Sun, 1 October 2023
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:
Host: Ricky Mulvey |
Sat, 30 September 2023
Not everyone has a bank in the developing world, but mobile phones are everywhere. Mary Long and Asit Sharma discuss:
Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA Host: Mary Long |
Sat, 23 September 2023
Executives are on the move. The first half of 2023 has seen the highest CEO turnover rate on record, per executive outplacement firm Challenger, Gray, & Christmas. Deidre Woollard caught up with Anand Chokkavelu and Ricky Mulvey to talk about what it means when a leader leaves. They discuss:
Tickers discussed: PYPL, DOCN, SBUX, DIS, AZO, COST, FOX, NWS, KHC, CMG, PINS, ILMN, ETSY, PTON, FL, ULTA, WBA, PLNT Host: Deidre Woollard |
Mon, 18 September 2023
Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market. (00:11) Jason Moser and Deidre Woollard discuss: (13:35) Ricky Mulvey and John Nash analyze newly-listed TKO Holdings, the company that runs both WWE and UFC, and address the challenges it may face in the future. Companies discussed: K, TKO, MNST, CELH Host: Deidre Woollard |
Sat, 16 September 2023
Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation. Deidre Woollard, Mary Long, and Ricky Mulvey got together to talk about companies that could ride the tailwinds of back-to-school season. They discuss:
|
Fri, 15 September 2023
We break down two IPOs on today’s show, one for your phone and one for your toes. (00:38) Jason Moser and Bill Mann discuss: (19:02) Ben Mezrich talks about the origin story of the meme stock and his book-turned-movie Dumb Money, in theaters this weekend. (31:38) Jason and Bill break down two stocks on their radar: PayPal and Schwab. Stocks discussed: DAL, AAL, AAPL, ARM, BIRK, PYPL, SCHW Host: Dylan Lewis |
Thu, 14 September 2023
It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles. (00:26) Bill Barker and Deidre Woollard discuss: (17:02) Ricky Mulvey and Deidre Woollard ponder the return to office and if things in our working lives will ever be the same again. Companies discussed: F, GM, TSLA, STLA, WE, META, AMZN Host: Deidre Woollard |
Sun, 10 September 2023
“The essence of investing is not maximizing returns, but rather maximizing odds of success.” William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars of Investing: Lessons for Building a Winning Portfolio,” now in its second edition. Motley Fool Senior Advisor Robert Brokamp caught up with Bernstein to discuss: - Why a 2% real return is “quite spectacular” Host: Robert Brokamp |
Sat, 9 September 2023
What does an investor have to believe for today’s share price to make sense? Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss: - Value drivers for a mature automaker. Companies discussed: GM, CP, ADYEY, NVDA Host: Ricky Mulvey |
Sun, 3 September 2023
NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?
(00:41) Ricky Mulvey and Dylan Lewis discuss:
- Why stadium sponsors generally don’t outperform their peers or the market. - When major sponsorships do and don’t make sense as part of a marketing budget. - Monster Energy’s brilliance in focusing on extreme sports.
Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL
Host: Dylan Lewis Guests: Ricky Mulvey Engineers: Tim Sparks |
Sat, 2 September 2023
Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. - Why homebuilders are in a good position right now. - If renting will become permanent for more Americans and which companies might benefit. Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl |
Fri, 1 September 2023
The outlook for major retailers depends a lot on whether their core customers are feeling the pinch. (00:38) Jason Moser and Bill Mann discuss: (19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers. (30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara. Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT Host: Dylan Lewis |
Thu, 31 August 2023
It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off. (00:15) Tim Beyers and Deidre Woollard discuss: (21:12) Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth. Companies discussed: CRM, CRWD, MSFT, ZS, TDUP Host: Deidre Woollard |
Wed, 30 August 2023
We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of. (00:12) Bill Mann and Dylan Lewis discuss: - Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption. (15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes. Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL Host: Dylan Lewis |
Sun, 27 August 2023
Real estate is always a tough business to be in, but especially right now. Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes. Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way. Deidre Woollard sat down with Glenn to discuss:
Companies discussed: RDFN Host: Deidre Woollard |
Sat, 26 August 2023
Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators. Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss: - Tech companies with a cultural advantage.
Host: Ricky Mulvey |
Sun, 20 August 2023
A good scam works like a magic trick. There’s a beautiful, complex story being sold, but the truth is disappointingly simple. The Oman Ghana Trust Fund raised hundreds of millions of dollars. Investors hoped their money would help unlock Ghana’s inheritance and billions of dollars worth of gold. Many were sold 10-to-1, even 100-to-1 returns on this promise. |
Sat, 19 August 2023
Air conditioners have had a busy summer. This July was the hottest recorded month since the year 1880. Deidre Woollard and Motley Fool Senior Analyst Sanmeet Deo dive into the business of staying cool. They discuss: - The major players and macro landscape for HVAC companies. Companies discussed: CARR, WSO, TT, LLI, FERG Host: Ricky Mulvey |
Tue, 15 August 2023
Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? (00:13) Ricky Mulvey and Asit Sharma discuss:
Companies discussed: HD, MTB Host: Ricky Mulvey
|
Mon, 14 August 2023
PayPal finds its new leader over at Intuit; can he make this fintech shine again? Jason Moser and Deidre Woollard discuss: Companies discussed: PYPL, X, CLF, INTU, META, TSLA Host: Deidre Woollard |
Sun, 13 August 2023
Bitcoin was supposed to be unrelated to the stock market, act as a hedge against inflation, and serve as a currency for private transactions. Maybe, it’s just a volatile store of value. Is that so bad? |
Sat, 12 August 2023
Answering some of the questions you’ve emailed us at podcasts@fool.com. We’ve also got a listener hotline! Leave us a voicemail with your question at 703-254-1445. |
Tue, 8 August 2023
By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp) Ricky Mulvey and Bill Barker discuss: Companies discussed: TSLA, LLA, NVO, QSR, ZM Host: Ricky Mulvey |
Mon, 7 August 2023
Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action. Jason Moser and Deidre Woollard discuss: Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL Host: Deidre Woollard
|
Sun, 6 August 2023
Cola-flavored ketchup, Taco Bell’s musical for Mexican Pizza, and McDonald’s Grimace Shake are just some of the ways that food companies are fighting for your attention. But does social media buzz translate to long-term sales? |
Sat, 5 August 2023
Everybody wants to beat the market. But how does one actually … beat the market?
Ricky Mulvey and Anand Chokkavelu got together to explore different camps within the world of investing – from short-term traders to buy-and-hold-for-lifers, value hunters to growth gurus. They discuss:
Host: Ricky Mulvey |
Fri, 4 August 2023
Apple’s having the bad kind of “iPhone moment” and one restaurant chain is showing great growth without raising prices. (00:35) Jason Moser and Bill Mann discuss: (19:05) Motley Fool analyst Rick Munarriz weighs in on the state of Disney’s Marvel and whether they can re-capture the box office magic any time soon.. (32:00) Jason and Bill break down two stocks on their radar: Calloway TopGolf and Outset Medical. Stocks discussed: AMZN, AAPL, UBER, ELF, PYPL, WING, MODG, OM Host: Dylan Lewis |
Sun, 30 July 2023
Weight loss drug sales are estimated to hit $44 billion by 2030. Many of these treatments can thank previously obscure research on a carnivorous deep sea fish for their development. |
Sat, 29 July 2023
Investing has plenty of rules. Don’t invest in stocks without earnings. Sell half your position after a stock doubles. But, who made those rules anyway? |
Wed, 26 July 2023
Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.
(00:13) Tim Beyers and Dylan Lewis discuss:
- Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided - The slow roll of AI and how investors need to be patient with new tech efforts. - Why Alphabet may have more good days ahead of it when the advertising market rebounds. - The legacy of Alphabet CFO Ruth Porat
(16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.
Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd |
Tue, 25 July 2023
When interest rates rise, investors are supposed to move to safer assets. (00:14) Jim Gillies and Ricky Mulvey discuss: - Medpace shares hitting an all time high. Plus, (16:37) Robert Brokamp takes a look at how Americans are saving for retirement, and how to make better use of a 401(k). Companies discussed: MEDP, ALV Pullback report: www.fool.com/pullback Host: Ricky Mulvey |
Mon, 24 July 2023
A good weekend at the box office doesn’t mean movie theaters are out of the woods yet (00:15) Jason Moser and Deidre Woollard discuss: - Why partnerships may be the future for ESPN. - How a decision on AMC’s preferred stock complicates its future. - The importance of loyal pizza lovers for Dominos. (17:13) Sanmeet Deo and Ricky Mulvey look at the short report for Xponential Fitness and separate out the inflammatory from the potentially concerning. Companies discussed: DIS, DPZ, AMC, APE, XPOF Host: Deidre Woollard |
Sun, 23 July 2023
Before Bob Iger was the Disney CEO, he was the Disney CEO. For the latest edition of the Motley Fool Money Book Club, Deidre Woollard, Mary Long, and Ricky Mulvey read Bob Iger’s memoir, “The Ride of a Lifetime.” They discuss:
Companies discussed: DIS, AAPL, NFLX If you’ve read “The Ride of a Lifetime,” share your takeaways and quibbles with the team at podcasts@fool.com or on Twitter @motleyfoolmoney. Guests: Deidre Woollard, Mary Long, Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks |
Fri, 21 July 2023
International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported. (00:42) Ron Gross and Andy Cross discuss: (19:04) Motley Fool Money’s Alex Friedman caught up with author David Meerman Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead. (32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries. Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP Host: Dylan Lewis |
Thu, 20 July 2023
The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? (00:12) Tim Beyers and Deidre Woollard discuss:
(17:49) Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche. Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG Host: Deidre Woollard |
Tue, 18 July 2023
When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. (00:21) Ricky Mulvey and Asit Sharma discuss: (11:21) Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k). Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI Pullback report: www.fool.com/pullback Got a question for the show? Email us at podcasts at fool dot com. Host: Ricky Mulvey |
Sun, 16 July 2023
So, you’ve got an idea. But how do you get the backing to make your big dream a reality? Becky Center is the CEO of Indiegogo, an online crowdfunding platform that’s helped over 800,000 entrepreneurs bring their ideas to life. Deidre Woollard caught up with Center to talk about:
Host: Deidre Woollard |
Sat, 15 July 2023
S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. |
Sun, 9 July 2023
You might not have heard of Winmark, but you could be more familiar with its stores. The resale franchise company owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. Winmark CEO, Brett Heffes, caught up with Jim Gillies for a rare interview about: - How a focused mission shapes Winmark’s business Company discussed: WINA Host: Jim Gillies |
Sat, 8 July 2023
Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss: - Apple’s bet on spatial computing Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON Host: Jason Moser |
Sat, 24 June 2023
You probably know something that a Wall Street analyst doesn’t, and that gives you an edge. |
Fri, 23 June 2023
Regulators are taking a hard look at acquisitions for Adobe, MIcrosoft, and Amazon. And that might be a good thing for Adobe and Activision shareholders. (00:21) Emily Flippen and Matt Argersinger discuss: - Why more rate hikes are on the way.
Host: Dylan Lewis |
Wed, 21 June 2023
Rivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon. (00:12) Asit Sharma and Dylan Lewis discuss: - Why Rivian, Ford, and General Motors are signing on to make cars work with Tesla’s North American Charging Standard (NACS). - What’s behind Tesla’s 140% jump in shares so far in 2023 - Hyuandai’s $28B 10-year commitment to EVs and the Chinese government’s new $72B tax break program. NOTE: In the discussion, we accidentally refer to the combined charging standard as “CSS” instead of “CCS” (12:30) Ricky Mulvey caught up David Johnston, a vice president of asset protection and retail operations for the National Retail Federation to take a look inside retail crime syndicates and what's being done to stop them.
Companies discussed: TSLA, F, GM, LOW, TGT, HD, CVS Host: Dylan Lewis Guests: Asit Sharma, David Johnston, Ricky Mulvey Producer: Ricky Mulvey Engineers: Tim Sparks |
Tue, 20 June 2023
DraftKings wants to consolidate the sports betting market, but it still has a long road to profitability. (00:14) Ricky Mulvey and Nick Sciple discuss:-PayPal selling off more than $40 billion of buy now, pay later loans. -The payment processor's capital allocation strategy. Plus, (12:20) Alison Southwick and Robert Brokamp answer listener questions about 401(k)s, investing, and cash management. Companies/tickers mentioned: PYPL, KKR, AFRM, DKNG, TQQQ "Women Power Rule Breakers - A Sparks Conversation" event registration https://fool.zoom.us/webinar/register/WN_BbdTqNGmQXKbWOx_zlb7bw#/registration Host: Ricky Mulvey |
Sun, 18 June 2023
You can’t be afraid to step on toes if you want to run a mixed martial arts promotion… or stomp on them. |
Sat, 17 June 2023
For the past century, cities have centered around work. What happens when that’s no longer the case? Deidre Woollard and Matt Argersinger discuss:
Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA Host: Deidre Woollard Guest: Matt Argersinger Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks |
Thu, 15 June 2023
A former Samsung executive allegedly stole plans in order to build a chip plant down the road from the existing factory. What could possibly go wrong? (00:15) Bill Mann and Deidre Woollard discuss: - The high value of getting a leg up on the competition in the semiconductor industry. - If companies can do anything to keep secrets from leaking out. - Why Alphabet’s adtech is attracting regulators’ attention. (13:53) Ricky Mulvey and Kirsten Guerra take a look at Vertex Pharmaceuticals and its role at the center of cystic fibrosis treatment. Companies discussed: GOOG, GOOGL,KO, VRTX, SSNLFHost: Deidre Woollard Guests: Bill Mann, Ricky Mulvey, Kirsten Guerra |
Wed, 14 June 2023
Netflix’s is aiming to return to growth by cracking down on password sharing. (00:12) Jim Mueller and Dylan Lewis discuss:
(14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage. Companies discussed: NFLX, AAPL, AMZN, DIS, INTU Host: Dylan Lewis Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma Producer: Ricky Mulvey |
Sun, 11 June 2023
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 Companies discussed: LOB, JPM Host: Bill Mann |
Sat, 10 June 2023
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 Companies discussed: IT, AAPL, MDB, HUBS Host: Tim Beyers |
Thu, 8 June 2023
GameStop’s CEO is out and Spotify is shaking up its podcast strategy. (00:20) Deidre Woollard and Bill Barker discuss: (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. Host: Deidre Woollard |
Wed, 7 June 2023
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:
(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 |
Sat, 3 June 2023
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 Companies discussed: RKLB, SPCE Host: Deidre Woollard |
Sat, 27 May 2023
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:
Companies mentioned: SBUX, V, MA, PYPL, SQ Host: Mary Long |
Fri, 26 May 2023
Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting.
|
Sun, 21 May 2023
An artificial intelligence program could soon create a digital version of yourself. So, what are the implications when that’s possible? |
Sat, 20 May 2023
The Federal Reserve has raised interest rates 10 times since 2022. But you probably wouldn’t notice those hikes in a traditional savings account. |
Sat, 13 May 2023
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. Stocks, ETFs mentioned: SPY, QQQ, BRK.B Host: Mary Long |
Wed, 10 May 2023
|
Sun, 7 May 2023
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. 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 |
Sat, 6 May 2023
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: |
Fri, 5 May 2023
The biggest company in American led a packed week of earnings and macro data. (0:21) Andy Cross and Ron Gross discuss: (19:11) Andy and Ron continue their analysis, with a focus on: 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 |
Sun, 30 April 2023
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
Direct download: 20230430_MFM_weekend_template_mixdown.mp3
Category:general -- posted at: 11:00am EDT |
Mon, 24 April 2023
Streaming video was an industry in flux even before this weekend's surprise news. |
Sun, 16 April 2023
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: Host: Alex Friedman |
Thu, 6 April 2023
There are no style points in investing, and big brands continue to dominate teen spending habits. (00:21) Dylan Lewis and Nick Sciple discuss: (10:52) Ricky Mulvey and Sanmeet Deo look at two health trends for investors to watch. |
Wed, 5 April 2023
Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump. |
Sun, 2 April 2023
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 |
Mon, 27 March 2023
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 |
Sun, 26 March 2023
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: Company discussed: WFC Host: Ricky Mulvey |
Fri, 24 March 2023
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: (19:11) Emily and Ron continue their analysis of the week's big investing stories, including: 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 |
Wed, 22 March 2023
Inventory problems persist for the athletic apparel leader, but the latest results show improvement. |
Tue, 21 March 2023
Which one is Fed Chief Jay Powell weighing more in advance of Wednesday afternoon's announcement about interest rates? (0:20) Bill Mann discusses: (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 |
Sat, 18 March 2023
When venture capital investors walk into a pitch meeting, they usually know if they’re saying yes before anyone starts talking. |
Fri, 17 March 2023
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: (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 |
Sat, 11 March 2023
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: Today’s conversation comes from a recent episode of David's weekly podcast, Rule Breaker Investing. To hear the entire show, click here: Host: David Gardner |
Sun, 5 March 2023
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 |
Sat, 4 March 2023
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: Host: Robert Brokamp |
Fri, 3 March 2023
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: (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 |
Thu, 2 March 2023
(0:20) Tim Beyers discusses: (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 |
Wed, 1 March 2023
Lowe's continues a recent trend from major retailers. (0:20) Bill Mann discusses: (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 |
Tue, 28 February 2023
After a particularly rough 2022, Target is getting back to basics. (0:20) Matt Argersinger discusses: (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 |
Mon, 27 February 2023
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: (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! And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX Host: Chris Hill |
Sun, 26 February 2023
One of the most important events of America’s economic and racial history is one that hasn’t been discussed often. |
Sat, 25 February 2023
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. Companies discussed: META, WCC Host: Ricky Mulvey |
Fri, 24 February 2023
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: (19:11) Emily and Jason continue the earnings analysis and discuss: Looking for even more stock research and recommendations? Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS Host: Chris Hill |
Thu, 23 February 2023
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: 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 |
Wed, 22 February 2023
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: (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 |
Tue, 21 February 2023
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 |
Sun, 19 February 2023
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 |
Sat, 18 February 2023
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 |
Fri, 17 February 2023
It was another big week of earnings results (and surprises). (0:21) Jason Moser and Ron Gross discuss: (19:11) Jason and Ron keep the earnings coverage going and discuss: Looking for even more stock research and recommendations? Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU Host: Chris Hill |
Thu, 16 February 2023
After spending a year getting rid of its iBuying business, how should investors regard Zillow Group? (0:21) Jim Mueller discusses: (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 |
Wed, 15 February 2023
If revenge travel was supposed to slow down, then AirBnB hasn't noticed. - A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. (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 |
Tue, 14 February 2023
Once again the monthly CPI report got Wall Street's attention. |
Mon, 13 February 2023
For the second time in five months, Twilio announces a round of layoffs. (0:21) Jason Moser discusses: (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 |
Sun, 12 February 2023
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 Companies discussed: MSFT, NVDA, TSM, META, AMD Host: Deidre Woollard |
Sat, 11 February 2023
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 |
Fri, 10 February 2023
Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: (19:11) Andrew Brandt, former NFL executive and director of Villanova University's Moorad Center of Sports Law, discusses the business health of the NFL, how the playoffs may change, and his prediction for a blowout Super Bowl 57. (34:40) Andy and Emily share two stocks on their radar: Domino's Pizza and Boot Barn. Looking for even more stock research and recommendations? Stocks discussed: MSFT, GOOG, DIS, LYFT, UBER, PYPL, NET, CMG, CVS, PEP, DPZ, BOOT Host: Chris Hill |
Thu, 9 February 2023
Disney’s latest results and plans were just what Wall Street wanted to hear. (0:21) Tim Beyers discusses: (13:20) Just in time for Valentine’s Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and check out the latest episode of our exclusive podcast, Stock Advisor Roundtable! And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: DIS, MSFT, GOOG, MTCH Host: Chris Hill |