CEOs at Pinterest and Bed, Bath, and Beyond are heading for the exits. And that may be just the beginning.

(0:31) Deidre Woollard and Tim Beyers discuss:
- Where Pinterest has room to grow.
- How stock investors should react to a CEO change.
- Nike’s move to a direct-to-consumer strategy.

Rachel Warren interviews Ali Parsa, CEO of Babylon Health, a digital-first health service provider. (17:40) They discuss the company’s journey going public and the exciting frontiers of genetic research.

Stocks mentioned: PINS, DOCU, BBBY, PYPL, NKE, SAP, BBLN

Host: Deidre Woollard

Guests: Tim Beyers, Rachel Warren, Ali Parsa
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Brandon Gentry

It’s not easy being a public company. Zendesk looks to go private, while acquisition battles continue to heat up.

(:21) Deidre Woollard and Jason Moser discuss:

- Stocks that could be prime acquisition targets.
- JetBlue’s offer for Spirit Airlines.

- Venture capital drying up, and what that means for technology innovation.  

Plus, (14:46) Alison Southwick and Robert Brokamp continue their series on past market declines with Morgan Housel, this time covering the dot-com bubble, and the lessons investors can pull two decades later.

Stocks mentioned: ZEN, SAVE,  JBLU, ULCC, CSCO, OTLY, PTON, MSFT, IBM

Host: Deidre Woollard
Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers.

(:21) Asit Sharma and Maria Gallagher discuss:

- Chewy’s pricing power and strong recurring revenue.
- The cyclical problem facing Coinbase.
- Reliance Industries offer to buy Walgreens’ international stores.

A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food.

Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE

Host: Asit Sharma
Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything.” He joined Bill Mann, Maria Gallagher, and John Rotonti to discuss:
- The “easy” process of money laundering
- A look inside the business of corruption
- Super yachts, volcanic islands, and opaque legal structures

Hosts: Bill Mann, Maria Gallagher, John Rotonti
Guest: Oliver Bullough
Producer: Ricky Mulvey
Engineers: Dan Boyd, Natasha Hall

Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including:
- Pandemic stocks that got ahead of themselves
- Which stay-at-home stocks are worth a 2nd look
- How these businesses could evolve from here

Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX

Host: Jason Moser
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss:
- The lack of clarity (at the moment) facing investors
- Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index
- What the latest results from homebuilder KB Home reveal about housing
- The latest from DocuSign, Darden Restaurants, and Kellogg.

(19:00) Jim Mueller analyzes the companies competing for Netflix's ad business, opportunities in the metaverse, and Big Tech's pursuit of streaming live sports.

(33:00) Jason and Matt answer a listener's question about Activision Blizzard and share two stocks on their radar: Qualcomm and eBay.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit

Stocks discussed on the show: NFLX, PYPL, META, FDX, DOCU, DRI, KBH, NVR, DHI, K, ROKU, TTD, GOOGL, RBLX, SRAD, AAPL, CMCSA, AMZN, ATVI, QCOM, EBAY

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

Most restaurant businesses operate in a single category, but not Darden Restaurants. (0:25) Jason Moser discusses:
- Olive Garden driving the bulk of revenue
- A comeback by Darden's fine dining segment
- Capital decisions that we like (dividend increase!) and don't like (share buyback plan)
- Rite Aid's stock pop and raised guidance still not being enough to get us interested in buying shares

(14:41) With shares down nearly 70% over the past year, is Zoom Video a screaming buy or past its prime? Jason Hall and Ryan Henderson debate bull vs. bear!

Stocks discussed: DRI, RAD, CVS, WBA, ZM, MSFT

Host: Chris Hill
Guests: Jason Moser, Jason Hall, Ryan Henderson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

The FDA is preparing to order Juul Labs to take its e-cigarettes off the market in the U.S. (0:25) Bill Mann discusses:
- Shares of Altria Group, owner of a 35% stake in Juul, getting hit on the news
- Why one of Altria's main competitors is unaffected
- How he thinks about "sin stocks" as a category of investing

(10:00) Ricky Mulvey talks with Bill about the billions of dollars of Bitcoin on MicroStrategy's balance sheet affects the view of the business, and what a potential margin call means for its shareholders.

Stocks discussed: MO, BTI, MSTR, META, NVDA

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

Kellogg is planning to split into three separate companies, while DocuSign's CEO is just splitting. (0:25) Bill Mann discusses:
- Why DocuSign's falling stock price is probably not the reason CEO Dan Springer is leaving immediately
- The relative attractiveness of running DocuSign
- Kellogg's plan to split into three companies (snacks, breakfast cereal, plant-based foods) and how long its going to take
- Mondelez buying Clif Bar for $2.9 billion
- His belief that more acquisitions are on the way and the reasons why

(13:30) Morgan Housel joins Alison Southwick and Robert Brokamp to discuss how the economic challenges of the 1970s offer lessons for investors today.

Stocks discussed: DOCU, K, MDZ

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

Chris Hill
Motley Fool Money
http://motleyfoolmoney.com

Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It’s down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to discuss:
- How Upstart is using its balance sheet now
- Growth opportunities in auto lending
- One stock idea (that’s not his own company)

Stocks mentioned: UPST, AMZN, AAPL, ZM, GOOG, GOOGL

Host: Tom Gardner
Guest: Dave Girouard
Producer: Ricky Mulvey
Engineer: Dan Boyd, Adam Landfair

We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is there some opportunity in the middle for investors? Deidre Woollard and Matt Argersinger discuss:
- The complexities in transforming an office building into apartments
- Commercial real estate trends catching their attention
- Ideas for investors who like dividends.

Stocks/REITs mentioned: BX, AMZN, HHC, PLD, SRG, STAG, DRE, ARE, MAA, VICI, EPR

Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

The Fed raises interest rates as the S&P 500 heads for its worst week since March 2020. (0:30) Ron Gross and Maria Gallagher discuss:
- Stocks rallying on Wednesday afternoon only to fall on Thursday
- Adobe's latest results being outweighed by guidance
- Roku's new partnership with Walmart
- Winners and losers from the trend of people returning to restaurants
- The latest from Kroger, Oracle, and Chewy

(19:00) Senior analyst Auri Hughes and CEO Tom Gardner talk with Rimini Street CEO Seth Ravin about his company's unique opportunity and its legal battle with Oracle.

(35:10) Maria and Ron share two stocks on their radar: Rover Group and Sportradar Group.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit

Stocks discussed on the show: KR, ADBE, NFLX, ROKU, WMT, YELP, DASH, KO, PEP, ORCL, CHWY, RMNI, ROVR, SRAD

Host: Chris Hill
Guests: Maria Gallagher, Ron Gross, Auri Hughes, Tom Gardner, Seth Ravin
Engineer: Dan Boyd

"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses:
- The strength of a company's balance sheet becoming more important
- Increasing data that customers are starting to spend less
- Shrinkflation being a tool some (but not all) companies can employ
- Net expansion being a key metric to watch

(14:45) Sanmeet Deo joins Jason to talk about the potential applications for VR in the healthcare industry and a mid-cap company that may have advantages over the tech giants in the space.

Stocks discussed: KR, ZM, CRM, MSFT, OKTA, META AAPL, PEN
Host: Chris Hill
Guests: Jason Moser, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. (0:25) Ron Gross discusses:
- The positive reaction in the stock market
- Prospects for much lower inflation in 2023
- Borrowing costs going higher
- Expectations for more rate hikes later this year

(11:40) Asit Sharma talks with Pubmatic CEO Rajeev Goel about why his company is becoming more predictably profitable, and the growing opportunity in connected TV.

Got a question? Drop an email to podcasts@fool.com!

Stocks discussed: PUBM, PG, WPP

Host: Chris Hill
Guests: Ron Gross, Asit Sharma, Rajeev Goel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

Most eyes are on the Federal Reserve in advance of (we assume) another interest rate hike. (0:25) Bill Mann discusses:
- What he's watching in the market
- Where he's been putting his money to work and which stocks he's been buying
- His relative disinterest in IPOs as an event

(13:23) Morgan Housel joins Alison Southwick and Robert Brokamp to talk about the speculative boom that caused the Great Depression, and how those lessons apply for investors today.

Stocks discussed: BRK.A, BRK.B, MA, GOOG, GOOGL, DPZ

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

The S&P 500 officially entered bear market territory. (0:25) Jason Moser discusses:
- The pain investors (including us) are feeling
- Why he recommends putting cash to work slowly
- DocuSign's latest quarter meeting management's expectations
- The relative attractiveness of DocuSign's stock
- Coca-Cola's new partnership for Jack-Daniel's-and-Coke cocktails in a can

(16:06) Shares of Meta Platforms have fallen 50% this year. Is it a value play or is the stock in the bargain bin for valid reasons? Jose Najarro and Nick Rossolillo take a bull vs. bear approach to the social network.

Stocks discussed: DOCU, KO, BF.A, META, NVDA

Host: Chris Hill
Guests: Jason Moser, Jose Najarro, Nick Rossolillo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

PJ Vogt has been following Bitcoin since it was worth $10. Maybe less. He didn’t buy in, and is more than happy to keep following the story. Vogt is the host of the new limited-series podcast “Crypto Island” and before that, you may have heard his voice on “Reply All”. Ricky Mulvey caught up with him to discuss:
- The recent crash in crypto
- What the “financialized version of the internet” can tell us about people
- What happens when internet strangers try to operate a McDonald’s

Cryptos mentioned: BTC, LUNA

Host: Ricky Mulvey
Guest: PJ Vogt
Engineers: Dan Boyd, Tim Sparks

Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where they are finding investment opportunities, and discuss:
- The wide-ranging effects of an energy crunch
- How a shale boom “incinerated” $700 billion
- Ways individual investors could benefit from pension funds leaving oil

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/

Stocks discussed: OTC:IPFCC, TSX:IPCO, CBRL

Host: Nick Sciple
Guest: Jim Gillies
Producer: Ricky Mulvey
Engineer: Dan Boyd

Inflation hits a 40-year high. We know the effect on consumers, but what about investors? (0:30) Emily Flippen and Ron Gross discuss:

- DocuSign's 25% drop

- Target's bold moves

- Stitch Fix continuing to struggle

- Vail Resorts benefitting from relaxed Covid restrictions

- The latest from Campbell Soup, Netflix, Amazon, and more.

(19:00) Matt Argersinger, lead investor for Millionacres, discusses the current state of the housing market, how a potential recession may affect real estate, and his interest in an alternative asset class: vintage comic books.

(35:20) Emily and Ron share two stocks on their radar: Bilibili and Airbnb.

Stocks discussed on the show: DOCU, MSFT, TGT, SFIX, MTN, CPB, NFLX, ROKU, AMZN, SHOP, GOOG, GOOGL, DIS, EBAY, BILI, ABNB

Host: Chris Hill

Guests: Emily Flippen, Ron Gross, Matt Argersinger

Engineers: Steve Broido, Rick Engdahl

SEC chairman Gary Gensler outlined rule changes to require trading firms to directly compete to execute trades from individual investors (0:25) Andy Cross discusses:
- Why payment-for-order-flow (PFOF) is going to be a big topic this summer
- Potential threats to Robinhood's business model
- Five Below's recent (and uncharacteristic) struggles
- Takeaways from Spotify's investor day event, including a push into audiobooks

(15:45) Deidre Woollard continues her conversation with Jason Hall about homebuilders, including key metrics to watch and a few stock ideas. 

Stocks discussed: HOOD, FIVE, DLTR, DG, WMT, SPOT, AMZN, AAPL, MTH, LGIH, NVR

Host: Chris Hill
Guests: Andy Cross, Deidre Woollard, Jason Hall
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses:
- Whether acquiring Roku solves Netflix impending ad challenges
- Why Roku's stock is still pricy after its recent fall
- DocuSign's expanded partnership with Microsoft
- If this paves the way for an eventual acquisition

(13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis.

Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM

Host: Chris Hill
Guests: Asit Sharma, Deidre Woollard, Jason Hall
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Target rips off the band-aid, while Apple shows off some new features. (0:25) Tim Beyers discusses:
- CEO Brian Cornell taking a head-on approach to dealing with Target's inventory problems
- Prepping for getting the all-important back-to-school and holiday shopping seasons right
- Apple's newest features (including chips) unveiled at WWDC
- Ripple effects from Apple Pay getting into the "buy now, pay later" space
- Prospects for an Apple VR headset in 2023

(15:08) Alison Southwick and Robert Brokamp discuss how you can "recession-prep" your investments and your mindset.

Stocks discussed: AAPL, AFRM, TGT, TSLA, BRK.A, BRK.B

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

Amazon splits its stock 20-for-1 and while the pizza didn't get any bigger, there are short-term benefits to the split. (0:25) Jason Moser discusses:
- Research from Bank of America showing the 12-month outperformance of companies splitting their stocks
- Alphabet splitting their stock in July
- Under Armour getting booted from the S&P 500 while Keurig Dr. Pepper (among others) replaces it
- Howard Schultz declaring Starbucks' next CEO will be hired from outside the company

(15:55) Matt Frankel joins Jason to discuss how you can find out what's inside and ETF and provide ideas for any investor who wants to keep it simple.

Stocks discussed: AMZN, GOOG, GOOGL, UA, UAA, KDP, VICI, SBUX, CMG, VOO, VYM, VNQ

Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineer: Dan Boyd

Do you own your models or do your models own you? That’s one of the driving questions in Roger Martin’s new book, “A New Way To Think: Your Guide To Superior Management Effectiveness.” The former Dean of the Rotman School of Management at the University of Toronto, Martin has also been a strategic advisor to Procter & Gamble, Ford Motor, and Lego. Motley Fool contributor Rachel Warren talked with him about:
- The flawed models driving back-to-office plans
- Why stock-based compensation doesn’t necessarily help outside investors
- When corporate mergers can succeed and why they often destroy value

Stocks discussed: T, ZM, CSCO, AAPL

Host: Rachel Warren
Guest: Roger Martin
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer

Price elasticity, supply & demand curves....what better way to learn about economic fundamentals than through weed? (C'mon, isn't it more interesting when there’s an illegal market involved?)

Robin Goldstein and Daniel Sumner are economists at UC Davis and co-authors of “Can Legal Weed Win?”, a book about how the economics of legal, and illegal weed intersect. Ricky Mulvey talks with them about:
- How federal legalization could help or hurt weed investors
- Economic lessons from pot laws in Oklahoma and California
- One surprising way that weed is like bacon

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/healthcare/marijuana-stocks/

Host: Ricky Mulvey
Guests: Robin Goldstein, Daniel Sumner
Engineer: Dan Boyd

Microsoft lowered guidance, Elon Musk has a “super bad feeling” about the economy, and Jamie Dimon warned investors that a hurricane is coming. (0:30) Jason Moser and Ron Gross discuss:
- Why short-term trading in and out of the market is NOT the answer
- Okta’s strong results and optimism for the rest of the fiscal year
- Lululemon’s online sales growth
- Ford Motor CEO Jim Farley’s comments on plans for the electric vehicles
- The latest from Chewy and Salesforce

(19:00) Nick Maggiulli, COO of Ritholtz Wealth Management, discusses insights from his book “Just Keep Buying: Proven Ways to Save Money and Build Your Wealth”, why it’s important to splurge, the data behind retirement savings, and much more. For a copy of his book click here - https://www.amazon.com/gp/product/0857199250

(35:30) Jason and Ron share two stocks on their radar: Uber and Titan International.

Stocks discussed on the show: MSFT, JPM, TSLA, OKTA, LULU, CHWY, RH, CRM, F, UBER, TWI

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Nick Maggiulli
Engineer: Dan Boyd

After 14 years at Chief Operating Officer at Meta Platforms Sheryl Sandberg is stepping down in the fall. (0:25) Asit Sharma discusses:
- Sandberg's leadership in growing revenue and defending the company in public
- How the company's pivot to the metaverse most likely contributes to her departure
- Chewy's strong 1st-quarter profits against, albeit, modest expectations
- Why the pet retailer needs to focus on getting fulfillment and infrastructure right
- The numbers behind Chewy's customers spending more each year

(16:04) Tim Beyers talks with Cameron Deatsch, Chief Revenue Officer at Atlassian, about the software company's humble origin and its cloud transition that could be worth billions.

Stocks discussed: FB, CHWY, TEAM, MNDY, ASAN, AMZN

Host: Chris Hill
Guests: Asit Sharma, Tim Beyers, Cameron Deatsch
Producer: Ricky Mulvey
Engineers: Dan Boyd, Spencer Daniel

Jamie Dimon has a warning for Wall Street analysts and investors. (0:25) Jason Moser discusses:
- Salesforce shares rising on strong Q1 results and increased guidance
- How the Slack acquisition is going so far
- Elon Musk's ultimatum for executives at his company
- Dimon outlining how JP Morgan Chase is preparing for an "economic hurricane"

(15:41) Just in time for summer concert season Ricky Mulvey talks with Yeganeh Torbati about her reporting for The Washington Post about Live Nation and how t may have benefited from millions of dollars in grants intended for small businesses.

Stocks discussed: CRM, MSFT, TSLA, JPM, LYV

Host: Chris Hill
Guests: Jason Moser, Yaganeh Torbati
Producer: Ricky Mulvey
Engineers: Dan Boyd