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Motley Fool Money

Motley Fool Money

Join hosts Dylan Lewis, Deidre Woollard, Ricky Mulvey, and Mary Long as they cover the day?s top business news and financial headlines with the Motley Fool's team of investment analysts. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.

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Episodes

What?s Up With Super Micro?

When a stock goes parabolic, there?s more to the story than business performance. Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool?s Interconnected Opportunities investing service to discuss: - Super Micro?s real business. - The original bull thesis for the data center service company. - Super Micro?s relationship with Nvidia. - What?s behind the stock?s recent performance. Stocks discussed: SMCI, NVDA, DELL, HPQ Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-03-03
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The Small Cap Show

With small caps, come great thrills. What about great rewards?  Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss: If the disappearance of ?the small-cap premium? is a win for investors.   How to navigate environments with limited feedback. The value (or lack thereof) of book value.  Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B Host: Ricky Mulvey Guest: Bill Mann Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-03-02
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Tech in 2024: AI and Dividends

The AI race heats up with Elon Musk?s lawsuit against OpenAI and Google Gemini?s rough week. And Salesforce joins Meta in the Big Tech dividend club. (00:21) Jason Moser and Matt Argersinger discuss: - Elon Musk?s lawsuit against OpenAI and Sam Altman -.Apple putting an end to Project Titan and its automotive ambitions. - Earnings updates from Axon and Okta, and a new dividend from Salesforce. (19:11) Motley Fool Money?s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade. (33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay. Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY. Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-03-01
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Platforms, Platforms, Platforms

For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers. (00:21) David Meier and Deidre Woollard discuss: - The power of a great CFO. - What a change in leadership means for Snowflake. - Why growing revenue isn?t just about new customers. (17:00) Gary Stevenson, author of ?The Trading Game,? explains what it was like to be one of the world?s top financial traders. Companies discussed: CRM, OKTA, SNOW, C Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: David Meier, Gary Stevenson Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-29
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Greed is Short

When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today. (00:21) Asit Sharma and Dylan Lewis discuss: - Apple?s automotive ambitions ?Project Titan? seemingly being wrapped up, and what it means for the tech company. - Beyond Meat?s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now. - Coupang?s continued rise as the major player in e-commerce in South Korea. (17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, ?Private Equity,? for a behind-the-scenes look at life at a hedge fund. Companies discussed: AAPL, BYND, CPNG Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Carrie Sun Producer: Mary Long Engineers: Chace Pryzlepa, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-28
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Earnings for Breakfast, Cereal for Dinner

Zoom has a new growth story. Are investors buying it? (00:21) Ricky Mulvey and Bill Barker discuss: - Zoom?s quarter, and if the company has a moat. - AutoZone?s international growth. - Wendy?s plan to test surge pricing. - If cereal is a part of a complete and nutritious dinner. Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms. Got a question for the show? Email us at [email protected]. Companies discussed: ZM, AZO, WEN, KLG, SCHW Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-27
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Berkshire After Charlie

Warren Buffett?s annual letter points to a steady path ahead. (00:21) Jason Moser and Deidre Woollard discuss: - Why Berkshire Hathaway doesn?t pay a dividend. - If utility businesses are in trouble. - What a mountain of cash means for the insurance business. (17:53) Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world?s financial future. Companies discussed: BRK.A, BRK.B, DPZ, LULU Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Jason Moser, Ken Costa Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-26
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Charles Duhigg on Supercommunicators

What happens when a group of hedge fund managers share the last time they cried?  Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is ?Supercommunicators: How to Unlock the Secret Language of Connection.? Mary Long caught up with Duhigg for a conversations about: - The habits of Supercommunicators. - How Boeing and Netflix navigated communications crises. - An under-the-radar figure running the technical side of Microsoft. Host: Mary Long Guest: Charles Duhigg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-25
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The Dawn of Spatial Computing

You?ve probably interacted with large language models. The next version might be large vision models. Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book ?Spatial Computing: An AI-Driven Business Revolution.? Deidre Woollard caught up with Hackl for a conversation about: - How businesses, like Lockheed Martin and Lowes, are already using spatial computing. - The current challenges developing apps for the Vision Pro - Virtual air rights, digital fashion, and questions about the future of spatial computing. Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL Host: Deidre Woollard Guest: Cathy Hackl Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-24
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It?s NVIDIA?s world and we?re just living in it!

Earnings season rolls on plus some acquisitions made the news this week: (00:21) Emily Flippen and Andy Cross discuss: - Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre - Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio (19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book ?The Battle for the Bird.? (34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS Host: Ron Gross Guests: Emily Flippen, Andy Cross, Kurt Wagner Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-23
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The NVDA Show

What does Nvidia?s blockbuster quarter signify for the future? (00:21) Tim Beyers and Deidre Woollard discuss: - What is fueling Nvidia?s growth? - How far the demand for GPUs can stretch. - What concerns Tim about Nvidia?s capital allocation. Companies discussed: NVDA Host: Deidre Woollard Guest: Tim Beyers Producers: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-22
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Is PayPal the Next Meta?

Investors want PayPal to become the next Meta, but it?s not easy to transform a business. (00:13) David Meier and Deidre Woollard discuss: - The reason behind Palo Alto Network?s lowered outlook. - Where the next big cybersecurity threats could come from. - Fubo?s attempt to sport a sports streaming superpower. (17:12) Matt Frankel and Ricky Mulvey look at Meta?s rebound and if PayPal could be next for a glow up. Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Matt Frankel, Ricky Mulvey, David Meier Producer: Ricky Mulvey, Mary Long Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-21
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Capital One Applies for a Credit Card

Capital One wants Discover for a $35 billion dollar all stock deal. (00:21) Ricky Mulvey and Jim Gillies discuss:  - How a merged Capital One and Discover would compare to the big banks.  - The investor reaction to the proposed merger.  - Home Depot?s earnings.  - The end of an activist story at a company that makes garden rakes. Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts. EXCLUSIVE NordVPN Deal ? https://nordvpn.com/motleyfool Try it risk-free now with a 30-day money-back guarantee! Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann Producer: Mary Long Engineers: Dan Boyd, Jim Gillies Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-20
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Harvard Business Prof on Failing Well

Why would Eli Lilly put on a failure party? Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of ?Right Kind of Wrong?. They discuss: - The complex failure at Boeing. - What to do after something goes wrong. - The problem with ?move fast and break things.? Companies discussed: BA, LLY Host: Deidre Woollard Guest: Amy Edmondson Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-18
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Change Equals Opportunity

Did Netflix kill the video star? James Keyes is the former CEO of Blockbuster and 7-Eleven, and the author of ?Education is Freedom: The Future Is in Your Hands.? Deidre Woollard caught up Keyes to discuss: - What it is like to be a CEO at a company facing bankruptcy. - 7-Eleven and the American Dream. - Blockbuster?s early streaming play - How AI is changing education. Company discussed: NFLX Host: Deidre Woollard Guest: James Keyes Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-17
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Stock Market Whip Lash

Economic data and earnings season combined for a volatile weak in the stock market. (00:21) Bill Mann and Jason Moser discuss: - The latest inflation numbers and what they mean for investors - Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk - Nvidia?s disclosure of its investments and how it impacted stocks (19:11) Corrado Russo shares some thoughts on the international real estate market. (34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS Host: Ron Gross Guests: Bill Mann, Jason Moser, Corrado Russo Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-16
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Winter Chills Spending

Retail numbers fall as some wonder if it?s more than cold weather holding consumers back. (00:21) Bill Barker and Deidre Woollard discuss: - How the retail spending numbers might impact the Fed. - If Stellantis is ready to take on Big EV. - Deere?s returns for investors. (17:55) Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout. Companies discussed: WMT, DG, KR, STLA, GM, F, DE Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Bill Barker, Chris Andrews Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-15
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Lyft?s Typ0

Shares of the ride hailing soared more than 60% on a mistake. (00:21) Ricky Mulvey and Tim Beyers discuss: - Airbnb?s $6 billion share buyback. - Lyft?s earnings mistake and business fundamentals. - Why Uber and Lyft aren?t as close as investors may think. Plus, (15:03) Dylan Lewis, Deidre Woollard, and Mary Long join Ricky for a Valentine?s Day themed roundtable about finding red and green flags for investments. Stocks discussed: ABNB, LYFT, UBER, CNTS, ECL, ULTA, CRM, MELI, TDOC, AAPL Host: Ricky Mulvey Guests: Tim Beyers, Dylan Lewis, Deidre Woollard, Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-14
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A Stock To Spice Things Up

Love can be stubborn and so can inflation. (00:21) Ricky Mulvey and Nick Sciple discuss: - Wall Street?s reaction to the latest inflation print. - Shopify acting like a growth stock. - A new partnership for Tiger Woods. Plus, (15:20) Jason Moser and Bill Mann join Alison Southwick and Robert Brokamp to share some Valentine?s Day themed stories about stocks. Stocks discussed: SHOP, GOLF, NKE, CSCO, COST, MKC Get Exclusive NordVPN deal here: www.nordvpn.com/motleyfool It?s risk- free with Nord?s 30-day money back guarantee. Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp, Bill Mann, Jason Moser Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-13
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Are Big Ads Worth The Spend?

Celebrities, talking cats, and bad animation, did those Big Game ads connect? (00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss: - What brands are looking for from a major spend. - The increasing bifurcation of the watching experience. - If it takes more than a celebrity or three to make a great ad. (19:11) Mary Long and Rick Munarriz compare Match and Bumble and break down the prospects for these two publicly traded matchmakers. Companies discussed: PARA, DIS, PDD, MTCH, BMBL, ETSY, VZ, CGSP, RDFN, MNST Get your 30-day free trial of Monarch Money at www.monarchmoney.com/fool Host: Deidre Woollard Guests: Ricky Mulvey, Dan Boyd, Mary Long, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-12
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The Next Internet

Motley Fool CEO and co-founder Tom Gardner caught up with longtime Fool Contributor Brian Stoffel to talk through Tom?s fervent belief that AI is the next internet, but better. In this segment from a recent episode of our premium podcast, Stock Advisor Roundtable, Brian and Tom also discuss: The future of fraud detection. How to succeed at thinking clearly. The amorality of big tech companies. To gain access to all episodes of ?Stock Advisor Roundtable? and get two stock picks each month, become a Motley Fool Stock Advisor member here: www.fool.com/signup If you?re already a Stock Advisor member, check out other episodes of Stock Advisor Roundtable here.  Tickers discussed: NVDA, TSLA, ABNB, SQ, NOW, EQT, META, KNSA Host: Brian Stoffel Guest: Tom Gardner Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-11
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Stocks for the Big Game

Before the Kansas City Chiefs face off against the San Francisco 49ers, we?ve got a look at the companies sponsoring the game, and a look at gambling history. Mary Long caught up with Motley Fool Senior Analyst Jason Moser for conversation about the publicly traded companies associated with the game, and find out if any are worth an investor?s attention. Plus, Mary interviews Dave Schwartz, Ombuds at the University of Nevada, Las Vegas and a student of gambling history. Companies discussed: UAL, BA, ALGT, CPB, PEP, PARA, NFLX Host: Mary Long Guests: Jason Moser, Dave Schwartz Producer: Ricky Mulvey Engineers: Tim Sparks, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-10
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Big Wins: Burrito, Music, Ride-Hailing

The industry defining companies continue to win in fast-casual, music streaming, and transportation. (00:21) Emily Flippen and Matt Argersinger discuss: - Chipotle?s status as big burrito, and how things look as the stock hits all-time highs. - Spotify and Uber?s impressive combo of growth and efficiency. - Earnings updates from Roblox, Simon Property Group, and Enphase. (19:11) Valentine?s day is coming up ? to help our listeners in matter gift-giving and money in relationships, Deidre Woollard caught up with Scott Rick a marketing professor at The University of Michigan and the author of "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships." (34:04) Emily and Matt break down two stocks on their radar: Starbucks and Snap. Stocks discussed: CMG, SPOT, UBER, RBLX, SPG, ENPH Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Scott Rick Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-09
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Disney?s New Magic: Saving Money

Disney?s quarter included sports, games, and a healthy dose of cutting costs. (00:21) Rick Munarriz and Deidre Woollard discuss: - Disney?s ability to cut costs. - How Disney plans to extend its IP into gaming. - ESPN?s power moves. (17:33) Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers. Companies discussed: DIS, FLWS, NFLX, FUBO Claim your Epic Bundle discount: fool.com/epic198 Host: Deidre Woollard Guests: Rick Munarriz, Kirsten Guerra Producers: Ricky Mulvey, Mary Long Engineers: Desiree Jones, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-08
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No Artificial Sweetener for Uber

Uber?s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?  (00:21) Tim Beyers and Dylan Lewis discuss: - Uber at all-time highs and its ride-hailing dominance. - Chipotle?s fantastic quarter, and why the company?s comps prove you can?t bet against big burrito. - Roblox?s return to strong user metrics, and why analysts are talking about the company?s ad business. (17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors. Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Asit Sharma Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-07
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See SPOT Run

Investors don?t want to wait for interest rate cuts. (00:21) Ricky Mulvey and Asit Sharma discuss: - Fed Chair Jerome Powell?s appearance on 60 Minutes, and market reaction. - The commercial real estate risk for the central bank. - Spotify?s strategy shift in podcasting. - The audio company?s operating loss and big free cash flow number. Plus, (17:02) Alison Southwick and Robert Brokamp discuss the rise of exchange traded products tracking Bitcoin. Tickers discussed: SPOT, NFLX, HODL Host: Ricky Mulvey Guests: Asit Sharma, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-06
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Golden Arches Still Gleam

Is chicken the new beef? McDonald?s is innovating to please global palates. (00:21) Jason Moser and Deidre Woollard discuss: - The changing behavior of global eaters. - How McDonald?s uses data to drive menu changes. - Snap?s proclamation that social media is dead. (16:53) Ricky Mulvey talks to Patrick Badolato, an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business about what lurks in company footnotes. Companies discussed: UBER, AAPL, MCD, SBUX, CMG, DPZ, SNAP Get your Monarch Money extended 30-day free trial: www.monarchmoney.com/fool Host: Deidre Woollard Guests: Patrick Badolato, Jason Moser, Ricky Mulvey Producers: Ricky Mulvey, Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-05
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Aswath Damodaran: Read Less. Think More.

Want to follow the great investors? Then good luck beating the market. Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about: - Corporate lifecycles, and why investors should understand them. - The problem with trying to follow great investors. - The fall of research analysts, and the rise of passive investing. - An investing lesson from Charlie Munger. Companies mentioned: TSLA, META, BIRK, DIS, NOK Host: Bill Mann Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-04
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The War Below

Inside your cell phone, your car, even your leaf blower ? there?s a collection of small, precious minerals making each one work.  Ernest Scheyder is a Reuters reporter covering the clean energy transition and author of the new book, ?The War Below: Lithium, Copper, and the Global Battle to Power Our Lives.? Deidre Woollard caught up with Scheyder for a conversation about: Tradeoffs in mining, and why the U.S. is falling behind in the race for precious minerals. Tensions of the clean energy transition. The ?wacky journey? of a junior mining company.  Companies mentioned: TSLA, RIO, LAC, LAAC, CVX, F, GM Host: Deidre Woollard Guest: Ernest Scheyder Producer: Ricky Mulvey, Mary Long Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-03
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Big Tech: AI, Devices, and Dividends

A big week of debuts in tech ? Apple?s Vision Pro hits shelves and Meta unveils a new plan for its cash. (00:21) Bill Mann and Jason Moser discuss: - Apple?s Vision Pro, Meta?s new dividend, and how the cloud keeps performing for Microsoft and Amazon. - Why New York Community Bank?s woes don?t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China. (19:11) Will Lansing, CEO of FICO, talks through his team?s management philosophy, why investors should focus on more than just the company?s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry.. (35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy. Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-02
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Powell?s No-Action Streak

Prospects for a rapid string of rate cuts may be fading. That?s actually good news. (00:21) Bill Barker and Deidre Woollard discuss: - How fewer interest rate cuts may impact businesses. - Peloton?s path forward. - Ways streaks are valuable to businesses. (16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits. Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Bill Barker, Matt Frankel, Mary Long Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-02-01
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Finding AI in Big Tech Earnings

Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up. (00:21) Asit Sharma and Dylan Lewis discuss: - Where AI developments are showing up in Microsoft?s financials. - The concerns over Alphabet?s ad segment, even as it posts a return to growth. - How the market is grading big tech companies this earnings season. (14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots. Companies discussed: MSFT, GOOG, GOOGL, TSLA Host: Dylan Lewis Guests: Asit Sharma, Chris Camillo, Sanmeet Deo Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-31
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3 Ingredients for a Happy Retirement

Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what?s driving it? (00:21) Ricky Mulvey and Jim Gillies discuss: - What to watch as big tech companies report. - Concentration in the Magnificent Seven. - Questions about Flutter Entertainment?s share count and debt load. - The switching incentives in sports betting. Plus, (15:26) Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the Director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement. Epic Bundle Discount: www.fool.com/epic198 Gillies post on X: https://twitter.com/JimPGillies/status/1751713645816365089 Companies discussed: AAPL, MSFT, FLUT Hosts: Ricky Mulvey, Robert Brokamp Guests: Jim Gillies, Michael Finke Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-30
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Roomba Go Home

Amazon ends its deal with iRobot leaving the Roomba maker?s path forward unclear. (00:21) Jason Moser and Deidre Woollard discuss: - Why Amazon ended the iRobot deal. - Where iRobot could go next. - If Sofi is building the next big bank. (17:12) Eric Siegel, author of The AI Playbook, explains the challenges facing companies looking to adopt artificial intelligence. Companies discussed: AMZN, IRBT, SOFI Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Jason Moser, Eric Siegel Producers: Ricky Mulvey, Mary Long Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-29
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What Real Estate and Stock Investors Have In Common

Owning companies can help you build wealth. So can real estate. Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of ?Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.? Deidre Woollard caught up with Meyer to discuss: - Creating a vision for your investing plan. - ?The HGTV disease.? - Risk mitigation strategies for real estate investors. - A common way that real estate investors start out. Host: Deidre Woollard Guest: Dave Meyer Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-28
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Fool School: The Dividends Show

Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation.  Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things dividends. They discuss: Whether ?special dividends? are really special at all.  2 ?Dividend Knights? ? and a Cincinnati grocer that may rejoin the same ranks. Why investing is not just about revenue growth. Get your dividends report here: www.fool.com/2024dividends A correction: Texas Roadhouse serves lunch on the weekends. Dividend Knights link: https://docs.google.com/spreadsheets/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0 Tickers discussed: TXRH, KR, DDS, SCHD, VIG Host: Ricky Mulvey Guest: Anthony Schiavone, Matt Argersinger Producer: Mary Long Engineers: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-27
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Microsoft?s Reminder: Don?t Sleep on Giants

Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead. (00:21) Bill Mann and Andy Cross discuss: - Microsoft crossing $3T and surpassing Apple as the largest publicly traded company. - Alibaba?s co-founders buying up $200M shares, and the state of investing in China. - Tesla?s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play. (19:11) Motley Fool Money?s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now ? both in terms of concepts and convenience. (29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre. Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO Host: Dylan Lewis Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-26
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Tesla Learns To Surf

(00:21) Asit Sharma and Deidre Woollard discuss: - The promise of Tesla?s next-generation vehicles. - If Tesla?s energy business is finally ready for prime time. - How ServiceNow?s AI push is paying off. (18:51) Tom King and Mary Long talk about Constellation Software?s history of acquisitions. Companies discussed: TSLA, BYD, NOW, CNSWF Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Asit Sharma, Mary Long, Tom King Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-25
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Margin Game

We?ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming. (00:21) Tim Beyers and Dylan Lewis discuss: - ASML??s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi. - Huge subscriber gains for Netflix, and the metric that shows the company?s streaming supremacy. - Chipotle?s preparations for ?peak burrito.? (15:00) The trend of stay-at-home is hitting some ?eatertainment? companies. Motley Fool Money?s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that?s trying to reverse a sales decline.  Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz Engineers:Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-24
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Netflix Gets Raw

One of the biggest shows on cable is leaving for streaming. (00:21) Ricky Mulvey and Bill Mann discuss:  - Netflix?s $5 billion deal with the WWE.  - Proctor & Gamble?s quarter and write down of Gillette.  - Why Schwab?s deposit flight isn?t quite breaking the bank. Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement. Companies discussed: NFLX, TKO, PG, SCHW Hosts: Ricky Mulvey, Robert Brokamp Guests: Bill Mann, Michael Finke Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-23
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The Ups And Ups Of The Stock Market

What?s behind this latest rally? (00:21) Jason Moser and Deidre Woollard discuss: - What could impact the recent rally? - The potential future for Macy?s. - Sports Illustrated and the value of legacy brands. (19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&R Block on where the tax-preparation company is headed next. Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Jason Moser, Jamil Khan Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-22
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Pixar Co-Founder on AI and Storytelling

Ed Catmull is a computer scientist ? and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more.  Ricky Mulvey caught up with Catmull to discuss:  Being in the ?business of exponential change?  AI?s potential upheaval of the animation industry How technology and story advance each other Tickers discussed: DIS Host: Ricky Mulvey Guest: Ed Catmull Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-21
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JP Morgan Healthcare Conference Highlights

Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss: - Biogen?s next shot at an Alzheimer?s treatment. - Why companies can?t ?muscle their way? into making new molecules. - How NVIDIA could change drug development.  - Moderna?s vaccine strategy Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX Host: Deidre Woollard Guest: Karl Thiel Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-20
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The Cointucky Derby

Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto. (00:21) Jason Moser and Matt Argersinger discuss: - Why there?s so much cash sitting on the sidelines right now, and why it may or may not work back into the market. - Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase. - Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs. (19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world. (32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International. Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-19
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Banking On The Home Court Advantage

Regional banks are facing strong competition in the battle for your dollars. (00:21) Matt Frankel and Deidre Woollard discuss: - How new rules could change what you pay in overdraft fees. - Why banks are socking away money for credit losses. - The potential advantage for regional banks. (17:31) Asit Sharma and Mary Long take a medium dive into Paycom and discuss a product that could be too good for its own good. Companies discussed: TFC, DFS, USB, WFC, PAYC, JPM, PAYX, PCTY, ADP, ORCL Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Asit Sharma, Matt Frankel, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-18
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di-Spirit Airlines and Uber?s Schnapsidee

The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition.  (00:21) Asit Sharma and Dylan Lewis discuss: - Why JetBlue?s $3.8B acquisition of Spirit Airlines hit a snag. - Elon Musk?s comp package at Tesla, and what investors should think of his desire to have 25% voting control. - Uber?s plans to shelve Drizly two years after buying it for $1.1B. (13:36) Dave Holeman is the CEO of Whitestone REIT, which focuses on open-air retail centers. He talks to Deidre Woollard about why restaurants are the new anchor stores and how shopping habits are changing. Companies discussed: SAVE, JBLU, TSLA, UBER, WSR Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Dave Holeman Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-17
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?Focus on the Fastball?

Earnings season begins again and the big banks lead the way. (00:21) Ricky Mulvey and Jason Moser discuss: - The ?new? growth engine for Goldman Sachs - The macro risks that Morgan Stanley highlighted. - Why the CEO of Adidas gave his cell phone number to 60,000 people. Plus, (14:20) Robert Brokamp and Alison Southwick open up the member mailbag and answer your questions about investing a lump sum, saving for kids, and ABLE accounts. Stocks mentioned: GS, MS, ADDYY Epic Bundle discount link: www.fool.com/epic198 Got a question for the show? Our email is [email protected] Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-16
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Wharton Professor on Risk and Returns

Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania?s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss:  Disconnects between the real economy and financial markets, Whether the US stock market is merely a ?lucky survivor,? And the dangers of institutional thinking ? in investing and academia. Tickers discussed: NOK, BTC ?Host: Ricky Mulvey Guest: Jules van Binsbergen Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-14
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Liz Ann Sonders on the Rolling Recession

Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up. Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss: - Why investors should pay attention to the S&P 600. - Cracks in consumer spending. - The year of efficiency, part two. - A major tailwind for the economy. Host: Deidre Woollard Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Tim Sparks, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-13
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Activist Investors are Acting Up

Twilio?s co-founder and CEO steps down due to activist pressure, and Elliot Management?s $1B stake in Match means changes might be coming. (00:21) Ron Gross and Emily Flippen discuss: - The latest inflation numbers and why we shouldn?t bank on rate cuts yet - Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private. - Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season. (19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans. (32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings. Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP Host: Dylan Lewis Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2024-01-12
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