN, SHOP, W Host: Chris Hill |
Oct 11, 2022 |
Calm Before The Storm
23:31
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 |
Oct 10, 2022 |
Fall Q&A: Stocks, Dividends, Luxury Goods, and a Cannabis REIT
27:38
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 |
Oct 09, 2022 |
Semiconductors 101
24:09
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 |
Oct 08, 2022 |
More Rate Hikes Coming
38:51
Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. |
Oct 07, 2022 |
Bull vs. Bear: Boston Beer Co.
15:23
Amazon is the latest to signal its intentions around holiday retail hiring. (0:21) Maria Gallagher discusses: (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? Stocks discussed: AMZN, UPS, TGT, WMT, LULU, SAM Host: Chris Hill |
Oct 06, 2022 |
Musk/Twitter Back On?
25:18
Elon Musk says he's going to buy Twitter at the original price, and this time he means it! (0:21) Bill Mann discusses: (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? Stocks discussed: TWTR, TSLA, WINA, EBAY Host: Chris Hill |
Oct 05, 2022 |
1 Stock for National Taco Day
24:33
And another high-profile IPO company gets taken private. (0:21) Asit Sharma discusses: (11:00) Alison Southwick and Robert Brokamp talk with senior analyst Rich Greiner about the fundamentals of value investing. Got questions about stocks? Stocks discussed: POSH, REAL, CMG, VTV, VBR, META, BKNG Host: Chris Hill |
Oct 04, 2022 |
Kim K, Crypto, and Porsche's IPO
23:33
What are the chances the stock market makes a 4th-quarter comeback? (0:21) Jason Moser discusses: (12:21) Dylan Lewis and Brian Feroldi take a closer look at Porsche, which was recently spun off from Volkswagen. Got questions about stocks? Stocks discussed: META, P911, VWAPY Host: Chris Hill |
Oct 03, 2022 |
Ben Franklin: Founding Father of Microfinance and Open-Source Tech
27:24
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. |
Oct 02, 2022 |
No Solutions, Just Trade Offs: Doomberg on Worldwide Energy Challenges Molecules, Physics, and Platitudes
27:23
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. Host: Nick Sciple |
Oct 01, 2022 |
Scott Galloway on CEOs, Big Tech, and Energy
38:58
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss: - Nike’s tough quarter. (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 Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA |
Sep 30, 2022 |
An IPO, In This Environment?
27:25
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: 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 |
Sep 29, 2022 |
"All of this has happened before."
21:02
If what's happening today with Apple seems familiar, it should. |
Sep 28, 2022 |
Mistakes? We've Made A Few
26:39
When you don't get what you want, you get experience. |
Sep 27, 2022 |
Prime Day 2: E-Commerce Boogaloo
20:26
For the first time ever, Amazon is having a second "Prime Day" event. |
Sep 26, 2022 |
What Do Higher Interest Rates Mean for REITs?
19:51
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: Companies mentioned: PLD, DRE Hosts: Deidre Woollard, Matt Frankel |
Sep 25, 2022 |
Morgan Housel on Inflation, Incentives, and Investing through Bear Markets
24:57
“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: 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 |
Sep 24, 2022 |
Recession Fears, House Hacking, Consumer Spending for the Holidays
38:59
For the 5th time in 6 weeks, there was a lot of red on Wall Street. |
Sep 23, 2022 |
Are SPACs Done?
22:48
What does it say that no private company wants a check for $1.1 billion? (0:21) Bill Mann discusses: (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? Host: Chris Hill |
Sep 22, 2022 |
YouTube vs. TikTok
23:05
(0:25) Maria Gallagher discusses: (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? Stocks mentioned: GOOG, GOOGL, COST, AMD, ADBE, TTD Host: Chris Hill |
Sep 21, 2022 |
"Make no mistake, this too shall pass."
26:58
Bear markets always come to an end, but they're not necessarily fun while they last. (0:21) Bill Mann discusses: (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 |
Sep 20, 2022 |
Pessimism High? Might Be Time To Buy
20:05
"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 |
Sep 19, 2022 |
Liz Ann Sonders on Economic Cycles, Stock Prices, and Investing Mistakes
29:40
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: Host: John Rotonti |
Sep 18, 2022 |
CRISPR, Gene Therapies, and Cure Pricing Conundrums
23:36
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: Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA Host: Ricky Mulvey |
Sep 17, 2022 |
Amazon's Big Bet on the NFL
38:58
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: (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 Companies mentioned: BLUE, CRSP, GILD, EDIT, VRTX, NTLA Host: Ricky Mulvey |
Sep 16, 2022 |
Housing Trends w/ Trex CEO Bryan Fairbanks
25:30
Regulators take a closer look at buy-now, pay-later companies. (0:21) Bill Mann discusses: (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: Host: Chris Hill |
Sep 15, 2022 |
"Days like yesterday are a gift."
26:02
Down days in the market aren't fun, but they may also be great days to buy stocks. (0:21) Jim Gillies discusses: (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 |
Sep 14, 2022 |
What's On Your Watchlist?
26:11
If you're a long-term investor, today was a good day to go shopping. (0:21) Asit Sharma discusses: (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 |
Sep 13, 2022 |
ESPN Isn't Going Anywhere
27:57
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: (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 |
Sep 12, 2022 |
Aswath Damodaran on Valuation, Inflation, Bezos, and Musk
35:02
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: 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: Host: Tom Gardner |
Sep 11, 2022 |
Ancient Philosophers, Modern Investing Wisdom
25:46
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: Companies mentioned: COST, AAPL, BRK.A, BRK.B Host: Ricky Mulvey |
Sep 10, 2022 |
1 Question For Your Stocks
38:58
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: (19:45) Emily and Jason dip into the Fool Mailbag to talk about blue chip stocks, as well as: 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 |
Sep 09, 2022 |
Apple is Peloton's New Nightmare
27:04
"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: (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 |
Sep 08, 2022 |
3 CEOs Walk Into A Bar...
32:11
It's CEO Day! (Ok, not really, but CEOs were very much in the news today.) (0:21) Jason Moser discusses: (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 |
Sep 07, 2022 |
Europe's Energy Challenge
25:07
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 |
Sep 06, 2022 |
Knowing When To Quit
22:34
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: Host: Morgan Housel |
Sep 04, 2022 |
Expectations Investing with Michael Mauboussin
25:53
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 |
Sep 03, 2022 |
Fall Preview for Investors
38:54
With four months left in 2022, what should investors be focusing on? |
Sep 02, 2022 |
Wake Me Up When September Ends
19:25
When it comes to the stock market, the 1st day of September is looking an awful lot like the entire month of August. |
Sep 01, 2022 |
12 Free Resources for Investors
17:22
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: Podcasts: Library Stuff: Host: Chris Hill |
Aug 31, 2022 |
1 Hidden Tech Stock, 92 Birthday Candles for Warren Buffett
11:34
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 |
Aug 30, 2022 |
Unexpected Inflation, More Acquisitions, VC Mindset
12:26
We're live from FoolFest 2022 and we've got highlights from the day so far! (0:21) Bill Mann discusses: Host: Chris Hill |
Aug 29, 2022 |
YouTube’s Rocky Road to the Top
31:40
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: Stocks mentioned: GOOG, GOOGL, META Host: Dylan Lewis |
Aug 28, 2022 |
David Gardner on Investing During Tough Markets
21:41
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: Stocks mentioned: ZM, GOOG, GOOGL, SPCE Host: Chris Hill |
Aug 27, 2022 |
Fed Chief Speaks, Wall Street Reacts
38:58
Strong words from Federal Reserve chairman Powell sent stocks down on Friday. (0:30) Jason Moser and Emily Flippen discuss: (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! 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 |
Aug 26, 2022 |
Conference Preview!
14:09
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: 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 |
Aug 25, 2022 |
Peloton: Some Assembly Required
22:37
Amazon becomes the first partner to sell Peloton's equipment and apparel on their own site. (0:21) Bill Mann discusses: (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 |
Aug 24, 2022 |
The Triumph of Adding to Your Winners
18:46
How would you react if the first company you bought shares of went bankrupt within three years? (0:21) Matt Argersinger discusses: Stocks mentioned: BH, SAM, AAPL, AMZN, HD, MELI, EBAY Host: Chris Hill |
Aug 23, 2022 |
Cooking with Stocks
22:27
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 |
Aug 22, 2022 |
Mina Kimes on NFL Business, Underrated Stats, and Starting on Wall Street
22:33
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: You can find "The Mina Kimes Show featuring Lenny" on your favorite podcast app. Host: Chris Hill |
Aug 21, 2022 |
Small Cap Investing 201
30:51
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: Stocks discussed: CPNG, WING, RENT, RRGB, EIG, CTAS, PENN, NWINF Host: Ricky Mulvey |
Aug 20, 2022 |
Retail's Big Story, Executive Shake-ups, Pizza Deconstructed
38:58
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 |
Aug 19, 2022 |
Airlines, Housing, and Your Wardrobe
25:51
Home sales fell nearly 6% in July. (0:21) Jason Moser discusses: (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 |
Aug 18, 2022 |
Does Spotify Have A Moat?
21:50
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 |
Aug 17, 2022 |
The Quotable Mr. Buffett
29:24
Big Retail starts to report earnings and the news is good (so far). (0:21) Jason Moser discusses: (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 |
Aug 16, 2022 |
“Cash doesn’t lie.” Peloton’s Predicament
29:42
Peloton announces more layoffs and store closings. (0:21) Jim Gillies discusses: (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 |
Aug 15, 2022 |
Residential Real Estate is Cooling, Not Crashing
23:51
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. 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 |
Aug 14, 2022 |
Small Cap Investing 101
29:33
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:
Stocks mentioned: ANET, RDFN, CWH, NFLX, AMZN, CHD Additional resource: 4 Steps to Find Small-Cap Stocks (fool.com) Host: Ricky Mulvey |
Aug 13, 2022 |
The New Bull Market
39:06
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 |
Aug 12, 2022 |
Disney Passes Netflix
30:05
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.
Stocks mentioned: DIS, NFLX, COIN, UBER, SFTBY, LICY |
Aug 11, 2022 |
This Is When Amazing Companies Are Born
28:16
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. 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 |
Aug 10, 2022 |
The Wrong Side of The Learning Curve
22:39
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 |
Aug 09, 2022 |
Shopify: Bull vs. Bear
22:23
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 |
Aug 08, 2022 |
The War for Your Wallet
31:39
"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: Stocks mentioned: BAC, V, PYPL, SQ, MA Host: Jason Moser |
Aug 07, 2022 |
Do CEOs Need Term Limits?
31:08
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: Stocks mentioned: MDT, MSFT, META, BBY, VMEO, GM Host: Ricky Mulvey |
Aug 06, 2022 |
Rise of the Machines, Jobs, and Earnings
38:59
The U.S. private sector has added nearly 6 million jobs in the past year. (0:30) Jason Moser and Matt Argersinger discuss: (19:45) Jason and Matt analyze Amazon buying iRobot for $1.7 billion in cash, as well as: 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 |
Aug 05, 2022 |
Time to Buy Industrial REITs?
22:33
Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair! (0:25) Maria Gallagher discusses: (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 |
Aug 04, 2022 |
"A horrible use of $2 billion."
25:35
Airbnb's record bookings in the 2nd quarter weren't enough to boost the stock higher. Why? (0:25) Tim Beyers discusses: 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 |
Aug 03, 2022 |
Cybersecurity, Heavy Equipment, Social Media
26:28
What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports! (0:25) Bill Mann discusses: 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 |
Aug 02, 2022 |
How to Be Less Distracted (as an investor)
25:27
Two stocks we recently covered on the show are back in the news. (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 |
Aug 01, 2022 |
Ferrari, Tesla, and the Future of Cars
26:43
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: Host: Ricky Mulvey Stocks: BMWYY, TSLA, F, GM, BA, POAHY, RACE, HYMTF |
Jul 31, 2022 |
Summer Q&A: 48% Dividend Yield, FinTech, Small Cap Energy Stocks
30:42
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: 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 |
Jul 30, 2022 |
4 Tech Titans Boost Stocks
38:59
Apple, Microsoft, Alphabet, and Amazon provide a welcome lift to the market. (0:30) Andy Cross and Ron Gross discuss: (19:45) Andy and Ron discuss Chipotle's impressive ability to raise prices, as well as: 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 |
Jul 29, 2022 |
3 Stocks We’re Pitching
24:15
Just because it's earnings season doesn't mean we don't still have stock pitches for your consideration! (0:22) Maria Gallagher discusses: (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 |
Jul 28, 2022 |
Big Tech Bounces Back
25:14
Microsoft and Alphabet didn't disappoint with their latest quarterly results. (0:22) Bill Mann discusses: (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 |
Jul 27, 2022 |
Walmart Warns, Shopify Stumbles
29:49
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 |
Jul 26, 2022 |
"Search is forever."
27:01
Weber's CEO gets the boot from the board of directors. (0:22) Jason Moser discusses: (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 |
Jul 25, 2022 |
Generational Tailwind for the U.S. Economy
27:03
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: Host: Rachel Warren |
Jul 24, 2022 |
Revisiting the IPO Boom
25:19
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: Stocks mentioned: COIN, HOOD, RKT, NKLA, SPCE, JOBY, RIVN, LCID, SEMR, INTU Host: Dylan Lewis |
Jul 23, 2022 |
Snap's Ripple Effect, Healthcare Stocks, and Streaming "Coopetition"
40:02
Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it. (0:30) Matt Argersinger and Jason Moser discuss: (20:15) Jason and Matt discuss the latest results from Netflix, as well as: 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 |
Jul 22, 2022 |
Tesla Revs Up, Amazon Invests In Healthcare
24:32
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 |
Jul 21, 2022 |
Netflix Review, Comic-Con Preview
21:42
Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000) (0:22) Tim Beyers discusses: (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 |
Jul 20, 2022 |
A Boring Business Beating the Market
27:53
Johnson & Johnson raises full-year guidance after delivering 3rd-quarter results. (0:22) Jason Moser discusses: Relevant links to today's episode: 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 |
Jul 19, 2022 |
ESPN+ Is Going Higher
23:13
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 |
Jul 18, 2022 |
Housing Trends w/ David Greene (BiggerPockets Real Estate)
22:54
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: Host: Chris Hill |
Jul 17, 2022 |
Dividends 201: The Payout Continues
20:57
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: 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 |
Jul 16, 2022 |
Fintech's Future, Underrated Investing Metrics
40:07
Earnings season has begun! (0:30) Emily Flippen and Jason Moser discuss: (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 |
Jul 15, 2022 |
Microsoft Wins Netflix Ad Biz
23:20
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: (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 |
Jul 14, 2022 |
Investors Shrug Off Inflation Fears
21:46
You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off. (0:21) Bill Mann discusses: (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 |
Jul 13, 2022 |
Former FDIC Chair on Crypto, The Fed, and Student Debt
22:35
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: (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. Stocks mentioned: PEP, KO, KDP, ETSY, MS, GS Host: Chris Hill |
Jul 12, 2022 |
Twitter in Limbo, Amazon in the Spotlight
25:31
Elon Musk and Twitter are headed to a Delaware courtroom. (0:21) Jason Moser discusses: (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 |
Jul 11, 2022 |
Tech Trends with Qualcomm’s CFO
23:30
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: Stocks mentioned: QCOM, MSFT, TMUS, VZ Host: Jason Moser |
Jul 10, 2022 |
Dividends 101
23:41
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: 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/
|
Jul 09, 2022 |
Big Tech's Latest Plans, Emerging Trends To Watch
40:04
As U.S. job growth continues, the biggest tech companies plot their next moves. (0:30) Maria Gallagher and Jason Moser discuss: (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 |
Jul 08, 2022 |
GameStop's Split, Peloton's Gamble, and Crafty Investments
26:08
If you hate analogies you might want to skip this episode. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks mentioned: GME, PTON, SPCE, BA, SONO, AAPL |
Jul 07, 2022 |
Microsoft's Deal Under Investigation
24:12
The UK's regulatory authority on competition has officially opened an investigation into Microsoft's deal to buy Activision Blizzard. 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 |
Jul 06, 2022 |
Comcast's Streaming Milestone (and 1 Hidden Winner)
23:01
Peacock isn't as big as Netflix or Disney+, but it continues to make progress shareholders should appreciate. |
Jul 05, 2022 |
Now is the Time to Focus on FI (Financial Independence)
17:26
Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence – with Motley Fool contributor Brian Feroldi. (0:53) Dylan Lewis and Brian Feroldi discuss: - The core principles of FI and the different styles it can take - Why a down market is a great time to check in on your financial independence and retirement progress - Why it’s not too late to get started if you feel behind! Host: Dylan Lewis Guests: Brian Feroldi Producer: Ricky Mulvey Engineers: Rick Engdahl |
Jul 02, 2022 |
Mid-Year Review, Stocks with Upside Potential
39:00
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: (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
|
Jul 01, 2022 |
Powell and Inflation, Shopify's Stock Split
29:01
Inflation has been the story of 2022. We zoom in on comments from central bank leaders from yesterday’s ECB Forum to see what insights we can glean. (0:14) Dylan Lewis and John Rotonti discuss: - Fed Chair Powell’s comments yesterday from the ECB Forum - Why experts have so consistently been off on inflation - The types of companies you want to own in an inflationary environment - Why Shopify’s stock split is less important than its share structure changes (18:57) Ricky Mulvey and Ron Gross discuss the ins and outs of investing in a bear market and what types of companies you should be keeping an eye on. Stocks mentioned: HD, COST, NKE, DIS, AAPL, MSFT, TGT Host: Dylan Lewis Guests: John Rotonti, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl
|
Jun 30, 2022 |
CEO Shakeups
29:58
CEOs at Pinterest and Bed, Bath, and Beyond are heading for the exits. And that may be just the beginning. Guests: Tim Beyers, Rachel Warren, Ali Parsa |
Jun 29, 2022 |
“There’s Always Money in the Banana Stand!”
28:08
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. - 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 |
Jun 28, 2022 |
Investing in the Future of Food
25:48
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. 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
|
Jun 27, 2022 |
Money Laundering 101
27:58
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 |
Jun 26, 2022 |
5 Stay-at-Home Stocks Revisited
28:48
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 |