Wed, 30 November 2022
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: (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 |
Tue, 29 November 2022
With more retail data rolling in, it might also be time to start paying attention to commodities. (0:21) Asit Sharma discusses: (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 |
Mon, 28 November 2022
Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China. (0:21) Jason Moser discusses: (9:33) Bill Mann discusses: Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC Host: Chris Hill |
Sun, 27 November 2022
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. 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 |
Sat, 26 November 2022
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. |
Fri, 25 November 2022
Cue the sound effect, it's time for our Thanksgiving Special! (0:21) Ron Gross and Jason Moser discuss: (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 |
Thu, 24 November 2022
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: Host: Chris Hill |
Wed, 23 November 2022
Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss: Host: Asit Sharma |
Tue, 22 November 2022
Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target. (0:21) Bill Mann discusses: (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 |
Mon, 21 November 2022
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: (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 |
Sun, 20 November 2022
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 To check out Mark's new business go to www.CostPlusDrugs.com Companies mentioned: WBA, CVS, NFLX, LYV, LVS, AMZN Host: Chris Hill
Direct download: 20221120_MFM_weekend_template_mixdown.mp3
Category:general -- posted at: 11:00am EST |
Sat, 19 November 2022
Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money! |
Fri, 18 November 2022
If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays. |
Wed, 16 November 2022
Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common. (0:21) Ron Gross discusses: Stocks mentioned: DIS, NFLX, COST, BRK-B Host: Chris Hill |
Tue, 15 November 2022
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 |
Mon, 14 November 2022
Social media companies selling advertising have been handed an unexpected gift (if they're able to take it). (0:21) Jason Moser discusses: (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 |
Sun, 13 November 2022
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.” Companies mentioned: RENT, REAL, SFIX Host: Deidre Woollard |
Sat, 12 November 2022
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: 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 |
Fri, 11 November 2022
Several factors in the Big Macro pushed stocks higher at week's end. (0:30) Jason Moser and Ron Gross discuss: (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 Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI Host: Chris Hill |
Thu, 10 November 2022
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 |
Wed, 9 November 2022
The House That Mickey Built appears to be struggling. (0:21) Tim Beyers discusses: (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 |
Tue, 8 November 2022
Rough years for Lyft and Tripadvisor get even rougher. (0:21) Ron Gross discusses: (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 |
Mon, 7 November 2022
Sometimes opportunity comes in the form of competitors making a mistake. (0:21) Jason Moser discusses: (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 |
Sun, 6 November 2022
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: Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY Host: Ricky Mulvey |
Sat, 5 November 2022
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: 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 |
Fri, 4 November 2022
If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. |
Thu, 3 November 2022
Some companies have bright futures, while others simply run out of time. (0:21) Tim Beyers discusses: (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 |
Wed, 2 November 2022
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: (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 |
Tue, 1 November 2022
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: (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 |