The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit? 

Ricky Mulvey caught up with John “GUCCI” Foley, a former lead solo pilot for the Blue Angels, a keynote speaker, and the author of “Fearless Success.” They discuss:

• How to find your centerpoint – in airshows and investing
• What it’s like to sit on a multi-million-dollar sell option
• And the importance of being “glad to be here”

Host: Ricky Mulvey
Guest: John Foley
Producer: Mary Long
Engineers: Rick Engdahl

Not everyone has a bank in the developing world, but mobile phones are everywhere.

Mary Long and Asit Sharma discuss:

• The evolution of payments in India
• Micropayments versus credit cards
• How MercadoLibre is gaining traction with cross-border payments in Latin America
• The move for payments companies to become a superapp

Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA

Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl

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

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

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

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

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

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

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

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

Companies discussed: K, TKO, MNST, CELH

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

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

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

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

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

• If chatbots killed the homework help business

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Companies discussed: GM, CP, ADYEY, NVDA

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

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

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

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

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

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

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

Host: Dylan Lewis

Guests: Ricky Mulvey

Engineers: Tim Sparks

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

Matt Argersinger and Deidre Woollard discuss:

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

- Why homebuilders are in a good position right now.

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

Host: Deidre Woollard

Guest: Matt Argersinger

Producer: Ricky Mulvey

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Deidre Woollard sat down with Glenn to discuss:

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

Companies discussed: RDFN

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Companies discussed: HD, MTB Host: Ricky Mulvey

Guest: Asit Sharma
Engineer: Tim Sparks

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

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

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

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

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

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

They discuss:

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

Tickers mentioned: BTC, ETH, MSTR, GME

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

• The power of being a smart contrarian 

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

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

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

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

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

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

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

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

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

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

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

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

Companies mentioned: NVO, LLY

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

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

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

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

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

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

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

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

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

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

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

- The legacy of Alphabet CFO Ruth Porat

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

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

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

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

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

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

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

Companies discussed: MEDP, ALV

Pullback report: www.fool.com/pullback 

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

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

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

- Why partnerships may be the future for ESPN.

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

- The importance of loyal pizza lovers for Dominos.

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

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

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

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

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

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

• Key differences between Bob Iger and Steve Jobs

• Why businesses do well when they prioritize creativity 

Companies discussed: DIS, AAPL, NFLX

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

Guests: Deidre Woollard, Mary Long, Ricky Mulvey

Engineer: Rick Engdahl, Tim Sparks

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Pullback report: www.fool.com/pullback

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Company discussed: WINA

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

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

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

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

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

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

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

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

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

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

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

Chris Hill loves coffee, curiosity, and people. To celebrate his run as the host of Motley Fool Money, Mary Long rounded up a few Fools to talk about what they’ve learned from Chris as an investor, colleague, and friend. They discuss:

• Why it pays dividends to ask good questions
• Why timing matters in the studio, but not so much in the market
• The importance of investing in people

Companies mentioned: SBUX, V, MA, PYPL, SQ

Host: Mary Long
Guests: Ron Gross, Steve Broido, Alison Southwick, Bill Mann, Mac Greer, Bill Barker, Jason Moser, Matt Argersinger, Chris Harris, Dan Boyd
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting.

(00:21) Matt Argersinger and Jason Moser discuss:
- Nvidia's AI-fueled earnings report and the company's historic pop.
- Intuit's latest results and how proposed IRS free-file software could affect the company.
- Zoom's post-pandemic slump
- The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling.

(19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.”

(34:14) Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes.

Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH

Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman
Engineer: Dan Boyd, Tim Sparks

An artificial intelligence program could soon create a digital version of yourself. So, what are the implications when that’s possible?

Rob LoCascio is the founder and CEO of LivePerson, a company that develops conversational commerce and AI software. Ricky Mulvey caught up with LoCascio to discuss:

- How artificial intelligence will change how you interact with brands
- Starboard Value’s campaign to change LivePerson’s board and CEO
- The unlocks that quantum computing could provide tech companies
- What natural language processing programs are revealing about interspecies communication

Companies mentioned: LPSN, GOOG, GOOGL

Host: Ricky Mulvey
Guest: Rob LoCascio
Engineer: Rick Engdahl
Production Assist: Dana Corl

The Federal Reserve has raised interest rates 10 times since 2022. But you probably wouldn’t notice those hikes in a traditional savings account.

Dylan Lewis caught up with Robert Brokamp to discuss:

- How banks benefit from your inertia, and how that costs you
- Ideas for managing cash for the next few weeks, months, and years
- Money market funds paying more than 4%, and the caveats to understand before utilizing those accounts
- Who can benefit from I Bonds and less-liquid savings vehicles

Website mentioned: https://www.fool.com/the-ascent/

Host: Dylan Lewis
Guest: Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Congratulations on finishing up college! So what are you going to do now?  

Mary Long caught up with four Fools to get some actionable advice for new college grads. They discuss: 

- What to do when you get your first paycheck.
- How risk-averse grads can get in the stock market.
- Preparing your finances for job hopping. 
- The difference between being a Rule Breaker and a Bridge Burner. 

Stocks, ETFs mentioned: SPY, QQQ, BRK.B

Host: Mary Long
Guests: Ron Gross, Alison Southwick, Robert Brokamp, David Gardner
Producer: Ricky Mulvey
Engineer: Rick Engdahl

The last writers strike lasted 100 days. How long will this one last and what will it mean for entertainment businesses?

(00:21) Bill Barker discusses:
- The latest inflation data putting a smile on Wall Street's face
- Pricing data for gasoline and bacon
- Axon Enterprise succeeding despite today's stock drop

(8:48) What will the writers strike mean for streaming businesses? Dana Corl talks with Vulture television critic Jen Chaney about why the writers are striking and the ripple effects for companies like Netflix and Disney.

Companies discussed: AXON, WBD, NFLX, DIS

Host: Chris Hill
Guests: Bill Barker, Dana Corl, Jen Chaney
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

The pessimist believes that setbacks become one’s identity. The optimist believes something else. 

Kevin Kelly is the founding executive editor of “Wired” magazine and the author of “Excellent Advice for Living: Wisdom I Wish I’d Known Earlier.” Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Kelly to discuss: 

- The power of compounding in your finances and personal relationships. 
- ChatGPT and the origins of hacking. 
- Why investors should be unafraid of losing. 

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/2023-05-03-excellent-advice-for-living-with 

Company discussed: AMZN

Host: David Gardner
Guest: Kevin Kelly
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Just because a stock is down 50% doesn’t mean that the business is broken. (Or does it?)

Ricky Mulvey caught up with Motley Fool Senior Analyst Yasser El-Shimy to talk about some higher growth companies whose stocks have taken a hit. They discuss: 

- How investors can approach growth stocks with a venture capital lens.
- Profitability questions for a streaming data company.
- A second look at a space company that went public via SPAC.

Companies discussed: CFLT, LMT, SPCE, RKLB

Host: Ricky Mulvey
Guest: Yasser El-Shimy
Engineer: Tim Sparks
Production Assist: Alex Friedman

The biggest company in American led a packed week of earnings and macro data.

(0:21) Andy Cross and Ron Gross discuss:
- The Fed's latest rate hike, April's jobs report, and the latest banking drama
- Apple's surprising 2nd-quarter results and $90 billion share buyback plan
- Shopify shares rising 25% due to multiple company announcements
- The latest from Marriott, Booking Holdings, and Starbucks

(19:11) Andy and Ron continue their analysis, with a focus on:
- Mercadolibre's continued growth and impressive runway
- Warner Bros. Discovery posting a 1st-quarter profit in its streaming division
- The latest from Uber, Lyft, Atlassian, and Johnson & Johnson
- Two stocks on their radar: Nice and Oxford Industries

Stocks discussed: JPM, PACW, WAL, FHN, AAPL, MAR, BKNG, SBUX, SHOP, UBER, LYFT, TEAM, JNJ, KVUE, MELI, WBD, NFLX, PARA, DIS, CMCSA, BRK, OXM, NICE

Host: Chris Hill
Guests: Andy Cross, Ron Gross
Engineer: Dan Boyd

If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house.

Brendan Ballou is a federal prosecutor and special counsel at the Department of Justice, where he led the antitrust division’s work on private equity. He's also authored a new book, “Plunder, Private Equity’s Plan to Pillage America.” Ricky Mulvey caught up with him to talk about:
- The techniques many private equity companies use to generate short-term returns
- A key misunderstanding about the fall of in-person retailers
- Private equity’s impact on medical billing, bakeries, and insurance

Companies discussed: CG, KKR, BX

Host: Ricky Mulvey
Guest: Brendan Ballou
Engineer: Tim Sparks

Streaming video was an industry in flux even before this weekend's surprise news.

(00:21) Jason Moser discusses:
- Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning
- Disney, and the fate of NBCUniversal's minority stake in Hulu
- Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division

(11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and investing for energy pinch points.

Companies discussed: CMCSA, DIS, JNJ, TSLA

Host: Chris Hill
Guests: Jason Moser, Nick Sciple, Doomberg
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Money is often thought of on a transactional or restrictive basis. But, what if it could be a source of joy? Ramit Sethi is a best-selling author and the host of the Netflix series “How to Get Rich.” Alex Friedman caught up with him to discuss:
- The source of most financial conflicts in couples
- Renting vs. Buying
- Building the skill of spending money

Host: Alex Friedman
Guest: Ramit Sethi
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

There are no style points in investing, and big brands continue to dominate teen spending habits.

(00:21) Dylan Lewis and Nick Sciple discuss:
- Piper Sandler’s Generation Z survey about brands and spending.
- Tailwinds for Ulta Beauty, Spotify, and Nike.
- Investing in resale companies.
- How the competitive landscape shifted for upstart brands.

(10:52) Ricky Mulvey and Sanmeet Deo look at two health trends for investors to watch.
 Companies discussed: NKE, SPOT, LULU, ULTA, WINA, TSX: ATZ, LTH, XPOF
 Host: Dylan Lewis
 Guests: Nick Sciple, Sanmeet Deo
 Producer: Ricky Mulvey
 Engineer: Dan Boyd

Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump.
(00:21) Dylan Lewis and Tim Beyers discuss:
- The fallout from Johnson & Johnson's talc settlement.
- What the lawsuit could mean for J&J's spinoffs.
- Why the US Department of Justice is taking a look at Activision Blizzard.
(14:55) Ricky Mulvey and Emily Flippen take a closer look at Chewy's growth initiatives, and what they could mean for shareholders.
Companies discussed: JNJ, ATVI, CHWY
Host: Dylan Lewis
Guests: Tim Beyers, Emily Flippen
Producer: Ricky Mulvey
Engineer: Dan Boyd

If a bank has to make a statement about its safety and soundness, that’s usually a bad sign.

Sultan Meghji is the former Chief Innovation Officer of the Federal Deposit Insurance Corporation (FDIC) and a professor at  the Pratt School of Engineering at Duke University. Ricky Mulvey caught up with Meghji to discuss:
- Where Silicon Valley Bank and the FDIC faltered in the lead-up to the bank run
- Ripple effects from the recent bank runs that investors should consider
- Hindenburg’s report on Block
- How to pack a "go bag" for your savings

Companies mentioned: JPM, SIVBQ, FRC, FIZN, SQ, SBUX, ORCL

Host: Ricky Mulvey
Guest: Sultan Meghji
Engineer: Tim Sparks

Shares of the Raleigh, NC-based bank rose more than 50%.
 
(0:20) Jason Moser discusses:
- First Citizens Bank buying (at a discount) $72 billion worth of Silicon Valley Bank's assets
- Four tools (two free, two with a subscription fee) he uses in his investing research
- The balance of weighing a company's information with the financial media's reporting on that information

(10:30) Buck Hartzell talks with Michael Kehoe, CEO of Kinsale Capital Group, about the specialty insurance landscape and his company's competitive advantage.
 
Send your investing questions to podcasts@fool.com

Companies discussed: FCNCA, KNSL
 
Host: Chris Hill
Guests: Jason Moser, Buck Hartzell, Michael Kehoe
Producer: Ricky Mulvey
Engineer: Tim Sparks

Even if there are not many obvious warning signs, a gut feeling can tell you when something seems amiss. 

Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University and the author of the book “Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.” Pope joined Ricky Mulvey to discuss:
- How to talk to aging relatives about fraud
- What your “gut feeling” can tell you about potential scams 
- What generative AI means for the future of fraud

Company discussed: WFC

Host: Ricky Mulvey 
Guest: Kelly Richmond Pope
Engineers: Dan Boyd, Rick Engdahl

The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not.

(0:21) Emily Flippen and Ron Gross discuss:
- Fear of a recession vs. fear of a banking contagion
- Whether social media giants like Meta Platforms and Snap stand to benefit from the drama around TikTok
- Ford Motor's plan to go from losing billions on EVs to being profitable by the end of 2026
- The latest from Block, KB Home, and Accenture

(19:11) Emily and Ron continue their analysis of the week's big investing stories, including:
- Recent struggles from three pet companies: Chewy, Petco, and Trupanion
- Apple's plan to spend $1 billion per year on theatrical releases
- The latest from Nike, Ollie's Bargain Outlet, and Darden Restaurants
- Two stocks on their radar: Globus Medical and Donnelly Financial Solutions

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

Stocks discussed: SNAP, META, GOOG, SQ, KBH, F, CAN, CHWY, WOOF, TRUP, NKE, OLLI, DRI, SBUX, IMAX, CNK, AMC, AAPL, GMED, DFIN

Host: Chris Hill
Guests: Emily Flippen, Ron Gross
Engineer: Steve Broido

Inventory problems persist for the athletic apparel leader, but the latest results show improvement.

(0:20) Matt Argersinger discusses:
- Nike beating Wall Street's low expectations in the 3rd quarter
- Why being a higher-end discretionary consumer business puts Nike at risk
- How the banking drama is putting some commercial real estate businesses in peril while four REITs appear to have been oversold

(8:20) Kirsten Guerra and Tim Beyers face off in the semi-finals of our stock investing version of March Madness!

Companies discussed: NKE, MAA, ARE, O, PLD, GM, MNDY

Host: Chris Hill
Guests: Matt Argersinger, Kirsten Guerra, Tim Beyers
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Which one is Fed Chief Jay Powell weighing more in advance of Wednesday afternoon's announcement about interest rates?

(0:20) Bill Mann discusses:
- The current state of play in the banking industry
- Risks of trouble spreading to other industries
- What Jay Powell is (probably) focusing on as he weighs the next decision around interest rates

(10:37) Alison Southwick and Robert Brokamp answer your questions about asset allocation, company spin-offs, and bond ETFs.

Companies discussed: UBS, CS, WBD

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

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

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

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

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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

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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

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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.

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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!

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Stocks discussed: DIS, MSFT, GOOG, MTCH

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