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

Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, 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.
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

Investors cheered the steadily improving inflation story.

(0:21) Jason Moser and Matt Argersinger discuss:
- How the current macro environment is what the Fed was aiming for
- JPMorgan Chase and Wells Fargo starting earnings season in a strong way
- Boeing's latest production challenge
- Key takeaways from Andy Jassy's shareholder letter
- Warner Bros Discovery's confusing rebrand of HBO Max

(19:11) Motley Fool senior analyst Tim Beyers weighs in on how board games and video games are finding success on the big screen, the future of movie theaters, and why "YouTube has an uncommon amount of power right now."

(33:47) Jason and Matt share two stocks on their radar: Airbnb and T. Rowe Price.

The new episode of Stock Advisor Roundtable, our premium podcast, is available exclusively on Spotify!
For more details go to Roundtable.Fool.com.

Stocks discussed: JPM, WFC, BA, AMZN, WMT, WBD, HAS, DIS, NFLX, AAPL, CMCSA, GOOG, GOOGL, ABNB, TROW

Host: Chris Hill
Guests: Matt Argersinger, Jason Moser, Tim Beyers
Engineer: Dan Boyd

We asked the audience about recent stock purchases and they did not disappoint!

(00:21) Asit Sharma discusses:
- Delta Air Lines' 1st-quarter results
- Why Delta CEO Ed Bastian is not worried about consumer spending
- Highlights from Amazon CEO Andy Jassy's annual letter to shareholders

(12:29) What's a stock you've bought recently and why did you buy it? Ricky Mulvey and Jason Moser dig through some of what our listeners have been buying and discover companies with moats and one short of a teddy bear business.

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

Companies discussed: DAL, AMZN, SCHW, OM, NKE, ASMLF, BOC, BBW

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

You might be familiar with some of the brands, but the company's name is probably not on your radar.

(00:21) Jim Gillies discusses:
- MTY Food Group's 1st-quarter results and why the restaurant franchisor is one of his long-term holdings
- The math behind MTY's success
- Why he's most curious about Medpace Holdings reporting earnings in late April

(17:45) Most businesses are paying their rent on time, but what happens when they want to renegotiate their leases? Ricky Mulvey talks with Deidre Woollard about the "Wall Of Debt" that's coming due and some more promising sectors in real estate for investors to keep an eye on.

Companies discussed: MTY, MTYFF, MEDP, SBNY

Host: Chris Hill
Guests: Jim Gillies, Deidre Woollard
Producer: Ricky Mulvey
Engineer: Dan Boyd

If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory.

(00:21) Bill Mann discusses:
- CarMax ending its fiscal year on a positive note
- The "tell" within CarMax's earnings report
- Why he's paying close attention to inventory levels

(11:23) It's Tax Season! Robert Brokamp and Alison Southwick examine the tax filing process and discuss one company benefitting from it.

Companies discussed: KMX, INTU

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Dep. Insp. Gen. Robert Brokamp
Producer: Ricky Mulvey
Engineer: Dan Boyd

Earnings season kicks off on Friday. What should investors be watching?

(00:21) Jason Moser discusses:
- Key takeaways from Walmart's investor day event
- Why the retailer is an underrated capital allocator
- Investing observations from spring break
- What he'll be watching this earnings season

(16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now.

Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER

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

A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu and Ricky Mulvey discuss:

- The lines between gambling and investing, and when they get blurry. 
- Games that Wall Street traders play.
- Positive sum, negative sum games, and how to know the difference.
- How Uncle Sam helps investors more than gamblers.
 
Host: Ricky Mulvey
Guest: Anand Chokkavelu
Engineer: Dan Boyd

If you clean out your closet once in a while, consider doing the same with your investment portfolio.

(0:21) Ron Gross and Jason Moser discuss:
- Stocks investors should consider trimming like hedges
- 2 stocks to throw out altogether
- Stocks that spark joy (a la Marie Kondo)
- Investments poised for a comeback
- Why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day
- Actual cleaning tips!

(19:11) Motley Fool senior analyst Bill Mann talks with Howard Marks, co-founder of Oaktree Capital Management, about China’s effect on inflation in the U.S. and the winners and losers in a world of higher interest rates.

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

Stocks discussed: FIVE, DG, DLTR, OLLI, ZG, UA, COST, CDNS, XBI, PYPL, SQ, BRK, V, MA

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Bill Mann, Howard Marks
Producer: Ricky Mulvey
Engineer: Dan Boyd

The WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company.
(00:21) Dylan Lewis and Jim Gillies discuss:
 - The terms of the deal, and the media rights story.
 - How Vince McMahon “wins”.
 - Anti-trust questions for the new company.
(11:50) Alison Southwick and Robert Brokamp continue their conversation with Asit Sharma about evaluating CEOs, and an understated leader for investors to watch.
 Companies discussed: WWE, OKTA, NVDA

Host: Dylan Lewis
 Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Asit Sharma
 Producer: Ricky Mulvey
 Engineers: Dan Boyd, Tim Sparks, Rick Engdahl

 Tesla hit all time records for production and deliveries but left Wall Street unsatisfied.
 (00:21) Deidre Woollard and Asit Sharma discuss:
 - Rivian’s profitability problem.
 - How Tesla is trying to “push competitors into a bad spot.”
 - Strategy shifts at Netflix.
 - If streamers have pricing power.
(13:11) Sierra Baldwin catches up with financial hype woman, Berna Anat, about her upcoming book, “Money Out Loud: All the Financial Stuff No One Taught Us.”
 Companies discussed: TSLA, RIVN, NFLX, DIS
 Host: Deidre Woollard
 Guests: Asit Sharma, Sierra Baldwin, Berna Anat
 Producer: Ricky Mulvey
 Engineers: Dan Boyd, Heather Horton

Before you make the rules, you might have to break the rules.

Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about:

- How he taught his children to invest

- Memorable financial lessons from April Fool’s Day pranks in the past

- What happens to rule breaker companies when they grow

- The Fool Foundation’s mission and upcoming online event

To register for the free online event on April 14th with David Gardner, just go to foolfoundation.org.

Stocks discussed: DUOL, AAPL, AMZN, BABA, GOOG, META, DIS, SBUX

Host: Chris Hill
Guest: David Gardner

Producer: Ricky Mulvey

Engineer: Dan Boyd

The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet.

(0:21) Ron Gross and Matt Argersinger discuss:
- New inflation data and real estate concerns in Silicon Valley
- Why they're watching company margins and guidance updates over the next few weeks
- Disney shutting down its metaverse division
- Lululemon's (unsurprising) write-down of Mirror
- The latest from Walgreens, RH, and McCormick

(19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT.

(32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International.

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

Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC

Host: Chris Hill
Guests: Ron Gross, Matt Argersinger, Brad Stone
Engineer: Dan Boyd

It helps to know the difference between an investing opportunity and a falling knife.
 
(0:21) Asit Sharma discusses:
- RH (aka, Restoration Hardware) wrapping up a rough fiscal year.
- How the retailer's great margins during the pandemic have gotten....less great.
- Electronic Arts and Roku joining the list of tech companies laying off employees.

(12:40) Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals.

Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY

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

Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI.
 (00:21) Tim Beyers discusses:
- Moore's Law and Gordon Moore's mark on the tech industry and the world
- How semiconductors became such a critical industry
- Intel's disciplined approach to capital allocation

AI Open Letter:
https://futureoflife.org/open-letter/ai-open-letter/

 (15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets?
 Companies discussed: INTC, MDNY, BWXT
 Host: Dylan Lewis
 Guests: Tim Beyers, Nick Sciple
 Producer: Ricky Mulvey
 Engineers: Dan Boyd, Tim Sparks

Before you buy shares of a company, what should investors look for in a CEO?
 
(0:21) Bill Mann discusses:
- Alibaba announcing its intention to split into 6 separate companies
- Whether Amazon and Alphabet are discussing (or hearing from investment banks about) the same thing
- Why he's watching where these companies raise money for their eventual IPOs 

(11:05) Alison Southwick and Robert Brokamp talk with Asit Sharma about his framework for evaluating leadership.

Companies discussed: BABA, ASML, AMZN, GOOG, JD, T, NOW, NVDA, SFIX, DOCN

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Robert Brokamp, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

Should you save in a 401(k) or is it better to keep that money available in cash?

Justin Richmond is the host of new podcast “Started from the Bottom”.  where he interviews successful people who grew up on the outside – people of color and people who grew up in a world where almost nobody went to college. He’s also the co-host of the popular music podcast "Broken Record" podcast alongside Rick Rubin, Bruce Headlam, and Malcolm Gladwell.

Ricky Mulvey caught up with Richmond to discuss:
- Learning the unwritten rules of business
- How class and upbringing affects attitudes towards money
- The relationship between musicians, Live Nation Entertainment, and dynamic pricing

Company discussed: LYV

Host: Ricky Mulvey
Guest: Justin Richmond
Engineers: Dan Boyd, Annie Franks

(0:21) Jason Moser discusses:
- UBS buying Credit Suisse for $3.2 billion
- The ripple effects of everyone checking with their bank
- Why Amazon's latest layoff announcement has him looking at the revenue-per-employee metric

(13:58) Ricky Mulvey catches up with Jacob Goldstein, host of the podcast "What's Your Problem?" to talk about bank runs, why they happen, and how businesses could potentially prepare for them.

Companies discussed: UBS, CS, AMZN, SIVB

Host: Chris Hill
Guests: Jason Moser, Jacob Goldstein
Producer: Ricky Mulvey
Engineers: Dan Boyd

If you hate Vince McMahon, then maybe you’ll buy a tee-shirt for his rival. And that’s a great outcome for the WWE.

Abraham Josephine Riesman is the author of “Ringmaster: Vince McMahon and the Unmaking of America.” Ricky Mulvey caught up with Riesman to discuss: 

- Vince McMahon’s early life as a “pretty nice kid”, and the parts of his story he doesn’t want wrestling fans to know.
- WWE’s potential deal with the Saudi Arabia Public Investment Fund.
- The Montreal Screwjob, and the groundwork for the modern WWE.
- A story about Saddam Hussein’s side job as a wrestling promoter, Andre the Giant, and a golden gun. 

Company discussed: WWE

Host: Ricky Mulvey
Guest: Abraham Josephine Riesman
Engineer: Dan Boyd

Adobe wants to be a customer experience platform, and a discount retailer is upscaling.

 (0:21) Deidre Woollard and Asit Sharma discuss:
 - Adobe’s quarter, and issues acquiring Figma.
 - Tech companies rushing to launch generative AI.
 - Five Below converting stores to Five Beyond.
 - Labor issues for Dollar General.

 Plus, (15:50) stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate.
 Companies discussed: ADBE, FIVE, DG, PAC, BWXT
 

Host: Deidre Woollard
 Guests: Asit Sharma, Bill Mann, Nick Sciple
 Producer: Ricky Mulvey
 Engineer: Dan Boyd

Ryan Reynolds is joining the T-Mobile team, as Verizon and AT&T adjust.

(0:21) Tim Beyers discusses:
- T-Mobile buys the parent company of Mint Mobile in a cash and stock deal worth $1.3 billion
- How (and when) Mint's business could be accretive to T-Mobile
- Why the ripple effect from Silicon Valley Bank's situation will hit potential IPOs and what it means for investors

(14:05) Our stock version of March Madness continues! Kirsten Guerra and Jason Moser face off to make the case on why their stock is a better buy right now.

Companies discussed: TMUS, VZ, T, SIVB, GM, TSLA, OM

Host: Chris Hill
Guests: Tim Beyers, Kirsten Guerra, Jason Moser
Producer: Ricky Mulvey
Engineers: Dan Boyd

Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy.

(0:21) Bill Mann discusses:
- The latest CPI numbers and the current state of play in the banking industry
- One bank that fits the description of something Warren Buffett might be interested in
- Meta Platforms announcing another round of layoffs

(14:58) Sanmeet Deo and Tim Beyers face off against one another with stocks they believe are a better buy right now.

Companies discussed: FRC, SCHW, SIVB, PNC, META, XPOF, MNDY

Host: Chris Hill
Guests: Bill Mann, Sanmeet Deo, Tim Beyers
Producer: Ricky Mulvey
Engineers: Dan Boyd

Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again.

(0:21) Jason Moser discusses:
- Signature Bank failing and shares of First Republic Bank falling 60%.
- Why "bailout" is probably not the right word to describe what's happening
- How big banks like JPMorgan Chase and Bank of America are gaining strength simply by going about their business

(11:20) We're celebrating our own version of "March Madness" by having analysts face off, bracket-style, as they go head-to-head over which stock is a better buy. Jim Gillies and Jim Mueller kick off the week with a biotech software company and a well-known real estate broker.

Companies discussed: SIVB, SBNY, FRC, SCHW, BAC, JPM, SDGR, RMAX

Host: Chris Hill
Guests: Jason Moser, Jim Gillies, Jim Mueller
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

One sign of a true expert is they often say “I don’t know”.

Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, and Moneyball. He also hosts the podcast Against The Rules. Chris Hill talked with Lewis last year for an episode we published on May 20, 2022. Due to time constraints we had to leave some parts of the conversation out of that episode, so we're bringing them to you now! Hill and Lewis discuss:
- Unintended consequences of Moneyball
- Why single men fare worse in the stock market
- How Iceland responded to the Great Recession
- How to spot true experts

"Boys Will Be Boys" paper: https://faculty.haas.berkeley.edu/odean/papers/gender/BoysWillBeBoys.pdf

Host: Chris Hill
Guest: Michael Lewis
Producer: Ricky Mulvey
Engineer: Dan Boyd

In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession.

(0:21) Jason Moser and Matt Argersinger discuss:
- February's jobs report (and potential ripple effects)
- The stunning collapse of Silicon Valley Bank
- Vail Resorts staffing up to meet demand
- How the "Lipstick Effect" is benefitting Ulta Beauty
- The latest from Docusign, and Dick's Sporting Goods

(19:11) Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards. 

(35:15) Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co.

Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC

Host: Chris Hill
Guests: Jason Moser, Matt Argersinger, Nell Minow
Engineer: Dan Boyd

(0:21) Jim Gillies discusses:
- Why shares of SVB Financial Group are plunging more than 45%
- The reasons he's a fan of AerCap Holdings' secondary offering

(15:24) Ricky Mulvey talks with investigative reporter Marshall Zelinger about Xcel Energy and the fundamentals of being a monopoly.

Companies discussed: SIVB, AER, XEL

Host: Chris Hill
Guests: Jim Gillies, Marshall Zelinger
Producer: Ricky Mulvey
Engineer: Dan Boyd

Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away.

(0:21) Asit Sharma discusses:
- Shares of Crowdstrike rising as the cybersecurity company closed out the fiscal year on a strong note
- Taking the "basket approach" to cybersecurity stocks
- Funko Pop's surprising solution to having too much inventory

(12:13) Mary Long talks with Blackrock managing director Gargi Chaudhuri about the case for bonds, and some economic predictions her team made in 2022.

Companies discussed: CRWD, FNKO

Host: Chris Hill
Guests: Asit Sharma, Mary Long, Gargi Chaudhuri
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

The Fed Chief goes to Capitol Hill, Dick's Sporting Goods crushes expectations, and there's more than one type of FIRE.

(0:21) Bill Mann discusses:
- The market's reaction to Chairman Powell's testimony in front of the U.S. Senate Banking Committee
- Shares of Dick's Sporting Goods popping 11% on same-store sales growth that more than doubled expectations
- How inventory management is a key in Dick's Sporting Goods recent success

(12:33) Alison Southwick and Robert Brokamp talk with Megan Brinsfield about the FIRE (Financially Independent, Retire Early) movement.

Companies discussed: DKS, HD, LOW, TGT, WMT

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

Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, as 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 an investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is no guarantee of any outcome. Past performance does not guarantee future results.

It's always a good idea to know why you're about to invest in a business.

(0:21) Jason Moser discusses:
- Short-term catalysts, long-term trends, and why it's ok to invest in both
- The importance of understanding how a business makes money
- Reasons to sell a stock

(10:17) Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book "Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink".

Companies discussed: ABND GS, HLT

Host: Chris Hill
Guests: Jason Moser, Deidre Woollard, Liz Hoffman
Producer: Ricky Mulvey
Engineers: Dan Boyd, Heather Horton, Rick Engdahl

During her 12-year run as CEO of Pepsi, Indra Nooyi helped the company grow sales by 80%. Despite her success as one of the most powerful women in business, she's happy to be out of the world of “bits and bytes.” Motley Fool co-founder and CEO Tom Gardner caught up with Nooyi to discuss:
- Other CEOs she's learned from
- Building a culture of ownership
- Decision-making as an art and a science

Companies mentioned: PEP, AAPL, AMZN, PFE

Indra Nooyi's best-selling book is "My Life in Full: Work, Family, and Our Future".

Host: Tom Gardner
Guest: Indra Nooyi
Producer: Ricky Mulvey
Engineers: Heather Horton, Dan Boyd

The first rule of investing is don’t lose money. The other rules are a little more complicated.

David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss:
- Lessons from Warren Buffet, Larry Fink, and Seth Klarman
- Genius and luck in investing
- Happiness and expectations
- Investing with a margin of safety

Companies mentioned: CG, BLK, TSLA, HLT

Host: John Rotonti
Guest: David Rubenstein
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

If you're an investor trying to make sense of the conflicting signals from macroeconomic data, you're not alone.

(0:21) Matt Argersinger and Jason Moser discuss:
 - A strong jobs report, latest housing data, and contrary indications from the retail industry
- Ulta Beauty continuing a standout year
- VICI Properties increasing its share of properties on the Las Vegas Strip
- Signs of life from Okta
- The latest from Salesforce, Five Below, and Crowdstrike

(19:11) Deidre Woollard talks with Ben Miller, CEO of crowdfunding investment platform Fundrise, about commercial real estate and the trends he's watching for homebuilders and office space.

Stocks discussed: ULTA, CRM, VICI, BX, OKTA, FIVE, CRWD, APRN, EXR, CRNC

Host: Chris Hill
Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Miller
Producer: Ricky Mulvey
Engineer: Dan Boyd

What's it like competing against a business that's 1,000 times bigger than your own?

(0:21) Emily Flippen discusses:
- Salesforce co-CEO Bret Taylor leaving his job exactly one year after he got it
- Whether the market is overreacting to Taylor and underreacting to a strong 3rd-quarter report from Salesforce
- Kroger's strong profits and prospects for expanding its grocery empire with a proposed acquisition of Albertson's

(12:10) Jeff Santoro and Jamie Louko engage in "bull vs. bear" debate over cloud infrastructure company DigitalOcean.

Stocks mentioned: CRM, CMG, TEAM, KR, ACI, DOCN, MSFT, AMZN, GOOG, GOOGL

Holiday Music: Silent Night by Ska-J, Hey Skinny Santa by JD McPherson

Host: Chris Hill
Guests: Emily Flippen, Jeff Santoro, Jamie Louko
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks, Rick Engdahl

The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX.

(0:21) Jim Gillies discusses:
- Why the Dow Jones Industrial Average is "the dumbest index"
- Where investors can find ballast for their portfolios

(15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors.

Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR

Host: Chris Hill
Guests: Jim Gillies, Dylan Lewis
Producer: Ricky Mulvey
Engineer: Dan Boyd

With more retail data rolling in, it might also be time to start paying attention to commodities.

(0:21) Asit Sharma discusses:
- Cyber Monday's results mirroring Black Friday's
- How the headlines around strong holiday retail may be masking weakness underneath
- Why stock investors may have to start paying attention to the price of copper

(9:50) Alison Southwick and Robert Brokamp share some gift ideas the people on your list will actually enjoy.

Stocks mentioned: ADBE

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

Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China.

(0:21) Jason Moser discusses:
- Black Friday's new record of $9 billion spent
- How other retailers are competing with Amazon
- NFL viewing on Thanksgiving Day setting new records

(9:33) Bill Mann discusses:
- Rising unemployment among China's young adults
- How municipalities are "drowning in debt"
- The challenges of sourcing ingredients and manufacturing in China for U.S. companies like Apple and Procter & Gamble

Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC

Host: Chris Hill
Guest: Jason Moser, Bill Mann,
Engineer: Dan Boyd

Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession.

Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss: 

- How growth stories can change through time. 
- Sectors showing the power of compounding dividends. 
- If a “Fed Put” still exists. 

Members of any Motley Fool service can watch the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/11/16/interview-richard-bernstein-ceo-cio-richard-bernst/ 

Host: John Rotonti
Guest: Richard Bernstein
Producer: Ricky Mulvey 
Engineers: Heather Horton, Dan Boyd

Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense!

(1:45) Chris Hill, Bill Barker, and Bill Mann discuss:
- What should be on the “Mount Rushmore of Thanksgiving Side Dishes”
- Where we would go if we were in the Witness Protection program
- Pro sports mascots to represent Team USA at the World Cup
- Movie sequels and characters we’d like to see more of
- A wedding reception that went viral

Host: Chris Hill
Guests: Bill Barker, Bill Mann
Engineer: Dan Boyd

Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target.

(0:21) Bill Mann discusses:
- Bob Iger's second day back as CEO
- Best Buy, and CEO Corie Barry, defying expectations (again)
- Zoom Video shares falling close to a 2-year low
- How Zoom could fit well into Oracle's business

(12:25) Robert Brokamp talks with Megan McCoy, professor at Kansas State University, about relationships and money. 

Stocks mentioned: DIS, BBY, AMZN, ZM, MSFT, ORCL

Host: Chris Hill
Guest: Bill Mann, Robert Brokamp, Megan McCoy
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl

Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger.

(0:21) Jason Moser discusses:
- The board's sudden reversal on Chapek
- Expected changes in Disney's executive ranks
- Iger's strengths in building relationships
- Iger's track record in succession planning

(13:11) Dylan Lewis and Kirsten Guerra engage in a bull vs. bear debate over Pinterest.

Stocks mentioned: DIS, PEP, PINS, META

Host: Chris Hill
Guest: Jason Moser, Dylan Lewis, Kirsten Guerra
Producer: Ricky Mulvey
Engineer: Dan Boyd, Tim Sparks, Rick Engdahl

One reason we like Charlie Munger is he rarely, if ever, minces words.

(0:21) Bill Mann discusses:
- The latest PPI data boosting the market
- Walmart's inventory levels (and 3rd-quarter results) catching Wall Street's attention
- Charlie Munger sounding off on crypto

(13:37) Alison Southwick and Robert Brokamp dip into the Fool Mailbag to answer questions about Roth IRAs, how ETFs work, and more!

Companies discussed: WMT, GE, UAA

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

More senior-level women are leaving the workforce than ever before, and just 2% of venture capital funding goes to female-led start-ups. That said, there are plenty of reasons to be optimistic about the future of female leadership and entrepreneurship. Julia Boorstin is CNBC’s Senior Media & Tech Correspondent and the author of “When Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them.”
Deidre Woollard caught up with Boorstin to discuss: 
- Closing the funding gap for female-led companies
- Shifting power dynamics in healthcare
- What sports can teach kids about business
- Why female leadership strategies are valuable for any business

Companies mentioned: RENT, REAL, SFIX

Host: Deidre Woollard
Guest: Julia Boorstin
Producer: Ricky Mulvey
Engineer: Dan Boyd

Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss:
- Which retailers are tackling inventory challenges well
- An overlooked metric for retailers
- And a compelling opportunity for long-term investors

Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY

Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/

Host: Ricky Mulvey
Guest: Sanmeet Deo
Engineers: Rick Engdahl, Dan Boyd

Several factors in the Big Macro pushed stocks higher at week's end.

(0:30) Jason Moser and Ron Gross discuss:
- How the Consumer Price Index report fueled an historic rise on Thursday
- China's potential for pulling back Covid restrictions
- The role layoffs will play in the coming months
- Disney's parks division being the lone bright spot in an otherwise disappointing 4th-quarter report
- The latest from The Trade Desk, Lyft, and Marqeta

(19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change.

(32:10) Jason and Ron return to talk about
- Carnival Cruise's intriguing strategy to battle rising food costs
- Two stocks on their radar: Outset Medical and Titan International

Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI

Host: Chris Hill
Guests: Ron Gross, Jason Moser, Rachel Warren, Anjee Solanki
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

A lower-than-expected CPI number sent stocks soaring.

(0:21) Jim Gillies discusses:
- Why he believes the reaction on Wall Street could signal a bottom for stocks
- Bumble benefitting from today's market rise
- How, after a "busted IPO, Bumble appears to be a real business trading at a more reasonable price

(15:47) Jeremy Bowman talks with GitLab CFO Brian Robins about how his company is helping other companies develop software, and the trade-off between growth and profitability.

Companies discussed: BMBL, MTCH, GTLB

Host: Chris Hill
Guests: Jim Gillies, Jeremy Bowman, Brian Robins
Producer: Ricky Mulvey

The House That Mickey Built appears to be struggling.

(0:21) Tim Beyers discusses:
- Disney's 4th-quarter financials disappointing Wall Street
- How the media division is dragging down the parks division
- Redfin shutting down its home-flipping business and laying off 13% of staff

(14:13) Deidre Woollard talks with Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book "Kick Up Some Dust: Lessons on Thinking Big, Giving Back, and Doing It Yourself".

Companies discussed: DIS, NFLX, RDFN, HD

Host: Chris Hill
Guests: Tim Beyers, Deidre Woollard, Bernie Marcus
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Rough years for Lyft and Tripadvisor get even rougher.

(0:21) Ron Gross discusses:
- Lyft disappointing Wall Street in one key metric
- Why Uber's diversification is currently an asset
- Tripadvisor's guidance pulling down the stock

(10:54) Alison Southwick and Robert Brokamp talk with Jack Caporal and analyze data around average American salaries, savings, and what it means for your financial goals.

Companies discussed: LYFT, UBER, TRIP

Host: Chris Hill
Guests: Ron Gross, Alison Southwick, Robert Brokamp, Jack Caporal
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Sometimes opportunity comes in the form of competitors making a mistake.

(0:21) Jason Moser discusses:
- Shares of Meta Platforms rising on reports of "large-scale layoffs" coming this week
- How long it will take to know if Mark Zuckerberg's investments in the metaverse will pay off
- Amazon angering Prime members with an "upgrade" of their music service that changes the user experience for the worse
- Spotify and Apple being gifted an opportunity to find new members for their music services

(13:57) Dylan Lewis and Ricky Mulvey discuss the changing advertising landscape and what the shifts mean for major players like Netflix and Google.

Companies discussed: META, AAPL, SPOT, ROKU, SNAP, NFLX, GOOG, GOOGL

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

One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKinsey Comes to Town: The Hidden Influence of the World's Most Powerful Consulting Firm.” Forsythe joined Ricky Mulvey to discuss:
- Why Fortune 500 companies pay millions of dollars for the firm’s advice
- What “The Carnegie Way” meant for US Steel
- McKinsey’s relationship with the FDA and what it means for drugmakers

Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY

Host: Ricky Mulvey
Guest: Michael Forsythe
Engineer: Dan Boyd

Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made some expensive buybacks. They discuss:
- A common misunderstanding investors have about free cash flow
- Why management teams often struggle at doing share repurchases well
- How Apple became a “shining example” of superior capital allocation
- One less-familiar company that’s executed buybacks well

Companies discussed: APPL, META, ORLY

Capital Allocation episode: https://www.fool.com/podcasts/motley-fool-money/2022-05-14-capital-allocation-the-superpower

Host: Dylan Lewis
Guest: John Rotonti
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Some companies have bright futures, while others simply run out of time.

(0:21) Tim Beyers discusses:
- Roku having more cyclicality than investors might expect
- Whether Peloton can produce lower inventories over the holidays
- Fastly's CEO declaring a commitment to growth

(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.

Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM

Host: Chris Hill
Guest: Tim Beyers, Ben Foldy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

“When the party is happening in the penthouse, this is a sector that’s in the basement.”

Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just have to look at “micro-verticals” like fluid-handling, label making, and aircraft replacement parts. Nick Santhanam is the CEO of the Fernweh Group and a co-author of the new book “The Titanium Economy: How Industrial Technology Can Create a Better, Faster, Stronger America.” Ricky Mulvey caught up with Santhanam to talk about:
- Why investors often misunderstand the industrial sector
- How companies are using 3D printing and blockchain technology
- Why family-run companies have key advantages for long-term investors
- The biggest challenge for companies in the Titanium Economy

Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ

Host: Ricky Mulvey
Guest: Nick Santhanam
Engineer: Dan Boyd

If you’re looking for a market-beating stock then you don’t have to go much further than the candy aisle. Ricky Mulvey and Asit Sharma gear up for Halloween and discuss:
- Why candy is a growing market that’s also shrinking
- Hershey’s M&A strategy and supply chain questions
- Official Halloween candy power rankings

Companies mentioned: HSY, GIS, NKE

Michele Buck’s HBR article: https://hbr.org/2022/11/the-ceo-of-hershey-on-turning-a-candy-company-into-a-snacks-empire

Host: Ricky Mulvey
Guest: Asit Sharma
Engineer: Dan Boyd

The biggest tech companies reported this week, but it was Apple that shined the brightest.

(0:30) Jason Moser and Matt Argersinger discuss:
- The diversity and strength of Apple's business lines
- Slowing growth in Amazon Web Services
- Meta Platforms hitting its lowest point in 6 years
- Ford Motor's demonstration of fiscal discipline
- The latest from Alphabet, Microsoft, and Visa

(19:15) Jason and Matt continue the earnings analysis and discuss:
- ExxonMobil and McDonald's hitting new highs
- Chipotle's plans for growth
- Surprisingly strong weeks for Teladoc Health and Intel
- Overrated and underrated Halloween candy
- Two stocks on their radar: SiTime Corp. and Lennox International

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

Stocks mentioned: AAPL, AMZN, META, GOOG, GOOGL, V, MSFT, F, XOM, TDOC, INTC, CMG, MCD, LII, SITM, TSM

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

On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016.

(0:21) Andy Cross discusses:
- Meta's worrisome R&D spending metric
- Low expectations helping to fuel Shopify's rise
- Comcast beating tough quarterly comps, thanks in part to the Minions

(13:41)  Ricky Mulvey talks with Scott Ford, CEO of WestRock, a "brand behind the brands" coffee business serving up 20 million cups a day.

Companies discussed: META, SHOP, CMCSA, WEST

Host: Chris Hill
Guest: Andy Cross, Scott Ford
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Google's parent company disappointed Wall Street, but share buybacks continue.

(0:21) Bill Mann discusses:
- Alphabet being a strong business, despite recent downturns
- Spinning off YouTube being an idea that doesn't make sense
- Visa wrapping up the fiscal year in strong fashion
- CEO Al Kelly being among those who do not expect a recession in 2023

(10:56)  Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company.

Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX

Host: Chris Hill
Guest: Bill Mann, Ryan Henderson, Jose Najarro
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Spotting a stock fraud is extremely difficult, but finding some smoke is significantly easier. 

Founded by Eddie Antar, Crazy Eddie was a chain of consumer electronic stores in the Northeast. After going public in the 1980s, the stock became nearly a ten-bagger before investigators found it to be a fraud. Investors may not have suspected that the retailer boosted profit margins by manipulating a cash skim, but there were some other signs that the soaring stock price didn’t tell the whole story.

Ricky Mulvey talked with Gary Weiss, author of “Retail Gangster: The Insane, Real-Life Story of Crazy Eddie” about:
- Why investors bought into Eddie Antar’s hype
- How criminals save money on sales tax
- The eventual downfall of Crazy Eddie

Host: Ricky Mulvey 
Guest: Gary Weiss
Engineers: Rick Engdahl, Dan Boyd

Expect to hear “currency headwinds” a lot this earnings season. But a strong U.S. dollar isn’t all bad and can make international companies cheaper. Ricky Mulvey caught up with Bill Mann to look at four economies around the world, including:
- England’s pension and interest rate problems
- The challenges of investing in China
-  A massive raw material exporter with a currency that outperformed the US dollar

(NOTE: This episode was recorded before Liz Truss resigned as Britain's Prime Minister

Companies mentioned: CNSWF, NXGPY

Host: Ricky Mulvey
Guest: Bill Mann
Engineers: Rick Engdahl, Dan Boyd

Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future.

(0:21) Bill Mann discusses:
- Economic takeaways from England's sudden need for a new Prime Minister
- Questions about Tesla's accounting
- Why he believes that, despite falling in 2022, Tesla's stock is still pretty expensive.

(10:11)  Buck Hartzell talks with Boston Omaha co-CEOs Adam Peterson and Alex Rozek about the nuts and bolts of their business, and how they're handling short-term pain. If you're a member of any Motley Fool service you can access the full Boston Omaha interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/10/19/interview-alex-rozek-adam-peterson-boston-omaha/

Companies discussed: TSLA, BOC

Host: Chris Hill
Guest: Bill Mann, Buck Hartzell, Adam Peterson, Alex Rozek
Producer: Ricky Mulvey
Engineers: Dan Boyd

Netflix surprises Wall Street and throws down the gauntlet at streaming competitors.

(0:21) Tim Beyers discusses:
- 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected
- Optimism around Netflix's new ad platform
- Why he believes the stock is fairly valued (with room to run)

(11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired.

Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA

Host: Chris Hill
Guest: Tim Beyers, Nick Sciple, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd

If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power.

(0:21) Deidre Woollard and Asit Sharma discuss:
- Starboard Value's recent stakes in Splunk and Salesforce.
- Dan Loeb's push for a spinoff at Colgate-Palmolive.
- Layoffs at Microsoft.

Plus, Robert Brokamp and Matt Frankel (14:06) discuss how your home fits into a financial plan.
Companies discussed: CRM, MSFT,  CL, SPLK, GIS, INTC
Host: Deidre Woollard
Guest: Asit Sharma, Robert Brokamp, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss:
- Bank of America's strong quarter.
- BNY Mellon's move to hold crypto for its clients.
- Why banks are pumping up their loan loss reserves.

Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet.
Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM
Host: Deidre Woollard
Guests: Jason Moser, Asit Sharma
Producer: Ricky Mulvey
Engineer: Dan Boyd

More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing?  Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher about:
- Opportunities in sustainable investing
- Renewable energy technology.
- How electric vehicles can help solve green energy’s intermittency problem

Stocks mentioned: F, TSLA

Additional resource: https://www.fool.com/investing/stock-market/types-of-stocks/esg-investing/climate-change-stocks/

Hosts: Maria Gallagher, Alyce Lomax
Guest: Bruce Usher
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry