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

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

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

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

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

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

DoorDash has started offering hourly wages for its couriers.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Companies discussed: AMZN, WMT

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

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

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

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

Companies discussed: FDX, NVDA, MCD

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Host: Dylan Lewis

Guests: Asit Sharma, David Johnston, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Tim Sparks

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

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

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

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

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

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

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

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

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

Companies discussed: EDR, WWE

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

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

Deidre Woollard and Matt Argersinger discuss:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Host: Dylan Lewis

Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma

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

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

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

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

 Companies discussed: ADDYY, NKE

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

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

Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition?

(00:21) Jason Moser and Deidre Woollard discuss:
- If Illumina’s CEO’s exit will impact the company’s moves to acquire Grail.
- Carl Icahn’s history of activist investing.
- Thoma Bravo’s success in buying companies and repackaging them for sale.

(14:37) Ricky Mulvey interviews Anjay Nagpal, host of the podcast “Brokers, Bagmen, and Moles” about the curious history of the Chicago Mercantile Exchange and its ramifications on today’s investing universe.

Companies discussed: ILMN, IEP, NDAQ, MSFT, ATVI

Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Anjay Nagpal
Producer: Ricky Mulvey
Engineer: Dan Boyd

When Silicon Valley Bank collapsed, $43 billion left its doors in one afternoon, or $1 million every second. How has the banking landscape changed since then?

Motley Fool Senior Analyst Bill Mann caught up with Chip Mahan, CEO of Live Oak Bank. They discuss:

- The breakdown of communication between regulators and Silicon Valley Bank
- How Live Oak Bank is differentiating itself from larger institutions
- Why traditional banks may face margin issues in the “not too distant future” 

Companies discussed: LOB, JPM

Host: Bill Mann
Guest: Chip Mahan
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

A new technology won’t go far unless it solves a migraine-level problem. 

Motley Fool Live’s “This Week in Tech” co-hosts Tim Beyers and Tim White discuss:

- How investors can think about adoption lifecycles and tech investments
- Where generative AI lands on the hype cycle
- One key sign that a new product has “crossed the chasm” for widespread adoption
- ChatGPT’s “nice to haves”

Companies discussed: IT, AAPL, MDB, HUBS

Host: Tim Beyers
Guest: Tim White
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Will mixed reality win out over virtual reality? And is crypto a security? 

(00:21) Jason Moser and Matt Argersinger discuss:
- Apple’s Vision Pro headset and the company’s new focus on spatial computing.
- How the offering stacks up to Meta’s Quest products.
- The SEC’s suit against Coinbase and Binance, and what it means for crypto.

(19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billionaire’s Row.

(33:06) Jason and Ron discuss the PGA/LIV partnership and two stocks on their radar: Adobe and Oxford Industries.Stocks discussed: AAPL, META, COIN, DOCU, SFIX, TTN, MTN, ADBE, OXM

Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Katherine Clarke, Deidre Woollard
Engineer: Dan Boyd

GameStop’s CEO is out and Spotify is shaking up its podcast strategy.

(00:20) Deidre Woollard and Bill Barker discuss:
- Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop.
- If GameStop can move beyond meme status and find new growth.
- Spotify’s layoff’s and what it signals about its strategic shift.

(11:40) Asit Sharma talks to former Snowflake CEO Bob Muglia on his new book The Datapreneurs, what Microsoft got wrong about the internet, and where AI could take us next.

Companies discussed: MSFT, GME, SPOT, SNOW

Host: Deidre Woollard
Guests: Bill Barker, Asit Sharma, Bob Muglia
Producer: Ricky Mulvey
Engineer: Rick Engdahl

The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money. 

(00:15) Bill Mann and Dylan Lewis discuss:

• How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers.
• The follow-on effects that could hit regional banks.
• Why insiders at regional banks are buying up shares despite the pessimism. 

(13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about the new documentary "Making of the Meme King" and why founding a company is much different than turning one around. 

Companies discussed: LOB, CHWY, GME, BBBY, BABA

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

Some cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.”

(00:21) Ricky Mulvey and Nick Sciple discuss:
- Apple’s Vision Pro Product, its biggest product launch in a decade.
- How Apple's hardware strategy differs from Meta.
- The Vision Pro’s possibilities and limitations.
- The SEC’s complaint against Coinbase.

Plus, (13:32) Alison Southwick and Robert Brokamp discuss how to plan for a healthier retirement.
Companies discussed: AAPL, META, COIN

Article discussed: https://www.wsj.com/articles/apple-vision-pro-i-tried-the-new-mixed-reality-headset-f49a8811

Host: Ricky Mulvey
Guests: Nick Sciple, Robert Brokamp, Alison Southwick
Engineers: Dan Boyd, Rick Engdahl

The Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat.

(00:21) Jason Moser discusses:
- What a potential Directors Guild deal means for entertainment.
- The challenges facing streamers as they look for more ways to profit from content.
- Whether or not Apple can take headsets out of their gaming niche.

(16:36) A simple pack of casino playing cards leads Ricky Mulvey and Asit Sharma on an exploration of how old products can become new again.

Companies discussed: SNPS, META, AAPL, NFLX,DIS,WBD, PARA

Host: Deidre Woollard
Guests: Jason Moser, Asit Sharma
Producer: Ricky Mulvey
Engineer: Dan Boyd

If you didn’t have a reliable supply of electricity, what would you do to secure it?

Robert Bryce is the author of “A Question of Power: Electricity and the Wealth of Nations” and the writer of an eponymous Substack. Motley Fool Senior Analyst Nick Sciple caught up with Bryce to discuss: 

- Why more countries are turning to coal
- The challenges of building a reliable green energy grid
- The resurgence of interest in nuclear energy
- Supply chain issues for electric car batteries 

Company mentioned: SMR

Host: Nick Sciple
Guest: Robert Bryce
Producer: Ricky Mulvey
Engineer: Dan Boyd

Low Earth orbit now has some real estate problems. 

Deidre Woollard caught up with Ashlee Vance, author of “When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach.” They discuss: 

- The new business opportunity in clearing space junk
- How a self-taught engineer created a commercially successful rocket company
- The massive trade-offs that space companies make by going public

Companies discussed: RKLB, SPCE

Host: Deidre Woollard 
Guest: Ashlee Vance
Producer: Ricky Mulvey 
Engineer: Rick Engdahl

Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally. 

(00:21) Ron Gross and Emily Flippen discuss:
- The debt ceiling resolution, and updates on employment and consumer debt.
- Why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down.
-  The numbers behind MongoDB’s blowout earnings release.

(19:11) Scott Kassing talks through three high-conviction stock ideas with Sandhill Investment Management’s Richard Ryskalczyk.

(32:49) Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems.

Stocks discussed: M, CHWY, FIVE, DG, MDB, LULU, CMP, VEEV

Host: Dylan Lewis
Guests: Emily Flippen, Ron Gross, Richard Ryskalczyk, Scott Kassing
Engineer: Dan Boyd, Tim Sparks

With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype?

(00:21) Tim Beyers discusses:
- If happy days are here again for the world of tech.
- Why the market might be missing the greatness in CrowdStrike’s earnings.
- How Marc Benioff found religion when it comes to cutting costs at Salesforce.

(19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech.

Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V

Host: Deidre Woollard
Guests:Tim Beyers, Jason Moser, Alex Friedman
Producer: Ricky Mulvey
Engineer: Dan Boyd