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