Sun, 24 September 2023
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: Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT Host: Deidre Woollard |
Sat, 23 September 2023
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:
Tickers discussed: PYPL, DOCN, SBUX, DIS, AZO, COST, FOX, NWS, KHC, CMG, PINS, ILMN, ETSY, PTON, FL, ULTA, WBA, PLNT Host: Deidre Woollard |
Fri, 22 September 2023
Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis. (00:21) Ron Gross and Matt Argersinger discuss: (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 |
Thu, 21 September 2023
Interest rates are paused but the hikes may not be over yet. (00:21) Bill Mann and Deidre Woollard discuss: (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 |
Wed, 20 September 2023
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. (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 |
Tue, 19 September 2023
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: Plus, (15:22) Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait. |
Mon, 18 September 2023
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: (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 |
Sun, 17 September 2023
“I’d pull back the curtain and there was nothing there.”
- Why investors are quick to throw belief out the window Tickers discussed: USDT Host: Deidre Woollard |
Sat, 16 September 2023
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:
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Fri, 15 September 2023
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: (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 |
Thu, 14 September 2023
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: (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 |
Wed, 13 September 2023
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. (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 |
Tue, 12 September 2023
Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: (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 |
Mon, 11 September 2023
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: (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 |
Sun, 10 September 2023
“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” Host: Robert Brokamp |
Sat, 9 September 2023
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. Companies discussed: GM, CP, ADYEY, NVDA Host: Ricky Mulvey |
Fri, 8 September 2023
The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. Jason Moser and Matt Argersinger discuss: (31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo. Stocks discussed: DIS, NFLX, ABNB, UBER Host: Dylan Lewis |
Thu, 7 September 2023
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: (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 |
Wed, 6 September 2023
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: 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 |
Tue, 5 September 2023
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: Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.
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Sun, 3 September 2023
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 |
Sat, 2 September 2023
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. - Why homebuilders are in a good position right now. - If renting will become permanent for more Americans and which companies might benefit. Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl |
Fri, 1 September 2023
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: (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. (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 |
Thu, 31 August 2023
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: (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 |
Wed, 30 August 2023
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. (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 |
Tue, 29 August 2023
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: Companies discussed: BBY, M, JWN, DFS Host: Ricky Mulvey |
Mon, 28 August 2023
Instacart is profitable and it’s growing, Is that enough to spark investor interest? (00:21) Jason Moser and Deidre Woollard discuss: (17:31) Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours. Companies discussed: LYV, DASH, UBER Host: Deidre Woollard |
Sun, 27 August 2023
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:
Companies discussed: RDFN Host: Deidre Woollard |
Sat, 26 August 2023
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.
Host: Ricky Mulvey |
Fri, 25 August 2023
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: (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 |
Thu, 24 August 2023
Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond. (00:21) Tim Beyers and Deidre Woollard discuss: Companies discussed: NVDA, AMD, INTC, SNOW Host: Deidre Woollard |
Wed, 23 August 2023
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. Companies discussed: PTON, ANF Host: Dylan Lewis |
Tue, 22 August 2023
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. Companies discussed: ZM, LOW, DKS Host: Dylan Lewis |
Mon, 21 August 2023
The threats are getting bigger but so are the businesses trying to prevent them. David Meier and Deidre Woollard discuss: Companies discussed: ZM, PANW, ZS, CRWD Host: Deidre Woollard |
Sun, 20 August 2023
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. |
Sat, 19 August 2023
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. Companies discussed: CARR, WSO, TT, LLI, FERG Host: Ricky Mulvey |
Fri, 18 August 2023
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: (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 |
Thu, 17 August 2023
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: Companies discussed: WMT, TGT, KR, ACI, AMZN Host: Deidre Woollard |
Wed, 16 August 2023
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. Companies discussed: TGT, TJX, CAVA, WMT Host: Dylan Lewis |
Tue, 15 August 2023
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:
Companies discussed: HD, MTB Host: Ricky Mulvey
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Mon, 14 August 2023
PayPal finds its new leader over at Intuit; can he make this fintech shine again? Jason Moser and Deidre Woollard discuss: Companies discussed: PYPL, X, CLF, INTU, META, TSLA Host: Deidre Woollard |
Sun, 13 August 2023
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? |
Sat, 12 August 2023
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. |
Fri, 11 August 2023
The margin of safety for household spending keeps shrinking. (00:21) Jason Moser and Matt Argersinger discuss:
(28:48) Jason and Matt break down two stocks on their radar: Sky Harbor and Home Depot
Host: Dylan Lewis |
Thu, 10 August 2023
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: Companies discussed: TTD, DIS, NFLX, PENN Host: Deidre Woollard |
Wed, 9 August 2023
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. Companies discussed: CHGG, NNI, CELH Host: Dylan Lewis |
Tue, 8 August 2023
By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp) Ricky Mulvey and Bill Barker discuss: Companies discussed: TSLA, LLA, NVO, QSR, ZM Host: Ricky Mulvey |
Mon, 7 August 2023
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: Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL Host: Deidre Woollard
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Sun, 6 August 2023
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? |
Sat, 5 August 2023
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:
Host: Ricky Mulvey |
Fri, 4 August 2023
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: (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 |
Thu, 3 August 2023
Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle. (00:20) Tim Beyers and Deidre Woollard discuss: (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 |
Wed, 2 August 2023
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. (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 |
Tue, 1 August 2023
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: 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 Disclosure: |
Mon, 31 July 2023
Freight company Yellow stopped operations and a bankruptcy is expected as the next move. (00:21) Bill Barker and Deidre Woollard discuss: (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 |
Sun, 30 July 2023
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. |
Sat, 29 July 2023
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? |
Fri, 28 July 2023
The earnings parade is on, and this quarter it pays to be in the black. (00:21) Matt Argersinger and Emliy Flippen discuss: (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.
Host: Dylan Lewis |
Thu, 27 July 2023
Meta has our attention but will we follow Mark Zuckerberg into the metaverse? (00:21) Asit Sharma and Deidre Woollard discuss: (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 |
Wed, 26 July 2023
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 |
Tue, 25 July 2023
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. 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 |
Mon, 24 July 2023
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 |
Sun, 23 July 2023
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:
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 |
Sat, 22 July 2023
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. Companies mentioned: MAT, HAS, DIS Host: Mary Long |
Fri, 21 July 2023
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: (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 |
Thu, 20 July 2023
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:
(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 |
Wed, 19 July 2023
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. (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.
Host: Dylan Lewis |
Tue, 18 July 2023
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: (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 |
Mon, 17 July 2023
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: (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 |
Sun, 16 July 2023
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:
Host: Deidre Woollard |
Sat, 15 July 2023
S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. |
Fri, 14 July 2023
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:
(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.
Host: Dylan Lewis |
Thu, 13 July 2023
Another positive sign for the travel industry as Delta raises guidance. (00:21) Bill Barker and Deidre Woollard discuss: (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 |
Wed, 12 July 2023
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. (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 |
Tue, 11 July 2023
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: 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 |
Mon, 10 July 2023
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: (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 |
Sun, 9 July 2023
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 Company discussed: WINA Host: Jim Gillies |
Sat, 8 July 2023
Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss: - Apple’s bet on spatial computing Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON Host: Jason Moser |
Fri, 7 July 2023
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: (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 |
Thu, 6 July 2023
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: (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 |
Wed, 5 July 2023
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. (16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought. Companies discussed: META, EOLS, GOLF, PM, DIS
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Sun, 2 July 2023
Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence. Host: Dylan Lewis |
Sat, 1 July 2023
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. Host: Ricky Mulvey Companies discussed: GE, DIS, WBD, CMCSA |
Fri, 30 June 2023
2023 is half over and the stock market has rebounded significantly from its 2022 lows. (00:21) Andy Cross and Jason Moser discuss: (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 |
Thu, 29 June 2023
DoorDash has started offering hourly wages for its couriers. (00:21) Bill Barker and Deidre Woollard discuss: (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 |
Wed, 28 June 2023
Netflix isn’t the only company solving a sharing problem. 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 |
Tue, 27 June 2023
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.
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Mon, 26 June 2023
Bookings are spiking for Carnival Cruise Lines, how can the company make the most of the cruise boom?
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Sun, 25 June 2023
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. Companies discussed: AMZN, WMT Host: Mary Long |
Sat, 24 June 2023
You probably know something that a Wall Street analyst doesn’t, and that gives you an edge. |
Fri, 23 June 2023
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.
Host: Dylan Lewis |
Thu, 22 June 2023
Alibaba shuffles the deck as it heads towards spinning off its cloud division. (00:21) Bill Mann and Deidre Woollard discuss: (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 |
Wed, 21 June 2023
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 |
Tue, 20 June 2023
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. 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 |
Sun, 18 June 2023
You can’t be afraid to step on toes if you want to run a mixed martial arts promotion… or stomp on them. |
Sat, 17 June 2023
For the past century, cities have centered around work. What happens when that’s no longer the case? Deidre Woollard and Matt Argersinger discuss:
Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA Host: Deidre Woollard Guest: Matt Argersinger Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks |
Fri, 16 June 2023
Some are saying it’s a bull market, we’re calling it a giddy one. (00:21) Ron Gross and Matt Argersinger discuss:
(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.
Host: Dylan Lewis |
Thu, 15 June 2023
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 |
Wed, 14 June 2023
Netflix’s is aiming to return to growth by cracking down on password sharing. (00:12) Jim Mueller and Dylan Lewis discuss:
(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 |
Tue, 13 June 2023
Inflation is slowing down. Is this what a soft landing looks like? (00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss:
Host: Ricky Mulvey |