Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market. 

(00:21) Jason Moser and Andy Cross discuss:
- The government shutdown and how investors and federal employees should be processing the news.
- The FTC’s antitrust case against Amazon and what it means for big tech.
- Earnings updates from Costco, Nike, and Carmax.

(19:11) Motley Fool analyst Rick Munarriz gives a rundown on Rover, the petcare marketplace, and explains the tailwinds and tailwags pushing the company forward. .

(33:01) Jason and Andy break down two stocks on their radar: EPAM Systems and Intercontinental Exchange.

Stocks discussed: AMZN, META, COST, NKE, KMX, ICE, EPAM

Host: Dylan Lewis
Guests: Jason Moser, Andy Cross, Ricky Mulvey, Rick Munarriz
Engineers: Dan Boyd 

How do you measure things like brand and people?

(00:21) David Meier and Deidre Woollard discuss:
- What the intangibles are and why we need to factor them in.
- How Accenture has built a global empire by helping businesses advance.
- If the Peloton and Lululemon collaboration will be a win for both brands.

(18:24)  Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon.

Companies discussed: RBLX, ACN, PTON, LULU, KO

Host: Deidre Woollard
Guests: David Meier, Kirsten Guerra, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineer: Dan Boyd

It’s the antitrust case everybody saw coming – does it have merit?  

(00:21) Asit Sharma and Dylan Lewis discuss:

- The FTC’s antitrust case against Amazon, the case’s merits and how Amazon has forced innovation in e-commerce.
- What Tinder’s new $500/month “Select” tier says about freemium business models.
- Alibaba’s plan to spin out its first business unit – logistics segment Cainiao. 

(16:02) The Motley Fool’s own Emily Flippen will be on the 45th season of Survivor – ahead of the show’s premiere tonight on CBS, Mary Long caught up with Emily about why she was excited to take on the challenge of being a castaway. 

Companies discussed: AMZN, MTCH, BABA, LULU, WM, TXRH

Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, Emily Flippen
Engineers: Dan Boyd 

We like stocks. We also like exchange traded funds. 

But first, (00:21) Ricky Mulvey and Jim Gillies discuss:
- A difficult stretch for small-cap stocks.
- Costco’s new healthcare offering.
- One piece of Costco’s valuation that’s often forgotten by investors.
 
Plus, Robert Brokamp and Alison Southwick find out how Fools use ETFs in their portfolios.

Companies/ETFs mentioned: COST, CIBR

Hosts: Ricky Mulvey, Alison Southwick
Guests: Jim Gillies, Robert Brokamp, Kirsten Guerra, Jason Moser, Bill Mann
Engineers: Dan Boyd, Rick Engdahl

RCI Hospitality CEO Eric Langan on consumer spending, capital allocation, and getting into the casino business.

(00:21) Jason Moser and Deidre Woollard discuss:
- The wisdom Amazon’s bet on Anthropic.
- Why Amazon is getting into charging for streaming.
- If check-out-free technology is finally reaching its tipping point.

(12:25) Ricky Mulvey interviews the CEO of RCI Hospitality, Eric Langan on his view on consumer spending, capital allocation, and his journey to the CEO seat.

5 Stocks Under $49 report here: http://www.fool.com/report.

Companies discussed: AMZN, WMT, DIS, RICK

Host: Deidre Woollard
Guests: Ricky Mulvey, Eric Langan, Jason Moser
Producer: Ricky Mulvey
Engineer: Dan Boyd

When your information is everywhere, is it possible to rein it back in?

Deidre Woollard caught up with Tom Kemp, a cybersecurity expert and author of “Containing Big Tech: How to Protect our Civil Rights, Economy, and Democracy.” They discuss:
- The implications of biometric data collection in a world where big tech runs rampant
- Which companies are getting the privacy game right (and wrong)
- Angel investing, and workarounds to weak links in existing cybersecurity systems

Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT

Host: Deidre Woollard
Guest: Tom Kemp
Producer: Mary Long
Engineers: Dan Boyd, Kyle Carruthers

Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis. 

(00:21) Ron Gross and Matt Argersinger discuss:
- The Fed walking its talk and maintaining the expectation of another rate hike.
- How office real estate is showing signs of trouble, but shouldn’t be weighing down all REITs.
- The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay. 

(19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future. 

(33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike..

Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE, 

Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here. 

Host: Dylan Lewis
Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard
Engineers: Dan Boyd 

Interest rates are paused but the hikes may not be over yet.

(00:21) Bill Mann and Deidre Woollard discuss:
- What metrics the Fed is looking at before its next meeting.
- How FedEx’s business has evolved over time.
- The traits a good chief financial officer should have.

(14:52)  Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain.

Companies discussed: FDX, UPS, TMDX

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

There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves. 

(00:21) Tim Beyers and Dylan Lewis discuss:

- The market’s reaction to Instacart’s IPO and whether the company can return to its lofty private valuations.
- An under-the-radar IPO this week – Klaviyo, and why it’s worth studying to understand the data relationships between businesses and their customers. 

(20:39) Deidre Woollard gets the inside scoop on peak performance and corporate training from consultant and author Greg Harden. 

You can grab your copy of 5 Stocks Under $49 for free and Fool.com/Report.

Companies discussed: CART, ARM, NDAQ, KVYO, BRZE

Host: Dylan Lewis
Guests: Tim Beyers, Deidre Woollard, Greg Harden
Engineers: Dan Boyd, Kyle Carruthers 

The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss:
 - How investors can measure an automaker’s profits.
 - A long-term problem for legacy carmakers.
 - The impact of the strike on Tesla.
 - Digital payments adoption in India.

Plus, (15:22) Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait.
 
Companies discussed: F, GM, STLA, TSLA, PYPL
 
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl

“I’d pull back the curtain and there was nothing there.”

The hype of crypto was real. Many of the use cases are still to be determined. Deidre Woollard caught up with Zeke Faux, an investigative reporter for Bloomberg and the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall.” They discuss: 

- Why investors are quick to throw belief out the window
- What really happens at an NFT party with Snoop Dogg, Eminem, and Jimmy Fallon
- Questions around stablecoins, and one company “quilted out of red flags” 
- What happens when you spend a book advance on a JPEG image

Tickers discussed: USDT

Host: Deidre Woollard
Guest: Zeke Faux
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Annie Pope

Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade. 

(00:21) Tim Beyers and Dylan Lewis discuss:

- Apple’s fall update and the details on the iPhone 15 and 15 Plus.
- How the company is using phones to feed content for its future Vision Pro headsets.
- Why we want to be hearing more about Slack during Salesforce’s Dreamforce conference. 

(19:31) Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes.

Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV

Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, Bill Mann
Engineers: Tim Sparks, Dan Boyd 

Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss:
- Why Arm is going public.
- Disney and Charter Communications making peace.
- How investors can break down a company’s prospectus.

(15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation.

Companies discussed: CHTR, DIS, ARM

Host: Ricky Mulvey
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl

The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers.

(00:21) Jason Moser and Deidre Woollard discuss:
- The synergies between Hostess and Smucker.
- Why Instacart’s valuation dropped.
- Kroger’s push to make the Albertsons deal happen.

(16:09)  Deidre Woollard interviews Jesse Singh of home exteriors company Azek on competition in the decking space and what’s next for the brand.

Companies discussed: TWNK, SJM, SOVO, AMZN, WMT, CPB, KR, AZEK

Host: Deidre Woollard
Guests: Jason Moser, Jesse Singh
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. 

Jason Moser and Matt Argersinger discuss:
- (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere
- (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade
- (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals. 

(31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo.

Stocks discussed: DIS, NFLX, ABNB, UBER 

Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser
Engineer: Dan Boyd

How can you use a company’s stock price to give you a window into the future?

(00:21) Bill Barker and Deidre Woollard discuss:
- Reasons for skepticism when it comes to AI hype.
- How long a leash unprofitable software companies may have.
- If being located in SIlicon Valley is still an advantage for tech companies.

(18:20)  Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies.

Companies discussed: PATH, AI, ASAN, NVDA

Host: Deidre Woollard
Guests: Ricky Mulvey, Bill Barker, Asit Sharma
Producer:Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

New York City cracked down on short-term rentals, but is it a big deal for Airbnb? 

(00:21) Ricky Mulvey and Jason Moser discuss:
 - How restrictions on short-term rentals could impact Airbnb’s growth story.
 - Why investors are sour about AMC’s new share issuance.
 - One company managing its share count well.

Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”.

Companies discussed: ABNB, EXPE, AMC, LOW

Hosts: Ricky Mulvey, Deidre Woollard
Guests: Jason Moser, Oliver Franklin-Wallis
Engineers: Dan Boyd, Tim Sparks

If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney.

(00:21) Ricky Mulvey and Jim Gillies discuss:
 - Charter Communications’ problem with the streaming economy.
 - DoorDash’s battle with restaurants over pricing.
 -  Why investors may want to look at Canadian banks.

Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.

 Companies discussed: CHRT, DIS, DASH

 Host: Ricky Mulvey
 Guests: Jim Gillies, Deidre Woollard, Robert Brokamp
 Engineers: Dan Boyd, Rick Engdahl 

Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:
 - Macy’s and Nordstrom charging 32% APRs for retail cards.
 - Historical context on rising delinquencies.
 - Best Buy’s quarter, and sales slowdown.
 
Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.

Companies discussed: BBY, M, JWN, DFS

Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Matt Frankel
Engineers: Dan Boyd, Rick Engdahl

Instacart is profitable and it’s growing, Is that enough to spark investor interest?

(00:21) Jason Moser and Deidre Woollard discuss:
- How Instacart makes its money.
- What it means to be a grocery technology company.
- If a strong Instacart IPO will be go sign for the market.

(17:31)  Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours.

Companies discussed: LYV, DASH, UBER

Host: Deidre Woollard
Guests: Jason Moser, Alicia Alfiere
Producer: Ricky Mulvey
Engineer: Dan Boyd

Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. 

(00:21) Andy Cross and Jason Moser discuss:
- The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday. 
- Why “shrink” is the buzzword of the season in retail and how investors should be looking at it.
- How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. 

(19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it.

(33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy.

Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY

Host: Dylan Lewis
Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers
Engineers: Dan Boyd, Kyle Carruthers

Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond.

(00:21) Tim Beyers and Deidre Woollard discuss:
- Nvidia’s strong quarter and the cyclicality of chip demand.
- Why Nvidia isn’t the only game in town for AI chips.
- How Snowflake’s data warehouse solutions might grow over time.

Companies discussed: NVDA, AMD, INTC, SNOW

Host: Deidre Woollard
Guest: Tim Beyers
Producer: Ricky Mulvey
Engineer: Dan Boyd

Abercrombie is back in vogue, but be careful chasing this cyclical business. 

(00:21) Jason Moser and Dylan Lewis discuss:

- The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions. 
- At all-time lows, is Peloton more interesting?
- How Abercrombie’s back in vogue, and what the retailer is doing to connect with consumers in a tough retail environment. 

Companies discussed: PTON, ANF

Host: Dylan Lewis
Guests: Jason Moser
Engineers: Dan Boyd 

Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft. 

(00:21) Asit Sharma and Dylan Lewis discuss:

- Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings. 
- How a decrease in DIY is impacting Lowe’s results.
- Dick’s management joins the ranks of retailers dealing with theft affecting results. 

Companies discussed: ZM, LOW, DKS

Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Dan Boyd 

The threats are getting bigger but so are the businesses trying to prevent them.

David Meier and Deidre Woollard discuss:
- Metrics to watch in business-to-business tech companies.
- Why Palo Alto Networks reported on a Friday night.
- The growth trends for cybersecurity as a whole.

Companies discussed: ZM, PANW, ZS, CRWD

Host: Deidre Woollard
Guest: David Meier
Producer: Ricky Mulvey
Engineer: Dan Boyd

A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items. 

(00:21) Ron Gross and Emily Flippen discuss:
- Why the consumer focus on groceries and lower cost items are helping Walmart and hurting Target. 
- The story behind Adyen’s 40% post-earnings drop.
- The latest results from JD.com and Tencent, and how to look at some of the scary headlines coming out of China. 

(19:11) VICI CEO Ed Pitoniak speaks with Motley Fool Money’s Deidre Woollard to talk about what to expect next on the Las Vegas strip, why wellness is an increasingly interesting category for experience spending, and what good real estate deals look like in this environment. 

(33:24) Ron and Emily break down two stocks on their radar: Astec and NICE.

Stocks discussed: WMT, TGT, ADYEY, JD, TCEHY, ASTE, NICE 

Host: Dylan Lewis
Guests: Emily Flippen, Ron Gross, Deidre Woollard, Ed Pitoniak
Engineers: Dan Boyd, Annie Pope

More of us are going to Walmart, but Aldi just made a big move that has put it on the radar of Big Grocery.

Bill Barker and Deidre Woollard discuss:
- Whether Walmart is learning from grocers or grocers are learning from Walmart.
- If an Aldi acquisition spells the end of the beloved Winn-Dixie brand.
- Why Amazon has struggled with getting grocery right.

Companies discussed: WMT, TGT, KR, ACI, AMZN

Host: Deidre Woollard
Guest: Bill Barker
Producer: Ricky Mulvey
Engineer: Dan Boyd

Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends. 

(00:21) Jason Moser and Dylan Lewis discuss:

- Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward.
- How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential items. 
- Why TJX is happy to see inventory issues in retail and how the company continues to thrive in a tough environment. 

Companies discussed: TGT, TJX, CAVA, WMT

Host: Dylan Lewis
Guests: Jason Moser
Engineers: Dan Boyd 

The margin of safety for household spending keeps shrinking. 

(00:21) Jason Moser and Matt Argersinger discuss:
- What the producer price index is saying about the cost of goods and services.
- Americans hitting $1 trillion in credit card debt and what it means for the health of the consumer.
- Earnings updates from Disney, UPS, and Axon. 

(19:11) Motley Fool Money’s Deidre Woollard talks with Tom Larsen, a senior director at Corelogic, about extreme weather’s impact on homeowners and insurers.

(28:48) Jason and Matt break down two stocks on their radar: Sky Harbor and Home Depot

Stocks discussed: DIS, AXON, UPS, WE, TLRY, HD, SKYH

Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Tom Larsen
Engineer: Dan Boyd

Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.

Tim Beyers and Deidre Woollard discuss:
- If Disney’s price increases will push subscribers to the ad tier.
- Just how popular sports betting might be.
- The Trade Desk’s role in the world outside of advertising’s walled gardens.

Companies discussed: TTD, DIS, NFLX, PENN

Host: Deidre Woollard
Guests: Tim Beyers    
Producer: Ricky Mulvey    
Engineers: Dan Boyd

Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand. 

(00:21) Jim Gillies and Dylan Lewis discuss:

- Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable.
- Whether Chegg can harness AI for its education offerings.
- Why Nelnet’s slow and steady Berkshire approach continues to pay off. 

Companies discussed: CHGG, NNI, CELH

Host: Dylan Lewis
Guests: Jim Gillies
Engineers: Dan Boyd 

Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle.

(00:20) Tim Beyers and Deidre Woollard discuss:
- If Shopify is actually a fintech now.
- The imbalance in Etsy’s platform.
- How MercadoLibre’s services are taking over Latin America.

(22:06)  Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night.

Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP

Host: Deidre Woollard
Guests: Tim Beyers, Matt Frankel, Jason Moser
Producer: Mary Long
Engineer: Dan Boyd

China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth?

(00:21) Asit Sharma and Dylan Lewis discuss:

- Starbucks’ slowing growth in the U.S. and torrid growth in China.
- Why investors need to be patient with Pinterest.
- How AI and lagging PC sales trends are affecting AMD. 

(15:14) Deidre Woollard caught up with Yasser El-Shimy for a look at Saab – a company that you think does one thing, but really should be on your radar for something else.. 

Companies discussed: SBUX, PINS, AMD, SAABY

Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Yasser El-Shimy
Engineers: Dan Boyd 

For the first time ever, Uber reported an operating profit. Staying in the green is a different story. 

(00:21) Ricky Mulvey and Bill Mann discuss:
- Uber’s long-term vision.
- If the ride hailing app deserves a victory lap.
- A mortgage REIT paying investors a 14% dividend.
- Overstock’s “brilliant” rebrand to Bed, Bath, and Beyond.

Plus, (15:15) Robert Brokamp and Megan Brinsfield discuss common tax myths for digital nomads.

Stocks discussed: UBER, LYFT, ARI, OSTK

Click here for the latest Stock Advisor Roundtable episode!

Host: Ricky Mulvey
Guests: Bill Mann, Robert Brokamp, Megan Brinsfield
Engineers: Dan Boyd, Rick Engdahl, Tim Sparks

Disclosure:
Motley Fool Wealth Management (“MFWM”) is an SEC registered investment adviser. MFWM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of
MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed as investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is not guarantee of any outcome. Past performance does not guarantee future results. MFWM encourages you to seek personalized advice from qualified professionals, including (without limitation) tax professionals, regarding all personal finance issues. While we can counsel on tax efficiency and general tax considerations, MFWM does not (and is not permitted to) provide tax or legal advice. This discussion should not be relied upon as personalized financial planning or tax advice.

Freight company Yellow stopped operations and a bankruptcy is expected as the next move.

(00:21) Bill Barker and Deidre Woollard discuss:
- Why Yellow shut down and what place it occupied in the world of trucking.
- SoFi’s strong quarter and what it needs to become profitable.
- Tupperware and the danger of meme stocks.

(19:39)  Mauro Guillén, author of “The Perennials”, makes the case for abandoning traditional generational views of society, career development, and retirement.

Companies discussed: YELL, SOFI, TUP, ODFL, FDX, XPO
Host: Deidre Woollard
Guests: Bill Barker, Mauro Guillén
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

The earnings parade is on, and this quarter it pays to be in the black.

(00:21) Matt Argersinger and Emliy Flippen discuss:
- The Fed’s latest rate hike and why another seems in the cards. 
- Why earnings updates ended epic runs for Chipotle and Spotify.
- How big tech’s cost cutting is going. 

(19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation.

(31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes.

Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV

Host: Dylan Lewis
Guests: Matt Argersinger, Emily Flippen
Engineer: Dan Boyd

Meta has our attention but will we follow Mark Zuckerberg into the metaverse?

(00:21) Asit Sharma and Deidre Woollard discuss:
- Meta’s soaring ad impressions amid a tough advertising market.
- If Mark Zuckerberg will need to choose between AI and the metaverse.
- How Chipotle is using robots to boost efficiency.

(19:45)  Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development.

Companies discussed: META, CMG, SBUX, WD

Host: Deidre Woollard
Guests: Asit Sharma, Matt Frankel, Willy Walker
Producer: Ricky Mulvey
Engineers: Dan Boyd

Mattel has 45 films in development. A cinematic take on UNO could be coming to a theater near you. 

Mary Long caught up with New Yorker writer Alex Baracsh to discuss his recent piece, “After ‘Barbie,’ Mattel Is Raiding Its Entire Toybox”. They discuss:

- How Mattel is becoming an IP company.
- Why “The Last of Us” broke the curse of bad video game adaptations.
- If big budget movies really need characters that audiences already know.

Companies mentioned: MAT, HAS, DIS 

Host: Mary Long
Guest: Alex Barasch
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl

Carvana is selling “the good silver” to shore up its debt situation, and shareholders are about to get diluted. 

(00:21) Bill Mann and Dylan Lewis discuss:

- Why Goldman Sachs is struggling in the consumer space and what its write-downs mean for real estate.
- How debt restructuring sent shares of Carvana up 30%. 
- Why investors might want to adjust their expectations for the car-seller that’s up 10X year-to-date.

(15:08) Just one American carmaker is a top electric vehicle seller in China. Ricky Mulvey caught up with Bill Mann to talk about the landscape of the world's largest car market.

Companies discussed: GS, CVNA, BYDDY, TSLA, NVDA, TSM

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

Telsa finally introduces the Cybertruck and Ford fights back with a price cut on the F-150Lightning.

(00:21) Bill Barker and Deidre Woollard discuss:
- The futuristic appeal of the Cybertruck compared to more traditional models.
- Why Ford announced a price drop on the F-150 Lightning.
- How Eli Lilly could win big in the weight-loss wars.

(18:53) The majority of borrowers haven’t been paying off their student loan debt. Matt Frankel explains what the resumption of payments could mean for the economy.

Companies discussed:  F, TSLA, GM, LLY,  NVO, SOFI, NNI

Host: Deidre Woollard
Guests: Bill Barker, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

If you bank with the one of the giants, you might be helping pad their bottom line. 

(00:21) Jason Moser and Matt Argersinger discuss:
- Why they’re watching margins and inventory levels this earnings season.
- How interest rate spread pushed JP Morgan to a stellar quarter.
- How short sellers are creating big YTD returns for beaten up companies.

(19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else.

(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.

Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS

Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyett
Engineer: Dan Boyd

Another positive sign for the travel industry as Delta raises guidance.

(00:21) Bill Barker and Deidre Woollard discuss:
- The surge in international travel and where Delta’s next revenue bump could come from.
- What factors could slow the travel boom.
- The curious allure of the many flavors of Doritos.

(15:11) The latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro.

Companies discussed:  DAL, PEP

Host: Deidre Woollard
Guests: Bill Barker, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

The FTC failed to prove the Microsoft/Activision Blizzard deal would substantially lessen competition, which means blockbuster acquisition might come together before next week’s deadline. 

(00:21) Bill Mann and Dylan Lewis discuss:

- Why the FTC’s attempt to block the Microsoft/Activision Blizzard deal failed.
- The “concessions” Microsoft is making to make the deal happen. 
- How we’re seeing a similar response to regulatory interest in Broadcom’s planned acquisition.

(14:09)  Is it the end of an era for superheros? Mary Long caught up with Catie Peiper to discuss trends in entertainment and Mattel's big bet on Barbie.

Companies discussed: MSFT, ATVI, VMW, AVGO, DIS, MAT, HAS

Host: Dylan Lewis
Guests: Bill Mann, Mary Long, Catie Peiper
Engineers: Dan Boyd, Rick Engdahl

Amazon can expect $13 billion in Prime Day sales, but what does that mean for a $1.3 trillion company?

(00:21) Ricky Mulvey and Jason Moser discuss:
- The services that Amazon wants shoppers to notice.
- If Prime Day is an economic bellwether.
- Bank of America’s fine from the Consumer Financial Protection Bureau.

Plus, (13:31) Robert Brokamp interviews Wade Pfau, author of the recently updated “Retirement Planning Guidebook”, on how to find a retirement spending style.

Companies discussed: AMZN, BAC

Pullback stocks report: https://www.fool.com/pullback

Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Wade Pfau
Engineers: Dan Boyd, Rick Engdahl

The New York Times leaves its sports desk behind as it puts its might behind The Athletic.

(00:21) Jim Mueller and Deidre Woollard discuss:
- Why the New York Times announced it is shutting down its sports department.
- The future of sports coverage and sports entertainment.
- The Barbie movie and the potential value of Mattel’s intellectual property.

(15:53) Ricky Mulvey and Asit Sharma look at some ultra-luxury businesses... and why they’re beating the market.

Companies discussed: NYT, DIS, RACE, RH, LVMUY, PPRUY, HESAY, MAT

Host: Deidre Woollard
Guests: Jim Mueller, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd

Higher rates are here to stay, and some stories we expected to see in the first half of 2023 might still be ahead of us. 

(00:21) Jason Moser and Matt Argersinger discuss:
- Whiplash in employment data, and the certainty of rate hikes for the rest of the year.
- Meta’s new app Threads and what it means for Twitter.
- Some surprises from the first half of 2023 and stories to watch for the rest of the year. 

(19:11) Motley Fool Money’s Deidre Woollard spoke with Smith about the cycles in digital media, his new book Traffic, and how one legacy media company has managed to stay on top throughout all the shifts.

(32:04) Jason and Matt break down two stocks on their radar: Vesta Real Estate and Callaway Golf.

Stocks discussed: AAPL, META, NYT, BZFD, AMZN, VTMX, MODG

Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Smith
Engineer: Dan Boyd

The numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie?

(00:21) Tim Beyers and Deidre Woollard discuss:
- If the strong numbers for new car sales will continue.
- The power of Tesla’s brand in the EV space.
- Why we shouldn’t get too excited about the prospect of flying cars yet.

(21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets’s podcast host Dave Meyer on the demographic shifts impacting real estate investing.

Companies discussed:  GM, TSLA, JOBY, OPEN, RDFN, EVTL, ACHR

Host: Deidre Woollard
Guests: Tim Beyers, Dave Meyer
Producer: Ricky Mulvey
Engineers: Dan Boyd, Heather Horton

AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access.
- What those moves say about AI, online intellectual property, and the next era of the internet.
- Meta’s new Twitter challenger Threads.

(16:01) Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought.

Companies discussed: META, EOLS, GOLF, PM, DIS

Host: Dylan Lewis
Guests: Asit Sharma, Rickey Mulvey, Nick Sciple
Engineer: Dan Boyd

Over the holiday weekend, we take a break from the cookouts and fireworks to focus on FI – Financial Independence.
 
Dylan Lewis and Brian Feroldi discuss:
- The core principles of FI and the different styles it can take
- Why a down market is a great time to check in on your financial independence and retirement progress
- Why it’s not too late to get started if you feel behind!
 
Note, this episode is a re-air of a conversation originally recorded in July, 2022. 

Host: Dylan Lewis
Guests: Brian Feroldi
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Before the mega-cap tech giants, there was General Electric. 

William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: 

- Jack Welch, and the religion of earnings consistency.
- The mythology behind General Electric’s birth. 
-General Electric’s “time of death”. 
- Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.” 

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

Companies discussed: GE, DIS, WBD, CMCSA 

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

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

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

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

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

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

DoorDash has started offering hourly wages for its couriers.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Companies discussed: AMZN, WMT

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 Companies discussed: ADDYY, NKE

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Company mentioned: SMR

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

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

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

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

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

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

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

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

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

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

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

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

It’s tough facing the house, whether you’re playing it or trying to pay for one.

(00:21) Asit Sharma and Dylan Lewis discuss:

The latest housing data, showing high rates are affecting mortgage and refinance applications.
The broader economic strength we’re continuing to see in spite of high rates
How Las Vegas strip operators are tweaking their businesses to grow. 

(12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space. 

Companies discussed: MGM, CZR, LLY, NVO, WW

Host: Dylan Lewis
Guests: Asit Sharma, Dana Corl, Keith Speights
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

What kind of day has it been?

(00:21) Bill Barker discusses:
- The stock market reacting positively (or not) to the latest narrative around the debt ceiling debate
- Nvidia's new all-time high and why we haven't reached "peak AI" yet
- Listener feedback over the years and the concept of "playing to the back of the room"
- A surprise guest (via audio)

(20:28) Chris Hill wraps up his final episode hosting the show a salute to The Motley Fool's history and founders, the self-driven mentality of the audience, and advice from the late musician Kevin Gilbert.

Companies discussed: NVDA

Host: Chris Hill
Guest: Bill Barker
Engineers: Dan Boyd

Who has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China?

Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Just the Beginning: Mapping the Collapse of Globalization.” Bill Mann caught up with Zeihan to discuss:

- Why Apple is diversifying production away from China
- What an aging population means for the United States economy
- Why de-dollarization is less likely than many think

Company discussed: APPL

Host: Bill Mann
Guest: Peter Zeihan
Producer: Ricky Mulvey
Engineers: Dan Boyd

The graphics processing maker became $200 billion more valuable in a single day.

(00:21) Jim Gillies and Ricky Mulvey discuss:
 - Nvidia’s blockbuster quarter and valuation questions to consider.
 - The history of tech cycles and lessons for investors.
 - If Best Buy needs sales growth to reward shareholders.

Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon.

Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN

Host: Ricky Mulvey
Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers
Engineers: Dan Boyd, Heather Horton

Stock Advisor Roundtable podcast: https://open.spotify.com/episode/0RhY5qYNv1l2AyS4g8LV1d?si=ded6d6d1cdda46cb

Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain. 

[00:21] Asit Sharma and Dylan Lewis discuss:

China’s ban on Micron chips for companies working on key infrastructure projects.
Apple’s multibillion dollar deal with Broadcom and the company’s increased investment in U.S. manufacturing and supply chain.
How investors should be looking at the tech hardware companies in their portfolio.

[13:57] Deidre Woollard talks with Yanely Espinal, author of "Mind Your Money," about the unique challenges that immigrant families face while saving for retirement and the dangerous appeal of "Buy Now Pay Later."

Companies discussed: MU, AAPL, AVGO, BRK

Host: Dylan Lewis
Guests: Asit Sharma, Deidre Woollard, Yanely Espinal
Producer: Ricky Mulvey
Engineers: Dan Boyd, Austin Morgan

Zoom’s quarter showed that it’s no longer growing at its pre-pandemic levels. Can it move beyond video chat?

(0:21) Bill Barker discusses:
- Zoom’s growth trajectory
- Where Zoom’s revenue might come from next
- Are Lowe’s and Home Depot too similar?

(14:02) Social Security reform has been back in the news lately. Alison Southwick and Robert Brokamp break down the myth-conceptions that surround Social Security.

Companies discussed: ZM, MSFT, HD, LOW, DKS, AMZN

Host: Deidre Woollard
Guests: Bill Barker, Alison Southwick, Robert Brokamp
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Mediterranean restaurant chain Cava has filed for an IPO later this year. Will investors be as satisfied as Cava’s customers?

(00:21) Jason Moser discusses:
- The growth of Cava and the company’s plans for capital raised during the IPO
- How Cava could end up as the next Chipotle (or not)
- What another big week of retail earnings portends

(12:43) A lot of companies are talking about artificial intelligence on their conference calls this earnings season. Ricky Mulvey talks with Motley Fool analyst Meilin Quinn about a business that may be getting a genuine tailwind from AI.

Companies discussed: CMG, SG, COST, LOW, BBY, HD, WMT, TGT, CHGG, DUOL

Host: Chris Hill
Guests: Jason Moser, Meilin Quinn
Producer: Ricky Mulvey
Engineer: Dan Boyd

As reports of Apple's next device surfaced, major retailers highlighted the week's earnings.

(0:21) Ron Gross and Jason Moser discuss:
- Walmart's grocery division (once again) doing the heavy lifting in its latest results
- Reports that Apple will unveil a $3,000 device at its developer conference in early June
- Netflix impressing advertisers and Wall Street
- The latest from Home Depot, Target, Foot Locker, and Deere

(19:11) Scott Phillips, chief investment officer at Motley Fool Australia, shares the current state of play for investors Down Under, Australian stocks to watch, and predictions for this year's Rugby World Cup.

(30:28) Ron and Jason discuss Taco Bell fighting to free the phrase "Taco Tuesday" from its current trademark holder and share two stocks on their radar: Owens Corning and Lowe's.

Stocks discussed: WMT, HD, TGT, FL, AAPL, MSFT, DE, NFLX, DIS, TTD, ASX, AMZN, MDB, GOOG, GOOGL, TEAM, TNE, YUM, LOW, OC

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Scott Phillips
Engineer: Dan Boyd, Tim Sparks

Is Montana's move against TikTok a speed bump or the start of a trend?

(00:21) Bill Mann discusses:
- How Snap, Meta Platforms, and Alphabet are watching the latest act in the TikTok drama
- Shares of Bath & Body Works popping 10% on its latest earnings report
- Names for scented candles

(14:15) As the retail landscape continues to evolve, Motley Fool contributor Rachel Warren talks with Anjee Solanki, Director of Retail Services at Colliers, about one category that's holding its own.

Companies discussed: META, GOOG, GOOGL, SNAP, BBWI, DG, ELF, ULTA

Host: Chris Hill
Guests: Bill Matt, Rachel Warren, Anjee Solanki
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

What happens when a short-seller collides with an activist investor?

(00:21) Bill Barker discusses:
- Target's 1st-quarter results beating expectations
- CEO Brian Cornell's comments about organized (and violent) retail theft
- Retail sales rising in April

(11:15) Dylan Lewis and Bill Mann discuss Hindenburg Research's report on Icahn Enterprises, raising questions about the conglomerate's accounting practices and its dividend.

Companies discussed: TGT, HD, IEP

Host: Chris Hill
Guests: Bill Barker, Dylan Lewis, Bill Mann
Producer: Ricky Mulvey
Engineers: Dan Boyd

Late Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling.

(00:21) Jim Gillies discusses:
- Home Depot's lackluster 1st-quarter results masking an otherwise strong business
- Capital One getting a boost from the Oracle of Omaha
- The surprising energy stock the Berkshire Hathaway team took a stake in

(19:15) Alison Southwick and Robert Brokamp dip into the mailbag to answer your questions about investing, retirement, and more.

Companies discussed: HD, BRK.A, BRK.B, COP, USB, BK, TSM, RH, BAC, OXY, AAPL, HPQ, ATVI, VTS

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

Sometimes you need to stop thinking, let things happen, and be the ball.

(00:21) Jason Moser discusses:
- EU regulators approving Microsoft's deal to buy Activision Blizzard (but investors being skeptical)
- Peloton recalling more than 2 million exercise bikes
- Why he's keeping a close eye on Home Depot's earnings report on Tuesday

(13:00) Nick Sciple joins Jason to discuss the business of golf and analyze two publicly-traded golf companies.

Companies discussed: MSFT, ATVI, SONY, PTON, HD, WMT, TJX, TGT, MODG, GOLF

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

If you like to tinker with your investments, then it’s tough to beat the market over a long period of time.

John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washington University’s Olin Business School, and the author of “The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown.” Deidre Woollard caught up with Jennings to discuss:

- Why the improbable happens all the time

- 1 key attribute that some of the best-performing stocks have in common
- And the business advantage that “fast followers” have over pioneers

  
Companies mentioned: SCHW, TJX, APPL, HUM, SHW

Host: Deidre Woollard
Guest: John M. Jennings
Producer: Ricky Mulvey
Engineers: Dan Boyd, Heather Horton

At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America.

(0:21) Matt Argersinger and Andy Cross discuss:
- The latest inflation data and the current state of play for investors
- Skepticism around the near-term future of Airbnb sending the stock lower
- Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software
- The latest from Disney, Roblox, JD.com, and PayPal

(19:11) Ross Anderson, co-founder of Craftwork Capital and co-host of the "Check Your Balances" podcast, shares the most common question he's getting from clients, advice for college graduates, and the economic data he's watching most closely.

(31:50) Matt and Andy answer a mailbag question about portfolio strategy, discuss The Cheesecake Factory's new rewards program, and share two stocks on their radar: A.O. Smith and Deere.

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

You can find the "Check Your Balances" show on your favorite podcast app, including Apple Podcasts: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071

Stocks discussed: ABNB, DIS, RBLX, JD, PYPL, GOOG, GOOGL, CAKE, AOS, DE

Host: Chris Hill
Guests: Matt Argersinger, Andy Cross, Ross Anderson
Engineer: Dan Boyd

Spending, investing, dealing with debt...moms have seen it all.

(00:21) Tim Beyers discusses:
- Disney shares falling after a lackluster 2nd-quarter report
- The fate of Hulu
- Why The Trade Desk is an attractive business (with a richly-valued share price)

(11:17) Mother's Day is on Sunday! To celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms.

Got a question about personal finance? Email podcasts@fool.com and your question might get used in next week's mailbag segment!

Companies discussed: DIS, CMCSA, TTD

Host: Chris Hill
Guests: Tim Beyers, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Sometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting.

(00:21) Bill Barker discusses:
- Shares of PayPal falling close to a 5-year low after guidance for the current quarter was low
- How PayPal's CEO search is affecting shareholders
- Under Armour's continued struggles and less-than-impressive record of share buybacks

(14:40) If college tuition payments are in your future, are you ready? Alison Southwick and Robert Brokamp talk with Megan Brinsfield of Motley Fool Wealth Management about different scenarios for paying for college.

Companies discussed: PYPL, UA, UAA

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

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All investments involve risk, including loss of principal. Past performance does not guarantee future results. Certain statements may be deemed forward-looking. There is not guarantee that these projections or forward-looking statements will come to fruition. This discussion is for informational and illustrative purposes only and should not be construed as investment advice or recommendations.

When Warren Buffett speaks, investors and Wall Street tend to listen.

(00:21) Jason Moser discusses:
- Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting
- Buffett's comments about Apple and the banking industry
- Charlie Munger's warning about over-diversification

(9:51) In a segment that originated in the Motley Fool Live videostream, Jim Gillies shares observations from his trip to Omaha for the Berkshire Hathaway annual meeting with Nick Sciple and Deidre Woollard. The three discuss whether value investing is actually harder for Buffett and Munger than it is for average investors.

Companies discussed: BRK.A, BRK.B, AAPL, TSE: HCG

Host: Chris Hill
Guests: Jason Moser, Nick Sciple, Jim Gillies, Deidre Woollard
Producer: Ricky Mulvey
Engineers: Dan Boyd

For one day in the stock market, investors voted with their stomachs.

(00:21) Bill Barker discusses:
- The Federal Reserve meeting expectations
- Paramount Global slashing its dividend 80%
- Peloton struggling with its turnaround
- Shake Shack posting higher revenue in the 1st quarter
- Potential names for Darden Restaurants newest franchise

(16:29) Ricky Mulvey talks with Motley Fool senior analyst (and Star Wars superfan) Jim Gillies about Disney's acquisition of Lucasfilm and ways to improve the franchise.

Companies discussed: PARA, PTON, SHAK, DRI, DIS, FNKO

Host: Chris Hill
Guests: Bill Barker, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

Investing’s biggest weekend is almost here.

(00:21) Ricky Mulvey and Asit Sharma discuss:
 - Johnson & Johnson’s spin-off of its consumer health company, Kenvue.
 - If Darden Restaurants is getting a good deal on its acquisition of Ruth’s Hospitality Group.
 - Yum! Brands quarter, and what it says about the global economy.

(12:42) Deidre Woollard and Matt Frankel look ahead to Berkshire Hathaway’s annual meeting, taking place this weekend.
 
Companies discussed: JNJ, KVUE, PG, RUTH, DRI, YUM, BRK.A, BRK.B, RDFN, OXY, CVX, AAPL

 Host: Ricky Mulvey
 Guests: Asit Sharma, Deidre Woollard, Matt Frankel
 Engineer: Dan Boyd

As loans get more expensive, what are the ripple effects for start-up companies in the tech industry?

(00:21) Bill Mann discusses:
- Uber's 1st-quarter results and CEO Dara Khosrowshahi's declaration of profitability in 2023
- Pfizer's results beating expectations despite demand for its Covid vaccine is falling
- Why he's more interested in the Federal Reserve on Wednesday than the jobs report on Friday

(10:49) Alison Southwick and Robert Brokamp continue their conversation with Bill Mann about how the "new normal" is affecting the tech industry in Silicon Valley.

Investments discussed: UBER, PFE, MRK, AAPL

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

Three of the four largest bank failures in U.S. history have happened in the past two months.

(00:21) Bill Barker discusses:
- Regulators seizing First Republic Bank and selling it to JP Morgan Chase
- CEO Jamie Dimon's comments about the state of play in banking
- Norwegian Cruise Line beating low expectations in the 1st quarter
- A plot point in last night's episode of "Succession"

(15:16) Alison Southwick and Robert Brokamp continue their conversation with Motley Fool senior analyst Bill Mann about the "new normal" of investing in China.

Investments discussed: JPM, NCLH, CCL, DIS, PG, AAPL, BABA, VTI, VWO, FRDM

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

You can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership.

Ricky Mulvey talks with Motley Fool senior analyst Jim Gillies about:
- Whether CEO succession plans are worth investor attention
- “Succession” storylines that rhyme with real ones
- Questions about Berkshire Hathaway’s next stage
- One bold prediction about the end of “Succession”

SPOILER ALERT: This episode discusses plot points for “Succession” through season 4 , episode 5.

Companies discussed: WAYA, GOJO, BRK.A, BRK.B, DIS, AAPL, LMVUY, GE

Host: Ricky Mulvey
Guest: Jim Gillies

Production Assist: Mark Underwood
Engineer: Dan Boyd

A huge week for earnings reveals a theme for investors: bigger is better

(0:21) Matt Argersinger and Jason Moser discuss:
- Amazon's 1st-quarter revenue impressed but questions remain about AWS
- Alphabet's $70 billion share buyback plan (and 1st-quarter results)
- Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending
- The latest from Microsoft, Meta Platforms, and Chipotle

(19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting.

(31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare.

Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET

Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Tim Beyers, Jay Chaudhry
Producer: Ricky Mulvey
Engineer: Dan Boyd

For the first time in a while, Facebook's parent company gave shareholders reason to smile.

(00:21) Bill Mann discusses:
- Meta Platforms starting the fiscal year with a bang
- The Reality Labs division posting an operating loss of (gulp) $4 billion
- The current state of regional banks and the magic word he's seeing appear in the financial media

(14:25) How much of a threat is ChatGPT to Google's business? In this excerpt from the most recent episode of the Stock Advisor Roundtable podcast, Brian Stoffel talks with artificial intelligence expert Hamza Lebbar and Motley Fool CEO Tom Gardner. 

To hear the entire new episode of Stock Advisor Roundtable, click here:
https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1

Companies discussed: META, GOOG, GOOGL

Host: Chris Hill
Guests: Bill Mann, Brian Stoffel, Hamza Lebbar, Tom Gardner
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators?

(00:21) Bill Barker discusses:
- Microsoft's strong 3rd-quarter results being overshadowed
- The $3 billion breakup fee Microsoft is now likely to have to pay
- Chipotle shares hitting a new all-time high after 1st-quarter profits were much higher than Wall Street was expecting

(15:48) As businesses look to cut costs, what does that mean for cloud spending? Tim Beyers and Tim White take a closer look at Amazon Web Services.

Companies discussed: MSFT, ATVI, SONY, NTDOY, CMG, AMZN, DDOG, ORCL, IBM

Host: Chris Hill
Guests: Bill Barker, Tim Beyers, Tim White
Producer: Ricky Mulvey

First Republic Bank and Pepsi are very different businesses with stocks moving in very different directions.

(00:21) Jim Gillies discusses:
- First Republic Bank shares plummeting after terrible quarterly results and a surprisingly brief conference call
- Medpace Holdings crushing their 1st-quarter report and (once again) winning the guidance game
- Pepsi's stock hitting an all-time high after snacks fueled Q1 results

(16:03) Bill Mann joins Alison Southwick and Prof. Robert Brokamp to talk about the "new normal" of hybrid work.

Companies discussed: FRC, MEDP, PEP

Check out the newest episode of our premium podcast, Stock Advisor Roundtable!
https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1

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

If a country can’t get natural gas to power its needs, where does it turn next?

Doomberg is an anonymous team of energy writers working on the number one financial publication on Substack. Motley Fool Senior Analyst Nick Sciple caught up with Doomberg to discuss: 
- Tradeoffs made during Europe’s energy crisis
- A durable shift for coal demand
- Countries shutting down (and investing in) nuclear energy
- An energy storyline that “many analysts are underestimating”  

Company mentioned: PXD

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

 “A company that does boring things is almost as good as a company that has a boring name, and both together is terrific.” --- Peter Lynch 

Sierra Baldwin and Motley Fool Senior Analyst Sanmeet Deo discuss:
- Boring, but effective ways to invest
- ETFs that can build a portfolio
- 1 key metric for investors to watch
- The businesses of potato processing, car auctions, and paint manufacturing

Companies and ETFs discussed: SPY, VTI, VT, CPRT, LW, SHW, PTON

Host: Sierra Baldwin
Guest: Sanmeet Deo
Producer: Ricky Mulvey
Engineer: Rick Engdahl

As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India.

(0:21) Andy Cross and Jason Moser discuss:
- Tesla's challenge with margin pressure
- Intuitive Surgical's stock rising on strong 1st-quarter results and guidance
- American Express continuing to catch on with Millennials and Gen Z
- Shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high
- The latest from Netflix, P&G, Johnson & Johnson, and Lululemon

(19:11) Motley Fool senior analyst Bill Mann discusses China's rise as an automotive exporter, Apple's growing presence in India, and why he's keeping an eye on mining companies in Brazil.

(33:17) Andy and Jason discuss the growing business of tiny snacks and share two stocks on their radar: Tractor Supply and Amazon.

Stocks discussed: NFLX, TSLA, ISRG, PG, AXP, JNJ, DHI, LULU, AAPL, GIS, TWNK, PEP, TSCO, AMZN

Host: Chris Hill
Guests: Andy Cross, Jason Moser, Bill Mann
Engineer: Dan Boyd

Buzzfeed was in a rough spot even before the ad market softened.

(00:21) Dylan Lewis discusses:
- The shuttering of Buzzfeed News, the award-winning journalism part of Buzzfeed's business
- What the ripple effects are for all investors (not just Buzzfeed shareholders)
- Why he's looking forward to hearing from Meta Platforms' management this earnings season

(10:55) Dylan talks with Bill Mann about Softbank's early investment in Alibaba and the takeaway for investors.

Companies discussed: BZFD, META, BABA

Host: Chris Hill
Guests: Dylan Lewis, Bill Mann
Producer: Ricky Mulvey
Engineer: Dan Boyd

What does it take to deliver huge returns over a two-decade time frame?

(00:21) Tim Beyers discusses:
- Netflix's 1st-quarter results
- Why he believes the new ad-tier model is off to a strong start
- What Ted Sarandos said on the call that many investors may have missed
- The shuttering of DVD.com

(13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here.

Companies discussed: NFLX, MNST, ODFL

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

Now that all of the Big Banks have reported earnings, what stands out?

(00:21) Bill Mann discusses:
- Warren Buffett's recent comments about holding Bank of America
- CEO Brian Moynihan's persistence
- Johnson & Johnson's dividend hike and guidance boost
- Nvidia's unsurprising pricing power

(11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options.

Companies discussed: BAC, JNJ, PG, NVDA

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

What do you wish you knew when you were just starting out investing?

(00:21) Jason Moser discusses:
- Roblox sharing its last batch of monthly metrics
- Why the company still has a "glass half-full valuation"
- Thoughts for a relatively new investor with decades of investing ahead

(16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers.

Got a question about stocks?
Want to tell us about a stock you bought recently?
Email podcasts@fool.com

Companies discussed: RBLX, ZBRA

Host: Chris Hill
Guests: Jason Moser, Asit Sharma, Bill Burns
Producer: Ricky Mulvey
Engineer: Dan Boyd

Investing doesn’t have to be complicated. Buy a business with a wide moat and hold it for a really long time. Mary Long talks with Ron Gross about:
- How to tell if a business is a monopoly
- Laser-focused companies that have fended off competition
- Monopolies in railroads, trash, and surgical robots

Companies discussed: MSFT, WDFC, META, GOOG, GOOGL, DUK, UNP, WM

Host: Mary Long
Guest: Ron Gross
Producer: Ricky Mulvey
Engineer: Dan Boyd