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

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

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

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

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

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

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

Host: Chris Hill
Engineer: Rick Engdahl

Disruption is not a given, nor is it easy.

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

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

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

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

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

Stocks mentioned: JD, BABA, TCEHY

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Stocks mentioned: FDX, UPS, NKE, BX

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

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

The digital advertising landscape is shifting.

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

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

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

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

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

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

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

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

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

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

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

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

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

Stocks mentioned: MO, BLK

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

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

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

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

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

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

Time to hand out some awards!

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Stocks mentioned: DAL, MRNA, MRK, TSLA

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

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

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

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

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

Stocks mentioned: STLJF

Holiday Music: Five Pound Box Of Money by Pearl Bailey

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

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

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

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

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

Holiday Music: Sugar & Booze by Ana Gasteyer

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

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

- Why investors should watch companies with great design thinkers

- The strategy behind limited-edition releases

- How wearables could change what we eat and drink

Companies mentioned: PEP, MMM, AAPL

Host: Ricky Mulvey

Guest: Mauro Porcini

Engineer: Tim Sparks

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

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

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

It's time to lawyer up!

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Stocks mentioned: HOOD, DAVA, WISE

Holiday Music: Christmas Will Work It Out by Paola Bennet

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

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

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

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

Companies mentioned: AZO, DIS, CMG

Holiday Music: Disco Christmas by Universal Robot

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

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

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

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

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

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

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

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

Companies mentioned: PEP, AAPL, AMZN, PFE

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

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

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

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

Companies mentioned: CG, BLK, TSLA, HLT

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Stocks mentioned: ADBE

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Stocks mentioned: DIS, PEP, PINS, META

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Companies discussed: WMT, GE, UAA

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

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

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

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

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

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

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

Companies mentioned: RENT, REAL, SFIX

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Companies discussed: BMBL, MTCH, GTLB

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

The House That Mickey Built appears to be struggling.

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

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

Companies discussed: DIS, NFLX, RDFN, HD

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

Rough years for Lyft and Tripadvisor get even rougher.

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

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

Companies discussed: LYFT, UBER, TRIP

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

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

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

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

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

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

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

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

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

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

Companies discussed: APPL, META, ORLY

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Companies discussed: ABNB, NKLA, KNX

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Companies mentioned: HSY, GIS, NKE

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

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

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

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

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

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

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

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

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

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

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

Companies discussed: META, SHOP, CMCSA, WEST

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Companies mentioned: CNSWF, NXGPY

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

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

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

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

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

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

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

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

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

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

Companies discussed: TSLA, BOC

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

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

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

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

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

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

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

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

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

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

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

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

Stocks mentioned: F, TSLA

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Stocks discussed: TGT, TFSL, MEDP

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

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

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

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

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

Stocks discussed: PEP, DIS, META

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

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

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

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

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

Stocks discussed: AMZN, SHOP, W

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

It's quiet before earnings season. Too quiet.

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

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

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

Stocks discussed: ADBE, INTC, MBLY

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Stocks discussed: TWTR, TSLA, WINA, EBAY 

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

And another high-profile IPO company gets taken private.

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

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

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Call the Motley Fool Money Hotline at 703-254-1445.

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

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

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

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

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

Got questions about stocks?
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Stocks discussed: META, P911, VWAPY

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

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

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

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

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

Wait, what? 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

If what's happening today with Apple seems familiar, it should.

(0:21) Jim Gillies discusses:
- Reports that lower demand for the iPhone 14 is causing Apple to tell their suppliers there's no need to ramp up production
- How history is an excellent guide on what today's short-term drop in Apple's stock means for long-term investors
- Why now is the time to invest (even if it doesn't feel great)

(10:00) Ricky Mulvey talks with best-selling author Blake Crouch about gene modification, and a future that may be closer than most people imagine. 

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Call the Motley Fool Money Hotline at 703-254-1445!

Stocks discussed: AAPL

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

When you don't get what you want, you get experience.

(0:21) Asit Sharma discusses:
- The S&P 500 hitting a new low for the year
- Seeking out companies with "fortress balance sheets"
- Whether Mullen Automotive is a meme stock
- Learning from mistakes and staying in the game

(11:00) Economists and personal finance authors have very different opinions on topics like savings and investing. Alison Southwick and Robert Brokamp break down the differences and share their own thoughts.

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

Stocks discussed: MULN, UA

Host: Chris Hill
Guests: Jason Moser, Brian Stoffel, Jamie Louko
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

For the first time ever, Amazon is having a second "Prime Day" event.

(0:21) Jason Moser discusses:
- Behind-the-scenes planning that led up to this announcement
- Inventory clearing, and the role it may play in this event before Amazon's final holiday push
- Apple finding their headliner for next year's Super Bowl halftime show

(11:00) Brian Stoffel and Jamie Louko engage in a Bull vs. Bear debate over AirBnb.

Got questions about stocks?
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Stocks discussed: AMZN, AAPL, ABNB, EXPE, BKNG

Host: Chris Hill
Guests: Jason Moser, Brian Stoffel, Jamie Louko
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest rates may be in its early innings. 

John Worth is the executive vice president for research and investor outreach at the National Association of Real Estate Investment Trusts, or Nareit. Deidre Woollard and Matt Frankel caught up with Worth to talk about:
- Strong REIT business performances and sliding stock prices
- The lasting effects of COVID on commercial real estate
- Why private equity firms are buying up public REITs

Companies mentioned: PLD, DRE

Hosts: Deidre Woollard, Matt Frankel
Guest: John Worth
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

“No one's success is proven until they've survived a calamity.”

You can’t join the NBA with a few good shots, but you can join the ranks of “great” investors. Luck and skill are much harder to separate in the financial world and making that distinction can take a few decades. Chris Hill talked with best-selling author Morgan Housel in front of a live audience about:
- Why inflation is so personal and variable
- Elon Musk’s best product (hint: it’s not a car)
- The power of incentives
- The secret to 99% of Warren Buffet’s success
- Investing through bear markets

Companies mentioned: BRK.A, BRK.B, HOOD, TSLA

If you're a member of any Motley Fool service you can access the video for the full interview here: https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/wealth-greed-and-happiness-with-best-selling-autho
 
Host: Chris Hill
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineer: Dan Boyd

For the 5th time in 6 weeks, there was a lot of red on Wall Street.

(0:30) Jason Moser and Maria Gallagher discuss:
- The Fed's latest rate hike spooking investors
- Costco delivering (yet again) in the 4th quarter
- Darden Restaurants walking a fine line with customers
- DocuSign's hiring its new CEO from Alphabet
- Amazon declaring victory with Thursday Night Football

(19:45) Deidre Woollard and Matt Frankel talk with Robert Leonard, host of the Millennial Investing podcast, about house hacking.

(28:30) Maria and Jason answer questions from the Fool Mailbag and share two stocks on their radar: Lululemon Athletica and Microsoft.

Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445!

Stocks discussed on the show: COST, TGT, UPS, WMT, DRI, DOCU, GOOG, GOOGL, AMZN, AAPL, PYPL, PG, LVMH, LULU, MSFT

Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Deidre Woollard, Matt Frankel, Robert Leonard
Producer: Ricky Mulvey
Engineers: Dan Boyd

What does it say that no private company wants a check for $1.1 billion?

(0:21) Bill Mann discusses:
- The stock market being surprised that the Fed raised rates by 0.75% (as almost everyone expected)
- Chamath Palihapitiya shutting down two SPACs and returning money to investors
- Whether SPACs are essentially over

(13:02) Rachel Warren talks with author Ross Dawson about his new book Thriving on Overload: The 5 Powers for Success in a World of Exponential Information.

Got questions about stocks?
Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445.

Host: Chris Hill
Guests: Bill Mann, Rachel Warren, Ross Dawson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

Alphabet, parent company of YouTube, deploys a new weapon in its battle with TikTok: cash.

(0:25) Maria Gallagher discusses:
- YouTube's announcement of a new revenue-sharing model for creators of short-form videos
- How this strategy can help with retaining existing creators
- Why should really hate to see Lisa Su leave the corner office at AMD

(10:00) Ricky Mulvey and Asit Sharma talk about how some people make investing harder than it needs to be, and how to make your investing life a little easier.  

Got questions about stocks?
Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445.

Stocks mentioned: GOOG, GOOGL, COST, AMD, ADBE, TTD

Host: Chris Hill
Guests: Maria Gallagher, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd

Bear markets always come to an end, but they're not necessarily fun while they last.

(0:21) Bill Mann discusses:
- The market reacting to the Federal Reserve's announcement a day before the Fed actually makes it
- Why large companies like Microsoft are quietly preparing for 2023 and 2024
- The bizarre incident involving Beyond Meat's chief operating officer

(11:25) Alison Southwick and Robert Brokamp talk with Emily Flippen about some of the biggest consumer goods storylines of the year, and potential radar stocks for investors. 

Stocks mentioned: MSFT, BYND, NFLX, LULU, PTON, CHWY, SG, BARK, VDC

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

"The best time to buy is when pessimism is prevalent."

(0:21) John Rotonti discusses:
- Why the rise in investor pessimism gets him excited to go shopping for investments
- What he's watching
- A mind-blowing stat about how important it is to stay invested in the market

(10:30) Tim Beyers talks with Tim White about which SaaS companies have sticky software (as opposed to skippable).

Stocks mentioned: FDX, KKR, ADBE, SQSP, SHOP,  TEAM, HUBS, CRM

Host: Chris Hill
Guests: John Rotonti, Tim Beyers, Tim White
Engineers: Dan Boyd, Rick Engdahl