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Motley Fool Money

1,409 episodes - English - Latest episode: 3 months ago - ★★★★ - 2.7K ratings

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

The Deal on Real Estate

December 23, 2023 17:00 - 30 minutes

Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets. Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate trends in 2023 and look ahead toward the year to come. They discuss: - Three scenarios for housing affordability - A void that Blackstone and Brookfield could be looking to fill - Why REITs are poised for a rebound Tickers discussed: DLR, EQIX, IR...

The Tastes the Change and Stay the Same

December 22, 2023 21:00 - 39 minutes

It’s our annual best-of interview show! (00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes. (19:11) Restaurateur, investor, and chairman at Cava Ron Shaich talks about Cava’s path to becoming a public company, and why you might not want to bet against him in the restaurant industry. Stocks discussed: GOOG, GOOGL, X, META, CAVA, SBUX Host: Dylan Lewis Guests: Morgan Housel, Ron Shaic...

CLEAR Looks Beyond Travel

December 21, 2023 21:00 - 32 minutes

It’s travel season but Clear wants you to think of them as far more than just the fast way through the airport. (00:21) Yasser El-Shimy and Deidre Woollard discuss: - If Warner Bros. Discovery and Paramount would be a win-win deal. - Potential other media mash-ups. - Challenges facing the used car business. (20:06) Sanmeet Deo talks with Ken Cornick, the co-founder, President, and Chief Financial Officer of CLEAR, an identity management company. This conversation was recorded on Dec. 8, 202...

Apple Watch’s Clock is Ticking

December 20, 2023 21:00 - 25 minutes

Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president’s office decides to step in. (00:21) Tim Beyers and Dylan Lewis discuss: - Why you might not be able to buy the Apple Watch soon in the U.S. - Comcast’s data breach affecting 30+ million customers. - Fedex’s latest results and why they might be better than the market thinks. (16:39) Mary Long caught up with Kristy Akullian, Senior Member of the iShares investment strategy team ...

100% Stocks for Retirement?

December 19, 2023 21:00 - 29 minutes

Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades. (00:21) Ricky Mulvey and Asit Sharma discuss: - Transitory inflation for the toy business… and beyond! - The everlasting power of Barbie, Hot Wheels, and Lego. - Coupang’s acquisition of luxury online retailer, FarFetch. Plus, (15:27) Alison Southwick and Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement. Got a questi...

One Deal Begins As Another Ends

December 18, 2023 21:00 - 30 minutes

(00:21) Bill Barker and Deidre Woollard discuss: - The arc of U.S. Steel over time. - Why Adobe might be giving up on acquiring Figma - The changing environment for getting deals done. (17:00) Deidre Woollard talks to angel investor and author Bill Raduchel about how tech has changed over the past six decades. Companies discussed: X, ADBE, CLF, XRX, AAPL, META, GOOG, GOOGL, NVDA Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Bi...

Marvel Cinematic Universe: Origins and Future

December 17, 2023 16:00 - 36 minutes

Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies. Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Marvel Studios to discuss: - Why making superhero movies wasn’t always an obvious decision.  - The success, and future problems, created by “Iron Man.” - How the pandemic changed Marvel. Company discussed: DIS Host: Mary Long Guest: Dave Gonzales Producer: Ricky Mulvey Engineer: Tim Sparks Lea...

Live from Denver: The State of Tech Investing

December 16, 2023 17:00 - 29 minutes

The money ain’t flowing like it used to. What’s a tech investor to do?  Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss: Differences between public markets and the venture scene,  How money can ruin companies, And Tesla’s AI ambitions.  Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA Host: Mary Long Guest: Alicia Alfiere, Tim Beyers, T...

2023 in Review: Nvidia, Interest Rates, Taylor Swift

December 15, 2023 21:00 - 39 minutes

We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about! (00:21) Bill Mann and Jason Moser discuss: - The data points that capture how 2023 has felt for investors, companies, and homeowners. - Why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General. - The IPO and product launch that were totally forgotten this year. (19:11) Dave Meier – the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger...

Survivor Takeover!

December 13, 2023 21:00 - 14 minutes

“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.” Mary Long caught up with Emily to debrief on her time as a castaway in Fiji. They also discuss: Emily’s best-case scenario path to the Final Three, Conversations at camp (plus, whether she now believes that aliens built the pyramids), And what stocks she’d gift to the remaining castaways. Companies discussed: DASH, UBER Host: Mary Long Guest: Emily Fl...

Netflix Has Cash

December 12, 2023 21:00 - 26 minutes

If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss: - Occidental Petroleum’s acquisition of private energy producer, CrownRock. - Disney licensing shows out of its walled garden. - Why Netflix is can afford to be a buyer right now. - Google’s antitrust loss against Epic Games. Plus, (13:58) Robert Brokamp interviews Mark Kantrowitz the author of “How to Appeal for More College Financial Aid” about the rec...

Would A Macy’s Buyout Be A Miracle On 34th Street?

December 11, 2023 21:00 - 30 minutes

Should investors be excited about a big department store potentially going private? (00:21) Jason Moser and Deidre Woollard discuss: - The potential for Macy’s going private. - If department stores are going the way of the dodo. - What could change the regulatory climate for big deals. (17:06) Ricky Mulvey and Matt Frankel dive into Boston Omaha, a company that could be poised to be the next great conglomerate. Companies discussed: BOC, M, WMT, AMZN Host: Deidre Woollard Guests: Jason...

Checking Out Retail’s Year

December 10, 2023 16:00 - 22 minutes

The key word for retail in 2022 was inventory. This year, it’s shrink. Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss: - How Americans are spending and changing their priorities. - The tech replacement cycle, and what that means for Best Buy. - A slowdown for Home Depot and Lowes. - Retail trends to watch in 2024. Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA Host: Deidre Wool...

Oh, Canada!

December 09, 2023 17:00 - 28 minutes

Get in, Fools! We’re going to Canada. Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportunities investors can find in a messy housing market. They also discuss: The deceptive nature of “static” mortgages 6 bank stocks that are long-term, growing winners And a company that “specializes in the absurd”  Tickers discussed: CM, BNS, TD, RY, BMO, TSX:NA, BB, SHOP,  TSX: CSU, TSX: ATD, TS...

Alphabet’s Gemini, At Your Service

December 08, 2023 21:00 - 39 minutes

Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT? (00:21) Ron Gross and Andy Cross discuss: - New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update. - Chewy’s status as the #1 pet pharmacy in the U.S., Lululemon’s business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter. (19:11) Journalist and author Bethany McLean’s talks with Deidre Woollard about her latest ...

Pet Parents Keep Spending

December 07, 2023 21:00 - 36 minutes

Chewy’s growth depends on how much we love our furry friends. (00:21) Bill Barker and Deidre Woollard discuss: - The power of Chewy’s auto-ship service. - If Chewy’s growth is too dependent on macro trends. - What factors could lead to a Dollar General turnaround. (21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care. Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT Claim your dividend report here: www.fool.com/dividends Host: Dei...

Burgers Rise, Booze Dips

December 06, 2023 21:00 - 23 minutes

The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market. (00:21) Bill Mann and Dylan Lewis discuss: - McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day. - The sauce Bill wishes would get more love at McD’s. - Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo. (12:4...

S&P 500 to Uber: Get In!

December 05, 2023 21:00 - 30 minutes

Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice. (00:21) Tim Beyers and Dylan Lewis discuss: - Uber joining the S&P 500 and the company’s focus on profitability and owning its market. - How Wells Fargo seemed to announce future layoffs in a strange way. - Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024. (18:18) Alison Southwick and Robert Brokamp...

From The Frozen Tundra To The Beach

December 04, 2023 21:00 - 31 minutes

A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time. (00:21) Jason Moser and Deidre Woollard discuss: - The possibility of the Alaska Airlines and Hawaiian Airlines deal going through. - If airlines lose specialness as they grow. - The race to bring GLP-1 drugs to market. (18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next. Companies discussed: H...

The War on Cash, Revisited

December 03, 2023 17:00 - 26 minutes

Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss: The state of the “War on Cash” Embedded finance And two “toll booths” that aren’t going away anytime soon Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH Host: Jason Moser, Matt Frankel Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adcho...

Geek Out!

December 02, 2023 17:00 - 23 minutes

The rules of business are changing. And those rules are being written by some … unlikely characters. Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss: The power of “geekiness” How Satya Nadella turned Microsoft around And why Amazon *wants* to see billion-dollar...

Did the Santa Rally Start Early?

December 01, 2023 21:00 - 39 minutes

November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on? (00:21) Jason Moser and Matt Argersinger discuss: - The market’s incredible November and why we may not be out of the woods yet on rate hikes. - Why Apple and Goldman Sachs are breaking up their credit card partnership. - Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase. (19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday...

Sometimes Second Acts Work Out

November 30, 2023 21:00 - 34 minutes

When disruption strikes, what a company does next is crucial. (00:21) Bill Barker and Deidre Woollard discuss: - If we are already in a Santa Claus rally. - The challenges facing big automakers. - If cybersecurity’s challenges will fade. (20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today. Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA Claim your Stock Advisor di...

Investing and Life Lessons from Charlie Munger

November 29, 2023 22:08 - 22 minutes

We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie. (00:21) David Meier and Dylan Lewis discuss: - Some of their favorite Mungerisms on investing and life. - Berkshire’s incredible performance in his time with the company. - The best thing you can do to celebrate his life today – read a book. Companies discussed: BRK.A, BRK.B, AAPL Check out The Morning Show’s conversation about Charli...

Holiday Spirit and Animal Spirits

November 28, 2023 21:00 - 31 minutes

With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought. (00:21) Asit Sharma and Dylan Lewis discuss: - Early Cyber Monday results and why consumer spend isn’t slowing down quite yet. - News that Chinese fast fashion company Shein will likely be coming public in 2024. - How Weight Watchers is adjusting its strategy to incorporate weight loss drugs. (15:26) Alison Southwick and Rob...

The Unsinkable Shopper

November 27, 2023 21:00 - 31 minutes

Black Friday showed consumers are still ready to buy. (00:21) Jason Moser and Deidre Woollard discuss: - Black Friday’s strong results. - The rise of mobile shopping. - If anyone can challenge Amazon’s reign as the holiday leader. (17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market. Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY Host: Deidre...

No Crypto at the Dinner Table!

November 24, 2023 21:00 - 39 minutes

It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for. (00:21) Bill Mann and Jason Moser discuss: - Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving. - The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe. - The no-go topics at th...

AI and ai

November 22, 2023 21:00 - 17 minutes

Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence.  (00:20) Asit Sharma and Dylan Lewis discuss: Nvidia’s epic quarter and the market’s ho-hum response.  The OpenAI drama, corporate governance, and  How they’re making their turkeys this Thanksgiving.  Companies discussed: NVDA, MSFT Send us your questions, show ideas, and feedback at [email protected], or leave us a voicemail at 703-254-1445. Host: Dylan Lewis Guests: Asit Sharma Engi...

Slow Growth Silver Linings

November 21, 2023 21:00 - 28 minutes

Zoom’s slow revenue increase may show how the company is changing. (00:12) Asit Sharma and Deidre Woollard discuss: - Why Zoom is more than a videoconferencing company. - What happens when a company’s growth slows. - How big-ticket item sales are impacting Lowe’s and Best Buy. (14:52)  Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools. Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY Claim your dividend report here:  www.fool.com/divide...

Is This The Beginning Or The End Of OpenAI?

November 20, 2023 21:00 - 30 minutes

With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pace of AI. - What former Cruise CEO Kyle Vogt might do next. (17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate. Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL Claim ...

The Einsteins of Our Time

November 19, 2023 17:10 - 25 minutes

Did Elon Musk break Twitter? Or did Twitter break Elon Musk? Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss: Twitter’s impact on Musk’s legacy, The philosophies that drive Einstein-esque founders, And the startup working to “de-extinct” the Woolly Mammoth.   Tickers discussed: TSLA, ...

You Want Chips with That?

November 18, 2023 17:00 - 23 minutes

Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence?  Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss: The semiconductor supply chain Intel’s turnaround and new focus on foundries  How TSMC balances secrecy, transparency, and trust when it comes to intel...

“Are We There Yet?”

November 17, 2023 21:00 - 40 minutes

After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes. (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates. - Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer. - Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net...

About That Guidance

November 16, 2023 21:00 - 30 minutes

For both Walmart and Cisco, expectations for the future don’t tell the whole story. (00:21) Tim Beyers and Deidre Woollard discuss: - Cisco’s move into the software space. - If AI can improve the meeting experience. - Walmart’s strengths as a global player. (21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars. Claim your five free dividend stock ideas here: www.fool.com/dividends Companies discussed: WMT, AMZN...

A Burger Turnaround?

November 15, 2023 21:00 - 29 minutes

Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up. (00:21) Tim Beyers and Dylan Lewis discuss: - The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement. - Target’s efficient quarter and product mix decisions for the holiday quarter. - Airbnb’s $200M acquisition ot AI company GamePlanner.AI (16:28) Ricky Mulvey talks with Red ...

Inflation Cools Down, Stocks Heat Up

November 14, 2023 21:00 - 26 minutes

Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly. (00:21): Ricky Mulvey and Asit Sharma discuss:  - What lower inflation means for stock investors. - Sticky housing prices.  - Home Depot’s quarter and sales decline.  - What softer spend on big-ticket purchases means for Trex.  Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing.  C...

A Happy Monday

November 13, 2023 21:00 - 28 minutes

Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses. (00:21) David Meier aand Deidre Woollard discuss: - The evolving climate for business-to-business platforms. - What tech companies need to consider as they hit profitability. - If Monday.com will be the acquirer or the acquired. (19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season. Claim your free five stock recommendations ...

Amazon’s Mistake in Voice Technology

November 12, 2023 17:01 - 28 minutes

You may be asking the wrong question about the future – it’s not what it looks like, but what it sounds like.  Tobias Dengel is the President of WillowTree, a TELUS International Company, that specializes in digital product design and development. He’s also the author of “The Sound of the Future: The Coming Age of Voice Technology.” Ricky Mulvey caught up with Dengel to discuss: What Alexa and Siri get wrong about voice interaction, Secret leaders in voice technology, And the next battle i...

Fool School: Can You Beat the Big Guys?

November 11, 2023 17:01 - 32 minutes

Here at the Motley Fool, we like our individual stocks. But – what if we’re wrong?  Jonathan Berk is a professor of finance at the Stanford Graduate School of Business and co-host of the podcast “All Else Equal: Making Better Decisions.” Ricky Mulvey caught up with Berk to discuss – and debate – the merits of individual stock investing. They also talk about: The ripple effects of decision-making, Whether short-term investing deserves its bad reputation, And the time horizon needed to diffe...

Show Business is Back in Business!

November 10, 2023 21:20 - 40 minutes

Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?.  (00:11) Emily Flippen and Andy Cross discuss: SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.” The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend. How Adyen is learning how to better play the expectations game. (19:02) Mo...

Burn Through Your Queue

November 09, 2023 21:00 - 34 minutes

Actors are headed back to work as streamers seek to monetize viewers. (00:20) Bill Barker and Deidre Woollard discuss: - The long-term impact of Hollywood’s strikes. - Linear television’s fading ad value. - The value of sports entertainment. (17:09) : Tim White and Tim Beyers sit down with Iinformatica Chief Product Officer, Jitesh Ghai to discuss the future of data management.Claim your Stock Advisor discount here:  www.fool.com/mfmdiscount Companies discussed: DIS, WBD, NYT, NFLX, SNAP, PIN...

South Korea vs. Naked Short Sellers

November 08, 2023 21:15 - 25 minutes

To stop some bad behavior, sometimes you have to stop letting people do other stuff too. (00:14) Bill Mann and Dylan Lewis discuss: South Korea banning borrowing shares to address issues with illegal naked short selling. Robinhood “normalizing” and becoming a little Buffett-like with its interest income. The big reaction to restaurant tech company Toast’s slight guidance adjustment, and what it bodes for growth stocks. (16:26) Mary Long caught up with Adecco Staffing's Senior Vice Preside...

WeWork Goes Bankrupt

November 07, 2023 21:00 - 26 minutes

The fond expectancy of venture capital has turned into the hard facts of private equity.  (00:21) Ricky Mulvey and Bill Mann discuss: -Uber's focus on adjusted earnings. -WeWork filing Chapter 11 bankruptcy, and the knock on effects. -Economic takeaways from Bill's trip to Africa. Plus, (13:51) Robert Brokamp and Alison Southwick check in on how Americans are saving. Companies discussed: UBER, WE Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Mann, Robert Brokamp Producer: Mary Long Engin...

What Will Make Buffett Spend?

November 06, 2023 21:00 - 37 minutes

With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market? (00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile of cash. - If the NAR lawsuit damages Berkshire’s real estate prospects. - Why it has been a good year for insurance. (21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks. Claim your dividend report here: www.fool.com/dividends Companies discussed...

Morgan Housel and History’s Unending Loop

November 05, 2023 16:01 - 38 minutes

What does it mean if history is just the same movie, playing over and over?  Morgan Housel is a longtime Fool contributor and the bestselling author of The Psychology of Money. Dylan Lewis caught up with Morgan to talk about his latest book, Same as Ever: A Guide to What Never Changes. They discuss: The not-so-helpful side effect of having fewer economic downturns Why true optimists believe that the future is messy Cautionary tales from companies that “got too wide” And what Warren Buffet...

Fool School: Finding Value Drivers

November 04, 2023 15:00 - 34 minutes

Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value?  Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caught up with Badolato for an “investing classroom” session. They discuss: Different drivers of business value What growth rates ignore And the thing that Sweetgreen misses about automation Tickers discussed: PTON, TGT, D...

Firing on All Cylinders Indeed

November 03, 2023 20:33 - 40 minutes

We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing. (00:19) Ron Gross and Matt Argersinger discuss: Why interest rate and unemployment news helped stocksthis week. Starbucks’ triple-shot growth plan, Apple’s flat growth, and why Shopify is firing on all cylinders. Huge earnings reactions from DoorDash and Roku, and Match’s struggle to hold onto singles.  (18:50) Marc Robinson breaks down the negot...

Is Toast toast?

November 02, 2023 20:00 - 26 minutes

PayPal’s new CEO debuted with some heat.  (00:21) Ricky Mulvey and Jason Moser discuss: - Alex Chriss’s first earnings call as CEO of PayPal. - Renewed focus for the payments company. - Airbnb’s quarter and questions for its international growth. - Investors going through an “airline stocks phase.” Plus, (14:10) Mary Long and Tim Beyers take a look at restaurant tech company, Toast. Stock Advisor discount link: www.fool.com/mfmdiscount Companies discussed: PYPL, ABNB, TOST, ORCL Hosts: Ricky ...

WeWork and Reworking Real Estate

November 01, 2023 20:00 - 31 minutes

Housing is expensive, rates are high, but the cut going to agents might be going down.  (00:21) Asit Sharma and Dylan Lewis discuss: - The $1.8B decision hitting The National Association of Realtors and real estate brokerages. - Why real estate might be an industry at a crossroads, and whether it means opportunity or challenges for companies like Redfin. - Three lessons from WeWork’s bankruptcy.  (16:13) Motley Fool Money’s Deidre Woollard caught up with Jean-Manuel Izaret to talk about his b...

We Like Cannibals*

October 31, 2023 20:00 - 30 minutes

*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism.  (0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share buybacks gone wrong. - An airplane leasing company that may be taking itself private. Plus, (17:30) Alison Southwick and Robert Brokamp celebrate Halloween and discuss some financial horror stories. Companies discussed: AAPL, EBAY, SNBR, AER Link to “Financial Horror Stories Vol. 2, Scary Scams”...

Guests

Michael Lewis
3 Episodes
Malcolm Gladwell
2 Episodes
Dan Ariely
1 Episode

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