If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results.

(0:20) Tim Beyers discusses:
- Southwest's $220 million loss
- Why the airline has "a more fundamental problem"
- Comcast's growing subscribers (and costs) in its streaming service, Peacock

(11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy. 

Companies discussed: LUV, CMCSA, NFLX, WBD

Host: Chris Hill
Guests: Tim Beyers, Catie Peiper
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss:

- Microsoft's quarter, and lower growth expectations for its cloud business.
- What long-term investors can expect from Microsoft.
- The Department of Justice's suit against Alphabet, and a shifting regulatory environment.
- Kimberly Clark's "less than stellar" quarter.

Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022.

Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG

Host: Dylan Lewis
Guests: Andy Cross, Jim Gillies
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

How long will macroeconomic pressures persist in 2023?

(0:21) Asit Sharma discusses:
- Johnson & Johnson's 4th-quarter profits falling 25%
- Why he likes the company's balance of pharma and medtech
- 3M's challenges and why an increase in consumer-facing solutions may be a better route

(10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more.

Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Stocks discussed: JNJ, MMM, BND

Host: Chris Hill
Guest: Asit Sharma, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl

 

Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal.

(0:21) Jason Moser discusses:
- Spotify becoming the latest company to announce layoffs
- Seven large banks combining forces to create a digital wallet product
- How and why Apple and PayPal have such a large lead in this industry

(12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes. 

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.

Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO

Host: Chris Hill
Guest: Jason Moser, Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl

You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss:

- The mythology behind General Electric’s birth
- How corporations struggle mightily with CEO succession
- Jack Welch and the religion of earnings consistency
- Why he believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable”

Companies discussed: GE, DIS, WBD, CMCSA

Host: Ricky Mulvey
Guest: William D. Cohan
Engineer: Rick Engdahl, Tim Sparks, Annie Franks

The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss: 
- How REITs differ from stocks
- Publicly traded vs. private REITs
- One office REIT that's evolving 
- Ways to spot a yield trap
- REITs benefiting from e-commerce trends

Companies/REITs discussed: ESRT,  SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR 

Host: Deidre Woollard 
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next?

(0:21) Matt Argersinger and Jason Moser discuss:
- The ripple effect of Big Tech Layoffs
- Netflix founder Reed Hastings stepping down from his co-CEO role
- Cancellation rates soaring in one segment of the housing market
- Differing views on interest rates from two major bank CEOs
- The latest from Procter & Gamble, Nordstrom, and holiday retail data

(19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that may hold opportunities for investors. 

(33:30) Jason and Matt answer listener questions about CEOs they'd like to shadow for a day and under-the-radar trends, and share two stocks on their radar: Roper Technologies and Regions Financial. 

Motley Fool Stock Advisor is open to new members for just $99 a year.
Join the hundreds of thousands of investors in Stock Advisor by going to www.fool.com/intro.

Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF

Host: Chris Hill
Guests: Jason Moser, Matt Argersinger, John Rotonti, Jurrien Timmer
Engineer: Rick Engdahl

Data this week suggest India is about to pass China as the world's most populous country. 
 
(0:25) Bill Mann discusses:
- Procter & Gamble bumping up against the limits of its pricing powers
- Why China still has a demand problem
- How companies in the U.S. are moving some operations from China to Vietnam and India
 
(11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare.

Stocks discussed: PG, CMG, AAPL, SBUX, DXCM
 
Host: Chris Hill
Guest: Bill Mann, Sanmeet Deo, Kevin Sayer
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

As many expected, Microsoft announced the layoff of 5% of its employees.
 
(0:21) Asit Sharma discusses:
- The Producer Price Index falling 0.5%, much more than economists were expecting
- Microsoft's layoffs, and whether Alphabet will be next
- Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing
 
(9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate!

Our flagship service, Stock Advisor, is open to new members for just $99 a year.
To access this exclusive offer go to www.fool.com/intro.
 
Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE
 
Host: Chris Hill
Guest: Asit Sharma, Ryan Henderson, Jamie Louko
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Goldman Sachs Drags Down the Dow

The investment bank suffered its worst earnings miss in a decade.
 
(0:21) Jason Moser discusses:
- 4th-quarter profits for Goldman Sachs falling 66%
- How investments in Marcus and the Apple Card partnership haven't paid off yet
- Disney's blunt response to activist investor Nelson Peltz
 
(11:00) Alison Southwick and Robert Brokamp talk with Stephanie Marini, certified financial planner, about what investors need to know how The Secure 2.0 Act affects savings and retirement.
 
Looking to get a jump start on your 2023 financial goals?
Our flagship service, Stock Advisor, is open to new members for just $99 a year!
Access this special offer by visiting www.fool.com/intro.
 
Stocks discussed: GS, DIS
 
Host: Chris Hill
Guest: Jason Moser, Alison Southwick, Robert Brokamp, Stephanie Marini
Producer: Ricky Mulvey
Engineer: Rick Engdahl

"Guidance becomes even more important in this environment."

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this earnings season, as well as:
- The unlikely start to her career in investing
- Key macroeconomic data she and her team at Schwab are focused on
- Her question about crypto
- One idea to improve the odds of financial independence

Host: Chris Hill
Guest: Liz Ann Sonders
Producer: Ricky Mulvey
Engineers: Tim Sparks, Heather Horton

You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss:

- How to think about allocation for smaller companies
- Key small cap metrics to watch
- Boring businesses that warrant more attention
- A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company

Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR

Host: Ricky Mulvey
Guest: Bill Mann
Engineer: Tim Sparks

Earnings season officially kicked off!

(0:21) Jason Moser and Ron Gross discuss:
- Inflation falling for the 6th month in a row
- The common view Jamie Dimon and Brian Moynihan have on the U.S. economy
- Disney’s fight with activist investor Nelson Peltz
- Starbucks and News Corp becoming the latest companies announcing a return to offices
- The latest from Delta Air Lines and Outset Medical

(19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants.
 
(36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF.

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!
If you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII

Host: Chris Hill
Guests: Ron Gross, Jason Moser, David Henkes
Engineer: Rick Engdahl

Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding.

(0:21) Emily Flippen discusses:
- Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board
- Why Peltz is "a day late and a dollar short"
- Salesforce partnering up with Walmart
 
(11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry.
 
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.
 
Stocks discussed: DIS, NKE, WMT, CRM, RXO
 
Host: Chris Hill
Guest: Emily Flippen, Jamie Harris
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

What does it say when a market leader steps back from….leading?

(0:21) Asit Sharma discusses:
- Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift
- The role that the current state of housing plays in Wells Fargo's decision
- Our brand new podcast, Stock Advisor Roundtable

(10:15) Tim Beyers and Tim White take a closer look at "key person risk".

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: WFC, CRM, SFIX, GOOG, GOOGL

Host: Chris Hill
Guest: Asit Sharma, Tim Beyers, Tim White
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions.
 
(0:21) Bill Mann discusses:
- How U.S. companies can be a better way to play China’s reopening
- Jay Powell’s latest speech reinforcing the Fed’s focus on stability
- The potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1
 
(12:30) Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one.
 
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.
 
Stocks discussed: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS
 
Host: Chris Hill
Guest: Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

A major investment bank became the latest (but not the last) to announce layoffs.

(0:21) Jason Moser discusses:
- Goldman Sachs cutting nearly 7% of its staff
- Lululemon shares falling after the company lowered gross margin guidance
- Why inventory levels will be a key retail metric to watch this upcoming earnings season

(11:00) Kirsten Guerra and Lou Whiteman engage in Bull vs. Bear debate over Teladoc Health.

Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members.
To access the report just go to www.fool.com/Pullback.

Stocks discussed: GS, LULU ANF, AEO, TDOC, AMZN

Host: Chris Hill
Guest: Jason Moser, Kirsten Guerra, Lou Whiteman
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rich Engdahl

Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-founder and CEO Tom Gardner for a conversation about:

- Why cash is a better hedge against inflation than many believe
- Parallels between the 2022 stock market and the dot-com bust of the early 2000s
- What Tesla investors can learn from Starbucks’ past decline

Companies discussed: BRK.A, BRK.B, TSLA, SBUX

Host: Tom Gardner
Guest: Morgan Housel
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient.

Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss:

- Carvana’s boom and bust, and the takeaways for investors
- If Zoom has a sticky product
- How Roku is addressing a tougher advertisement landscape
- Meta’s valuation, and questions about its leadership
- Mindset advice if you want to be a contrarian investor

Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META

Aswath Damodaran’s blog on Meta:
https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html

Host: Ricky Mulvey
Guest: Asit Sharma
Engineer: Tim Sparks

On a shortened week of trading for investors, three CEOs dominated the headlines.

(0:21) Matt Argersinger and Jason Moser discuss:
- Layoff announcements and a sober prediction from Microsoft CEO Satya Nadella
- The market's positive reaction to the December jobs report
- Key things they're watching in the tech industry
- Newest unveilings at CES in Las Vegas
- The latest from Stitch Fix and Constellation Brands

(19:11) Malcolm Ethridge, CFP and host of "The Tech Money Podcast", weighs in with predictions of two more interest rate hikes, why "Mega Cap Tech" is the key to a stock market rally, and what he's watching for this earnings season.
 
(34:00) Matt and Jason discuss Bed Bath & Beyond's real estate footprint as the company nears bankruptcy, and share two stocks on their radar: Amazon and Bentley Systems.

Looking to get a jump start on your 2023 financial goals?
Our flagship service, Stock Advisor, is open to new members for just $99 a year!
Access this special offer by visiting www.fool.com/intro.

Stocks discussed: CRM, AMZN, MSFT, AAPL, SFIX, STZ, ROKU, SONY, HMC, GOOG, GOOGL, SPOT, BBBY, BSY

Host: Chris Hill
Guests: Jason Moser, Matt Argersinger, Malcolm Ethridge
Engineer: Rick Engdahl

Value Opportunities for Investors

Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason.

(0:21) Bill Mann discusses:
- Amazon laying off 18,000 employees
- Whether layoffs are a bad sign or an indication a company is being honest with itself
- The writing on the (bond market) wall for Bed Bath & Beyond

(11:11) Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio.

Stocks discussed: AMZN, CRM, MSFT, GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC

The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year!
To join now visit www.fool.com/intro to access this special introductory offer.

Host: Chris Hill
Guests: Bill Mann, Ron Gross
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry?

(0:21) Tim Beyers discusses:
- How Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising
- Why HubSpot's next move is one of the most interesting things in tech
- One tech business bucking the trend by increasing its hiring

(8:22) Matt Argersinger previews the year for dividend stock investors, discusses why the payout radio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days.

Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII

The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year!
To join now visit www.fool.com/intro to access this special introductory offer.

Host: Chris Hill
Guests: Tim Beyers, Ron Gross
Producer: Ricky Mulvey
Engineer: Rick Engdahl

'Tis the season for investing in your physical fitness.

(0:21) Jason Moser discusses:
- The relative strength of Planet Fitness
- How "exercise at home" has been around for decades
- Amazon actually testing flying drone deliveries in California and Texas

(13:45) Dylan Lewis and Asit Sharma discuss what growth stock investors should be considering this year, as well as one business in particular with tailwinds (despite a tough environment).

Stocks discussed: PLNT, PTON, AMZN, CRWD

Looking for more investing ideas?
Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Host: Chris Hill
Guests: Jason Moser, Dylan Lewis, Asit Sharma
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

It's the perfect time to review your financial plan for investing in 2023.

(0:21) Andy Cross discusses:
- His optimism after the worst year for investors since 2008
- The potential for 2023 to be "a stock picker's market"
- Why financials and healthcare are two of the industries he's watching for opportunities

(10:15) Robert Brokamp weighs in on whether all investors should more seriously consider bonds, why retirees might be able to increase their safe withdrawal rates, and the biggest asset younger investors have this year. 

Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Host: Chris Hill
Guests: Andy Cross, Robert Brokamp
Engineer: Rick Engdahl

CEOs on the hot seat, stocks in the spotlight, and reckless predictions!

(0:21) Jason Moser and Matt Argersinger discuss:
- Industries and trends investors should be watching
- Why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat
- Two stocks poised for upside
- Keeping online streaming and BNPL businesses on a short leash
- Not being worried about Blackstone, Home Depot, and Johnson & Johnson

(19:11) Jason and Matt continue our 2023 preview with:
- Potential surprises for investors
- Why Live Nation and nCino could both be acquired
- 1 trend and 1 stock that investors will have to be very patient with
- Reckless business predictions involving crypto, Elon Musk, and Warren Buffett
- Two stocks on their radar: Topgolf Callaway and Easterly Government Properties

Want even more stock ideas? Get a free copy of our "5 Stocks Under $49" report by going to www.fool.com/report.

Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA

Host: Chris Hill
Guests: Jason Moser, Matt Argersinger
Engineer: Rick Engdahl

(0:21) Chris Hill discusses:
- What's coming up on the show in early January
- Seth Rogen's revelation about stand-up comedy
- What it takes to be an investor

Host: Chris Hill
Engineer: Rick Engdahl

Disruption is not a given, nor is it easy.

(0:21) Jason Moser discusses:
- How Visa and Mastercard fared in a year dominated by crypto news
- Why fortress balance sheets will be an even bigger asset in the new year
- Leaders he's watching in 2023

Stocks mentioned: V, MA, MSFT, APPL, GOOG, GOOGL, HD, LOW

Host: Chris Hill
Guest: Jason Moser
Engineer: Rick Engdahl

Outside the U.S. there are opportunities for investors in the new year.

(0:21) Bill Mann discusses:
- Countries producing raw materials (and video games)
- What needs to change in China to get him more interested in companies like Alibaba and JD.com
- Why investors should be watching Canada and Norway

Stocks mentioned: JD, BABA, TCEHY

Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.

Host: Chris Hill
Guests: Bill Mann
Engineer: Tim Sparks

We're taking a break from investing and stock talk to discuss:
- Santa's actual weight
- Murder's surprising popularity as an entertainment device
- Best movie Santas
- Alcoholic holiday drinks
- "Cereal Derangement Syndrome"
- Fascination with the NY Post's front page
- Rule changes we would make in the NBA, NHL, and MLB
- Who should narrate a classic McSweeney's essay

To cast your vote for your favorite sports rule change, email podcasts@fool.com.

Host: Chris Hill
Guests: Bill Barker, Bill Mann
Engineer: Rick Engdahl

We're easing into Christmas weekend with highlights from two of our favorite interviews of 2022.

(0:21) Becky Quick discusses:
- Helping The Wall Street Journal leap from print to the web
- Making the switch from the Journal to CNBC
- Her unexpected introduction to Warren Buffett
- Behind the scenes at CNBC

(19:11) Mark Cuban discusses:
- His new health care venture, Cost Plus Drugs
- Competing with major healthcare companies
- Advice for potential NFL owner Jeff Bezos
- The appeal of pickleball!

Host: Chris Hill
Guests: Becky Quick, Mark Cuban
Engineers: Rick Engdahl, Dan Boyd

What's the downside to using public filings to mirror Berkshire-Hathaway's investments?

(0:21) Jim Gillies discusses:
- The strength of Berkshire-Hathaway's underlying businesses
- Warren Buffett's less-than-perfect investing track record
- How investors cannot get the exact same price as the Berkshire-Hathaway investment managers

(10:20) Dylan Lewis and Ricky Mulvey engage in a bull vs. bear debate over e-commerce platform Etsy.

Stocks mentioned: BRK.A, BRK.B, ETSY, EBAY

Holiday Music: Merry, Merry Christmas by Keb’ Mo’

Host: Chris Hill
Guests: Jim Gillies, Dylan Lewis
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

The shipping giant has a demand problem, while Nike may be out of the woods.

(0:21) Asit Sharma discusses:
- FedEx cutting $1 billion in costs to make up for weak demand
- UPS solidly outperforming FedEx (for years)
- Nike getting past their inventory problems and increasing digital sales

(10:30) John Rotonti and Ricky Mulvey analyze the implications of interest rates being higher for longer and one company that's benefiting. 

Stocks mentioned: FDX, UPS, NKE, BX

Holiday Music: Looks Like A Cold, Cold Winter by Ingrid Michaelson

Host: Chris Hill
Guests: Asit Sharma, John Rotonti
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

The digital advertising landscape is shifting.

(0:21) Bill Mann discusses:
- Google's and Meta Platform's collective share of the digital ad market shrinking
- Amazon leading the charge in e-commerce ad players
- TikTok's impact on the ad industry and whether it is "unbannable" in the U.S.

(8:50) Alison Southwick and Robert Brokamp analyze the ins-and-outs of buying bonds.

Stocks mentioned: GOOG, GOOGL, META, AMZN, SPG, BND, BLK, IBDN, IBDR

Holiday Music: How Do You Spell Channukkahh? by The LeeVees

Host: Chris Hill
Guests: Bill Mann, Robert Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineer: Tim Sparks

There's a value approach to Barron's annual list, and we've got some thoughts.

(0:21) Jason Moser discusses:
- The case for traditional value stocks like Bank of America and Berkshire-Hathaway
- Inclusion of Big Tech companies like Alphabet and Amazon
- Why attractive valuation isn't enough to get us interested in Madison Square Garden Sports

(12:45) Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead.

Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL

Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings

Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuation at the Stern School of Business at New York University.

Motley Fool CEO Tom Gardner talks with the “Dean of Valuation” about:
- Inflation’s new questions for investors
- The most important investor you can learn from
- Incentives, correlations, and costs in ESG scoring

Stocks mentioned: MO, BLK

If you're a member of any Motley Fool service you can access the full conversation here:

https://www.fool.com/premium/coverage/4056/coverage/2022/08/31/navigating-inflation-behavioral-investing-and-mark/

Host: Tom Gardner
Guest: Aswath Damodaran
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan, Tim Sparks

Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening?

Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Mary Long caught up with Young to talk about:
- Macro data that’s meaningful to stock investors
- How to build an investment thesis
- One sector that’s been “unfairly punished”
- The likelihood of a recession in 2023

Host: Mary Long
Guest: Liz Young
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Time to hand out some awards!

(0:21) Ron Gross, Emily Flippen, and Jason Moser discuss:
- The biggest business/investing stories of the year
- Who gets their vote for CEO of 2022
- Some of the dumbest investments of the year
- How semiconductors and a stock hitting an all-time high flew under Wall Street's radar

(19:11) Ron, Emily, and Jason continue our year-in-review special with:
- Surprising years from Salesforce, Axon Enterprise, and Campbell Soup
- Things they didn't have on their 2022 Bingo Cards
- New investing discoveries
- Three stocks on their radar: Booz Allen Hamilton, NextEra Energy, and Topgolf Callaway

Stocks discussed: TSLA, TXN, ULTA, BBBY, K, CASY, OM, AXON, CPB, CRM, BRK.A, BRK.B, DIS, DOCU, NFLX, BAH, NEE, MODG

Host: Chris Hill
Guests: Ron Gross, Emily Flippen, Jason Moser
Engineer: Rick Engdahl

With 42 college bowl games on tap, are companies spending smart money to sponsor the event?

(0:21) Jason Moser discusses:
- The economics of bowl game sponsorship
- Why local businesses may have an edge
- Kellogg sponsoring three bowl games, two of them with their Cheez-It brand

(12:45) Tim White and Tim Beyers take a closer look at user-interface design and which companies get it right (and wrong).

Stocks mentioned: AZO, COF, SAM, K, LYFT, HUBS, CRM, SNAP, AAPL, WDAY

Holiday Music: The Hanukkah Waltz by Bela Fleck and the Flecktones

Host: Chris Hill
Guests: Jason Moser, Tim White, Tim Beyers
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter.

(0:21) Bill Mann discusses:
- Delta Airlines projecting financial optimism in 2023
- Moderna shares up 20% this week after promising results from a skin cancer treatment trial in combination with Merck
- Tesla shareholders being more nervous than before due to (among other things) Twitter taking more of CEO Elon Musk's time and attention

(12:45) Ricky Mulvey talks with Jack Caporal from The Ascent about the most popular financial New Year's resolutions and tips for keeping them.

For more data on The Ascent's survey on financial resolutioins, click here: https://www.fool.com/the-ascent/research/financial-new-years-resolutions/

Stocks mentioned: DAL, MRNA, MRK, TSLA

Holiday Music: White Christmas by Sharon Jones & the Dap-Kings

Host: Chris Hill
Guests: Bill Mann, Jack Caporal
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

November's CPI rose just 0.1%, lower than economists were expecting.

(0:21) Jim Gillies discusses:
- How inflation in the US compares to other countries
- Why some Nasdaq stocks have been "brutalized"
- Sam Bankman-Fried, co-founder of FTX, being arrested and charged with (among other things) conspiracy and securities fraud

(12:45) Alison Southwick and Robert Brokamp answer listeners questions about how many stocks to own, financial aid, and saving for kids.

Stocks mentioned: STLJF

Holiday Music: Five Pound Box Of Money by Pearl Bailey

Host: Chris Hill
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineer: Rick Engdahl

A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher.

(0:21) Jason Moser discusses:
- The "win-win" deal between the two sides
- How cloud services like Azure and AWS are becoming utilities
- The short, not-so-happy public life of Weber Grill
- Peter Lynch's advice being a starting point (not a finish line) for investors

(12:30) Ricky Mulvey talks with Eddie Alterman, host of the "Car Show" podcast, about the used car market and how GM is competing with Ferrari.

Stocks mentioned: MSFT, LDNXF, AMZN, GOOG, GOOGL, WEBR, COOK, GM

Holiday Music: Sugar & Booze by Ana Gasteyer

Host: Chris Hill
Guests: Jason Moser, Eddie Alterman
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and the author of “The Human Side of Innovation: The Power of People in Love with People.” Ricky Mulvey caught up with Porcini to discuss:

- Why investors should watch companies with great design thinkers

- The strategy behind limited-edition releases

- How wearables could change what we eat and drink

 

Companies mentioned: PEP, MMM, AAPL

 

Host: Ricky Mulvey

Guest: Mauro Porcini

Engineer: Tim Sparks

You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting more expensive, and companies continue to struggle with hybrid-work plans. Deidre Woollard and Matt Argersinger discuss:
- Lesser-known office REITs that may be presenting opportunities for investors
- Homebuilders facing headwinds
- Lessons from Las Vegas’s comeback

Companies mentioned: SLG, ARE, HPP, DEA, TOL, PHM, HD, LOW, SHW, POOL, SPG, VICI, KIM, EPR

Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineer: Rick Engdahl

It's time to lawyer up!

(0:21) Andy Cross and Ron Gross discuss:
- Wholesale prices rising higher than expected
- Costco's surprisingly disappointing quarter
- DocuSign ending the year on a positive note
- Casey's General Stores hitting an all-time high thanks in part to beer cheese pizza
- The latest from Lululemon, RH, Campbell's Soup, and Chewy

(19:11) Rachel Warren talks with Jay Jacobs from BlackRock about megatrends to watch in healthcare, infrastructure, and electric vehicles.

(30:20) Andy and Ron discuss the FTC suing Microsoft over its proposed acquisition of Activision Blizzard, and share two stocks on their radar: Stanley Black & Decker and Houlihan Lokey.

Stocks discussed: COST, LULU, RH, DOCU, CPB, CHWY, CASY, BLK, MSFT, ATVI, SWK, HLI

Host: Chris Hill
Guests: Andy Cross, Ron Gross, Rachel Warren, Jay Jacobs
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump.

(0:21) Asit Sharma discusses:
- The price of gas being lower than it was a year ago
- Ripple effects (positive and negative) from lower gas prices
- China stocks getting a short-term boost from the prospects of Covid restrictions being relaxed

(9:45) Ricky Mulvey joins Asit to take a closer look at which food and beverage trends are gaining (and losing) steam.

Stocks mentioned: BILI, JD, BYND, KO, SAM, KR

Holiday Music: Christmas (Baby Please Come Home) by Dropkick Murphys

Host: Chris Hill
Guests: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl

After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing.

(0:21) Jason Moser discusses:
- Whether Robinhood's 1% match on new IRA accounts will force other financial institutions to do the same
- If the new service from the still-unprofitable Robinhood will reward shareholders
- A new survey from Forbes Advisor about the increase in buy-now, pay-later activity and what it bodes for consumer savings in 2023

(10:25) Asit Sharma talks with Endava CEO John Cottrell about digital payment trends and differentiating from the competition.

Stocks mentioned: HOOD, DAVA, WISE

Holiday Music: Christmas Will Work It Out by Paola Bennet

Host: Chris Hill
Guests: Jason Moser, Asit Sharma, John Cottrell
Producer: Ricky Mulvey
Engineers: Rick Engdahl

You might not expect to find a multi-bagger stock in aftermarket automotive parts. But, that's exactly what one retailer has accomplished.

(0:44) Deidre Woollard and Jim Gillies discuss:
- Europe's energy crunch, and why Russia isn't playing along with price caps.
- Investing in economic cycles as a contrarian.
- Why AutoZone is "one of the best managed companies and capital allocation stories."

Plus, (17:31) Motley Fool Contributor Brian Withers joins Alison Southwick and Robert Brokamp to discuss how to encourage kids to invest when time is on their side.

Companies mentioned: AZO, DIS, CMG

Holiday Music: Disco Christmas by Universal Robot

Host: Deidre Woollard
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Brian Withers
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Executives at Warner Bros Discovery are planning to unveil a new streaming service combining the assets of HBO Max and Discovery+.

(0:21) Jason Moser discusses:
- How CEO David Zaslav's focus on profitability could pay off
- WBD's underrated library of content
- The rise of FAST (Free Ad-Supported TV)

(12:30) Andy Cross talks with Airbnb co-founder Nat Blecharczyk about the latest improvements for the home-sharing platform.

Stocks mentioned: WBD, NFLX, DIS, CMCSA, TTD, ABNB

Holiday Music: Christmas Is Starting Now by Big Bad Voodoo Daddy

Host: Chris Hill
Guests: Jason Moser, Andy Cross, Nate Blecharczyk
Producer: Ricky Mulvey
Engineers: Rick Engdahl

Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies with unusual competitive advantages. 

Motley Fool Canada’s Jim Gillies and Iain Butler join Ricky Mulvey to discuss:
- What it means for a company to have a moat
- Key metrics that can show whether a company has a competitive advantage
- Moats in utility poles, engineering software, and gentlemen’s clubs

Companies mentioned: ADSK, LYV, POOL, RICK, MO, STLJF

Host: Ricky Mulvey
Guests: Jim Gillies, Iain Butler
Engineer: Rick Engdahl

Cue the sound effect, it's time for our Thanksgiving Special!

(0:21) Ron Gross and Jason Moser discuss:
 - Humble Pie (aka, stocks we were wrong about)
 - Stocks we're thankful for
 - Turkey stocks to avoid
 - Financial topics we really hope don't come up this holiday season

(19:11) We revisit our conversation Scott Galloway, author of the bestselling book “Adrift: America in 100 Charts” and discuss a potential rebranding for nuclear energy, and which CEO has created the most shareholder value.

(37:20) Jason and Ron share two stocks on their radar: AMETEK and Taiwan Semiconductor.

Stocks discussed: APPH, WD, SBUX, DIS, HD, COST, NKE, BRK.B, TSLA, BBBY, AME, TSM

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Scott Galloway
Engineer: Dan Boyd

The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean a huge opportunity for the new start-up. Chris Hill caught up with Cuban to discuss:

- Why he’s able to sell a leukemia drug for thousands of dollars less than competitors
- Stocks he bought during the pandemic
- Advice for potential NFL owner Jeff Bezos

To check out Mark's new business go to www.CostPlusDrugs.com

Companies mentioned: WBA, CVS, NFLX, LYV, LVS, AMZN

Host: Chris Hill
Guest: Mark Cuban
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan, Tim Sparks

Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money!

Chris Hill talks with Bill Mann, Emily Flippen, and David Gardner about:
- 2022 through the lens of a small business
- The importance of evaluating the management team of a small cap company
- How fear can be contagious for investors
- Keeping an eye on inflation as we head into 2023
- Optimism around the UNC men's basketball team

Check out the Rule Breaker Investing podcast with David Gardner!
https://podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738

Host: Chris Hill
Guests: Bill Mann, Emily Flippen, David Gardner
Engineers: Rick Engdahl, Dan Boyd

If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays.

(0:30) Emily Flippen and Jason Moser discuss:
- Walmart beating expectations and raising guidance
- Home Depot and Lowe's delivering the goods (without a boost in share prices)
- Target's self-inflicted problems continuing
- Former Domino's CEO Patrick Doyle taking his talents to Restaurant Brands International
- The latest from Williams-Sonoma, Berkshire Hathaway, and Taiwan Semiconductor

(19:15) Emily talks with Sumit Singh, CEO of Chewy, about the pet products industry, when it's ok to lose money on customer acquisition, and why his company is expanding into pet healthcare.

(32:20) Emily and Jason discuss:
- Sam's Club's new pricing strategy
- Two stocks on their radar: Chart Industries and Zoom Video

Stocks mentioned: WMT, HD, LOW, TGT, WSM, NVDA, BRK.A, BRK.B, TSM QSR, DPZ, CHWY, ROVR, GTLS, ZM

Host: Chris Hill
Guests: Jason Moser, Emily Flippen, Sumit Singh
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common.

(0:21) Ron Gross discusses:
- Getting inspiration from a sitcom character
- Buying his 1^st stock from research in an investing newsletter
- His enduring admiration for Costco
- The undefinable-but-real value of the “Buffett Premium” when examining Berkshire-Hathaway’s business

Stocks mentioned: DIS, NFLX, COST, BRK-B

Host: Chris Hill
Guest: Ron Gross
Engineer: Dan Boyd, Tim Sparks

Social media companies selling advertising have been handed an unexpected gift (if they're able to take it).

(0:21) Jason Moser discusses:
- Disney's historic win at the box office this weekend being overshadowed by the specter of layoffs
- CEO Bob Chapek's metric for success in 2024
- Eli Lilly falling victim to a prank on Twitter and pulling its ad business in response
- How Snap, Facebook, and Instagram need to take advantage of their sudden opportunity

(11:35) Jason and Matt Frankel take a closer look at the returns that safe investments are offering.

Companies discussed: DIS, AMZN, LLY, META, SNAP

Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd

If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did.

(0:30) Andy Cross and Jason Moser discuss:
- How two of the "War On Cash" stocks are doing
- Etsy's cautious optimism heading into the holidays
- North American same-store sales fueling the rise of Starbucks
- The latest from Qualcomm, Atlassian, and Uber

(19:15) Rachel Warren talks with Jon Maier, chief investment officer at Global X, about how to protect your portfolio during an economic downturn and trends he's watching over the next 3, 5, and 10 years.

(30:30: Andy and Jason return to talk about
- Hershey's latest quarter
- Investing strategy for a college student
- Two stocks on their radar: Ulta Beauty and The Trade Desk

Stocks mentioned: SQ, PYPL, ETSY, SBUX, QCOM, TEAM, UBER, HSY, VOO, ULTA, TTD

Host: Chris Hill
Guests: Jason Moser, Andy Cross, Rachel Warren, Jon Maier
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

If you think this is a market that will automatically reward a stock because the company posted record revenue, think again. 

(0:17) Asit Sharma discusses:
- Why today's announcement from the Federal Reserve won't change the way he invests
- Record revenue highlighting Airbnb's 3rd-quarter results
- Whether today's drop in share price looks like a buying opportunity

(8:31) Ben Foldy, Wall Street Journal reporter and host of the podcast "Bad Bets", shares insights on Nikola founder Trevor Milton, his early career, and the steps that led to one of the hottest stocks of the pandemic.

Companies discussed: ABNB, NKLA, KNX

Host: Chris Hill
Guest: Asit Sharma, Ben Foldy
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it.

(0:17) Bill Mann discusses:
- Why he believes a "shock and awe" price was worth paying for J&J
- How Abiomed strengthens the company's medical device portfolio
- Amazon expanding its ad-free music library for Prime members
- Signs that the retail giant is gunning for Spotify, Disney, and other entertainment companies

(10:33)  Alison Southwick and Robert Brokamp discuss how shortcuts can make you a smarter saver.

Companies discussed: JNJ, ABMD, AMZN, SPOT, DIS, PARA

Host: Chris Hill
Guest: Bill Mann, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

October turned out to be the best month for the Dow Jones Industrial Average in a long time.

(0:17) Jason Moser discusses:
- The importance of staying invested through bear markets
- JPMorgan Chase going after the rental payment market
- How much JPM has been investing in technology
- Wells Fargo issuing a "double downgrade" of Hanesbrands

(13:49)  Matt Frankel joins Jason to discuss four companies they bought shares of recently.

Companies discussed: JPM, HBI, HD, MKC, STOR, O, PINS

Host: Chris Hill
Guest: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power.

(0:21) Jason Moser discusses:
- Coca-Cola's strength in the face of currency headwinds
- PayPal's new partnership with Amazon
- Weber's largest shareholder grilling up a buyout offer
- A new metric for retail businesses: DTRG

(13:17)  Just in time for Halloween, Alison Southwick and Robert Brokamp break down stock market superstitions.

Companies discussed: KO, PEP, PYPL, AMZN, SHOP, LULU, WEBR, COOK

Host: Chris Hill
Guest: Jason Moser, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week.

(:21) Dylan Lewis and Tim Beyers discuss:
- Margins, pricing power, and other metrics to watch from big tech companies.
- More details about Twitter's acquisition.
- Why Chinese tech stocks are dropping as Xi Jingping begins his third term.

The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts.

Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL
Host: Dylan Lewis
Guests: Tim Beyers, Tim White
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Snap fell 30% and took other social media and advertising stocks down with it.

(0:30) Emily Flippen and Ron Gross discuss:
- Pinterest, Meta Platforms, and Alphabet getting dragged down by Snap's bad news
- American Express shares falling despite increased full-year guidance
- Boston Beer's strong 3rd-quarter report
- The latest from Microsoft, Netflix, Tesla, and Tractor Supply

(19:15) Emily and Ron dip into the Fool Mailbag and discuss:
- Medical device pure-plays
- Investing books they recommend
- Surprising economics of pumpkin spice
- The latest from McDonald's and Keurig Dr. Pepper
- Stocks they're more bullish on
- Two stocks on their radar: ASML Holding and Blackstone

Got a question about investing?
Email podcasts@fool.com

Stocks mentioned: SNAP, PINS, META, GOOG, GOOGL, CAT, DE, AXP, NFLX, MSFT, TSLA, TSCO, SAM, MCD, DNUT, SYK, MDT, ZBH, JNJ, RMD, SG, FNCL, JPM, SBUX, PEP, KO, KDP, BX, ASML

Host: Chris Hill
Guests: Emily Flippen, Ron Gross
Engineer: Dan Boyd

Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November.

(0:21) Andy Cross and Jason Moser discuss:
- AMD warning about lower revenue
- Constellation Brands posting a lost in the 2nd quarter
- Apple looking to boost production in India
- Macy's gaining inventory insights from its own credit-card data
- The latest from McCormick, Peloton, and more

(19:11) Malcolm Ethridge, host of "The Tech Money Podcast", weighs in on prospects for more interest rate hikes, expectations for earnings season, why he's watching seasonal hiring, and the S&P 600.

(32:45) Jason Moser and Andy Cross discuss the possibility of DraftKings signing an exclusive partnership with ESPN, and share two stocks on their radar: Alphabet and Dream Finders Homes.

Stocks mentioned: AMD, NVDA, MKC, STZ, PTON, AAPL, M, TGT, NKE, DKNG, DIS, GOOG, GOOGL, DFH

Host: Chris Hill
Guests: Andy Cross, Jason Moser, Malcolm Ethridge
Engineers: Dan Boyd, Rick Engdahl

If you want someone to manage your money then you better pay them. That’s just one lesson from Ben Franklin’s complicated financial life.

Robert Brokamp talks with Michael Meyer, author of “Benjamin Franklin's Last Bet: The Favorite Founder's Divisive Death, Enduring Afterlife, and Blueprint for American Prosperity” about:
- Franklin's mistakes in estate planning
- The power of small, anonymous donations
- Other fun facts about America's first celebrity

Host: Robert Brokamp
Guest: Michael Meyer
Producer: Ricky Mulvey
Engineer: Rick Engdahl

The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a cartoon chicken. 

Wait, what? 

Doomberg is an anonymous team of analysts covering energy and economic trends. Their newsletter is Substack’s #1 finance publication and the group is represented by a cartoon chicken. 

Motley Fool Senior Analyst Nick Sciple caught up with Doomberg’s head writer for a chat about:

- The state of Europe’s energy crisis.   
- Nuclear’s place in a decarbonized future. 
- And what the Nord Stream pipeline attack means for the world.

Host: Nick Sciple
Guest: Doomberg
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Volkswagen spun off its investment in Porsche for the first big name IPO of 2022. It only took until late September!

 (0:18) Dylan Lewis and Tim Beyers discuss:
 - Why Porsche is going public while other companies are holding off.
 - Down rounds in the private markets.
 - Promising results for Biogen’s Alzheimer’s treatment.

Mortgage rates have doubled in the past year. (13:33) Deidre Woollard and Matt Argersinger look at the ripple effects and which companies could benefit from the shift.

Companies mentioned: P911, VWAPY, RACE, BIIB, HD, Z, AOS, WSO, OPEN, LOW

Host: Dylan Lewis
Guests: Tim Beyers, Matt Argersinger, Deidre Woolard
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

If what's happening today with Apple seems familiar, it should.

(0:21) Jim Gillies discusses:
- Reports that lower demand for the iPhone 14 is causing Apple to tell their suppliers there's no need to ramp up production
- How history is an excellent guide on what today's short-term drop in Apple's stock means for long-term investors
- Why now is the time to invest (even if it doesn't feel great)

(10:00) Ricky Mulvey talks with best-selling author Blake Crouch about gene modification, and a future that may be closer than most people imagine. 

Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445!

Stocks discussed: AAPL

Host: Chris Hill
Guests: Jim Gillies, Blake Crouch
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

When you don't get what you want, you get experience.

(0:21) Asit Sharma discusses:
- The S&P 500 hitting a new low for the year
- Seeking out companies with "fortress balance sheets"
- Whether Mullen Automotive is a meme stock
- Learning from mistakes and staying in the game

(11:00) Economists and personal finance authors have very different opinions on topics like savings and investing. Alison Southwick and Robert Brokamp break down the differences and share their own thoughts.

Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445!

Stocks discussed: MULN, UA

Host: Chris Hill
Guests: Jason Moser, Brian Stoffel, Jamie Louko
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

For the first time ever, Amazon is having a second "Prime Day" event.

(0:21) Jason Moser discusses:
- Behind-the-scenes planning that led up to this announcement
- Inventory clearing, and the role it may play in this event before Amazon's final holiday push
- Apple finding their headliner for next year's Super Bowl halftime show

(11:00) Brian Stoffel and Jamie Louko engage in a Bull vs. Bear debate over AirBnb.

Got questions about stocks?
Call the Motley Fool Money Hotline at 703-254-1445!

Stocks discussed: AMZN, AAPL, ABNB, EXPE, BKNG

Host: Chris Hill
Guests: Jason Moser, Brian Stoffel, Jamie Louko
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks

For the 5th time in 6 weeks, there was a lot of red on Wall Street.

(0:30) Jason Moser and Maria Gallagher discuss:
- The Fed's latest rate hike spooking investors
- Costco delivering (yet again) in the 4th quarter
- Darden Restaurants walking a fine line with customers
- DocuSign's hiring its new CEO from Alphabet
- Amazon declaring victory with Thursday Night Football

(19:45) Deidre Woollard and Matt Frankel talk with Robert Leonard, host of the Millennial Investing podcast, about house hacking.

(28:30) Maria and Jason answer questions from the Fool Mailbag and share two stocks on their radar: Lululemon Athletica and Microsoft.

Got questions about stocks? Drop an email to podcasts@fool.com or call the Motley Fool Money Hotline at 703-254-1445!

Stocks discussed on the show: COST, TGT, UPS, WMT, DRI, DOCU, GOOG, GOOGL, AMZN, AAPL, PYPL, PG, LVMH, LULU, MSFT

Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Deidre Woollard, Matt Frankel, Robert Leonard
Producer: Ricky Mulvey
Engineers: Dan Boyd

"Incremental upgrades" were the theme once again, and that seems to be working out well for Apple's customers and shareholders.

(0:21) Tim Beyers discusses:
- Fitness+ becoming a serious problem for Peloton
- Apple not raising prices (in the U.S.) on the new iPhones
- Tim Cook reminding us of his ability to be "a stone cold assassin"

(13:22) Jason Moser and Matt Frankel do a "medium dive" on Boston Omaha, a small-cap holding company focused on billboards, bonds, broadband, and its asset management company.

Stocks mentioned: AAPL, GOOG, GOOGL, PTON, BOC

Host: Chris Hill
Guests: Tim Beyers, Jason Moser, Matt Frankel
Engineers: Dan Boyd

Annie Duke was a professional poker player before retiring in 2012. Now, she is a decision-making consultant for a venture capital firm and author of the upcoming book, “Quit: The Power of Knowing When to Walk Away.”

Morgan Housel interviewed Duke in front of a live audience about:
- Key differences between patience and stubbornness
- How a quitter created Slack
- Avoiding the sunk cost fallacy
- How pre-mortems can make you a better investor

Host: Morgan Housel
Guest: Annie Duke
Producer: Ricky Mulvey  
Engineer: Tim Sparks

Michael Mauboussin is an adjunct professor of finance at the Columbia Business School and the Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management. Bill Mann interviewed Mauboussin in front of a live audience about a range of investing topics, including:

- The approach of "expectations investing" and how to apply it

- Why a company's base case for growth is so important

- Peloton’s faulty growth predictions

- Businesses with real option value

 

Companies mentioned: SBUX, PTON, AMZN, GOOG, GOOGL, WMT, TGT

 

Host: Bill Mann

Guest: Michael Mauboussin

Producer: Ricky Mulvey

Engineers: Tim Sparks

With four months left in 2022, what should investors be focusing on?

(0:30) Emily Flippen and Jason Moser discuss:
- Getting ready to "eat the volatility"
- Why they're watching holiday shopping and the Fed's language
- Meta Platforms and Lululemon need a strong end to the year
- Capital allocation they want to see
- 2 stocks that are still expensive (despite their recent drops)
- 2 stocks looking attractive at their current price
- Ideas for new consumer product innovations

(19:45) Best-selling author Dan Pink shares insights from his latest book, The Power of Regret: How Looking Backward Moves Us Forward, including:
- How embracing regret can improve our lives
- Key lessons for investors
- What Julius Caesar and Elmo can teach us about self-reflection

For more about Dan and his latest book, visit http://danpink.com

Stocks discussed on the show: META, LULU, ZM, CMG, CRM, OKTA, ABNB, TWLO, CHWY, PEP, COOK

Host: Chris Hill
Guests: Emily Flippen, Jason Moser, Dan Pink
Engineer: Rick Engdahl

When it comes to the stock market, the 1st day of September is looking an awful lot like the entire month of August.

(0:25) Jason Moser discusses:
- Okta shares falling 30% as the company deals with ongoing challenges integrating its acquisition of former rival Auth0
- Snap's restructuring plans, layoffs, and increased focus on revenue growth, user growth, and augmented reality
- Five Below's stock getting a boost from optimism for the discount retailer's plans for the holidays

Host: Chris Hill
Guest: Jason Moser
Engineer: Rick Engdahl

Just because it's earnings season doesn't mean we don't still have stock pitches for your consideration!

(0:22) Maria Gallagher discusses:
- Meta Platforms latest results in the midst of its transition
- CEO Mark Zuckerberg's blunt comments on guidance
- Etsy's positive results (and stock reaction)

(11:55) TMF's investing interns wrap up their summer by pitching Jason Moser on the bull case for three different stocks.

Stocks mentioned: META, MSFT, ETSY, COST, PENN, TSCO

Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Disha Chanana, Mason Tyndall, Kaitlyn Killeen
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

There are plenty of reasons to love a stock with a high dividend, and plenty of questions for investors to ask. Matt Argersinger, Anthony Schiavone, and Ricky Mulvey continue their conversation about dividend investing and discuss:
- Dividend stocks that have taken a recent hit
- A potential high-yield trap
- The power of compounding dividends

Stocks mentioned: KO, WMT, SBUX, HD, TXN, MTN, STWD, MO, VALE, IRM

Additional resource: Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/

Host: Ricky Mulvey
Guests: Matt Argersinger, Anthony Schiavone
Engineers: Dan Boyd, Annie Franks

Earnings season has begun!

(0:30) Emily Flippen and Jason Moser discuss:
- Latest results from the Big Banks and tough comments from JPM's CEO Jamie Dimon
- Pinterest shares rising on an activist buying 9%
- Amazon's potential for dropping in-house brands
- Unity Software buying Ironsource
- BMW launching a SWaaS (seat warmers as a service) subscription
- The latest from Microsoft, Netflix, Twitter, Disney, and The Trade Desk

(20:17) Rachel Warren and Auri Hughes talk with Jared Isaacman, CEO of Shift4 Payments, about the future of fintech.

(32:35) Emily and Jason answer mailbag questions about new "Night Effect" ETFs and underrated investing metrics, then share two stocks on their radar: Vail Resorts and Outset Medical.

Got a question about investing? Our email address is podcasts@fool.com

Stocks discussed on the show: JPM, WFC, C, PINS, TWTR, DIS, TTD, NFLX, MSFT, AMZN, U, IS, BMW, FOUR, SQ, PYPL, SHOP, NSPY, NIWM, OM, MTN

Host: Chris Hill
Guests: Jason Moser, Emily Flippen, Rachel Warren, Auri Hughes, Jared Isaacman
Engineer: Dan Boyd

CEOs at Pinterest and Bed, Bath, and Beyond are heading for the exits. And that may be just the beginning.

(0:31) Deidre Woollard and Tim Beyers discuss:
- Where Pinterest has room to grow.
- How stock investors should react to a CEO change.
- Nike’s move to a direct-to-consumer strategy.

Rachel Warren interviews Ali Parsa, CEO of Babylon Health, a digital-first health service provider. (17:40) They discuss the company’s journey going public and the exciting frontiers of genetic research.

Stocks mentioned: PINS, DOCU, BBBY, PYPL, NKE, SAP, BBLN

Host: Deidre Woollard

Guests: Tim Beyers, Rachel Warren, Ali Parsa
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Brandon Gentry

The Fed raises interest rates as the S&P 500 heads for its worst week since March 2020. (0:30) Ron Gross and Maria Gallagher discuss:
- Stocks rallying on Wednesday afternoon only to fall on Thursday
- Adobe's latest results being outweighed by guidance
- Roku's new partnership with Walmart
- Winners and losers from the trend of people returning to restaurants
- The latest from Kroger, Oracle, and Chewy

(19:00) Senior analyst Auri Hughes and CEO Tom Gardner talk with Rimini Street CEO Seth Ravin about his company's unique opportunity and its legal battle with Oracle.

(35:10) Maria and Ron share two stocks on their radar: Rover Group and Sportradar Group.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit

Stocks discussed on the show: KR, ADBE, NFLX, ROKU, WMT, YELP, DASH, KO, PEP, ORCL, CHWY, RMNI, ROVR, SRAD

Host: Chris Hill
Guests: Maria Gallagher, Ron Gross, Auri Hughes, Tom Gardner, Seth Ravin
Engineer: Dan Boyd

SEC chairman Gary Gensler outlined rule changes to require trading firms to directly compete to execute trades from individual investors (0:25) Andy Cross discusses:
- Why payment-for-order-flow (PFOF) is going to be a big topic this summer
- Potential threats to Robinhood's business model
- Five Below's recent (and uncharacteristic) struggles
- Takeaways from Spotify's investor day event, including a push into audiobooks

(15:45) Deidre Woollard continues her conversation with Jason Hall about homebuilders, including key metrics to watch and a few stock ideas. 

Stocks discussed: HOOD, FIVE, DLTR, DG, WMT, SPOT, AMZN, AAPL, MTH, LGIH, NVR

Host: Chris Hill
Guests: Andy Cross, Deidre Woollard, Jason Hall
Producer: Ricky Mulvey
Engineer: Rick Engdahl

It's a rare day when a single $20 billion-dollar company drags much larger businesses down with it. (0:25) Tim Beyers discusses:
- Snap's 40% drop and CEO Evan Spiegel's less-than-great communication around guidance
- The ripple effect on Alphabet, Meta Platforms, The Trade Desk, and others
- How the current environment has little patience for nuance
- Zoom Video's strong results and upbeat guidance
- The underrated health of Zoom's business

(15:00) Robert Brokamp talks with Dan Caplinger about a couple of ways investors can fight inflation.

Stocks discussed: SNAP, FB, ROKU, PINS, GOOG, GOOGL, TTD, ZM

Host: Chris Hill
Guests: Tim Beyers, Robert Brokamp, Dan Caplinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

S&P 500 and Nasdaq had their 7th straight negative week and investors (including us) are feeling the pain. (0:30) Ron Gross and Jason Moser discuss:
- How history shows staying invested through downturns pays off in the long run
- Major retailers struggling with inventory
- Signs of strength in the home improvement industry
- Two stocks on their radar: Costco and Marqueta

(14:20) Best-selling author Michael Lewis shares insights from the latest season of his podcast, Against The Rules, and discusses:
- Why he chose "expertise" as the theme for this season's episodes
- How you can spot a real expert
- What CEOs can learn from their employees who are six levels down
- His thoughts on cryptocurrency and NFTs
- The experience of going back to re-read his first book, Liar's Poker

Our Investing Starter Kit includes 15 stocks and 5 ETFs.
Get a free copy here - http://fool.com/starterkit

Stocks discussed: WMT, TGT, HD, LOW, COST, MQ

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Michael Lewis
Engineers: Dan Boyd, Austin Morgan

"This is a once in a blue moon butt-kicking." And we've got the numbers to back it up! (0:30) Jason Moser and Maria Gallagher discuss:
- Historic numbers to put the current market into perspective
- Disney's better-than-you-might-think results
- Rough times for coffee chain Dutch Bros
- Unity Software's drive for profitability
- Signs of life from Affirm Holdings
- The latest from Roblox, The Trade Desk, and Peloton

(19:00) Bill Mann talks with Okta co-founder Frederic Kerrest about lessons from his new book, Zero to IPO: Over $1 Trillion of Actionable Advice from the World’s Most Successful Entrepreneurs.

(34:15) Maria analyzes Airbnb's platform enhancements, then she and Jason share two stocks on their radar: Airbnb and Home Depot.

Stocks discussed: DIS, BROS, U, AFRM, RBLX, TTD, PTON, OKTA, HD, ABNB

Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Bill Mann, Frederic Kerrest
Engineers: Dan Boyd, Rick Engdahl

The biggest companies in the U.S. markets couldn't stop April being the worst month for the stock market in years. (0:30) Emily Flippen and Ron Gross discuss:
- Amazon falling more than 10% after a weak 1st-quarter report
- Apple's supply chain outlook
- Microsoft delivering strong earnings across its business units
- Atlassian's guidance outweighing great 3rd-quarter profits
- Pinterest bouncing back from a 52-week low
- The latest from Meta Platforms, Alphabet, and Pinterest

(19:00) CNBC host Becky Quick calls in from the Berkshire-Hathaway annual meeting to discuss Warren Buffett's investing strategies, inflation, the strength of the U.S. economy, and more.

(35:40) Emily and Ron share two stocks on their radar: Teladoc Health and Sherwin-Williams.

Stocks discussed: AMZN, AAPL, MSFT, FB, TEAM, ROKU, GOOGL, PINS, BRK, HP, SHW, TDOC

Looking for 15 more stocks and 5 ETFs?
Get a copy of our free investing starter kit at http://fool.com/starterkit

Host: Chris Hill
Guests: Ron Gross, Emily Flippen, Becky Quick
Engineer: Dan Boyd

Comments from Fed Chief Jay Powell on Thursday sent the overall market lower. How should investors think about the impending interest rate hike in May? (0:30) Ron Gross and Jason Moser discuss:
- A challenging immediate future for Netflix
- Tesla's record profits in Q1
- Elon Musk's progression towards buying Twitter
- Papa John's signing a new 3-year deal with board member Shaquille O'Neal
- The latest from Gap, Boston Beer Co., and Johnson & Johnson

(19:00) Matt Argersinger, lead investor for Millionacres, analyzes the current state of housing, why we still have too much office space in the U.S., and areas of real estate investing he likes right now.

(31:00) Ron and Jason return to answer a listener's voicemail question about Traeger, and share two stocks on their radar: Atlassian and Twilio.

Stocks discussed: NFLX, TSLA, TWTR, GPS, SAM, JNJ, PZZA, HD, TREX, PEB, RHP, MTN, LYV, MAR, ABNB, COOK, TEAM, TWLO

Looking for even more stock ideas? Get a copy of our free investing starter kit at http://fool.com/starterkit

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Matt Argersinger
Engineer: Dan Boyd

Grab your notebook and get ready to dive deep. 

Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock. 

Rotonti discusses:
 
- How to pick a discount rate for investments. 
- The key difference between fair and intrinsic value.
- How to project free cash flows. 

Have an investing question for John? Call 703-254-1445, leave a voicemail, and he may answer your question in an upcoming episode. 

Additional resource: https://www.fool.com/investing/2022/01/19/expectations-investing-qanda-mauboussin-rappaport/ 

Stocks discussed: IBM, NEE, PEP

Host: John Rotonti
Producer: Ricky Mulvey 
Engineer: Rick Engdahl

Earnings season is here, and JPMorgan Chase is offering some “pessimistic optimism.” (00:22) Deidre Woollard and Jason Moser discuss:
- How rising interest rates may affect mortgage lenders.
- PayPal’s CFO moving to Walmart.

- A rebound for Delta Airlines.

 

Running a double-blind study isn’t easy. It’s even tougher when the drug being tested is a psychedelic. (13:45) Emily Flippen and Meilin Quinn discuss the regulatory challenges psychedelic companies are facing, and if investors should jump into this growing trend.

Stocks mentioned: DAL, WFC, JPM, PYPL, WMT, JNJ, CMPS, JAZZ, MNMD

 

Link: 6 Psychedelic Stocks to Consider in 2022 | The Motley Fool

Host: Deidre Woollard
Guests: Jason Moser, Emily Flippen, Meilin Quinn
Producer: Ricky Mulvey
Engineer: Tim Sparks

Beating a market for decades isn’t easy. Mary Childs, author of “The Bond King: How One Man Made a Market, Built an Empire, and Lost It All” joins Ricky Mulvey to talk about PIMCO founder Bill Gross and what retail investors can learn from his story. Childs discusses:
- How Gross traded bonds to beat the market for decades
- Why PIMCO may have “started the party” that led to the Great Recession
- Why Bill Gross was blasting 50 Cent’s music at his neighbor’s house

Bonus resource!
How to Invest in Bonds - https://www.fool.com/investing/how-to-invest/bonds/

Host: Ricky Mulvey
Guest: Mary Childs
Engineer: Steve Broido, Tim Sparks

Motley Fool Senior Analyst John Rotonti continues his discussion on the most important financial statements, focusing on the cash flow statement and what it reveals to investors. In part two of this two-part series, Rotonti discusses:
- How net income becomes free cash flow
- The choices companies can make with free cash flow (and why investors should care)
- Margins that can indicate the health of public companies

Bonus resource!
How Net Income Becomes Free Cash Flow: https://www.fool.com/investing/general/2014/09/24/reconciling-net-income-to-free-cash-flow.aspx

Stock discussed: CMG

Host: John Rotonti
Producer: Ricky Mulvey
Engineer: Rick Engdahl

Let's face it, some businesses just have that "Ick Factor" because they do the jobs most people don't want to do. (00:20) Jim Mueller discusses:

- Whether people going back to offices could be a growth catalyst for Waste Management

- The underrated subscription part of Rollins' business

- How businesses like Sherwin-Williams can be compounding machines for shareholders

 

(12:00) Alicia Hammond discusses the psychological underpinnings of why we give someone "the benefit of the doubt" and how it relates to investing.

 

Stocks discussed: WM, WCN, ROL, SHW

 

Got a stock question? Email podcasts@fool.com!

 

Host: Chris Hill

Guests: Jim Mueller, Alicia Hammond

Producer: Ricky Mulvey

Engineer: Rick Engdahl, Tim Sparks

(00:22) Acquisition battles are heating up as travel season kicks off. Asit Sharma joins Deidre Woollard to discuss:

- JetBlue’s competition with Spirit to buy Frontier Airlines.

- Amazon’s plan to launch 3,000 satellites into orbit for its broadband internet plans.
- Restaurants in the metaverse.

Jim Gillies and Brian Feroldi take a “Bull vs. Bear” approach to investing in Best Buy, (18:56) the company that was supposed to become Amazon’s showroom. You can decide who made the better argument @MotleyFoolMoney on Twitter.

 

Link: Metaverse Stocks -  https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/

Stocks: JBLU, SAVE, ULCC, AMZN, NKE, RBLX, CMG, BBY

Host: Deidre Woollard
Guests: Asit Sharma, Brian Feroldi, Jim Gillies
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl

April is Financial Literacy Month and we've got some recommendations to make you a smarter investor! (00:20) Anand Chokkavelu mentions a couple of popular titles investors may want to skip, before he recommends the following books:
Liar's Poker - Michael Lewis
The Big Short - Michael Lewis
(Shameless Plug Alert!) The Motley Fool Investment Guide - David and Tom Gardner
The Little Book That Beats The Market - Joel Greenblatt
One Up On Wall Street - Peter Lynch
Beating The Streat - Peter Lynch

(10:00) Alison Southwick and Robert Brokamp talk with best-selling author Ron Lieber about how to help your kids be smarter about money (without looking like a jerk).

Host: Chris Hill
Guests: Anand Chokkavelu, Alison Southwick, Robert Brokamp, Ron Lieber
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

One thing we like to focus on is the people running the businesses we own shares of. (00:20) Jim Gillies discusses:
- Howard Schultz suspending Starbucks' stock buyback plan on his 1st day as interim CEO
- The likelihood of Schultz remaining CEO beyond his "interim" period
- Elon Musk taking a 9% "passive stake" in Twitter, according to the SEC
- The subtle-yet-important difference between a 13D filing and a 13G filing
- Whether Tesla shareholders are bothered by Musk paying attention to another company

(18:30) Asit Sharma and Brian Stoffel examine cloud infrastructure company DigitalOcean through the lens of competitors like Amazon Web Services and Microsoft Azure.

Stocks: SBUX, TWTR, TSLA, DOCN, SHOP, MSFT, AMZN, ORCL

Host: Chris Hill
Guests: Jim Gillies, Asit Sharma, Brian Stoffel
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Sanctions go on a whole lot easier than they come off. Daniel Yergin is the Vice Chairman of S&P Global and the author of “The New Map: Energy, Climate, and the Clash of Nations". He’s been studying Russia's and China’s roles in the global energy markets for decades, and shares the implications of Russia becoming an unreliable oil and gas supplier in Europe.  In this conversation with Motley Fool Senior Analyst Ben Ra, Yergin discusses:
- Russia’s economic relationship with China
- The role of shale for US energy independence
- Supply chain obstacles for wide-spread electric vehicle adoption

Bonus Resources!
Investing in Energy Stocks - https://www.fool.com/investing/stock-market/market-sectors/energy/
Investing in Copper Stocks - https://www.fool.com/investing/stock-market/market-sectors/materials/metal-stocks/copper-stocks/


Host: Ben Ra
Guest: Daniel Yergin
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Brandon Gentry

The U.S. economy added 1.7 million jobs in the 1st quarter of 2022. Meanwhile, the stock market gave investors a negative quarter for the first time in two years. (0:30) Emily Flippen and Tim Beyers discuss the relative strength of the economy, as well as:
- Booking Holdings CEO Glenn Fogel's prediction for summer travel
- Baidu being added to the SEC's list of stocks potentially facing delisting
- Chewy's struggles in its latest quarter
- Brand growth continuing in the hard seltzer market
- The latest from Lululemon, FedEx, and Five Below

(19:00) David Gardner, co-founder of The Motley Fool, shares advice for investors rattled by recent underperformance in the market, a few Rule Breaker stocks he believes look attractive at their current prices, and the launch of The Motley Fool Foundation.

(36:30) Tim and Emily share two stocks on their radar: Jamf Holding and Rover Group.

To be part of The Motley Fool Foundation, join us here - www.foolfoundation.org

Stocks discussed: BKNG, BIDU, CHWY, LULU, FDX, FIVE, SAM, BUD, Z, TTD, NFLX, AXON, NVDA, JAMF, ROVR

Host: Chris Hill
Guests: Emily Flippen, Tim Beyers, David Gardner
Engineer: Rick Engdahl

For the 1st time in two years, investors experience a negative return in the Dow, S&P 500 and Nasdaq. But don't worry, you got this!
(00:20) Asit Sharma discusses:
- Amazon renewing its deal with JP Morgan Chase to issue Amazon's rewards credit card
- Why shareholders of both companies should be happy with the outcome
- How investors can take solace in a growing economy, even as stocks cooled off this quarter

(14:00) Dylan Lewis talks with Brian Feroldi about how investing in the stock market is the great wealth creation machine in the world, and Brian's upcoming book "Why Does The Stock Market Go Up?"

Post a review on Apple and include a question about a stock or industry!

Stocks: AMZN, JPM, AXP, C, SYF, AAPL

Host: Chris Hill
Guests: Asit Sharma, Dylan Lewis, Brian Feroldi
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks

Having led Restoration Hardware since 2014, Gary Friedman is an experienced CEO. But on his company's latest earnings call Friedman says he's never been more uncertain about the future.
(00:20) Bill Mann discusses:
- The record year RH just closed
- Friedman invoking the 2008 collapse of Bear Stearns
- Why RH is doing a 3-for-1 stock split
Bill also answers a listener's question about small-cap stock 22nd Century Group.

Post a review on Apple and include a question about a stock or industry!

(14:00) Tim Beyers and Andy Cross talk with Jay Chaudhry, CEO of Zscaler, about what other cybersecurity companies are missing and the biggest misconception that Wall Street has about his company.

Stocks: RH, WSM, XXII, ZS, CRM, TSLA

Host: Chris Hill
Guests: Bill Mann, Tim Beyers, Andy Cross, Jay Chaudhry
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Tim Sparks