Motley Fool Money
1,409 episodes - English - Latest episode: 4 months ago - ★★★★ - 2.7K ratingsJoin 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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Cashing In On Chips
July 20, 2023 20:00 - 28 minutesThe semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? (00:12) Tim Beyers and Deidre Woollard discuss: The challenges with standing up semiconductor factories in the U.S. The different types of chips Taiwan Semiconductor produces and what companies use them. The restrictions that impact ASML. (17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche. Companies...
Carvana’s Bet on Debt Restructuring
July 19, 2023 20:00 - 26 minutesCarvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted. (00:21) Bill Mann and Dylan Lewis discuss: - Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate. - How debt restructuring sent shares of Carvana up 30%. - Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date. (15:08) Just one American carmaker is a top electric vehicle seller in Chin...
Schwab Is Not SVB
July 18, 2023 20:20 - 25 minutesWhen Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. (00:21) Ricky Mulvey and Asit Sharma discuss: - Schwab’s cash sorting problem. - Takeaways from bank earnings. - A deadline for the Microsoft/Activision deal whooshing by. (11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k). Companies discussed: SCHW, MS, PNC, BAC, MSF...
The EV Truck War Is Officially On
July 17, 2023 20:00 - 30 minutesTelsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning. (00:21) Bill Barker and Deidre Woollard discuss: - The futuristic appeal of the Cybertruck compared to more traditional models. - Why Ford announced a price drop on the F-150 Lightning. - How Eli Lilly could win big in the weight-loss wars. (18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for t...
A Marketplace of Ideas
July 16, 2023 16:01 - 26 minutesSo, you’ve got an idea. But how do you get the backing to make your big dream a reality? Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs bring their ideas to life. Deidre Woollard caught up with Center to talk about: How tighter lending environments lead to entrepreneurship booms What drives backers to participate in funding campaigns that pay off in rewards rather than equity And how the laboratory-like nature of crowdfundin...
Hand-Wavy Finance
July 15, 2023 16:01 - 23 minutesS&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. Ricky Mulvey and Anand Chokkavelu took a look at the techniques behind “hand-wavy finance,” and how companies like to capture your attention. They discuss: - How Apple repeatedly “blew away” Wall Street analysts - The big bath strategy for reporting bad news - What previous hype cycles can teach investors about the latest, shiny new thing Companies dis...
Big Banks Cash In
July 14, 2023 20:00 - 39 minutesIf you bank with the one of the giants, you might be helping pad their bottom line. (00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - How short sellers are creating big YTD returns for beaten up companies. (19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected c...
Travel Is Still Flying High
July 13, 2023 20:00 - 25 minutesAnother positive sign for the travel industry as Delta raises guidance. (00:21) Bill Barker and Deidre Woollard discuss: - The surge in international travel and where Delta’s next revenue bump could come from. - What factors could slow the travel boom. - The curious allure of the many flavors of Doritos. (15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro. Companies dis...
One Step Closer to a $69B Deal
July 12, 2023 20:00 - 25 minutesThe FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline. (00:21) Bill Mann and Dylan Lewis discuss: - Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed. - The “concessions” Microsoft is making to make the deal happen. - How we’re seeing a similar response to regulatory interest in Broadcom’s planned acquisition. (14:09) Is it the e...
Prime Shoppers Spend More
July 11, 2023 20:00 - 28 minutesAmazon can expect $13 billion in Prime Day sales, but what does that mean for a $1.3 trillion company? (00:21) Ricky Mulvey and Jason Moser discuss: - The services that Amazon wants shoppers to notice. - If Prime Day is an economic bellwether. - Bank of America’s fine from the Consumer Financial Protection Bureau. Plus, (13:31) Robert Brokamp interviews Wade Pfau, author of the recently updated “Retirement Planning Guidebook”, on how to find a retirement spending style. Companies discussed...
The NY Times Goes All In On The Athletic
July 10, 2023 20:00 - 27 minutesThe New York Times leaves its sports desk behind as it puts its might behind The Athletic. (00:21) Jim Mueller and Deidre Woollard discuss: - Why the New York Times announced it is shutting down its sports department. - The future of sports coverage and sports entertainment. - The Barbie movie and the potential value of Mattel’s intellectual property. (15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market. Companies discussed: NYT, D...
The Business of Resale
July 09, 2023 16:01 - 31 minutesYou might not have heard of Winmark, but you could be more familiar with its stores. The resale franchise company owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. Winmark CEO, Brett Heffes, caught up with Jim Gillies for a rare interview about: - How a focused mission shapes Winmark’s business - Creating long-lasting relationships with franchisees - The resale company’s capital allocation strategy and growth expectations - What some investors misunderstan...
“Maybe the Headset Isn’t the Way”
July 08, 2023 16:04 - 23 minutesImmersive technology is more than goggles. Jason Moser and Matt Frankel discuss: - Apple’s bet on spatial computing - A major interface problem for headset adoption - Meta’s VR subscription service - Less obvious companies that could benefit from a boom in immersive tech Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
What’s Next for 2023?
July 07, 2023 20:00 - 39 minutesHigher rates are here to stay, and some stories we expected to see in the first half of 2023 might still be ahead of us. (00:21) Jason Moser and Matt Argersinger discuss: - Whiplash in employment data, and the certainty of rate hikes for the rest of the year. - Meta’s new app Threads and what it means for Twitter. - Some surprises from the first half of 2023 and stories to watch for the rest of the year. (19:11) Motley Fool Money’s Deidre Woollard spoke with Smith about the cycles in digi...
Car Sales Are Soaring
July 06, 2023 20:00 - 29 minutesThe numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie? (00:21) Tim Beyers and Deidre Woollard discuss: - If the strong numbers for new car sales will continue. - The power of Tesla’s brand in the EV space. - Why we shouldn’t get too excited about the prospect of flying cars yet. (21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets’s podcast host Dave Meyer on the...
Twitter Faces Threats from AI and Meta
July 05, 2023 20:00 - 27 minutesAI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience. (00:21) Asit Sharma and Dylan Lewis discuss: - Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access. - What those moves say about AI, online intellectual property, and the next era of the internet. - Meta’s new Twitter challenger Threads. (16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought. Companies ...
FI, Not FIRE
July 02, 2023 15:00 - 18 minutesOver the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence. 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! Note, this episode is a re-air of a conversation originally recorded in July, 2022. Host: Dylan Lewis Guests: ...
Best-of: William Cohan on GE’s Legacy
July 01, 2023 16:00 - 28 minutesBefore the mega-cap tech giants, there was General Electric. William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: - Jack Welch, and the religion of earnings consistency. - The mythology behind General Electric’s birth. -General Electric’s “time of death”. - Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.” Host: Ricky Mulvey Guest...
The Motley Fool Money Half-Year Review
June 30, 2023 20:00 - 39 minutes2023 is half over and the stock market has rebounded significantly from its 2022 lows. (00:21) Andy Cross and Jason Moser discuss: Revised first quarter GDP data Nike earnings coming in a bit light The Biden Administration's proposed new artificial intelligence chip export restrictions for China. (19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of h...
Is The Sharing Economy Growing Up?
June 29, 2023 20:00 - 28 minutesDoorDash has started offering hourly wages for its couriers. (00:21) Bill Barker and Deidre Woollard discuss: - What prompted DoorDash’s recent updates. - Fees, tips, and other ways Airbnb and DoorDash pass on costs to consumers. - How demand for spicy food is just one positive sign for McCormick. (16:15) Sanmeet Deo and Mary Long break down the main components of Adobe’s business and how AI could prove to be a major growth area. Companies discussed: ADBE, MKC, DASH, ABNB, UBER Host: De...
Costco Cracks Down
June 28, 2023 20:00 - 24 minutesNetflix isn’t the only company solving a sharing problem. (00:21) Bill Barker and Ricky Mulvey discuss: - Delta’s investor day and rosy profit guidance. - General Mills hitting a pricing power limit. - How Costco is solving its free rider problem. - AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story. Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play. Companies/ETF mentioned: DAL, GIS, COST, AZO, ...
What to Do with Dividends
June 27, 2023 20:00 - 27 minutesOne key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time. (00:21) Jim Gillies and Ricky Mulvey discuss: - Walgreens Boot Alliance’s disappointing 3rd quarter. - The pharmacy chain’s turnaround story. - What to look for in investor presentations. - Why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity. Plus, (11:54) Robert Brokamp and Matt Argersinger discu...
Carnival Sets Course For Debt Reduction
June 26, 2023 20:40 - 25 minutesBookings are spiking for Carnival Cruise Lines, how can the company make the most of the cruise boom? (00:21) Jason and Deidre Woollard discuss: - The strong demand for cruises and travel. - How Carnival’s plans to pay off its heavy debt load. - The prospects for Oddity Tech, a new DTC-brand IPO. (14:55) Ricky Mulvey and author Robert Glazer discuss why investors should look for businesses with a cultural advantage and how to spot one. Companies discussed: CCL, GS, ABNB, TSLA, AMZN, W...
Amazon Vs. Walmart
June 25, 2023 15:00 - 25 minutesMary Long caught up with Jason Del Rey, author of “Winner Sells All: Amazon, Walmart, and the Battle for Our Wallets.” - How Amazon often beat Walmart’s low-price guarantee. - The incentives that slowed down Walmart’s e-commerce rollout. - Why WalMart was hesitant about creating a loyalty program. - Amazon and Walmart’s push into healthcare. Companies discussed: AMZN, WMT Host: Mary Long Guest: Jason Del Rey Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ...
“One Up on Wall Street” Book Club
June 24, 2023 16:00 - 27 minutesYou probably know something that a Wall Street analyst doesn’t, and that gives you an edge. Mary Long and Ricky Mulvey revisit Peter Lynch’s investing classic “One Up on Wall Street: How to Use What You Already Know to Make Money in the Market.” They discuss: - How to research a company beyond earnings statements - One common misunderstanding about Lynch’s style of investing - Where regular investors can find an edge over institutional money Companies discussed: FDX, NVDA, MCD Have a book...
Deal or No Deal?
June 23, 2023 20:00 - 39 minutesRegulators are taking a hard look at acquisitions for Adobe, MIcrosoft, and Amazon. And that might be a good thing for Adobe and Activision shareholders. (00:21) Emily Flippen and Matt Argersinger discuss: - Why more rate hikes are on the way. - How housing’s impact on inflation probably won’t slow down any time soon. - Why Activision and Adobe shareholders might not want their company’s proposed acquisitions to go through. (19:11) Deidre Woollard spoke with Atif Qadir, the founder of p...
Alibaba Shakes Things Up
June 22, 2023 20:00 - 27 minutesAlibaba shuffles the deck as it heads towards spinning off its cloud division. (00:21) Bill Mann and Deidre Woollard discuss: - Alibaba’s leadership changes. - The difference between spin-offs and IPOs for Alibaba shareholders. - If Amazon makes it too hard to unsubscribe from Prime. (15:50) Deidre Woollard and Ricky Mulvey cover what happens when a stock trades under $1. Companies discussed: BABA, AMZN, WE, NKLA, VCSA, APRN Host: Deidre Woollard Guests: Bill Mann, Ricky Mulvey Producer:...
EVs Get Supercharged
June 21, 2023 20:00 - 27 minutesRivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon. (00:12) Asit Sharma and Dylan Lewis discuss: - Why Rivian, Ford, and General Motors are signing on to make cars work with Tesla’s North American Charging Standard (NACS). - What’s behind Tesla’s 140% jump in shares so far in 2023 - Hyuandai’s $28B 10-year commitment to EVs and the Chinese governme...
PayPal's Growth Story
June 20, 2023 20:00 - 26 minutesDraftKings wants to consolidate the sports betting market, but it still has a long road to profitability. (00:14) Ricky Mulvey and Nick Sciple discuss:-PayPal selling off more than $40 billion of buy now, pay later loans. -The payment processor's capital allocation strategy. -The DraftKings bid to buy a rival operator. -Why sports betting companies have a customer stickiness problem. Plus, (12:20) Alison Southwick and Robert Brokamp answer listener questions about 401(k)s, investing, and ca...
UFC Economics
June 18, 2023 16:01 - 28 minutesYou can’t be afraid to step on toes if you want to run a mixed martial arts promotion… or stomp on them. Michael Thomsen is the author of “Cage Kings: How an Unlikely Group of Moguls, Champions, and Hustlers Transformed the UFC into a $10 billion Industry”. Ricky Mulvey caught up with Thomsen to discuss: - The rise and transformation of the UFC - How president Dana White negotiates with fighters - What investors may want to know about the upcoming merger between WWE and the UFC Companies di...
The Evolution of Urbanism
June 17, 2023 16:00 - 25 minutesFor the past century, cities have centered around work. What happens when that’s no longer the case? Deidre Woollard and Matt Argersinger discuss: What downtowns might look like when they become more than just “containers for work” How different REITs are approaching the new commercial real estate landscape The promise and problems of “15-minute cities” Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA Host: Deidre Woollard Guest: Matt Argersinger Producers: Ricky Mulvey, Mary L...
The New Bull Market
June 16, 2023 20:00 - 39 minutesSome are saying it’s a bull market, we’re calling it a giddy one. (00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up. - Why the market was hungry for shares of restaurant brand Cava. (19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that...
Selling Secrets Across The Globe
June 15, 2023 19:56 - 26 minutesA former Samsung executive allegedly stole plans in order to build a chip plant down the road from the existing factory. What could possibly go wrong? (00:15) Bill Mann and Deidre Woollard discuss: - The high value of getting a leg up on the competition in the semiconductor industry. - If companies can do anything to keep secrets from leaking out. - Why Alphabet’s adtech is attracting regulators’ attention. (13:53) Ricky Mulvey and Kirsten Guerra take a look at Vertex Pharmaceuticals ...
Netflix’s Promising Next Act
June 14, 2023 20:00 - 26 minutesNetflix’s is aiming to return to growth by cracking down on password sharing. (00:12) Jim Mueller and Dylan Lewis discuss: The encouraging data behind Netflix’s password crackdown and ad-supported membership. Why it still might be a bit early to bank on those growth levers for Netflix. How Disney, Apple, Amazon are eying advertising, and how it could reshape streaming tv. (14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is us...
An Inflection Point for adidas
June 13, 2023 20:00 - 28 minutesInflation is slowing down. Is this what a soft landing looks like? (00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss: - Big macro takeaways from the latest inflation numbers. - How adidas is dealing with the fallout from discontinuing its Yeezy line. - If the apparel maker has balance sheet risk. Plus, (15:00) Alison Southwick and Robert Brokamp discuss the costs and benefits of working with a financial advisor. Companies discussed: ADDYY, NKE Article discussed: ...
Icahn Gets His Way
June 12, 2023 20:00 - 24 minutesCarl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition? (00:21) Jason Moser and Deidre Woollard discuss: - If Illumina’s CEO’s exit will impact the company’s moves to acquire Grail. - Carl Icahn’s history of activist investing. - Thoma Bravo’s success in buying companies and repackaging them for sale. (14:37) Ricky Mulvey interviews Anjay Nagpal, host of the podcast “Brokers, Bagmen, and Moles” about the curious h...
Are Banking Relationships Sticky?
June 11, 2023 16:01 - 21 minutesWhen Silicon Valley Bank collapsed, $43 billion left its doors in one afternoon, or $1 million every second. How has the banking landscape changed since then? Motley Fool Senior Analyst Bill Mann caught up with Chip Mahan, CEO of Live Oak Bank. They discuss: - The breakdown of communication between regulators and Silicon Valley Bank - How Live Oak Bank is differentiating itself from larger institutions - Why traditional banks may face margin issues in the “not too distant future” Companie...
“No One Will Ever Need a PC in Their Homes.”
June 10, 2023 16:01 - 30 minutesA new technology won’t go far unless it solves a migraine-level problem. Motley Fool Live’s “This Week in Tech” co-hosts Tim Beyers and Tim White discuss: - How investors can think about adoption lifecycles and tech investments - Where generative AI lands on the hype cycle - One key sign that a new product has “crossed the chasm” for widespread adoption - ChatGPT’s “nice to haves” Companies discussed: IT, AAPL, MDB, HUBS Host: Tim Beyers Guest: Tim White Producer: Ricky Mulvey Engineer: ...
Spatial Computing and Safety Deposit Boxes in the Sky
June 09, 2023 20:00 - 39 minutesWill mixed reality win out over virtual reality? And is crypto a security? (00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial computing. - How the offering stacks up to Meta’s Quest products. - The SEC’s suit against Coinbase and Binance, and what it means for crypto. (19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billi...
Game over for GameStop’s CEO
June 08, 2023 20:27 - 21 minutesGameStop’s CEO is out and Spotify is shaking up its podcast strategy. (00:20) Deidre Woollard and Bill Barker discuss: - Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop. - If GameStop can move beyond meme status and find new growth. - Spotify’s layoff’s and what it signals about its strategic shift. (11:40) Asit Sharma talks to former Snowflake CEO Bob Muglia on his new book The Datapreneurs, what Microsoft got wrong about the internet, and where AI could take us...
Mixed Signals From Real Estate and Regional Banks
June 07, 2023 20:00 - 26 minutesThe pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money. (00:15) Bill Mann and Dylan Lewis discuss: How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers. The follow-on effects that could hit regional banks. Why insiders at regional banks are buying up shares despite the pessimism. (13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about th...
Apple's $3500 "Snowboard Goggles"
June 06, 2023 20:00 - 23 minutesSome cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.” (00:21) Ricky Mulvey and Nick Sciple discuss: - Apple’s Vision Pro Product, its biggest product launch in a decade. - How Apple's hardware strategy differs from Meta. - The Vision Pro’s possibilities and limitations. - The SEC’s complaint against Coinbase. Plus, (13:32) Alison Southwick and Robert Brokamp discuss how to plan for a healthier retirement. Companies disc...
AI Is Not A Person
June 05, 2023 20:00 - 28 minutesThe Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat. (00:21) Jason Moser discusses: - What a potential Directors Guild deal means for entertainment. - The challenges facing streamers as they look for more ways to profit from content. - Whether or not Apple can take headsets out of their gaming niche. (16:36) A simple pack of casino playing cards leads Ricky Mulvey and Asit Sharma on an exploration of how old products can become new again. Compani...
Who Controls the Magnets?
June 04, 2023 15:00 - 31 minutesIf you didn’t have a reliable supply of electricity, what would you do to secure it? Robert Bryce is the author of “A Question of Power: Electricity and the Wealth of Nations” and the writer of an eponymous Substack. Motley Fool Senior Analyst Nick Sciple caught up with Bryce to discuss: - Why more countries are turning to coal - The challenges of building a reliable green energy grid - The resurgence of interest in nuclear energy - Supply chain issues for electric car batteries Company...
A Sea Change in Space Exploration
June 03, 2023 16:01 - 25 minutesLow Earth orbit now has some real estate problems. Deidre Woollard caught up with Ashlee Vance, author of “When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach.” They discuss: - The new business opportunity in clearing space junk - How a self-taught engineer created a commercially successful rocket company - The massive trade-offs that space companies make by going public Companies discussed: RKLB, SPCE Host: Deidre Woollard Guest: Ashlee Vance Produ...
Consumer Spending is Tightening Up… Kind Of
June 02, 2023 20:00 - 39 minutesAmericans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally. (00:21) Ron Gross and Emily Flippen discuss: - The debt ceiling resolution, and updates on employment and consumer debt. - Why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down. - The numbers behind MongoDB’s blowout earnings release. (19:11) Scott Kassing talks through three high-conviction stock ideas with Sandhill Inves...
Is AI Taking Tech To The Top?
June 01, 2023 20:00 - 33 minutesWith the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype? (00:21) Tim Beyers discusses: - If happy days are here again for the world of tech. - Why the market might be missing the greatness in CrowdStrike’s earnings. - How Marc Benioff found religion when it comes to cutting costs at Salesforce. (19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech...
The House’s Cut is Going Up
May 31, 2023 20:00 - 20 minutesIt’s tough facing the house, whether you’re playing it or trying to pay for one. (00:21) Asit Sharma and Dylan Lewis discuss: The latest housing data, showing high rates are affecting mortgage and refinance applications. The broader economic strength we’re continuing to see in spite of high rates How Las Vegas strip operators are tweaking their businesses to grow. (12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space. Companies discussed: MGM, CZR, ...
Debt Ceiling Drama, AI's Peak, and Expired Coffee
May 30, 2023 20:00 - 27 minutesWhat kind of day has it been? (00:21) Bill Barker discusses: - The stock market reacting positively (or not) to the latest narrative around the debt ceiling debate - Nvidia's new all-time high and why we haven't reached "peak AI" yet - Listener feedback over the years and the concept of "playing to the back of the room" - A surprise guest (via audio) (20:28) Chris Hill wraps up his final episode hosting the show a salute to The Motley Fool's history and founders, the self-driven mentality o...
Peter Zeihan on China, Apple, and Europe
May 28, 2023 15:00 - 26 minutesWho has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China? Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Just the Beginning: Mapping the Collapse of Globalization.” Bill Mann caught up with Zeihan to discuss: - Why Apple is diversifying production away from China - What an aging population means for the United States economy - Why de-dollarization is less likely than many think Company discussed: AP...