When your information is everywhere, is it possible to rein it back in?

Deidre Woollard caught up with Tom Kemp, a cybersecurity expert and author of “Containing Big Tech: How to Protect our Civil Rights, Economy, and Democracy.” They discuss:
- The implications of biometric data collection in a world where big tech runs rampant
- Which companies are getting the privacy game right (and wrong)
- Angel investing, and workarounds to weak links in existing cybersecurity systems

Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT

Host: Deidre Woollard
Guest: Tom Kemp
Producer: Mary Long
Engineers: Dan Boyd, Kyle Carruthers

Executives are on the move. The first half of 2023 has seen the highest CEO turnover rate on record, per executive outplacement firm Challenger, Gray, & Christmas. 

Deidre Woollard caught up with Anand Chokkavelu and Ricky Mulvey to talk about what it means when a leader leaves. They discuss:

• Whether CEO transitions truly change an investment thesis
• Where to source ideal replacement candidates
• And recent examples of expected departures, activist strong-arming, and questionable plays

Tickers discussed: PYPL, DOCN, SBUX, DIS, AZO, COST, FOX, NWS, KHC, CMG, PINS, ILMN, ETSY, PTON, FL, ULTA, WBA, PLNT

Host: Deidre Woollard
Guest: Anand Chokkavelu, Ricky Mulvey
Producer: Mary Long
Engineer: Rick Engdahl

Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis. 

(00:21) Ron Gross and Matt Argersinger discuss:
- The Fed walking its talk and maintaining the expectation of another rate hike.
- How office real estate is showing signs of trouble, but shouldn’t be weighing down all REITs.
- The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay. 

(19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future. 

(33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike..

Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE, 

Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here. 

Host: Dylan Lewis
Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard
Engineers: Dan Boyd 

Interest rates are paused but the hikes may not be over yet.

(00:21) Bill Mann and Deidre Woollard discuss:
- What metrics the Fed is looking at before its next meeting.
- How FedEx’s business has evolved over time.
- The traits a good chief financial officer should have.

(14:52)  Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain.

Companies discussed: FDX, UPS, TMDX

Host: Deidre Woollard
Guests: Bill Mann, Tom King
Producer: Ricky Mulvey
Engineer: Dan Boyd

There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves. 

(00:21) Tim Beyers and Dylan Lewis discuss:

- The market’s reaction to Instacart’s IPO and whether the company can return to its lofty private valuations.
- An under-the-radar IPO this week – Klaviyo, and why it’s worth studying to understand the data relationships between businesses and their customers. 

(20:39) Deidre Woollard gets the inside scoop on peak performance and corporate training from consultant and author Greg Harden. 

You can grab your copy of 5 Stocks Under $49 for free and Fool.com/Report.

Companies discussed: CART, ARM, NDAQ, KVYO, BRZE

Host: Dylan Lewis
Guests: Tim Beyers, Deidre Woollard, Greg Harden
Engineers: Dan Boyd, Kyle Carruthers 

The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss:
 - How investors can measure an automaker’s profits.
 - A long-term problem for legacy carmakers.
 - The impact of the strike on Tesla.
 - Digital payments adoption in India.

Plus, (15:22) Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait.
 
Companies discussed: F, GM, STLA, TSLA, PYPL
 
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl

Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market.

(00:11) Jason Moser and Deidre Woollard discuss:
- Why Kellogg’s is splitting up its business.
- If snacks still have growth potential.
- Monster’s ability to become a 100-year brand.

(13:35)  Ricky Mulvey and John Nash analyze newly-listed TKO Holdings, the company that runs both WWE and UFC, and address the challenges it may face in the future.

Companies discussed: K, TKO, MNST, CELH

Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, John Nash
Producer: Ricky Mulvey
Engineers: Rick Engdahl

“I’d pull back the curtain and there was nothing there.”

The hype of crypto was real. Many of the use cases are still to be determined. Deidre Woollard caught up with Zeke Faux, an investigative reporter for Bloomberg and the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall.” They discuss: 

- Why investors are quick to throw belief out the window
- What really happens at an NFT party with Snoop Dogg, Eminem, and Jimmy Fallon
- Questions around stablecoins, and one company “quilted out of red flags” 
- What happens when you spend a book advance on a JPEG image

Tickers discussed: USDT

Host: Deidre Woollard
Guest: Zeke Faux
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Annie Pope

Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation.

Deidre Woollard, Mary Long, and Ricky Mulvey got together to talk about companies that could ride the tailwinds of back-to-school season. They discuss: 

• Surprises from a survey revealing the brand preferences of college interns

• Why “experiential” spending could be the future, or failure, of one big-box sports retailer

• If chatbots killed the homework help business

• And six stocks that play to back-to-school trends

Tickers discussed: MBG.DE, TSLA, META, GOOGL, UBER, LYFT, SPOT, AAPL, PYPL, DKS, TGT, SNAP, ELF, CMG, CHGG

Host: Mary Long
Guest: Deidre Woollard, Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

We break down two IPOs on today’s show, one for your phone and one for your toes. 

(00:38) Jason Moser and Bill Mann discuss:
- How oil at $90 is and isn’t an inflationary pressure.
- What to make of Apple’s latest iPhone release.
- The scoop on two new IPOs – Arm Holdings and Birkenstock.

(19:02) Ben Mezrich talks about the origin story of the meme stock and his book-turned-movie Dumb Money, in theaters this weekend. 

(31:38) Jason and Bill break down two stocks on their radar: PayPal and Schwab.

Stocks discussed: DAL, AAL, AAPL, ARM, BIRK, PYPL, SCHW

Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Ben Mezrich
Producer: Mary Long
Engineers: Rick Engdahl, Tim Sparks

It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles.

(00:26) Bill Barker and Deidre Woollard discuss:
- The demands of the United Auto Workers.
- The fading allure of auto shows.
- If vehicles will just keep getting bigger.

(17:02)  Ricky Mulvey and Deidre Woollard ponder the return to office and if things in our working lives will ever be the same again.

Companies discussed: F, GM, TSLA, STLA, WE, META, AMZN

Host: Deidre Woollard
Guests: Bill Barker, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade. 

(00:21) Tim Beyers and Dylan Lewis discuss:

- Apple’s fall update and the details on the iPhone 15 and 15 Plus.
- How the company is using phones to feed content for its future Vision Pro headsets.
- Why we want to be hearing more about Slack during Salesforce’s Dreamforce conference. 

(19:31) Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes.

Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV

Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, Bill Mann
Engineers: Tim Sparks, Dan Boyd 

Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss:
- Why Arm is going public.
- Disney and Charter Communications making peace.
- How investors can break down a company’s prospectus.

(15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation.

Companies discussed: CHTR, DIS, ARM

Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl

The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers.

(00:21) Jason Moser and Deidre Woollard discuss:
- The synergies between Hostess and Smucker.
- Why Instacart’s valuation dropped.
- Kroger’s push to make the Albertsons deal happen.

(16:09)  Deidre Woollard interviews Jesse Singh of home exteriors company Azek on competition in the decking space and what’s next for the brand.

Companies discussed: TWNK, SJM, SOVO, AMZN, WMT, CPB, KR, AZEK

Host: Deidre Woollard
Guests: Jason Moser, Jesse Singh
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

“The essence of investing is not maximizing returns, but rather maximizing odds of success.” 

William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars of Investing: Lessons for Building a Winning Portfolio,” now in its second edition. Motley Fool Senior Advisor Robert Brokamp caught up with Bernstein to discuss:

- Why a 2% real return is “quite spectacular”
- The math and Shakespeare of investing
- Why value stocks may have fallen out of fashion
- What the history of the stock market reveals about modern bubbles

Host: Robert Brokamp
Guest: William Bernstein
Producer: Ricky Mulvey
Engineer: Rick Engdahl

What does an investor have to believe for today’s share price to make sense? 

Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss:

- Value drivers for a mature automaker.
- A high-growth payment processing company experiencing a narrative shift. 
- If Nvidia can maintain its moat over the long-term.

Companies discussed: GM, CP, ADYEY, NVDA

Host: Ricky Mulvey
Guest: Asit Sharma
Engineer: Rick Engdahl

The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. 

Jason Moser and Matt Argersinger discuss:
- (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere
- (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade
- (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals. 

(31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo.

Stocks discussed: DIS, NFLX, ABNB, UBER 

Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser
Engineer: Dan Boyd

How can you use a company’s stock price to give you a window into the future?

(00:21) Bill Barker and Deidre Woollard discuss:
- Reasons for skepticism when it comes to AI hype.
- How long a leash unprofitable software companies may have.
- If being located in SIlicon Valley is still an advantage for tech companies.

(18:20)  Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies.

Companies discussed: PATH, AI, ASAN, NVDA

Host: Deidre Woollard
Guests: Ricky Mulvey, Bill Barker, Asit Sharma
Producer:Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

New York City cracked down on short-term rentals, but is it a big deal for Airbnb? 

(00:21) Ricky Mulvey and Jason Moser discuss:
 - How restrictions on short-term rentals could impact Airbnb’s growth story.
 - Why investors are sour about AMC’s new share issuance.
 - One company managing its share count well.

Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”.

Companies discussed: ABNB, EXPE, AMC, LOW

Hosts: Ricky Mulvey, Deidre Woollard
Guests: Jason Moser, Oliver Franklin-Wallis
Engineers: Dan Boyd, Tim Sparks

If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney.

(00:21) Ricky Mulvey and Jim Gillies discuss:
 - Charter Communications’ problem with the streaming economy.
 - DoorDash’s battle with restaurants over pricing.
 -  Why investors may want to look at Canadian banks.

Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.

 Companies discussed: CHRT, DIS, DASH

 Host: Ricky Mulvey
 Guests: Jim Gillies, Deidre Woollard, Robert Brokamp
 Engineers: Dan Boyd, Rick Engdahl 

NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?  

(00:41) Ricky Mulvey and Dylan Lewis discuss:

- Why stadium sponsors generally don’t outperform their peers or the market.

- When major sponsorships do and don’t make sense as part of a marketing budget. 

- Monster Energy’s brilliance in focusing on extreme sports. 

Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL

Host: Dylan Lewis

Guests: Ricky Mulvey

Engineers: Tim Sparks

Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale.

Matt Argersinger and Deidre Woollard discuss:

- The current situation of home sales and what could change it.

- Why homebuilders are in a good position right now.

- If renting will become permanent for more Americans and which companies might benefit. 

Host: Deidre Woollard

Guest: Matt Argersinger

Producer: Ricky Mulvey

Engineer: Rick Engdahl
Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB

The outlook for major retailers depends a lot on whether their core customers are feeling the pinch. 

(00:38) Jason Moser and Bill Mann discuss:
- Troubling signs on consumer savings rates dropping and more people dipping into their 401ks.
- How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy..
- Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.  

(19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers. 
- You can find the Department of Education’s website and resources here.
- And here’s the White House’s fact sheet on the SAVE plan

(30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara. 

Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT

Host: Dylan Lewis
Guests: Bill MAnn, Jason Moser
Engineer: Rick Engdahl

It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.

(00:15) Tim Beyers and Deidre Woollard discuss:
- How Salesforce improved its margins.
- What role AI plays in Salesforce’s future.
- CrowdStrike’s land-and-expand model for growth.

(21:12)  Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth.

Companies discussed: CRM, CRWD, MSFT, ZS, TDUP

Host: Deidre Woollard
Guests: Tim Beyers, James Reinhart
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of. 

(00:12) Bill Mann and Dylan Lewis discuss:

- Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption.
- The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock.
- 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company. 

(15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes.

Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL

Host: Dylan Lewis
Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu
Engineers: Rick Engdahl, Dan Boyd

Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:
 - Macy’s and Nordstrom charging 32% APRs for retail cards.
 - Historical context on rising delinquencies.
 - Best Buy’s quarter, and sales slowdown.
 
Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.

Companies discussed: BBY, M, JWN, DFS

Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Matt Frankel
Engineers: Dan Boyd, Rick Engdahl

Instacart is profitable and it’s growing, Is that enough to spark investor interest?

(00:21) Jason Moser and Deidre Woollard discuss:
- How Instacart makes its money.
- What it means to be a grocery technology company.
- If a strong Instacart IPO will be go sign for the market.

(17:31)  Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours.

Companies discussed: LYV, DASH, UBER

Host: Deidre Woollard
Guests: Jason Moser, Alicia Alfiere
Producer: Ricky Mulvey
Engineer: Dan Boyd

Real estate is always a tough business to be in, but especially right now. 

Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes. 

Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way. 

Deidre Woollard sat down with Glenn to discuss:

- The challenges of the current real estate market.
- How Redfin plans to take share in the luxury space. 
- What value  two recent acquisitions have added to the business.

Companies discussed: RDFN

Host: Deidre Woollard
Guest: Glenn Kelman
Engineer: Rick Engdahl

Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators. 

Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is  “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss:

- Tech companies with a cultural advantage.
- Why Alphabet might have a bureaucracy problem. 
- Lisa Su’s “David and Goliath” story at Advanced Micro Devices

Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR

Host: Ricky Mulvey
Guest: Behnam Tabrizi
Engineer: Rick Engdahl

Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. 

(00:21) Andy Cross and Jason Moser discuss:
- The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. 
- Why “shrink” is the buzzword of the season in retail and how investors should be looking at it.
- How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. 

(19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it.

(33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy.

Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY

Host: Dylan Lewis
Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers
Engineers: Dan Boyd, Kyle Carruthers

Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond.

(00:21) Tim Beyers and Deidre Woollard discuss:
- Nvidia’s strong quarter and the cyclicality of chip demand.
- Why Nvidia isn’t the only game in town for AI chips.
- How Snowflake’s data warehouse solutions might grow over time.

Companies discussed: NVDA, AMD, INTC, SNOW

Host: Deidre Woollard
Guest: Tim Beyers
Producer: Ricky Mulvey
Engineer: Dan Boyd

Abercrombie is back in vogue, but be careful chasing this cyclical business. 

(00:21) Jason Moser and Dylan Lewis discuss:

- The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions. 
- At all-time lows, is Peloton more interesting?
- How Abercrombie’s back in vogue, and what the retailer is doing to connect with consumers in a tough retail environment. 

Companies discussed: PTON, ANF

Host: Dylan Lewis
Guests: Jason Moser
Engineers: Dan Boyd 

Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft. 

(00:21) Asit Sharma and Dylan Lewis discuss:

- Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings. 
- How a decrease in DIY is impacting Lowe’s results.
- Dick’s management joins the ranks of retailers dealing with theft affecting results. 

Companies discussed: ZM, LOW, DKS

Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Dan Boyd 

The threats are getting bigger but so are the businesses trying to prevent them.

David Meier and Deidre Woollard discuss:
- Metrics to watch in business-to-business tech companies.
- Why Palo Alto Networks reported on a Friday night.
- The growth trends for cybersecurity as a whole.

Companies discussed: ZM, PANW, ZS, CRWD

Host: Deidre Woollard
Guest: David Meier
Producer: Ricky Mulvey
Engineer: Dan Boyd

A good scam works like a magic trick. There’s a beautiful, complex story being sold, but the truth is disappointingly simple.

The Oman Ghana Trust Fund raised hundreds of millions of dollars. Investors hoped their money would help unlock Ghana’s inheritance and billions of dollars worth of gold. Many were sold 10-to-1, even 100-to-1 returns on this promise. 

Yepoka Yeebo is the author of “Anansi’s Gold: The Man Who Looted the West, Outfoxed Washington, and Swindled the World.” Ricky Mulvey caught up with Yeebo to discuss:

- How a scammer builds credibility.
- The investor biases can lead someone to be defrauded.
- How the money in the trust fund scam’s scheme actually disappeared.

Host: Ricky Mulvey
Guest: Yepoka Yeebo
Producer: Deidre Woollard
Engineer: Tim Sparks

Air conditioners have had a busy summer. This July was the hottest recorded month since the year 1880. 

Deidre Woollard and Motley Fool Senior Analyst Sanmeet Deo dive into the business of staying cool. They discuss: 

- The major players and macro landscape for HVAC companies. 
- Carrier’s transformation.    
- Growth expectations for heating and cooling companies.
- One industry that is incredibly difficult to disrupt. 

Companies discussed: CARR, WSO, TT, LLI, FERG

Host: Ricky Mulvey 
Guests: Deidre Woolard, Sanmeet Deo
Producer: Ricky Mulvey
Engineer: Rick Engdahl

A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items. 

(00:21) Ron Gross and Emily Flippen discuss:
- Why the consumer focus on groceries and lower cost items are helping Walmart and hurting Target. 
- The story behind Adyen’s 40% post-earnings drop.
- The latest results from JD.com and Tencent, and how to look at some of the scary headlines coming out of China. 

(19:11) VICI CEO Ed Pitoniak speaks with Motley Fool Money’s Deidre Woollard to talk about what to expect next on the Las Vegas strip, why wellness is an increasingly interesting category for experience spending, and what good real estate deals look like in this environment. 

(33:24) Ron and Emily break down two stocks on their radar: Astec and NICE.

Stocks discussed: WMT, TGT, ADYEY, JD, TCEHY, ASTE, NICE 

Host: Dylan Lewis
Guests: Emily Flippen, Ron Gross, Deidre Woollard, Ed Pitoniak
Engineers: Dan Boyd, Annie Pope

More of us are going to Walmart, but Aldi just made a big move that has put it on the radar of Big Grocery.

Bill Barker and Deidre Woollard discuss:
- Whether Walmart is learning from grocers or grocers are learning from Walmart.
- If an Aldi acquisition spells the end of the beloved Winn-Dixie brand.
- Why Amazon has struggled with getting grocery right.

Companies discussed: WMT, TGT, KR, ACI, AMZN

Host: Deidre Woollard
Guest: Bill Barker
Producer: Ricky Mulvey
Engineer: Dan Boyd

Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends. 

(00:21) Jason Moser and Dylan Lewis discuss:

- Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward.
- How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential items. 
- Why TJX is happy to see inventory issues in retail and how the company continues to thrive in a tough environment. 

Companies discussed: TGT, TJX, CAVA, WMT

Host: Dylan Lewis
Guests: Jason Moser
Engineers: Dan Boyd 

Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? (00:13) Ricky Mulvey and Asit Sharma discuss:

• A sales slowdown The Home Depot.
• Why the home retailer has “an incredibly high” return on invested capital.
• Credit downgrades for regional banks.
• Michael Burry’s bearish option bet against the S&P 500 and NASDAQ, worth $1.6 billion in notional value.

Companies discussed: HD, MTB Host: Ricky Mulvey

Guest: Asit Sharma
Engineer: Tim Sparks

PayPal finds its new leader over at Intuit; can he make this fintech shine again?

Jason Moser and Deidre Woollard discuss:
- Dan Schulman’s report card as a CEO.
- What Alex Chriss might, or might not, bring to the party.
- If a potential deal for U.S. Steel could be a winner for U.S. infrastructure.

Companies discussed: PYPL, X, CLF, INTU, META, TSLA

Host: Deidre Woollard
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Bitcoin was supposed to be unrelated to the stock market, act as a hedge against inflation, and serve as a currency for private transactions. Maybe, it’s just a volatile store of value. Is that so bad?

James Surowiecki is an editor at The Yale Review, a regular contributor to The Atlantic, and author of “The Wisdom of Crowds”. Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Surowiecki on his podcast, Rule Breaker Investing. This show is a cut of their conversation.

They discuss:

- Lessons from Bitcoin’s past boom, and its place as cryptocurrency’s “top dog”
- The correlation between crypto and tech stocks
- One company that’s tied its fate to the success of Bitcoin
- Meme stocks from the lens of cash flow investing

Tickers mentioned: BTC, ETH, MSTR, GME

This episode is just part of an interview aired on the Rule Breaker Investing podcast. You can listen to the entire conversation here.

Host: Mary Long
Guests: David Gardner, James Surowiecki
Engineer: Rick Engdahl
Producer: Ricky Mulvey

Answering some of the questions you’ve emailed us at podcasts@fool.com. We’ve also got a listener hotline! Leave us a voicemail with your question at 703-254-1445.

- (1:04) Will there be a commercial real estate collapse?
- (5:22) What happens when a company you own goes bankrupt?
- (10:41) Are there companies suited for the growing trend of hearing loss?
- (15:03) How should investors think about Tesla’s charging network?
- (16:14) Stocks are more expensive. Should I keep buying?
- (18:35) Are there cash-like ETFs?
- (21:20) Should I buy Universal Life Insurance?
- (23:38) Are there investing opportunities in India?
- (25:41) How do foreign exchange rates affect an investing strategy?

Companies/Tickers mentioned: TSLA, SOON, DEMANT, GN, KN, APPH, SGOV, SMIN, AMZN

Host: Mary Long
Guests: Deidre Woollard, Jason Moser, Asit Sharma, Brian Orelli, Robert Brokamp, Bill Mann, Scott Phillips
Producer: Ricky Mulvey
Engineer: Rick Engdahl

The margin of safety for household spending keeps shrinking. 

(00:21) Jason Moser and Matt Argersinger discuss:
- What the producer price index is saying about the cost of goods and services.
- Americans hitting $1 trillion in credit card debt and what it means for the health of the consumer.
- Earnings updates from Disney, UPS, and Axon. 

(19:11) Motley Fool Money’s Deidre Woollard talks with Tom Larsen, a senior director at Corelogic, about extreme weather’s impact on homeowners and insurers.

(28:48) Jason and Matt break down two stocks on their radar: Sky Harbor and Home Depot

Stocks discussed: DIS, AXON, UPS, WE, TLRY, HD, SKYH

Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Tom Larsen
Engineer: Dan Boyd

Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.

Tim Beyers and Deidre Woollard discuss:
- If Disney’s price increases will push subscribers to the ad tier.
- Just how popular sports betting might be.
- The Trade Desk’s role in the world outside of advertising’s walled gardens.

Companies discussed: TTD, DIS, NFLX, PENN

Host: Deidre Woollard
Guests: Tim Beyers    
Producer: Ricky Mulvey    
Engineers: Dan Boyd

Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand. 

(00:21) Jim Gillies and Dylan Lewis discuss:

- Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable.
- Whether Chegg can harness AI for its education offerings.
- Why Nelnet’s slow and steady Berkshire approach continues to pay off. 

Companies discussed: CHGG, NNI, CELH

Host: Dylan Lewis
Guests: Jim Gillies
Engineers: Dan Boyd 

By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp) 

Ricky Mulvey and Bill Barker discuss:
- Tesla’s CFO departure.
- Eli Lilly hitting an all-time high, and the drugmaker’s optimistic results.
- How Burger King is driving sales growth with limited time offers.
- Zoom calling its employees back to the office.

Companies discussed: TSLA, LLA, NVO, QSR, ZM

Host: Ricky Mulvey
Guest: Bill Barker
Engineer: Rick Engdahl

Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action.

Jason Moser and Deidre Woollard discuss:
- The value of solid insurance underwriting.
- Why Berkshire sees a future in catering to truck drivers.
- Finding the secret sauce in consumer businesses.

Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL

Host: Deidre Woollard
Guest: Jason Moser
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Cola-flavored ketchup, Taco Bell’s musical for Mexican Pizza, and McDonald’s Grimace Shake are just some of the ways that food companies are fighting for your attention. But does social media buzz translate to long-term sales?

Mary Long caught up with David Henkes, Senior Principal at Technomic and an expert on the food and beverage industry. They discuss:

- What it takes to bring a new fast food product to market
- How social media changed the restaurant industry
- The challenge of automating a kitchen

Companies discussed: YUM, MCD, PEP, WEN, CMG, SG

Host: Mary Long
Guest: David Henkes
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Everybody wants to beat the market. But how does one actually … beat the market? 

Ricky Mulvey and Anand Chokkavelu got together to explore different camps within the world of investing – from short-term traders to buy-and-hold-for-lifers, value hunters to growth gurus. They discuss:

• Distinguishing between luck and skill when evaluating high-profile investors

• The power of being a smart contrarian 

• And which traits make for a truly successful market-beating strategy

Host: Ricky Mulvey
Guest: Anand Chokkavelu
Producer: Mary Long
Engineer: Tim Sparks

Apple’s having the bad kind of “iPhone moment” and one restaurant chain is showing great growth without raising prices. 

(00:35) Jason Moser and Bill Mann discuss:
- Fitch downgrading U.S. credit and why it shouldn’t worry investors.
- How slowing iPhone sales are weighing on Apple, and how AWS keeps cruising for Amazon. 
- Surprise profits from Uber, impressive traffic from Wingstop, E.l.f’s epic quarter, and how PayPal might not go anywhere until they announce a new CEO.

(19:05) Motley Fool analyst Rick Munarriz weighs in on the state of Disney’s Marvel and whether they can re-capture the box office magic any time soon..  

(32:00) Jason and Bill break down two stocks on their radar: Calloway TopGolf and Outset Medical.

Stocks discussed: AMZN, AAPL, UBER, ELF, PYPL, WING, MODG, OM

Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, Rick Munarriz
Engineers: Rick Engdahl

Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle.

(00:20) Tim Beyers and Deidre Woollard discuss:
- If Shopify is actually a fintech now.
- The imbalance in Etsy’s platform.
- How MercadoLibre’s services are taking over Latin America.

(22:06)  Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night.

Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP

Host: Deidre Woollard
Guests: Tim Beyers, Matt Frankel, Jason Moser
Producer: Mary Long
Engineer: Dan Boyd

China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth?

(00:21) Asit Sharma and Dylan Lewis discuss:

- Starbucks’ slowing growth in the U.S. and torrid growth in China.
- Why investors need to be patient with Pinterest.
- How AI and lagging PC sales trends are affecting AMD. 

(15:14) Deidre Woollard caught up with Yasser El-Shimy for a look at Saab – a company that you think does one thing, but really should be on your radar for something else.. 

Companies discussed: SBUX, PINS, AMD, SAABY

Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Yasser El-Shimy
Engineers: Dan Boyd 

For the first time ever, Uber reported an operating profit. Staying in the green is a different story. 

(00:21) Ricky Mulvey and Bill Mann discuss:
- Uber’s long-term vision.
- If the ride hailing app deserves a victory lap.
- A mortgage REIT paying investors a 14% dividend.
- Overstock’s “brilliant” rebrand to Bed, Bath, and Beyond.

Plus, (15:15) Robert Brokamp and Megan Brinsfield discuss common tax myths for digital nomads.

Stocks discussed: UBER, LYFT, ARI, OSTK

Click here for the latest Stock Advisor Roundtable episode!

Host: Ricky Mulvey
Guests: Bill Mann, Robert Brokamp, Megan Brinsfield
Engineers: Dan Boyd, Rick Engdahl, Tim Sparks

Disclosure:
Motley Fool Wealth Management (“MFWM”) is an SEC registered investment adviser. MFWM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of
MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed as investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is not guarantee of any outcome. Past performance does not guarantee future results. MFWM encourages you to seek personalized advice from qualified professionals, including (without limitation) tax professionals, regarding all personal finance issues. While we can counsel on tax efficiency and general tax considerations, MFWM does not (and is not permitted to) provide tax or legal advice. This discussion should not be relied upon as personalized financial planning or tax advice.

Freight company Yellow stopped operations and a bankruptcy is expected as the next move.

(00:21) Bill Barker and Deidre Woollard discuss:
- Why Yellow shut down and what place it occupied in the world of trucking.
- SoFi’s strong quarter and what it needs to become profitable.
- Tupperware and the danger of meme stocks.

(19:39)  Mauro Guillén, author of “The Perennials”, makes the case for abandoning traditional generational views of society, career development, and retirement.

Companies discussed: YELL, SOFI, TUP, ODFL, FDX, XPO
Host: Deidre Woollard
Guests: Bill Barker, Mauro Guillén
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

Weight loss drug sales are estimated to hit $44 billion by 2030. Many of these treatments can thank previously obscure research on a carnivorous deep sea fish for their development.

Rolfe Winkler is a reporter for the Wall Street Journal covering digital health. Ricky Mulvey caught up with Winkler to discuss:

- The origins and science behind weight loss drugs.
- The challenge of selling lizard venom research to pharmaceutical companies.
- What decades-old research on anglerfish reveals about modern side effects for Ozempic.
- And why it’s “not too hard” to keep dozens of Gila Monsters in your basement.

“Monster Diet Drugs Like Ozempic Started With Actual Monsters”: https://www.wsj.com/articles/ozempic-mounjaro-gila-monster-anglerfish-8c9c1ff2

Companies mentioned: NVO, LLY

Host: Ricky Mulvey
Guest: Rolfe Winkler
Engineers: Tim Sparks, Heather Horton

Investing has plenty of rules. Don’t invest in stocks without earnings. Sell half your position after a stock doubles. But, who made those rules anyway?

Ricky Mulvey caught up with Rule Breakers Lead Advisor Tim Beyers and The Motley Fool’s co-founder and Chief Rule Breaker David Gardner to discuss:

- What makes a business a Rule Breaker.
- Investing lessons from Apple, Tesla, and Intuitive Surgical.
- How to invest like a venture capitalist.
- Creating your own investing rules.
- What risk actually means for an investor.

Companies mentioned: TSLA, ISRG, AAPL, SNOW, CRM, TOST

Host: Ricky Mulvey
Guests: David Gardner, Tim Beyers
Engineer: Tim Sparks

The earnings parade is on, and this quarter it pays to be in the black.

(00:21) Matt Argersinger and Emliy Flippen discuss:
- The Fed’s latest rate hike and why another seems in the cards. 
- Why earnings updates ended epic runs for Chipotle and Spotify.
- How big tech’s cost cutting is going. 

(19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation.

(31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes.

Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV

Host: Dylan Lewis
Guests: Matt Argersinger, Emily Flippen
Engineer: Dan Boyd

Meta has our attention but will we follow Mark Zuckerberg into the metaverse?

(00:21) Asit Sharma and Deidre Woollard discuss:
- Meta’s soaring ad impressions amid a tough advertising market.
- If Mark Zuckerberg will need to choose between AI and the metaverse.
- How Chipotle is using robots to boost efficiency.

(19:45)  Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development.

Companies discussed: META, CMG, SBUX, WD

Host: Deidre Woollard
Guests: Asit Sharma, Matt Frankel, Willy Walker
Producer: Ricky Mulvey
Engineers: Dan Boyd

Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.  

(00:13) Tim Beyers and Dylan Lewis discuss:

- Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided

- The slow roll of AI and how investors need to be patient with new tech efforts. 

- Why Alphabet may have more good days ahead of it when the advertising market rebounds. 

- The legacy of Alphabet CFO Ruth Porat

(16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.

Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

When interest rates rise, investors are supposed to move to safer assets.

(00:14) Jim Gillies and Ricky Mulvey discuss: 

 - Medpace shares hitting an all time high.
 - If investors should prepare for a market correction during a "dopamine fiesta".
 - The bull case for air bags and seatbelts.

Plus, (16:37) Robert Brokamp takes a look at how Americans are saving for retirement, and how to make better use of a 401(k).

Companies discussed: MEDP, ALV

Pullback report: www.fool.com/pullback 

Host: Ricky Mulvey
Guests: Jim Gilles, Robert Brokamp
Engineers: Tim Sparks, Heather Horton 

A good weekend at the box office doesn’t mean movie theaters are out of the woods yet

(00:15) Jason Moser and Deidre Woollard discuss:

- Why partnerships may be the future for ESPN.

- How a decision on AMC’s preferred stock complicates its future.

- The importance of loyal pizza lovers for Dominos.

(17:13) Sanmeet Deo and Ricky Mulvey look at the short report for Xponential Fitness and separate out the inflammatory from the potentially concerning.

Companies discussed: DIS,  DPZ, AMC, APE, XPOF

Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

Before Bob Iger was the Disney CEO, he was the Disney CEO.

For the latest edition of the Motley Fool Money Book Club, Deidre Woollard, Mary Long, and Ricky Mulvey read Bob Iger’s memoir, “The Ride of a Lifetime.” They discuss:

• The machinations that happen to make acquisitions and win over board rooms

• Key differences between Bob Iger and Steve Jobs

• Why businesses do well when they prioritize creativity 

Companies discussed: DIS, AAPL, NFLX

If you’ve read “The Ride of a Lifetime,” share your takeaways and quibbles with the team at podcasts@fool.com or on Twitter @motleyfoolmoney. 

Guests: Deidre Woollard, Mary Long, Ricky Mulvey

Engineer: Rick Engdahl, Tim Sparks

Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you. 

Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie,’ Mattel Is Raiding Its Entire Toybox”. They discuss:

- How Mattel is becoming an IP company.
- Why “The Last of Us” broke the curse of bad video game adaptations.
- If big budget movies really need characters that audiences already know.

Companies mentioned: MAT, HAS, DIS 

Host: Mary Long
Guest: Alex Barasch
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl

International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported.

(00:42) Ron Gross and Andy Cross discuss:
- The reasons Netflix is doing away with its lowest paid offering.
- What investors should make of the Johnson & Johnson/Kenvue splitoff. 
- Why concerns over Tesla’s tightening margins might be overblown
- Trends in travel and consumer spending based on results from United, American, Discover, and American Express.

(19:04) Motley Fool Money’s Alex Friedman caught up with author David Meerman Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead.

(32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries.

Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP

Host: Dylan Lewis
Guests: Ron Gross, Andy Cross, Alex Friedman, David Meerman Scott
Producer: Ricky Mulvey
Engineers: Rick Engdahl

The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here?

(00:12) Tim Beyers and Deidre Woollard discuss:

• The challenges with standing up semiconductor factories in the U.S.
• The different types of chips Taiwan Semiconductor produces and what companies use them.
• The restrictions that impact ASML.

(17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche.

Companies discussed:  ASML, TSM, NVDA, AAPL, ENPH, SEDG

Host: Deidre Woollard
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted. 

(00:21) Bill Mann and Dylan Lewis discuss:

- Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate.
- How debt restructuring sent shares of Carvana up 30%. 
- Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date.

(15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market.

Companies discussed: GS, CVNA, BYDDY, TSLA, NVDA, TSM

Host: Dylan Lewis
Guests: Ricky Mulvey, Bill Mann
Engineers: Dan Boyd, Rick Engdahl

When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient.

(00:21) Ricky Mulvey and Asit Sharma discuss:
- Schwab’s cash sorting problem.
- Takeaways from bank earnings.
- A deadline for the Microsoft/Activision deal whooshing by.

(11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k).

Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI

Pullback report: www.fool.com/pullback

Got a question for the show? Email us at podcasts at fool dot com.

Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl

Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning.

(00:21) Bill Barker and Deidre Woollard discuss:
- The futuristic appeal of the Cybertruck compared to more traditional models.
- Why Ford announced a price drop on the F-150 Lightning.
- How Eli Lilly could win big in the weight-loss wars.

(18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for the economy.

Companies discussed:  F, TSLA, GM, LLY,  NVO, SOFI, NNI

Host: Deidre Woollard
Guests: Bill Barker, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

So, you’ve got an idea. But how do you get the backing to make your big dream a reality?

Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs bring their ideas to life. Deidre Woollard caught up with Center to talk about:

• How tighter lending environments lead to entrepreneurship booms
• What drives backers to participate in funding campaigns that pay off in rewards rather than equity
• And how the laboratory-like nature of crowdfunding can help predict “the next big thing” before it goes mainstream

Host: Deidre Woollard
Guest: Becky Center
Producer: Mary Long
Engineer: Rick Engdahl

S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year.

Ricky Mulvey and Anand Chokkavelu took a look at the techniques behind “hand-wavy finance,” and how companies like to capture your attention. They discuss:

- How Apple repeatedly “blew away” Wall Street analysts
- The big bath strategy for reporting bad news
- What previous hype cycles can teach investors about the latest, shiny new thing

Companies discussed: AI, KR, GE, AAPL, META

Host: Ricky Mulvey
Guest: Anand Chokkavelu
Engineer: Rick Engdahl

If you bank with the one of the giants, you might be helping pad their bottom line. 

(00:21) Jason Moser and Matt Argersinger discuss:
- Why they’re watching margins and inventory levels this earnings season.
- How interest rate spread pushed JP Morgan to a stellar quarter.
- How short sellers are creating big YTD returns for beaten up companies.

(19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else.

(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.

Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS

Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyett
Engineer: Dan Boyd

Another positive sign for the travel industry as Delta raises guidance.

(00:21) Bill Barker and Deidre Woollard discuss:
- The surge in international travel and where Delta’s next revenue bump could come from.
- What factors could slow the travel boom.
- The curious allure of the many flavors of Doritos.

(15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro.

Companies discussed:  DAL, PEP

Host: Deidre Woollard
Guests: Bill Barker, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline. 

(00:21) Bill Mann and Dylan Lewis discuss:

- Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed.
- The “concessions” Microsoft is making to make the deal happen. 
- How we’re seeing a similar response to regulatory interest in Broadcom’s planned acquisition.

(14:09)  Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie.

Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS

Host: Dylan Lewis
Guests: Bill Mann, Mary Long, Catie Peiper
Engineers: Dan Boyd, Rick Engdahl

Amazon can expect $13 billion in Prime Day sales, but what does that mean for a $1.3 trillion company?

(00:21) Ricky Mulvey and Jason Moser discuss:
- The services that Amazon wants shoppers to notice.
- If Prime Day is an economic bellwether.
- Bank of America’s fine from the Consumer Financial Protection Bureau.

Plus, (13:31) Robert Brokamp interviews Wade Pfau, author of the recently updated “Retirement Planning Guidebook”, on how to find a retirement spending style.

Companies discussed: AMZN, BAC

Pullback stocks report: https://www.fool.com/pullback

Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Wade Pfau
Engineers: Dan Boyd, Rick Engdahl

The New York Times leaves its sports desk behind as it puts its might behind The Athletic.

(00:21) Jim Mueller and Deidre Woollard discuss:
- Why the New York Times announced it is shutting down its sports department.
- The future of sports coverage and sports entertainment.
- The Barbie movie and the potential value of Mattel’s intellectual property.

(15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market.

Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT

Host: Deidre Woollard
Guests: Jim Mueller, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd

You might not have heard of Winmark, but you could be more familiar with its stores. The resale franchise company owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child.

Winmark CEO, Brett Heffes, caught up with Jim Gillies for a rare interview about:

- How a focused mission shapes Winmark’s business
- Creating long-lasting relationships with franchisees
- The resale company’s capital allocation strategy and growth expectations
- What some investors misunderstand about Winmark

Company discussed: WINA

Host: Jim Gillies
Guest: Brett Heffes
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss: 

- Apple’s bet on spatial computing
- A major interface problem for headset adoption
- Meta’s VR subscription service
- Less obvious companies that could benefit from a boom in immersive tech

Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON

Host: Jason Moser
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Higher rates are here to stay, and some stories we expected to see in the first half of 2023 might still be ahead of us. 

(00:21) Jason Moser and Matt Argersinger discuss:
- Whiplash in employment data, and the certainty of rate hikes for the rest of the year.
- Meta’s new app Threads and what it means for Twitter.
- Some surprises from the first half of 2023 and stories to watch for the rest of the year. 

(19:11) Motley Fool Money’s Deidre Woollard spoke with Smith about the cycles in digital media, his new book Traffic, and how one legacy media company has managed to stay on top throughout all the shifts.

(32:04) Jason and Matt break down two stocks on their radar: Vesta Real Estate and Callaway Golf.

Stocks discussed: AAPL, META, NYT, BZFD, AMZN, VTMX, MODG

Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Smith
Engineer: Dan Boyd

The numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie?

(00:21) Tim Beyers and Deidre Woollard discuss:
- If the strong numbers for new car sales will continue.
- The power of Tesla’s brand in the EV space.
- Why we shouldn’t get too excited about the prospect of flying cars yet.

(21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets’s podcast host Dave Meyer on the demographic shifts impacting real estate investing.

Companies discussed:  GM, TSLA, JOBY, OPEN, RDFN, EVTL, ACHR

Host: Deidre Woollard
Guests: Tim Beyers, Dave Meyer
Producer: Ricky Mulvey
Engineers: Dan Boyd, Heather Horton

AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access.
- What those moves say about AI, online intellectual property, and the next era of the internet.
- Meta’s new Twitter challenger Threads.

(16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought.

Companies discussed: META, EOLS, GOLF, PM, DIS

Host: Dylan Lewis
Guests: Asit Sharma, Rickey Mulvey, Nick Sciple
Engineer: Dan Boyd

Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence.
 
Dylan Lewis and Brian Feroldi discuss:
- The core principles of FI and the different styles it can take
- Why a down market is a great time to check in on your financial independence and retirement progress
- Why it’s not too late to get started if you feel behind!
 
Note, this episode is a re-air of a conversation originally recorded in July, 2022. 

Host: Dylan Lewis
Guests: Brian Feroldi
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Before the mega-cap tech giants, there was General Electric. 

William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: 

- Jack Welch, and the religion of earnings consistency.
- The mythology behind General Electric’s birth. 
-General Electric’s “time of death”. 
- Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.” 

Host: Ricky Mulvey
Guest: William D. Cohan 
Engineer: Dan Boyd, Rick Engdahl, Tim Sparks, Annie Franks

Companies discussed: GE, DIS, WBD, CMCSA 

2023 is half over and the stock market has rebounded significantly from its 2022 lows.

(00:21) Andy Cross and Jason Moser discuss:
Revised first quarter GDP data
Nike earnings coming in a bit light
The Biden Administration's proposed new artificial intelligence chip export restrictions for China.

(19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay.

(32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark.

Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA

Host: Ron Gross
Guests: Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer
Engineer: Dan Boyd 

DoorDash has started offering hourly wages for its couriers.

(00:21) Bill Barker and Deidre Woollard discuss:
- What prompted DoorDash’s recent updates.
- Fees, tips, and other ways Airbnb and DoorDash pass on costs to consumers.
- How demand for spicy food is just one positive sign for McCormick.

(16:15)  Sanmeet Deo and Mary Long break down the main components of Adobe’s business and how AI could prove to be a major growth area.

Companies discussed:  ADBE, MKC, DASH, ABNB, UBER

Host: Deidre Woollard
Guests: Bill Barker, Sanmeet Deo, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd

Netflix isn’t the only company solving a sharing problem.
(00:21) Bill Barker and Ricky Mulvey discuss:
- Delta’s investor day and rosy profit guidance.
- General Mills hitting a pricing power limit.
- How Costco is solving its free rider problem.
- AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story.

Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play.

Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE

Host: Ricky Mulvey
Guests: Bill Barker, Jason Moser, Matt Frankel
Engineer: Dan Boyd

One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time.

(00:21) Jim Gillies and Ricky Mulvey discuss:
- Walgreens Boot Alliance’s disappointing 3rd quarter.
- The pharmacy chain’s turnaround story.
- What to look for in investor presentations.
- Why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity.

Plus, (11:54) Robert Brokamp and Matt Argersinger discuss the fundamentals and tradeoffs of owning dividend payers.

Companies mentioned: WBA, BN, BAM, AEL, KO, AMX, MO, HD, AOS, PLD

Links:
Rule Your Retirement article: https://www.fool.com/premium/rule-your-retirement/coverage/1062/coverage/2023/05/26/how-buffetts-secret-sauce-could-pay-for-your-retir/

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

Host: Ricky Mulvey
Guests: Jim Gillies, Robert Brokamp, Matt Argersinger
Engineer: Dan Boyd

Bookings are spiking for Carnival Cruise Lines, how can the company make the most of the cruise boom?

(00:21) Jason and Deidre Woollard discuss:
- The strong demand for cruises and travel.
- How Carnival’s plans to pay off its heavy debt load.
- The prospects for Oddity Tech, a new DTC-brand IPO.

(14:55)  Ricky Mulvey and author Robert Glazer discuss why investors should look for businesses with a cultural advantage and how to spot one.

Companies discussed:  CCL, GS, ABNB, TSLA, AMZN, WP, BARK, BIRD

Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Robert Glazer
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

Mary Long caught up with Jason Del Rey, author of “Winner Sells All: Amazon, Walmart, and the Battle for Our Wallets.”

- How Amazon often beat Walmart’s low-price guarantee.
- The incentives that slowed down Walmart’s e-commerce rollout. 
- Why WalMart was hesitant about creating a loyalty program. 
- Amazon and Walmart’s push into healthcare. 

Companies discussed: AMZN, WMT

Host: Mary Long
Guest: Jason Del Rey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

You probably know something that a Wall Street analyst doesn’t, and that gives you an edge.

Mary Long and Ricky Mulvey revisit Peter Lynch’s investing classic “One Up on Wall Street: How to Use What You Already Know to Make Money in the Market.” They discuss:

- How to research a company beyond earnings statements
- One common misunderstanding about Lynch’s style of investing
- Where regular investors can find an edge over institutional money

Companies discussed: FDX, NVDA, MCD

Have a book recommendation for the book club? Let us know at podcasts@fool.com

Host: Mary Long
Guest: Ricky Mulvey
Engineer: Tim Sparks

Regulators are taking a hard look at acquisitions for Adobe, MIcrosoft, and Amazon. And that might be a good thing for Adobe and Activision shareholders. 

(00:21) Emily Flippen and Matt Argersinger discuss:

- Why more rate hikes are on the way.
- How housing’s impact on inflation probably won’t slow down any time soon.
- Why Activision and Adobe shareholders might not want their company’s proposed acquisitions to go through. 

(19:11) Deidre Woollard spoke with Atif Qadir, the founder of proptech company Commonplace, about how issues at regional banks affect real estate, and whether empty office space can really be turned into apartments. 

(31:16) Emily and Matt break down two ideas on their radar: Spotify and Schwab US Dividend Equity ETF.

Stocks discussed: ADBE, AMZN, IRBT, MSFT, ATVI, SPOT, SCHD

Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Deidre Woolard, Atif Qadir
Engineer: Dan Boyd

Alibaba shuffles the deck as it heads towards spinning off its cloud division.

(00:21) Bill Mann and Deidre Woollard discuss:
- Alibaba’s leadership changes.
- The difference between spin-offs and IPOs for Alibaba shareholders.
- If Amazon makes it too hard to unsubscribe from Prime.

(15:50)  Deidre Woollard and Ricky Mulvey cover what happens when a stock trades under $1.

Companies discussed: BABA, AMZN, WE, NKLA, VCSA, APRN

Host: Deidre Woollard
Guests: Bill Mann, Ricky Mulvey
Producer: Ricky Mulvey
Engineer: Dan Boyd

Rivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon. 

(00:12) Asit Sharma and Dylan Lewis discuss:

- Why Rivian, Ford, and General Motors are signing on to make cars work with Tesla’s North American Charging Standard (NACS).

- What’s behind Tesla’s 140% jump in shares so far in 2023

- Hyuandai’s $28B 10-year commitment to EVs and the Chinese government’s new $72B tax break program.

NOTE: In the discussion, we accidentally refer to the combined charging standard as “CSS” instead of “CCS”

(12:30) Ricky Mulvey caught up David Johnston, a vice president of asset protection and retail operations for the National Retail Federation to take a look inside retail crime syndicates and what's being done to stop them.

Companies discussed: TSLA, F, GM, LOW, TGT, HD, CVS

Host: Dylan Lewis

Guests: Asit Sharma, David Johnston, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Tim Sparks

DraftKings wants to consolidate the sports betting market, but it still has a long road to profitability. (00:14) Ricky Mulvey and Nick Sciple discuss:-PayPal selling off more than $40 billion of buy now, pay later loans.

-The payment processor's capital allocation strategy.
-The DraftKings bid to buy a rival operator.
-Why sports betting companies have a customer stickiness problem.

Plus, (12:20) Alison Southwick and Robert Brokamp answer listener questions about 401(k)s, investing, and cash management.

Companies/tickers mentioned: PYPL, KKR, AFRM, DKNG, TQQQ

"Women Power Rule Breakers - A Sparks Conversation" event registration https://fool.zoom.us/webinar/register/WN_BbdTqNGmQXKbWOx_zlb7bw#/registration

Host: Ricky Mulvey
Guests: Nick Sciple, Alison Southwick, Robert Brokamp
Engineers: Tim Sparks, Rick Engdahl

You can’t be afraid to step on toes if you want to run a mixed martial arts promotion… or stomp on them.

Michael Thomsen is the author of “Cage Kings: How an Unlikely Group of Moguls, Champions, and Hustlers Transformed the UFC into a $10 billion Industry”. Ricky Mulvey caught up with Thomsen to discuss:

- The rise and transformation of the UFC
- How president Dana White negotiates with fighters
- What investors may want to know about the upcoming merger between WWE and the UFC

Companies discussed: EDR, WWE

Host: Ricky Mulvey
Guest: Michael Thomsen
Producer: Deidre Woollard
Engineer: Rick Engdahl

For the past century, cities have centered around work. What happens when that’s no longer the case? 

Deidre Woollard and Matt Argersinger discuss:

• What downtowns might look like when they become more than just “containers for work”
• How different REITs are approaching the new commercial real estate landscape
• The promise and problems of “15-minute cities”

Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA

Host: Deidre Woollard
Guest: Matt Argersinger
Producers: Ricky Mulvey, Mary Long
Engineer: Tim Sparks

Some are saying it’s a bull market, we’re calling it a giddy one. 

(00:21) Ron Gross and Matt Argersinger discuss:
- The latest inflation numbers and the Fed’s plan to “skip” a rate hike.
- How a small group of companies are driving market returns, and why the rest could catch up. 
- Why the market was hungry for shares of restaurant brand Cava.

(19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people.

(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.

Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR

Host: Dylan Lewis
Guests: Matt Argersinger, Ron Gross, Polina Pompliano
Producer: Ricky Mulvey
Engineer: Dan Boyd

A former Samsung executive allegedly stole plans in order to build a chip plant down the road from the existing factory. What could possibly go wrong?

(00:15) Bill Mann and Deidre Woollard discuss:

- The high value of getting a leg up on the competition in the semiconductor industry.

- If companies can do anything to keep secrets from leaking out.

- Why Alphabet’s adtech is attracting regulators’ attention.

(13:53) Ricky Mulvey and Kirsten Guerra take a look at Vertex Pharmaceuticals and its role at the center of cystic fibrosis treatment.

Companies discussed: GOOG, GOOGL,KO, VRTX, SSNLFHost: Deidre Woollard

Guests: Bill Mann, Ricky Mulvey, Kirsten Guerra
Producer: Ricky Mulvey
Engineer: Tim Sparks

Netflix’s is aiming to return to growth by cracking down on password sharing.

(00:12) Jim Mueller and Dylan Lewis discuss:

• The encouraging data behind Netflix’s password crackdown and ad-supported membership. 

• Why it still might be a bit early to bank on those growth levers for Netflix.

• How Disney, Apple, Amazon are eying advertising, and how it could reshape streaming tv. 

(14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage.

Companies discussed: NFLX, AAPL, AMZN, DIS, INTU

Host: Dylan Lewis

Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma

Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl, Kyle Carruthers

Inflation is slowing down. Is this what a soft landing looks like?

(00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss:
- Big macro takeaways from the latest inflation numbers.
- How adidas is dealing with the fallout from discontinuing its Yeezy line.
- If the apparel maker has balance sheet risk.

Plus, (15:00) Alison Southwick and Robert Brokamp discuss the costs and benefits of working with a financial advisor.

 Companies discussed: ADDYY, NKE

Article discussed: https://www.bloomberg.com/news/features/2023-05-25/adidas-s-yeezy-mess-has-been-a-billion-dollar-nightmare-for-the-business

 Host: Ricky Mulvey
 Guests: Asit Sharma, Robert Brokamp, Alison Southwick
 Engineers: Dan Boyd, Rick Engdahl