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