(0:21) Jason Moser discusses:
- UBS buying Credit Suisse for $3.2 billion
- The ripple effects of everyone checking with their bank
- Why Amazon's latest layoff announcement has him looking at the revenue-per-employee metric

(13:58) Ricky Mulvey catches up with Jacob Goldstein, host of the podcast "What's Your Problem?" to talk about bank runs, why they happen, and how businesses could potentially prepare for them.

Companies discussed: UBS, CS, AMZN, SIVB

Host: Chris Hill
Guests: Jason Moser, Jacob Goldstein
Producer: Ricky Mulvey
Engineers: Dan Boyd

If you hate Vince McMahon, then maybe you’ll buy a tee-shirt for his rival. And that’s a great outcome for the WWE.

Abraham Josephine Riesman is the author of “Ringmaster: Vince McMahon and the Unmaking of America.” Ricky Mulvey caught up with Riesman to discuss: 

- Vince McMahon’s early life as a “pretty nice kid”, and the parts of his story he doesn’t want wrestling fans to know.
- WWE’s potential deal with the Saudi Arabia Public Investment Fund.
- The Montreal Screwjob, and the groundwork for the modern WWE.
- A story about Saddam Hussein’s side job as a wrestling promoter, Andre the Giant, and a golden gun. 

Company discussed: WWE

Host: Ricky Mulvey
Guest: Abraham Josephine Riesman
Engineer: Dan Boyd

When venture capital investors walk into a pitch meeting, they usually know if they’re saying yes before anyone starts talking.

Uri Levine is the co-founder of Waze and the author of “Fall in Love with the Problem, Not the Solution: A Handbook for Entrepreneurs.” Alex Friedman caught up with Levine to talk about:

- The early days of Waze.
- One way to know if a company “will die.”
- What happens, behind the scenes, when venture capital investors choose investments.
- ChatGPT, artificial intelligence, and autonomous driving.

Company discussed: GOOG, GOOGL

Host: Alex Friedman
Guest: Uri Levine
Producer: Ricky Mulvey
Engineer: Tim Sparks

Inflation data and the state of play in the banking industry has investors wondering: What will the Fed decide next week about interest rates?

(0:21) Jason Moser and Matt Argersinger discuss:
- First Republic getting $30 billion in deposits from 11 major banks
- The latest CPI and PPI numbers continuing the trend of cooling inflation
- Whether the Federal Reserve should raise rates next week (and if so, by how much) or hit the pause button
- The latest from FedEx, Adobe, Lennar, and Williams-Sonoma

(19:11) John Ourand from Sports Business Journal and the "Sports Media Podcast" analyzes the economics of March Madness, why he's bullish on the upcoming MLB season, and Disney CEO Bob Iger's latest thinking on ESPN.

(32:13) Matt and Jason discuss Google raising the price of YouTube TV and share two stocks on their radar: Charles Schwab and Zebra Technologies.

Stocks discussed: SIVB, FRC, BAC, JPM, WFC, C, PNC, MTB, FDX, ADBE, LEN, WSM, FOX, WBD, PARA, DIS, AMZN, AAPL, GOOG, GOOGL, SCHW, ZBRA

To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.

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

Adobe wants to be a customer experience platform, and a discount retailer is upscaling.

 (0:21) Deidre Woollard and Asit Sharma discuss:
 - Adobe’s quarter, and issues acquiring Figma.
 - Tech companies rushing to launch generative AI.
 - Five Below converting stores to Five Beyond.
 - Labor issues for Dollar General.

 Plus, (15:50) stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate.
 Companies discussed: ADBE, FIVE, DG, PAC, BWXT
 

Host: Deidre Woollard
 Guests: Asit Sharma, Bill Mann, Nick Sciple
 Producer: Ricky Mulvey
 Engineer: Dan Boyd

Ryan Reynolds is joining the T-Mobile team, as Verizon and AT&T adjust.

(0:21) Tim Beyers discusses:
- T-Mobile buys the parent company of Mint Mobile in a cash and stock deal worth $1.3 billion
- How (and when) Mint's business could be accretive to T-Mobile
- Why the ripple effect from Silicon Valley Bank's situation will hit potential IPOs and what it means for investors

(14:05) Our stock version of March Madness continues! Kirsten Guerra and Jason Moser face off to make the case on why their stock is a better buy right now.

Companies discussed: TMUS, VZ, T, SIVB, GM, TSLA, OM

Host: Chris Hill
Guests: Tim Beyers, Kirsten Guerra, Jason Moser
Producer: Ricky Mulvey
Engineers: Dan Boyd

Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy.

(0:21) Bill Mann discusses:
- The latest CPI numbers and the current state of play in the banking industry
- One bank that fits the description of something Warren Buffett might be interested in
- Meta Platforms announcing another round of layoffs

(14:58) Sanmeet Deo and Tim Beyers face off against one another with stocks they believe are a better buy right now.

Companies discussed: FRC, SCHW, SIVB, PNC, META, XPOF, MNDY

Host: Chris Hill
Guests: Bill Mann, Sanmeet Deo, Tim Beyers
Producer: Ricky Mulvey
Engineers: Dan Boyd

Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again.

(0:21) Jason Moser discusses:
- Signature Bank failing and shares of First Republic Bank falling 60%.
- Why "bailout" is probably not the right word to describe what's happening
- How big banks like JPMorgan Chase and Bank of America are gaining strength simply by going about their business

(11:20) We're celebrating our own version of "March Madness" by having analysts face off, bracket-style, as they go head-to-head over which stock is a better buy. Jim Gillies and Jim Mueller kick off the week with a biotech software company and a well-known real estate broker.

Companies discussed: SIVB, SBNY, FRC, SCHW, BAC, JPM, SDGR, RMAX

Host: Chris Hill
Guests: Jason Moser, Jim Gillies, Jim Mueller
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

One sign of a true expert is they often say “I don’t know”.

Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, and Moneyball. He also hosts the podcast Against The Rules. Chris Hill talked with Lewis last year for an episode we published on May 20, 2022. Due to time constraints we had to leave some parts of the conversation out of that episode, so we're bringing them to you now! Hill and Lewis discuss:
- Unintended consequences of Moneyball
- Why single men fare worse in the stock market
- How Iceland responded to the Great Recession
- How to spot true experts

"Boys Will Be Boys" paper: https://faculty.haas.berkeley.edu/odean/papers/gender/BoysWillBeBoys.pdf

Host: Chris Hill
Guest: Michael Lewis
Producer: Ricky Mulvey
Engineer: Dan Boyd

In everyday life, your value system is complicated and rich. Games make that system simple, and you know exactly how well you’ve done. 

C. Thi Nguyen is a philosophy professor at University of Utah and author of the book Games: Agency As Art. Motley Fool co-founder David Gardner caught up with Nguyen to discuss: 
- The bright and dark sides of gamification 
- How Twitter changed the way we communicate 
- Good, bad, and evil games

Today’s conversation comes from a recent episode of David's weekly podcast, Rule Breaker Investing. To hear the entire show, click here:
https://www.fool.com/podcasts/rule-breaker-investing/2023-02-15-from-twister-to-twitter-games-and-c

Host: David Gardner
Guest: C. Thi Nguyen
Producer: Ricky Mulvey
Engineer: Rick Engdahl

In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession.

(0:21) Jason Moser and Matt Argersinger discuss:
- February's jobs report (and potential ripple effects)
- The stunning collapse of Silicon Valley Bank
- Vail Resorts staffing up to meet demand
- How the "Lipstick Effect" is benefitting Ulta Beauty
- The latest from Docusign, and Dick's Sporting Goods

(19:11) Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards. 

(35:15) Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co.

Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC

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

(0:21) Jim Gillies discusses:
- Why shares of SVB Financial Group are plunging more than 45%
- The reasons he's a fan of AerCap Holdings' secondary offering

(15:24) Ricky Mulvey talks with investigative reporter Marshall Zelinger about Xcel Energy and the fundamentals of being a monopoly.

Companies discussed: SIVB, AER, XEL

Host: Chris Hill
Guests: Jim Gillies, Marshall Zelinger
Producer: Ricky Mulvey
Engineer: Dan Boyd

Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away.

(0:21) Asit Sharma discusses:
- Shares of Crowdstrike rising as the cybersecurity company closed out the fiscal year on a strong note
- Taking the "basket approach" to cybersecurity stocks
- Funko Pop's surprising solution to having too much inventory

(12:13) Mary Long talks with Blackrock managing director Gargi Chaudhuri about the case for bonds, and some economic predictions her team made in 2022.

Companies discussed: CRWD, FNKO

Host: Chris Hill
Guests: Asit Sharma, Mary Long, Gargi Chaudhuri
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

The Fed Chief goes to Capitol Hill, Dick's Sporting Goods crushes expectations, and there's more than one type of FIRE.

(0:21) Bill Mann discusses:
- The market's reaction to Chairman Powell's testimony in front of the U.S. Senate Banking Committee
- Shares of Dick's Sporting Goods popping 11% on same-store sales growth that more than doubled expectations
- How inventory management is a key in Dick's Sporting Goods recent success

(12:33) Alison Southwick and Robert Brokamp talk with Megan Brinsfield about the FIRE (Financially Independent, Retire Early) movement.

Companies discussed: DKS, HD, LOW, TGT, WMT

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

Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, as 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 an investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is no guarantee of any outcome. Past performance does not guarantee future results.

It's always a good idea to know why you're about to invest in a business.

(0:21) Jason Moser discusses:
- Short-term catalysts, long-term trends, and why it's ok to invest in both
- The importance of understanding how a business makes money
- Reasons to sell a stock

(10:17) Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book "Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink".

Companies discussed: ABND GS, HLT

Host: Chris Hill
Guests: Jason Moser, Deidre Woollard, Liz Hoffman
Producer: Ricky Mulvey
Engineers: Dan Boyd, Heather Horton, Rick Engdahl

It’s one thing to hear that money doesn’t buy happiness. It's another to find that out after wiring $90 million dollars to two separate romantic partners in one afternoon.

James B. Stewart and Rachel Abrams are the co-authors of “Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy.” They joined Catie Peiper to discuss:
- How billionaires try to bend reality
- If Paramount chair Shari Redstone can innovate in a new media landscape
- Problems with CEO succession at media companies

Companies discussed: PARA, DIS

Host: Catie Peiper
Guests: James B. Stewart, Rachel Stewart
Producer: Ricky Mulvey
Engineer: Tim Sparks

Michelle Singletary is a best-selling author and Loeb Award-winning writer. She also pens “The Color of Money,” a nationally syndicated personal finance column which appears in The Washington Post. Robert Brokamp caught up with Singletary to discuss: 
- Why people fall for Ponzi schemes
- If you should pay off your mortgage before retirement
- Why we often lie about spending habits

Host: Robert Brokamp
Guest: Michelle Singletary
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Annie Franks

When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan. 

(0:21) Jason Moser and Ron Gross discuss:
- Whether Costco is ready to increase membership fees
- Salesforce focusing more on profitability
- Seeing light at the end of Okta's tunnel
- How "it's all ball bearings" for C3.AI
- The latest from Target, Lowe's, Best Buy, and Zoom Video

(19:11) Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street. 

(35:00) Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price.

Get a copy of our new free report, Top Stocks For Rising Interest Rates, by going to fool.com/interest!

Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW

Host: Chris Hill
Guests: Ron Gross, Jason Moser, Bryan Fairbanks
Engineer: Rick Engdahl

(0:20) Tim Beyers discusses:
- Shares of Salesforce popping 12% on better-than-expected 4th-quarter results
- How Salesforce has more focus but is still a business in transition 
- The doubling of the company's share buyback program

(11:30) Jason Moser and Matt Frankel discuss the decline of the "Nice to have" economy. 

Companies discussed: CRM, PTON, NFLX, DIS, SFIX, FIGS

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

Lowe's continues a recent trend from major retailers.

(0:20) Bill Mann discusses:
- Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year
- The fact that some people on Wall Street are still surprised by cautious guidance
- The relative attractiveness of Lowe's stock

(10:00) Yasser El-Shimy and Ricky Mulvey share four stocks they bought recently. 

Companies discussed: LOW, HD, WMT, TGT, ARHS, ENPH, BIG, MAA

Host: Chris Hill
Guests: Bill Mann, Yasser El-Shimy
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

After a particularly rough 2022, Target is getting back to basics. 

(0:20) Matt Argersinger discusses:
- Zoom Video's slowing revenue growth
- How Zoom's brand gives it an advantage against bigger competitors
- Target beating expectations with household items, groceries, and a better management of its inventory

(11:00) Alison Southwick and Robert Brokamp take a closer look at tech layoffs in 2023 and one company that's managed them well. 

To watch the 30-minute deep dive on dividend investing go to MasterClass.Fool.com before midnight on Wednesday!

Companies discussed: ZM, MSFT, GOOG, TGT, WMT, HD, AAPL

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

It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time.

(0:21) Jason Moser discusses:
- Buffett's vigorous defense of share buyback programs
- How Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks 
- McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors

(14:45) Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox

On a brand-new bonus episode of the Stock Advisor Roundtable podcast, Motley Fool CEO Tom Gardner shares his 10 stocks for making money in the market! Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!
https://www.fool.com/premium/coverage/4056/coverage/introducing-stock-advisor-roundtable/

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!
https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=cbdeaf17572144c3&nd=1

Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX

Host: Chris Hill
Guests: Jason Moser, Toby Bordelon, Jose Najarro
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

One of the most important events of America’s economic and racial history is one that hasn’t been discussed often.

Gary Lee is the managing editor of the Oklahoma Eagle, a Tulsa-based and black-owned media company. Lee joined The Motley Fool’s Bill Mann to talk about:

- The history of Black Wall Street, and the rise of the Greenwood community.
- The legacy of the Tulsa Race Massacre and Tulsa’s path forward.

Host: Bill Mann
Guest: Gary Lee
Producer: Ricky Mulvey
Engineer: Tim Sparks

Motley Fool Senior Analyst Rich Greifner joins Ricky Mulvey for a primer on value investing, or trying to find out how much a company is worth, and buying them for less than that amount. They discuss: 

- If there’s even a difference between growth and value investing.
- Signs that a business is mispriced.
- How investors can find mispriced businesses.
- Why companies trade below their accounting-based worth.
- If there even needs to be a distinction between growth and value investing.
- Unpopular companies that may be worth your attention.

Companies discussed: META, WCC

Host: Ricky Mulvey
Guest:Rich Greifner
Engineer: Rick Engdahl

There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits. 

(0:21) Emily Flippen and Jason Moser discuss:
- Nvidia's results and place in the AI universe
- Block surprising Wall Street with strong 4th-quarter revenue
- Mercadolibre's enviable free cash flow
- The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair

(19:11) Emily and Jason continue the earnings analysis and discuss:
- Warner Bros. Discovery growing subscribers and cutting costs  
- The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack 
- Their most recent stock purchases
- Two stocks on their radar: Adobe and ANSYS

Looking for even more stock research and recommendations?
Check out the details on our Epic Bundle membership at Epicstart.Fool.com

Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS

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

There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on?

(1:00) Dylan Lewis and Tim Beyers discuss:
- Etsy's short-term and long-term story.
- The growth levers for Etsy moving forward.
- The trends picking up Nvidia and the hype baked into its rally.
- One shiny, distraction for investors watching the chipmaker.

Plus, (19:02) Maya Lau, host of the podcast "Other People's Pockets" joins Sierra Baldwin to discuss her new show and what she's learned from having conversations about salary, economic class, and careers.

Companies discussed: ETSY, NVDA

Host: Dylan Lewis
Guests: Tim Beyers, Sierra Baldwin, Maya Lau
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks, Annie Franks

In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed. 

(0:21) Bill Mann discusses:
- Intel cutting its dividend by 65%
- Gelsinger's potential rationale for the cut
- How else the company plans to invest the money 

(8:00) Alison Southwick and Robert Brokamp answer more of your questions about home buying, pensions, and investing strategy.

Companies discussed: INTC, AMD

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

If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead.

(0:21) Jason Moser discusses:
- Home Depot shares falling 5% after its first revenue miss since 2019
- The capital allocation flex of raising wages and HD's dividend
- Walmart crushing its holiday quarter thanks to groceries

(11:15) Alison Southwick and Robert Brokamp answer your questions about investment fees, insurance, and saving in a Roth IRA.

Companies discussed: HD, WMT

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

Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance.

PJ Vogt is the host of Crypto Island and an eponymous show, Weekly. You may have also heard him on Reply All or This American Life. Ricky Mulvey caught up with him to discuss:
- The wild present and future for artificial intelligence
- How virtual reality parallels early internet chat rooms
- Incentives and tradeoffs in the decarbonization movement
- The downfall of Flappy Bird
 
Companies mentioned: META, GOOG, GOOGL, MSFT, TSLA, NTOIY

Host: Ricky Mulvey
Guest: PJ Vogt
Engineer: Tim Sparks

When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-founder of KeyGlee, a real estate investment and wholesale company with more than 75 franchises. He’s also the star of “Triple Digit Flip” on A&E. Deidre Woollard caught up with Damji to discuss:
- Why housing supply remains low, and its implications for homebuilders
- How rents have stayed relatively stable
- One player that’s fundamentally changed real estate investing
-The changing role of the landlord

Companies discussed: ZG, OPEN

Host: Deidre Woollard
Guest: Jamil Damji
Producer: Ricky Mulvey
Engineer: Tim Sparks

It was another big week of earnings results (and surprises).

(0:21) Jason Moser and Ron Gross discuss:
- Shopify's guidance outweighing its results
- Airbnb nearly doubling profit expectations
- Record revenue for The Trade Desk
- Shares of Roku popping more than 25%
- The latest from Marriott, Twilio, Cisco Systems, and Zillow Group

(19:11) Jason and Ron keep the earnings coverage going and discuss:
- Boston Beer surprising Wall Street
- Outset Medical's latest results
- The state of Microsoft's bid to buy Activision Blizzard
- The latest from Coca-Cola, Roblox, Chipotle, and Alphabet
- Two stocks on their radar: Etsy and Paramount Resources

Looking for even more stock research and recommendations?
Check out the details on our Epic Bundle membership at Epicstart.Fool.com

Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU

Host: Chris Hill
Guests: Ron Gross, Jason Moser
Engineers: Steve Broido, Rick Engdahl

After spending a year getting rid of its iBuying business, how should investors regard Zillow Group?

(0:21) Jim Mueller discusses:
- How Zillow is (in some ways) at a fresh starting point
- The growing skepticism around iBuying as a profitable business
- 1 thing to watch when Redfin reports after the closing bell

(9:25) Ricky Mulvey and Sanmeet Deo discuss companies that are flying under Wall Street's radar, in part because of where they're located. 

Companies discussed: ZG, OPEN, RDFN, LULU, TSCO, SHAK, WINA

Host: Chris Hill
Guests: Jim Mueller, Sanmeet Deo
Producer: Ricky Mulvey
Engineer: Rick Engdahl

If revenge travel was supposed to slow down, then AirBnB hasn't noticed.
Dylan Lewis and Tim Beyers (0:15)  discuss:

- A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint.
- AirBnB's $1.5 billion "waste of capital."
- Upstart's not too bad quarter, and questionable use of its balance sheet.
- One thing to do whenever you buy a stock.

(17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today.

Companies discussed: ABNB, UPST, ADANIENT

Host: Dylan Lewis
Guests: Tim Beyers, Bill Mann
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Once again the monthly CPI report got Wall Street's attention. 

(0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments
- Why no one wants surprises from the Fed
- Higher prices in the core division fueling Coca-Cola's 4th-quarter revenue

(12:00) In this blast-from-the-past segment from 2018, Alison Southwick and Robert Brokamp celebrate Valentine's Day by discussing money as a source of conflict for couples.

Stocks discussed: KO, PEP

Looking for even more stock research and recommendations?
Check out the details on our Epic Bundle membership at Epicstart.Fool.com

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

For the second time in five months, Twilio announces a round of layoffs. 

(0:21) Jason Moser discusses:
- How Twilio is cutting costs as they grow
- What to watch when the company reports earnings on Wednesday afternoon
- Memorable ads from Super Bowl 57

(13:20) Ricky Mulvey talks with Bloomberg entertainment reporter Lucas Shaw about the state of Spotify's business, its podcasting strategy, and whether they need to raise subscription fees.

Stocks discussed: TWLO, BKNG, WDAY, GOOG, DEO, SPOT, AAPL

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

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss:

- Where we are in the cloud adoption cycle 
- A key narrative playing out in semiconductor earnings
- What to learn from companies that went public too quickly

Companies discussed: MSFT, NVDA, TSM, META, AMD 

Host: Deidre Woollard
Guest: Beth Kindig
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Heather Horton

What’s the point of reading a company’s earnings report? Can’t AI do that job?

Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business where he teaches accounting and financial statement analysis. Badolato joined Ricky Mulvey to discuss:
- How Walmart, Rent the Runway, and Peloton adjust earnings (and what it means for shareholders) 
- Why investors should follow a company’s operating income
- The pros and pitfalls of GAAP metrics
- A better way to count stock-based comp.

Companies Discussed: WMT, RENT, PTON

Host: Ricky Mulvey
Guest: Patrick Badolato
Engineer: Tim Sparks

Big changes could be coming to the NFL playoffs.

(0:21) Emily Flippen and Andy Cross discuss:
- The growing AI battle between Microsoft and Alphabet
- Lyft shares falling 35%
- PayPal CEO Dan Schulman announcing his retirement
- CVS Health buying a primary care business for $10 billion
- The latest from Disney, Cloudflare, Chipotle, and Pepsi

(19:11) Andrew Brandt, former NFL executive and director of Villanova University's Moorad Center of Sports Law, discusses the business health of the NFL, how the playoffs may change, and his prediction for a blowout Super Bowl 57.  

(34:40) Andy and Emily share two stocks on their radar: Domino's Pizza and Boot Barn.

Looking for even more stock research and recommendations?
Check out the details on our Epic Bundle membership at Epicstart.Fool.com

Stocks discussed: MSFT, GOOG, DIS, LYFT, UBER, PYPL, NET, CMG, CVS, PEP, DPZ, BOOT

Host: Chris Hill
Guests: Emily Flippen, Andy Cross, Andrew Brandt
Engineer: Rick Engdahl

Disney’s latest results and plans were just what Wall Street wanted to hear.

(0:21) Tim Beyers discusses:
- How the parks & experiences division drove Disney’s 1st-quarter results
- ESPN+ being a bright spot among streaming properties
- Alphabet shares falling over a botched AI demo and concerns about Microsoft

(13:20) Just in time for Valentine’s Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group.

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and check out the latest episode of our exclusive podcast, Stock Advisor Roundtable!

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: DIS, MSFT, GOOG, MTCH

Host: Chris Hill
Guest: Tim Beyers, Jason Hall, Ryan Henderson
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Companies are shelling out big bucks to get your attention during the big game. 

(0:21) Bill Mann discusses:
- Chipotle maintaining their stance on prices
- Dutch payment processor Adyen dealing with higher costs
- Uber posting a profit in the 4th quarter thanks to the company's investments

(10:30) Dylan Lewis talks with Ad Age editor Jeanine Poggi about some of the major brands looking to get your attention before, during, and after Super Bowl 57.

Stocks discussed: CMG, ADYEN, UBER, FOXA, COIN, NFLX, TAP, BUD

Host: Chris Hill
Guest: Bill Mann, Dylan Lewis, Jeannie Poggi
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Microsoft's AI event is only the latest sign of the hottest area of tech.

(0:21) Jason Moser discusses:
- CEO Satya Nadella hailing "a new day in search"
- Shares of C3AI, an enterprise AI platform company, doubling in the past five weeks
- Zoom Video announcing it's laying off 15% of employees

(12:00) Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field". 

Stocks discussed: MSFT, GOOG, AMD, AI, ZM

Host: Chris Hill
Guest: Jason Moser, Robert Brokamp, Jonathan Scott
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

If the house always wins, why are gambling companies having trouble turning a profit? 

(0:21) Jason Moser discusses:
- Privately-owned restaurant companies Cava Group and Panera Brands mulling a return to the public markets
- How Panera has evolved since its last time as a public company
- A key metric he's watching when Chipotle reports earnings on Tuesday afternoon

(9:40) Ricky Mulvey and Matt Frankel discuss the struggles gambling businesses having making money and one business breaking the trend. 

Stocks discussed: CMG, PDYPY, MGM, DKNG, CHDN

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

What's more challenging: facing off against a wide receiver or a room full of NFL owners?

Domonique Foxworth made an impact on the field as an NFL cornerback for six season, and an impact off the field as the youngest player to be elected vice president of the NFL Players Association Executive Committee. Chris Hill caught up with him to discuss:
- Negotiating with NFL owners
- What led him to get his MBA from Harvard Business School
- The enduring popularity of the NFL
- What he will be watching during Super Bowl 57 to give him a sense of whether Philadelphia or Kansas City is in control of the game

Host: Chris Hill
Guest: Domonique Foxworth
Producer: Ricky Mulvey
Engineer: Rick Engdahl

If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selling book, “Stocks for the Long Run.” Robert Brokamp caught up with Schwartz to discuss:
- Why “dying industrial companies” have beaten the broader market
- Managing cash in a higher interest rate climate
- How often investors should rebalance
- The data that the Federal Reserve may be misreading

Companies and investments discussed: MSFT, CVS, KO, DTH, AMZN, XOM, CVX, USFR

Host: Robert Brokamp
Guest: Jeremy Schwartz
Producer: Ricky Mulvey
Engineers: Annie Franks, Tim Sparks

Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports. 

(0:21) Ron Gross and Jason Moser discuss:
- Another interest rate hike and a surprising jobs report
- Apple's first sales drop since 2019
- Guidance overshadowing Amazon's holiday quarter
- Starbucks struggling outside the U.S.
- The latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD

(19:11) Jason and Ron keep earnings-palooza going and discuss:
- McDonald's ending the fiscal year on a high note
- Match Group's disappointing results and layoff announcement
- The latest from Qualcomm, Peloton, and Snap
- Two stocks on their radar: Kinsale Capital Group and Samsara

Looking for stocks trading at a discount? 
Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT

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

For the first time in a long time, Meta Platforms gave shareholders a reason to smile. 

(0:21) Tim Beyers discusses:
- 4th-quarter revenue coming in higher than expected for Meta
- That $40 billion share buyback plan
- Why AMD is demonstrating not all semiconductor chip companies are alike

(11:00) How did Planet Fitness get the attention of the Federal Trade Commission? Ricky Mulvey and Sanmeet Deo discuss whether the low-cost gym deserves a spot on your watch list. 

Stocks discussed: META, INTC, AMD, PLNT

Host: Chris Hill
Guest: Tim Beyers, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope.

(0:21) Asit Sharma discusses:
- Peloton's 2nd-quarter revenue surprising to the upside
- A sluggish digital ad market hurting Snap's 4th-quarter results
- How Snapchat+ could be a potential lever for management to pull 

(11:00) Jason Moser and Matt Frankel discuss the 30th anniversary of exchange-traded funds and how stock investors use ETFs today.

Stocks discussed: PTON, SNAP, GOOG, GOOGL, SPY, VNQ, RSP, CIBR

Host: Chris Hill
Guest: Asit Sharma, Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl

The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short. 

(0:21) Bill Mann discusses:
- McDonald's growing global sales by $20 billion during the pandemic
- Exxon Mobil racking up an annual profit of more than $55 billion
- Why Wall Street seemed disappointed by a share buyback plan smaller than Chevron's

(10:40) Alison Southwick and Robert Brokamp discuss reasons to be both uplifted (and depressed) about the economy, debt, and pandas.

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.

Stocks discussed: MCD, XOM, AAPL, MSFT, CVX

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

If American Express had a problem with an aging demographic, it looks like that problem is being addressed.

(0:20) Jason Moser discusses:
- Shares of AmEx popping 15% in two days off of strong guidance for 2023
- How younger customers are the majority of the company’s growth story
- Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday

(11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT.

Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL

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

If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss:
- Why higher interest rates created a “Sea Change” for investors
- China’s economic miracle, and its impact on inflation
- Lessons from the era of easy money
- What life insurance companies can teach investors about risk

To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change
 
Host: Bill Mann
Guest: Howard Marks
Producer: Ricky Mulvey 
Engineers: Rick Engdahl, Annie Franks

Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction?  If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss:
- What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework
- How investors can use the framework, and why so few stocks fit
- One company that may fulfill Berkshire’s criteria

Companies discussed: BRK.A, BRK.B, KO, USB, NVR

Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast

Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html

Host: Ricky Mulvey
Guest: John Rotonti
Engineer: Tim Sparks

As much as we love stocks, sometimes the Big Macro really does drive the market. 

(0:21) Emily Flippen and Ron Gross discuss:
- Stronger-than-expected GDP sending stocks higher
- Tesla ending the year on a high note
- Chevron's record profits and huge buyback plan
- Visa and Mastercard delivering strong profits (again) 
- The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson

(19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid. 

(30:00) Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza. 

Looking for stocks trading at a discount? 
Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ

Host: Chris Hill
Guests: Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo
Engineer: Rick Engdahl

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results.

(0:20) Tim Beyers discusses:
- Southwest's $220 million loss
- Why the airline has "a more fundamental problem"
- Comcast's growing subscribers (and costs) in its streaming service, Peacock

(11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy. 

Companies discussed: LUV, CMCSA, NFLX, WBD

Host: Chris Hill
Guests: Tim Beyers, Catie Peiper
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss:

- Microsoft's quarter, and lower growth expectations for its cloud business.
- What long-term investors can expect from Microsoft.
- The Department of Justice's suit against Alphabet, and a shifting regulatory environment.
- Kimberly Clark's "less than stellar" quarter.

Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022.

Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG

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

How long will macroeconomic pressures persist in 2023?

(0:21) Asit Sharma discusses:
- Johnson & Johnson's 4th-quarter profits falling 25%
- Why he likes the company's balance of pharma and medtech
- 3M's challenges and why an increase in consumer-facing solutions may be a better route

(10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more.

Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Stocks discussed: JNJ, MMM, BND

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

Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal.

(0:21) Jason Moser discusses:
- Spotify becoming the latest company to announce layoffs
- Seven large banks combining forces to create a digital wallet product
- How and why Apple and PayPal have such a large lead in this industry

(12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes. 

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.

Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO

Host: Chris Hill
Guest: Jason Moser, Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl

You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss:

- The mythology behind General Electric’s birth
- How corporations struggle mightily with CEO succession
- Jack Welch and the religion of earnings consistency
- Why he believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable”

Companies discussed: GE, DIS, WBD, CMCSA

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

The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss: 
- How REITs differ from stocks
- Publicly traded vs. private REITs
- One office REIT that's evolving 
- Ways to spot a yield trap
- REITs benefiting from e-commerce trends

Companies/REITs discussed: ESRT,  SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR 

Host: Deidre Woollard 
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next?

(0:21) Matt Argersinger and Jason Moser discuss:
- The ripple effect of Big Tech Layoffs
- Netflix founder Reed Hastings stepping down from his co-CEO role
- Cancellation rates soaring in one segment of the housing market
- Differing views on interest rates from two major bank CEOs
- The latest from Procter & Gamble, Nordstrom, and holiday retail data

(19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that may hold opportunities for investors. 

(33:30) Jason and Matt answer listener questions about CEOs they'd like to shadow for a day and under-the-radar trends, and share two stocks on their radar: Roper Technologies and Regions Financial. 

Motley Fool Stock Advisor is open to new members for just $99 a year.
Join the hundreds of thousands of investors in Stock Advisor by going to www.fool.com/intro.

Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF

Host: Chris Hill
Guests: Jason Moser, Matt Argersinger, John Rotonti, Jurrien Timmer
Engineer: Rick Engdahl

Data this week suggest India is about to pass China as the world's most populous country. 
 
(0:25) Bill Mann discusses:
- Procter & Gamble bumping up against the limits of its pricing powers
- Why China still has a demand problem
- How companies in the U.S. are moving some operations from China to Vietnam and India
 
(11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare.

Stocks discussed: PG, CMG, AAPL, SBUX, DXCM
 
Host: Chris Hill
Guest: Bill Mann, Sanmeet Deo, Kevin Sayer
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

As many expected, Microsoft announced the layoff of 5% of its employees.
 
(0:21) Asit Sharma discusses:
- The Producer Price Index falling 0.5%, much more than economists were expecting
- Microsoft's layoffs, and whether Alphabet will be next
- Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing
 
(9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate!

Our flagship service, Stock Advisor, is open to new members for just $99 a year.
To access this exclusive offer go to www.fool.com/intro.
 
Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE
 
Host: Chris Hill
Guest: Asit Sharma, Ryan Henderson, Jamie Louko
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Goldman Sachs Drags Down the Dow

The investment bank suffered its worst earnings miss in a decade.
 
(0:21) Jason Moser discusses:
- 4th-quarter profits for Goldman Sachs falling 66%
- How investments in Marcus and the Apple Card partnership haven't paid off yet
- Disney's blunt response to activist investor Nelson Peltz
 
(11:00) Alison Southwick and Robert Brokamp talk with Stephanie Marini, certified financial planner, about what investors need to know how The Secure 2.0 Act affects savings and retirement.
 
Looking to get a jump start on your 2023 financial goals?
Our flagship service, Stock Advisor, is open to new members for just $99 a year!
Access this special offer by visiting www.fool.com/intro.
 
Stocks discussed: GS, DIS
 
Host: Chris Hill
Guest: Jason Moser, Alison Southwick, Robert Brokamp, Stephanie Marini
Producer: Ricky Mulvey
Engineer: Rick Engdahl

"Guidance becomes even more important in this environment."

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this earnings season, as well as:
- The unlikely start to her career in investing
- Key macroeconomic data she and her team at Schwab are focused on
- Her question about crypto
- One idea to improve the odds of financial independence

Host: Chris Hill
Guest: Liz Ann Sonders
Producer: Ricky Mulvey
Engineers: Tim Sparks, Heather Horton

You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss:

- How to think about allocation for smaller companies
- Key small cap metrics to watch
- Boring businesses that warrant more attention
- A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company

Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR

Host: Ricky Mulvey
Guest: Bill Mann
Engineer: Tim Sparks

Earnings season officially kicked off!

(0:21) Jason Moser and Ron Gross discuss:
- Inflation falling for the 6th month in a row
- The common view Jamie Dimon and Brian Moynihan have on the U.S. economy
- Disney’s fight with activist investor Nelson Peltz
- Starbucks and News Corp becoming the latest companies announcing a return to offices
- The latest from Delta Air Lines and Outset Medical

(19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants.
 
(36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF.

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!
If you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII

Host: Chris Hill
Guests: Ron Gross, Jason Moser, David Henkes
Engineer: Rick Engdahl

Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding.

(0:21) Emily Flippen discusses:
- Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board
- Why Peltz is "a day late and a dollar short"
- Salesforce partnering up with Walmart
 
(11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry.
 
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.
 
Stocks discussed: DIS, NKE, WMT, CRM, RXO
 
Host: Chris Hill
Guest: Emily Flippen, Jamie Harris
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

What does it say when a market leader steps back from….leading?

(0:21) Asit Sharma discusses:
- Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift
- The role that the current state of housing plays in Wells Fargo's decision
- Our brand new podcast, Stock Advisor Roundtable

(10:15) Tim Beyers and Tim White take a closer look at "key person risk".

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: WFC, CRM, SFIX, GOOG, GOOGL

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

A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions.
 
(0:21) Bill Mann discusses:
- How U.S. companies can be a better way to play China’s reopening
- Jay Powell’s latest speech reinforcing the Fed’s focus on stability
- The potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1
 
(12:30) Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one.
 
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.
 
Stocks discussed: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS
 
Host: Chris Hill
Guest: Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

A major investment bank became the latest (but not the last) to announce layoffs.

(0:21) Jason Moser discusses:
- Goldman Sachs cutting nearly 7% of its staff
- Lululemon shares falling after the company lowered gross margin guidance
- Why inventory levels will be a key retail metric to watch this upcoming earnings season

(11:00) Kirsten Guerra and Lou Whiteman engage in Bull vs. Bear debate over Teladoc Health.

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.

Stocks discussed: GS, LULU ANF, AEO, TDOC, AMZN

Host: Chris Hill
Guest: Jason Moser, Kirsten Guerra, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rich Engdahl

Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-founder and CEO Tom Gardner for a conversation about:

- Why cash is a better hedge against inflation than many believe
- Parallels between the 2022 stock market and the dot-com bust of the early 2000s
- What Tesla investors can learn from Starbucks’ past decline

Companies discussed: BRK.A, BRK.B, TSLA, SBUX

Host: Tom Gardner
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient.

Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss:

- Carvana’s boom and bust, and the takeaways for investors
- If Zoom has a sticky product
- How Roku is addressing a tougher advertisement landscape
- Meta’s valuation, and questions about its leadership
- Mindset advice if you want to be a contrarian investor

Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META

Aswath Damodaran’s blog on Meta:
https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html

Host: Ricky Mulvey
Guest: Asit Sharma
Engineer: Tim Sparks

On a shortened week of trading for investors, three CEOs dominated the headlines.

(0:21) Matt Argersinger and Jason Moser discuss:
- Layoff announcements and a sober prediction from Microsoft CEO Satya Nadella
- The market's positive reaction to the December jobs report
- Key things they're watching in the tech industry
- Newest unveilings at CES in Las Vegas
- The latest from Stitch Fix and Constellation Brands

(19:11) Malcolm Ethridge, CFP and host of "The Tech Money Podcast", weighs in with predictions of two more interest rate hikes, why "Mega Cap Tech" is the key to a stock market rally, and what he's watching for this earnings season.
 
(34:00) Matt and Jason discuss Bed Bath & Beyond's real estate footprint as the company nears bankruptcy, and share two stocks on their radar: Amazon and Bentley Systems.

Looking to get a jump start on your 2023 financial goals?
Our flagship service, Stock Advisor, is open to new members for just $99 a year!
Access this special offer by visiting www.fool.com/intro.

Stocks discussed: CRM, AMZN, MSFT, AAPL, SFIX, STZ, ROKU, SONY, HMC, GOOG, GOOGL, SPOT, BBBY, BSY

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

Value Opportunities for Investors

Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason.

(0:21) Bill Mann discusses:
- Amazon laying off 18,000 employees
- Whether layoffs are a bad sign or an indication a company is being honest with itself
- The writing on the (bond market) wall for Bed Bath & Beyond

(11:11) Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio.

Stocks discussed: AMZN, CRM, MSFT, GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC

The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year!
To join now visit www.fool.com/intro to access this special introductory offer.

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

Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry?

(0:21) Tim Beyers discusses:
- How Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising
- Why HubSpot's next move is one of the most interesting things in tech
- One tech business bucking the trend by increasing its hiring

(8:22) Matt Argersinger previews the year for dividend stock investors, discusses why the payout radio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days.

Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII

The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year!
To join now visit www.fool.com/intro to access this special introductory offer.

Host: Chris Hill
Guests: Tim Beyers, Ron Gross
Producer: Ricky Mulvey
Engineer: Rick Engdahl

'Tis the season for investing in your physical fitness.

(0:21) Jason Moser discusses:
- The relative strength of Planet Fitness
- How "exercise at home" has been around for decades
- Amazon actually testing flying drone deliveries in California and Texas

(13:45) Dylan Lewis and Asit Sharma discuss what growth stock investors should be considering this year, as well as one business in particular with tailwinds (despite a tough environment).

Stocks discussed: PLNT, PTON, AMZN, CRWD

Looking for more investing ideas?
Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Host: Chris Hill
Guests: Jason Moser, Dylan Lewis, Asit Sharma
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

It's the perfect time to review your financial plan for investing in 2023.

(0:21) Andy Cross discusses:
- His optimism after the worst year for investors since 2008
- The potential for 2023 to be "a stock picker's market"
- Why financials and healthcare are two of the industries he's watching for opportunities

(10:15) Robert Brokamp weighs in on whether all investors should more seriously consider bonds, why retirees might be able to increase their safe withdrawal rates, and the biggest asset younger investors have this year. 

Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Host: Chris Hill
Guests: Andy Cross, Robert Brokamp
Engineer: Rick Engdahl