The energy situation in Europe is getting more challenging.

Finland's economic affairs minister

(0:12) Bill Mann discusses:
- CVS Health buying Signify Health for $8 billion in cash
- Finland's minister of economic affairs comparing Europe's energy situation to the collapse of Lehman Brothers
- How his investing outlook has been affected 

(14:54) Nick Sciple joins Alison Southwick for an overview of the energy industry.

(We opened the show with the tragic news of Bed Bath & Beyond CFO Gustavo Arnal taking his own life. If you are having suicidal thoughts, contact the Suicide & Crisis Lifeline at 988 for support and assistance from a trained counselor.)

Stocks mentioned: CVS, SGFY

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Nick Sciple
Engineers: Dan Boyd, Rick Engdahl

Time for some freebies! Chris Hill and Ricky Mulvey discuss some of the best investing resources that won’t cost you a penny. Some you’ll probably know and some you may not. Here's the full list:

Websites & Writers:
Investopedia: https://www.investopedia.com/
EDGAR: https://www.sec.gov/edgar/searchedgar/companysearch
Glassdoor: https://www.glassdoor.com/
YouTube (We know you know how to find it, but this is a FULL resource list): https://www.youtube.com/
SatPost by Trung Phan: https://trungphan.substack.com/
The Irrevant Investor: https://theirrelevantinvestor.com/
Aswath Damodaran Courses: https://pages.stern.nyu.edu/~adamodar/New_Home_Page/home.htm

Podcasts:
Check Your Balances: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071
Plain English with Derek Thompson: https://www.theringer.com/plain-english-with-derek-thompson-podcast
The Watch: https://www.theringer.com/the-watch

Library Stuff:
Hoopla: https://www.hoopladigital.com
Libby: https://www.overdrive.com/apps/libby

Host: Chris Hill
Guest: Ricky Mulvey
Engineer: Dan Boyd

Day 2 and we're live (again) from FoolFest 2022!

(0:21) Tim Beyers discusses:
- Why Walmart is the un-tech tech stock
- Interview highlights from investor Michael Mauboussin and author Annie Duke
- How Warren Buffett can (or should) celebrate his 92nd birthday
 
Stocks mentioned: WMT, BRK-A, BRK-B

Host: Chris Hill
Guest: Tim Beyers
Engineer: Dan Boyd

We're live from FoolFest 2022 and we've got highlights from the day so far!

(0:21) Bill Mann discusses:
- How the cost of power is putting English pubs in danger
- The specific type of acquisition he expects to see more of
- Deals in today's market
- Takeaways from an interview with venture capital investor Jenny Abramson, founder of Rethink Impact

Stocks mentioned: GOOG, GOOGL, CRM, DPZ, DIS

Host: Chris Hill
Guest: Bill Mann
Engineer: Dan Boyd

Google’s acquisition of YouTube is now remembered as one of the most successful tech acquisitions ever, but that result was far from obvious in 2006.

Bloomberg reporter Mark Bergen is the author of the upcoming book “Like, Comment, Subscribe. Inside YouTube’s Chaotic Rise to World Domination.” Dylan Lewis caught up with Bergen to talk about:
- YouTube’s “Forrest Gump-like” tendency to be a part of world-changing events
- The platform’s complicated relationship with its creator base
- One missed opportunity around kids and education
- The acquisition of YouTube, and its early days at Google

Stocks mentioned: GOOG, GOOGL, META

Host: Dylan Lewis
Guest: Mark Bergen
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks

2022 has been a challenging year for stocks in general, and rule-breaker stocks specifically. But the companies you buy during difficult times can become the best investments you make.

Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about:
- Maintaining a “net buyer mindset” during a downturn
- 2 books that can help you improve your investing mindset
- Investing lessons from Zoom’s “short strange trip”

Stocks mentioned: ZM, GOOG, GOOGL, SPCE

Host: Chris Hill
Guest: David Gardner
Engineers: Dan Boyd, Tim Sparks

Strong words from Federal Reserve chairman Powell sent stocks down on Friday.

(0:30) Jason Moser and Emily Flippen discuss:
- Why long-term investors should not be surprised by Powell's comments
- Snowflake's strong week
- Zoom Video shares falling to a 2-year low
- Ulta Beauty's strong 2nd-quarter sending shares close to an all-time high
- Amazon making headlines for what it is NOT planning to do
- The latest from Peloton, Electronic Arts, Nvidia, Salesforce, and Intuit

(19:45) Maria Gallagher talks with Harvard Business School professor Ranjay Gulati about key insights from his book, Deep Purpose: The Heart and Soul of High-Performance Companies.

(29:45) Emily and Jason answer listener questions about Quidelortho Corp. and Berkshire-Hathaway, and share two stocks on their radar: Doximity and Autodesk

Our annual investing conference is free for Motley Fool members!
For more details go to http://Fool.com/FoolFest.

Stocks discussed on the show: SNOW, ZM, PTON, ULTA, AMZN, EA, NVDA, CRM, INTU, ETSY, QDEL, BRK.A, BRK.B, ADSK, DOCS

Host: Chris Hill
Guests: Emily Flippen, Jason Moser, Maria Gallagher, Ranjay Gulati
Producer: Ricky Mulvey
Engineer: Dan Boyd

We're hours away from the official start of FoolFest 2022 (our annual investing conference) and we've got a preview of coming attractions!

(0:21) Dylan Lewis discusses:
- Setting the agenda for stock investors
- Why we're looking forward to hearing from Michael Mauboussin and Trex CEO Bryan Fairbanks
- Highlights from the event we'll be bringing to the podcast

FoolFest is free for Motley Fool members. If you're not yet a member, just go to fool.com/foolfest to sign up for Stock Advisor and register for the event.

If you're already a member of ANY Motley Fool service go to foolfest.fool.com to register.

Stocks mentioned: TREX

Host: Chris Hill
Guest: Dylan Lewis
Engineer: Dan Boyd

Amazon becomes the first partner to sell Peloton's equipment and apparel on their own site.

(0:21) Bill Mann discusses:
- The upside potential for Peloton
- Whether Peloton may become part of Amazon's Prime membership offerings
- Toll Brothers blaming supply chain and labor shortages for a cut in guidance
- Nordstrom's challenges with inventory and family ownership

(11:31) Jeremy Bowman and Jason Hall engage in a Bull vs. Bear debate over Beyond Meat. Who won the debate? You can cast your vote in our poll on Twitter @MotleyFoolMoney.

Stocks mentioned: PTON, AMZN, TOL, JWN, BYND, YUM

Host: Chris Hill
Guest: Bill Mann
Producer: Ricky Mulvey
Engineer: Dan Boyd

How would you react if the first company you bought shares of went bankrupt within three years?

(0:21) Matt Argersinger discusses:
- The rise and sudden fall of Wang Laboratories
- Why his search for "the next Warren Buffett" ended badly
- Amazon and The Home Depot sharing discipline as a common business trait
- How he overcame the challenge of adding to his winners

Stocks mentioned: BH, SAM, AAPL, AMZN, HD, MELI, EBAY

Host: Chris Hill
Guest: Matt Argersinger
Engineer: Dan Boyd

Inspiration for great investments can come from anywhere, including your childhood kitchen.

As we head into the dog days of August, we're sharing "origin story" conversations with some of the investors you've heard on this show.

(0:21) Jason Moser discusses:
- The important (and very different) roles his parents played in his investing life
- 1st stock he ever bought
- How the worst stock he ever bought is now the property of JP Morgan Chase
- The proverbial "one that got away"
- The dividend aristocrat that takes him back to his childhood

Stocks mentioned: CSCO, JPM, MKC, NFLX, APPH, AMZN

Host: Chris Hill
Guest: Jason Moser
Engineer: Dan Boyd

Details about The Federal Reserve's meeting in July sent stocks to their first losing week in a month.

(0:30) Emily Flippen and Ron Gross discuss:
- Expectations around more interest rate hikes in the near future
- "Inventory" being the key story around big retailers like Walmart and Target
- Deere's mixed 3rd-quarter results and potential for a bright future
- The incredible roller coaster for Bed Bath and Beyond shareholders this week
- Foot Locker's surprising 2nd-quarter results and new CEO
- The latest from Home Depot, Lowe's, and Starbucks

(19:45) Ricky Mulvey talks with Bloomberg entertainment industry reporter Lucas Shaw about Warner Brothers Discovery, and how the media conglomerate is consolidating and evolving.

(32:50) Emily and Ron analyze the latest innovation from Papa John's and share two stocks on their radar: Rover Group and American Tower

Stocks discussed on the show: WMT, TGT, HD, LOW, DE, BBBY, SBUX, FL, WBD, DIS, PARA, PZZA, AMT, ROVR

Our annual investing conference is free for Motley Fool members! For more details go to http://Fool.com/FoolFest.

Host: Chris Hill
Guests: Emily Flippen, Ron Gross, Lucas Shaw
Producer: Ricky Mulvey
Engineer: Dan Boyd

Peloton announces more layoffs and store closings.

(0:21) Jim Gillies discusses:
- How challenging Peloton's balance sheet is right now
- Why Peloton will almost certainly have to raise money
- The retail landscape when some of the biggest companies are set to report earnings
- Why Costco is his favorite retail stock (followed closely by Home Depot)

(18:41) Some companies are pulling back on investments, but others aren't stopping. Ricky Mulvey and Sanmeet Deo look at some businesses playing offense in a tough environment.

Stocks mentioned: PTON, WMT, TGT, HD, LOW, COST, SHOP, AXON, XPOF, NFLX, TTD

Host: Chris Hill
Guest: Jim Gillies, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Build-to-rent housing is taking off and more home contracts are falling through. We’re probably not headed for another 2008 in the housing market, but it sure is weird out there. We’ve got two views on residential real estate, from renting and home lending.

Rent CEO Jon Ziglar joined Motley Fool Contributor Matt Frankel for a discussion about:

- The numbers behind rent increases.
- The rise of build-to-rent housing.
- How the rental landscape shifted over COVID.

Brandon Snow, Executive Director, at Ally Bank caught up with Motley Fool Contributor Marc Rapport for a chat about the residential real estate market, and why more home contracts are falling through.

Stocks mentioned: RDFN, HHC, ALLY

Hosts: Matt Frankel, Marc Rapport
Guests: Jon Ziglar, Brandon Snow
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel, Michael Schweitzer

This is the fun part of being a stock investor.

Ricky Mulvey and Bill Mann, Director of Small Cap Research at The Motley Fool kick off their series on small cap investing. They discuss:

- Why small cap investors have an opportunity to beat the market.
- The metrics that really matter for small caps.
- Spotting B.S. from younger companies.
- One small cap trend catching our attention.

Stocks mentioned: ANET, RDFN, CWH, NFLX, AMZN, CHD

Additional resource: 4 Steps to Find Small-Cap Stocks (fool.com)

Host: Ricky Mulvey
Guest: Bill Mann
Engineers: Dan Boyd, Tim Sparks

This week the Nasdaq officially entered bull market territory.

(0:30) Emily Flippen and Jason Moser discuss:
- July CPI and how lower-than-expected inflation fueled a market rally
- Axon Enterprises posting record revenue in Q2
- Marqeta founder Jason Gardner stepping down as CEO
- Drama between Unity Software, AppLovin, and Ironsource
- The latest from Disney, Upstart Holdings, Sweetgreen and The Trade Desk

(19:45) Tim Beyers talks with Marsha Barnes, founder & CEO of The Finance Bar, about the mindset traps that can keep people from investing and how to avoid them.

(30:15) Emily and Jason analyze Nvidia pre-announcing their earnings, as well as:
- Domino's Pizza exiting Italy
- A listener's question about Intel
- Two stocks on their radar: Sonos and Masimo

Stocks discussed on the show: DIS, AXON, MQ, U, APPLOVIN, IS, SG, TTD, NVDA, DPZ, INTC, MASI, SONO

Host: Chris Hill
Guests: Emily Flippen, Jason Moser, Tim Beyers, Marsha Barnes
Engineer: Dan Boyd

The House of Mouse is firing on all cylinders, and now its total number of subscribers for Disney+, Hulu, and ESPN+ is greater than Netflix.

Dylan Lewis and Maria Gallagher (00:21) discuss:
- Disney’s pricing power and streaming fatigue.
- How Coinbase is faring through a Crypto Winter.
- What Softbank is telling investors about the private markets.

Plus, Nick Sciple interviews Tim Johnston, Co-Founder of Li-Cycle Holdings (15:41), a lithium-ion battery recycler. They discuss how Li-Cycle can meet some of the growing demand for the metals that go into electric cars, and the company’s partnerships with major energy providers.

Stocks mentioned: DIS, NFLX, COIN, UBER, SFTBY, LICY
Host: Dylan Lewis
Guests: Maria Gallagher, Nick Sciple, Tim Johnston
Producer: Ricky Mulvey
Engineer: Dan Boyd

While some tech companies announce lay-offs, others are posting blowout earnings.

(00:21) Deidre Woollard and Tim Beyers discuss:

- How a decrease in consumer spending is hitting SaaS companies in unexpected ways.

- Why The Trade Desk is thriving in a tough environment.
- A “cautious” view on tech layoffs (and why we aren’t hitting the panic button).
- Why Walmart might join the streaming wars.
- A brilliant, tiny company that’s not getting enough attention from investors.

Plus, (15:00) Jason Moser and Matt Argersinger look at how companies are managing their share count, and one homebuilder that’s outperformed Amazon for more than a decade.

Stocks mentioned: DDOG, TTD, WMT, SNAP, GRPN, JAMF, META, NVR, LOW, NVDA, AMZN

Host: Deidre Woollard
Guests: Tim Beyers, Jason Moser, Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Chips, and the companies that make and use them, dominate the business news.

(0:25) Bill Mann discusses:
- Micron Technology cutting guidance while also announcing a $40 billion investment in the U.S.
- How Micron's current picture is similar to Nvidia's
- Take-Two Interactive continuing its rough year by lowering guidance
- Allbirds shares falling 23% as the young company learns some harsh lessons about business and growth

(13:57) Alison Southwick and Robert Brokamp look to "The Great Resignation" to find examples of what job-seekers should consider if they think we're heading for a recession.

Stocks mentioned: MU, NVDA, TTWO, BIRD, MCD, WMT

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

What's the optimal degree of concentration in your portfolio?

(0:25) Jason Moser discusses:
- Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided
- Why Nvidia's long-term thesis appears to be intact
- A listener's question about whether to sell some winners in his portfolio

(12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify.

Who made the better argument?
Vote in our Twitter poll @MotleyFoolMoney

Stocks mentioned: NVDA, SHOP, AMZN

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

"We want a cashless society."

That's what Bank of America CEO Brian Moynihan said in 2019. And while the war on cash may be a strong trend for investors, it's also important to understand the implications of a world that only takes cards (or Apple Pay). Jason Moser caught up with Brett Scott, author of the new book “Cloudmoney: Cash, Cards, Crypto, and the War for Our Wallets” to discuss:
- Incentives in the war on cash
- How money transforms when it moves from your wallet to a Venmo account
- Why cash is like an emergency staircase
- How COVID changed the way we use money

Stocks mentioned: BAC, V, PYPL, SQ, MA

Host: Jason Moser
Guest: Brett Scott
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

What does it take to be a great CEO in 2022? Leading with a True North, and breaking down some of the crusty hierarchical structures. Some leaders get it, and some really don’t. During Bill George’s tenure at Medtronic, the company’s market cap rose from $1 billion to $60 billion. He believes that leading with authenticity is one of the reasons he was able to help do that. Ricky Mulvey caught up with George to discuss his forthcoming book, “True North: Leading Authentically in Today's Workplace” as well as:
- How Best Buy CEO Corie Barry pivoted during the pandemic
- Mark Zuckerberg vs Satya Nadella
- Why more companies may benefit from giving CEOs a term limit
- Mary Barra’s big goals at General Motors
- How to find your own True North

Stocks mentioned: MDT, MSFT, META, BBY, VMEO, GM

Host: Ricky Mulvey
Guest: Bill George
Engineer: Dan Boyd

The U.S. private sector has added nearly 6 million jobs in the past year.

(0:30) Jason Moser and Matt Argersinger discuss:
- The unemployment rate falling to 3.5%
- Demand for cold beverages driving Starbucks' latest quarter
- PayPal getting back to basics
- MercadoLibre's blowout earnings
- The latest from Cloudflare, Zillow, and Twilio

(19:45) Jason and Matt analyze Amazon buying iRobot for $1.7 billion in cash, as well as:
- Simon Property Group's latest results
- Uber's record revenue in the 2nd quarter
- eBay's surprisingly profitable business
- Two stocks on their radar: Procore Technologies and Stanley Black & Decker

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our 2-day investing conference August 29 & 30!

(If you're already a Motley Fool member looking for details on the conference, go here - [http://foolfest.fool.com)]http://foolfest.fool.com)

Stocks discussed on the show: SBUX, PYPL, MELI, NET, Z, ZG, TWLO, AMZN, IRBT, SPG, UBER, EBAY, CMG, HD, PCOR, SWK

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

Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair!

(0:25) Maria Gallagher discusses:
- Mixed 2nd-quarter results from Booking Holdings
- Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality
- Crocs struggling with gross margin pressure and inventory management
- Whether buying the Hey Dude line of footwear was a good use of capital

(10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group.

Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB

Host: Chris Hill
Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Airbnb's record bookings in the 2nd quarter weren't enough to boost the stock higher. Why?

(0:25) Tim Beyers discusses:
- Airbnb's highly questionable decision to allocate $2 billion for a share buyback plan
- Match Group shares hitting a new low as the business clearly has work to do
- MicroStrategy CEO Michael Saylor stepping down after the company reports an eye-popping loss of $94 a share

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference!

(13:35) Ricky Mulvey talks with WSJ tech columnist Christopher Mims about Meta Platforms, Apple, and how companies are really using artificial intelligence.

Stocks discussed on the show: ABNB, MTCH, BMBL, MSTR, META, AAPL

Host: Chris Hill
Guests: Tim Beyers, Christopher Mims
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports!

(0:25) Bill Mann discusses:
- Global supply chain issues (understandably) affecting Caterpillar's results
- How dividend-seeking investors should think about Caterpillar
- Stellar results from Arista Networks and its longtime CEO Jayshree Ullal
- Pinterest shares popping on user numbers and the backing of activist investor Elliott Management

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference!

(13:51) Alison Southwick and Robert Brokamp talk about the indicators commonly associated with recessions and which ones they're watching.

Stocks discussed on the show: CAT, ANET, PINS, TWTR

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

Two stocks we recently covered on the show are back in the news.
(0:22) Jason Moser discusses:
- Outset Medical shares rising 20% on its announcement regarding shipments
- How the FDA's thinking and Outset Medical's are aligned
- Pepsi taking a $550 million stake in energy drink maker Celsius Holdings

(14:08) Ricky Mulvey talks with Asit Sharma about becoming less distracted as an investor, and an insurance company with a very clear focus.

Stocks mentioned: OM, CELH, KO, PEP, GOOG, GOOGL, SNAP, KNSL, MSTR

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

Eddie Alterman really likes cars. He is the Chief Brand Officer of Hearst Autos and was the editor-in-chief of Car & Driver. Alterman’s new podcast is called “Car Show! with Eddie Alterman”. He joined Ricky Mulvey to discuss:
- Why autonomous cars feel farther away today than in 2017
- One way that Tesla could become the new Standard Oil
- Ferrari’s strategy toward electric cars
- Why traditional carmakers may not get enough credit from investors
- Cadillacs with dry bars and LP record players

Host: Ricky Mulvey
Guest: Eddie Alterman
Engineer: Dan Boyd

Stocks: BMWYY, TSLA, F, GM, BA, POAHY, RACE, HYMTF

You've got question so we rounded up a wide range of Fools with some answers! In this summer mailbag we’re answering listener voicemails and emails about:
- Whether a stock paying a 48% dividend yield is real or a mirage
- Lesser-known energy and tech companies that may be worth your attention
- How the student-loan pause is impacting SoFi
- Saving in a 401(k) and being a stock investor

Got a question for the show? Leave us a voicemail at 703-254-1445.

Stocks mentioned: MDB, SOFI, STEM, ZIM, FLNC, ENPH

Host: Chris Hill
Guests: Robert Brokamp, Tim Beyers, Matt Argersinger, Matt Frankel, Jim Mueller
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Apple, Microsoft, Alphabet, and Amazon provide a welcome lift to the market.

(0:30) Andy Cross and Ron Gross discuss:
- The Fed raising interest rates and GDP contracting
- Apple and Amazon surprising to the upside
- Microsoft's cloud division delivering again
- Shopify's relative attractiveness as a stock
- Meta Platforms warning investors

(19:45) Andy and Ron discuss Chipotle's impressive ability to raise prices, as well as:
- McDonald's stock closing in on a new high
- The war on cash with Visa and Mastercard
- Diageo wrapping up a strong year
- The latest from Etsy and Roku
- Unilever shutting down the Choco Taco
- Two stocks on their radar: Masimo and NextEra Energy

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our biggest member event of the year!

(If you're already a Motley Fool member looking for details on this year's FoolFest investing conference, go here - foolfest.fool.com)

Stocks discussed on the show: AAPL, AMZN, MSFT, GOOG, GOOGL, SHOP, META, CMG, MCD, ETSY, ROKU, V, MA, DEO, UL, MASI, NEE

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

Microsoft and Alphabet didn't disappoint with their latest quarterly results.

(0:22) Bill Mann discusses:
- Microsoft having tough comps, with the cloud division shining once again
- Alphabet proving its resilience
- Chipotle continuing to raise prices and profits

(12:54) Ricky Mulvey talks with Jack Caporal about The Motley Fool's latest research into crypto scams and how you can avoid them.

Stocks mentioned: WMT, TGT, AMZN, COST, SHOP

ETH, SOL

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

Retail (physical and digital) is squarely in the spotlight.

(0:22) Jason Moser discusses:
- Walmart cutting guidance for the quarter and full fiscal year
- The ripple effect for shares of Amazon, Costco, and Target
- Shopify CEO Tobi Lutke's memo to employees about layoffs
- Whether Shopify's falling stock, close to a 3-year low, looks like a buying opportunity

(14:41) Robert Brokamp talks with financial psychologist Dr. Brad Klontz about why we're all a little crazy about money.

Stocks mentioned: WMT, TGT, AMZN, COST, SHOP

Host: Chris Hill
Guests: Jason Moser, Robert Brokamp, Dr. Brad Klontz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Weber's CEO gets the boot from the board of directors.

(0:22) Jason Moser discusses:
- Why more company CEOs are on the hot seat
- Expectations heading into a big week for Big Tech earnings
- Why the idea that "search is forever" should give Alphabet shareholders comfort

(12:57) Ricky Mulvey talks with Jennifer Moss, author of "The Burnout Epidemic" about one tech company that's nailing the hybrid transition.

Stocks mentioned: WEBR, AAPL, GOOG, GOOGL, AMZN, META, OKTA, HPQ

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

The Federal Reserve could hike short-term interest rates to 4%, and that still might not be enough to cool inflation. Rich Lyons is the first Chief Innovation and Entrepreneurship Officer for the University of California, Berkeley. Before that, he spent a decade as the dean of Berkley’s Haas School of Business. He joined Motley Fool Contributor Rachel Warren to discuss:
- How the Federal Reserve could hit a “hard break” with higher interest rates
- A venture capital view about the future of crypto
- How universities are creating a generational tailwind for the economy

Host: Rachel Warren
Guest: Rich Lyons
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

Editor's note: This episode was recorded before news of the Coinbase's insider trading case was made public on Friday.

2021 was a milestone year for companies going public. In 2022, the tide turned. Dylan Lewis and Brian Feroldi look back on the IPO boom and discuss:
- Reasons why companies go public
- Newly-public companies that may never come back to IPO levels
- Questions for investors to ask even when financials look strong
- The trends that hit Robinhood and Rocket Mortgage
- Lessons from pre-revenue companies that went public

Stocks mentioned: COIN, HOOD, RKT, NKLA, SPCE, JOBY, RIVN, LCID, SEMR, INTU

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

Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it.

(0:30) Matt Argersinger and Jason Moser discuss:
- Snap's incredible fall over the past year
- How worried shareholders of Alphabet and Meta Platforms should be
- Intuitive Surgical's latest results
- The latest from Twitter, Amazon, and Johnson & Johnson

(20:15) Jason and Matt discuss the latest results from Netflix, as well as:
- A wide-ranging discussion of the connected TV landscape
- The "coopetition" that exists among major players like Disney, Apple, The Trade Desk and Roku
- Domino's Pizza's streak of global growth ending
- Whether Shopify is a buy
- Two stocks on their radar: Etsy and Berkshire-Hathaway

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

Stocks discussed on the show: SNAP, PINS, META, GOOG, GOOGL, TWTR, ISRG, AMZN, JNJ, NFLX, MSFT, TTD, ROKU, AAPL, DPZ, SHOP, ETSY, BRK.A, BRK.B

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

Tesla's profits surprise Wall Street, and Amazon buys 1Life Healthcare for $3.9 billion.

(0:22) Bill Mann discusses:
- Tesla's margins being compressed and STILL being the envy of rival automakers
- How Tesla is (and isn't) comparable to Netflix
- Amazon using "pocket change" to make its 3rd-largest acquisition

(11:40) Jason Hall and Matt Frankel engage in a "Bull vs. Bear" debate over Lemonade, and both wish the AI-drive insurance company would hurry up and close its acquisition of micro-cap auto insurance company Metromile.

Stocks mentioned: TSLA, F, NFLX AMZN, ONEM, LMND, MILE

Host: Chris Hill
Guests: Bill Mann, Jason Hall, Matt Frankel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000)

(0:22) Tim Beyers discusses:
- The market's relief that 2nd-quarter results for Netflix were "less bad"
- Why Microsoft shareholders have a stake in Netflix's success
- Twitter winning the 1st round in its legal battle with Elon Musk

(10:21) Ricky Mulvey and Catie Peiper discuss how entertainment companies have dealt with rough economic situations in the past (and how they could respond in the current environment), and preview this year's San Diego Comic-Con!

Stocks mentioned: NFLX, MSFT, TWTR, DIS, WBD, AMZN

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

Johnson & Johnson raises full-year guidance after delivering 3rd-quarter results.

(0:22) Jason Moser discusses:
- Highlights from JNJ's medical device and consumer health divisions
- The spinoff of consumer health coming in late 2023
- How investors can find dividend-payers to add to their portfolio

Relevant links to today's episode:
Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/

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

(13:20) Robert Brokamp talks David Blanchett, head of retirement research at PGIM, about the 4% rule and a common misconception about retirement spending.

Stocks mentioned: JNJ

Host: Chris Hill
Guests: Jason Moser, Robert Brokamp, David Blanchett
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Disney announces a (selective) price hike to one of its core streaming services.

(0:22) Jason Moser discusses:
- The strategy of encouraging people to sign up for a bundle of Disney services
- Bob Iger, Bob Chapek, and their ongoing soap opera
- A listener's question about Cerence and the opportunity shares present today

(12:50) Tim Beyers talks with Vitaliy Katsenelson, CEO of Investment Management Associates, about his new book "Soul In The Game" and how philosophers from more than 2,000 years ago can make you a better investor today.

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

Stocks mentioned: DIS, CRNC, MSFT

Host: Chris Hill
Guests: Jason Moser, Tim Beyers, Vitaliy Katsenelson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

If you're interested in real estate then David Greene, host of the BiggerPockets Real Estate podcast, is probably a familiar voice. He weighs in on:
- The current state of the housing market
- Real estate data he considers most relevant to watch
- Most common mistakes people make when listing their homes
- Best neutral colors!

Host: Chris Hill
Guests: David Greene
Producer: Ricky Mulvey
Engineer: Dan Boyd

Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business.

(0:21) Maria Gallagher discusses:
- How Microsoft being "agnostic" helped it beat Google and Comcast
- Netflix purposefully timing this news ahead of next week's earnings
- Why she's focused on the ripple effects of Target's upcoming report

(9:13) Ricky Mulvey and Rick Munarriz discuss Celsius Holdings, an energy drink company with triple-digit growth.

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

Stocks mentioned: NFLX, GOOG, GOOGL, CMCSA, MSFT, TGT, CELH, KO, PEP, MNST

Host: Chris Hill
Guests: Maria Gallagher, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off.

(0:21) Bill Mann discusses:
- The prospect for more acquisitions and deploying of capital
- Optimism being suspended this earnings season
- Why he's watching homebuilders, especially Lennar

(12:29) Travel spending is heating up! Could that mean a rebound for cruise stocks? Lou Whiteman and Jamie Louko engage in a Bull vs. Bear debate over Royal Caribbean Cruise Lines.

Stocks mentioned: CSU, MSFT, CRM, LEN, RCL, CCL

Host: Chris Hill
Guests: Bill Mann, Lou Whiteman, Jamie Louko
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Pepsi is not an obvious candidate if you're looking for companies with pricing power, but the latest quarter proves Pepsi's got it.

(0:21) Asit Sharma discusses:
- Pepsi's strong quarterly results in the face of inflation and other headwinds
- Gatorade and Doritos helping to fuel better-than-expected profits
- Why he's keeping a close eye on Etsy's upcoming earnings report

(10:09) Robert Brokamp talks with former FDIC chair Sheila Bair about how students can get smarter about debt and one "stressful" economic problem catching her attention.

Bonus resource - https://www.studentdebtsmarter.org

Stocks mentioned: PEP, KO, KDP, ETSY, MS, GS

Host: Chris Hill
Guests: Asit Sharma, Robert Brokamp, Sheila Bair
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Elon Musk and Twitter are headed to a Delaware courtroom.

(0:21) Jason Moser discusses:
- How messy the current situation is for Twitter's employees and shareholders
- The potential for another company to swoop in and buy Twitter
- Why Amazon's combination of retail and AWS make it the business he's most curious about this earnings season

(14:30) Rachel Warren talks with Matt Kolby, VP of Investor Relations for Indeed, about the trends driving today's labor market and the implications for one lesser-known tech giant.

Stocks mentioned: TWTR, CRM, AMZN, RCRUY

Host: Chris Hill
Guests: Jason Moser, Rachel Warren, Matt Kolby
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Cars and cameras are getting smarter, and that trend isn’t stopping any time soon. Billions more devices are going to connect to the cloud, and that's just one trend driving tech giant Qualcomm. The company is a leader in making the chips that connect devices to the cloud. Jason Moser sat down with Qualcomm’s Chief Financial Officer Akash Palkhiwala to discuss:
- The growing opportunities in artificial intelligence and cloud-connected cars
- How personal computers are evolving
- One “almost unlimited” market opportunity

Stocks mentioned: QCOM, MSFT, TMUS, VZ

Host: Jason Moser
Guest: Akash Palkhiwala
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer

Warren Buffett isn’t planning on paying his shareholders a dividend, but he’s a big fan of getting a piece of his stocks’ profits. Ricky Mulvey joins The Motley Fool’s Matt Argersinger and Anthony Schiavone to talk about the fundamentals of dividend investing, including:
- The case for buying dividend stocks
- How to spot healthy payouts
- A few interesting income-generating opportunities

Tickers mentioned: BRK.A, BRK.B, GE, KO, MTN, VYM, VIG, NOBL, EBAY, DGX, EPR

Bonus Resource - List of Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/

Host: Ricky Mulvey
Guests: Matt Argersinger, Anthony Schiavone
Engineers: Dan Boyd, Rick Engdahl

As U.S. job growth continues, the biggest tech companies plot their next moves.

(0:30) Maria Gallagher and Jason Moser discuss:
- June's jobs report, falling gas prices, and the shifting employment landscape
- Apple and Google looking to monetize the lock screen of your phone
- Meta Platforms planning to launch a $1,000 VR headset
- A big rationale for Levi's dividend increase
- The latest from Amazon, Upstart Holdings, and GameStop

(20:17) Rachel Warren talks with Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock, about the trends he and his team are watching in infrastructure, emerging markets, and healthcare.

(33:33) Maria and Jason answer a listener's question about Warner Bros Discovery, and share two stocks on their radar: Paycom and Procore Technologies.

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

Stocks discussed on the show: UPST, AMZN, JET, DASH, META, AAPL, GOOG, GOOGL, TWTR, GME, LEVI, WBD, PAYC, PCOR

Host: Chris Hill
Guests: Maria Gallagher, Jason Moser, Rachel Warren, Jay Jacobs
Engineer: Dan Boyd

If you hate analogies you might want to skip this episode.

(0:21) Tim Beyers discusses:
- Why GameStop's 4-for-1 stock split is like a Chinese finger trap
- Peloton's attempt at boosting employee morale and how it will cost existing shareholders
- Whether Peloton is calling a "results-based play"
- Virgin Galactic's new partnership with Boeing

(13:45) From street food carts to publicly-traded companies, Ricky Mulvey and Asit Sharma dig into businesses that take pride in their craftsmanship.

Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks mentioned: GME, PTON, SPCE, BA, SONO, AAPL

Host: Chris Hill
Guests: Tim Beyers, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

The UK's regulatory authority on competition has officially opened an investigation into Microsoft's deal to buy Activision Blizzard.

(0:21) Bill Mann discusses:
- Why Wall Street is shrugging off the news
- What to expect when the decision is announced by September 1st
- Amazon's deal to take a small stake in GrubHub
- The prospect for more companies (e.g., Salesforce, Atlassian) to take stakes in smaller software companies

(11:51) Deidre Woollard talks with Jacob Goldstein about his recent interview with Redfin CEO Glenn Kelman, the 3% commission model, and more.

Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445.

Stocks mentioned: MSFT, ATVI, UBSFY, AMZN, JET, CRM, TEAM, RDFN, ZG

Host: Chris Hill
Guests: Bill Mann, Deidre Woollard, Jacob Goldstein
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Peacock isn't as big as Netflix or Disney+, but it continues to make progress shareholders should appreciate.

(0:21) Jason Moser discusses:
- NBCUniversal booking $1 billion in upfront ad revenue for Peacock
- Why The Trade Desk could be a hidden winner from Peacock's advertising growth
- Andy Jassy "celebrating" his 1st anniversary as CEO of Amazon

(13:05) Alison Southwick and Robert Brokamp talk with Morgan Housel about the Great Recession, what led to the financial crisis of 2008, and implications for investors today.

Stocks mentioned: CMCSA, NFLX, CHTR, TTD, AMZN, AIG

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

Halfway through 2022 it's time for investors to see where we've been and what to look for in the 2nd half of the year. (0:30) Ron Gross and Jason Moser discuss:
- Investing headlines for the 1st half of the year
- Early frontrunners for "CEO of the Year"
- Who needs a stronger 2nd half of 2022
- 3 stocks poised for upside

(19:00) We're dipping into the vault for one of our favorite conversations. Recorded in front of a live audience, best-selling author David Epstein discusses Tiger Woods, predictors of success in the business world, and other takeaways from his book Range: Why Generalists Triumph in a Specialized World.

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

Stocks discussed on the show: PFE, TTD, SBUX, TWTR, TGT, DIS, NFLX, DOCU, ADBE, MSFT, ZM, MAR, ABNB, UBER

Host: Chris Hill
Guests: Jason Moser, Ron Gross, David Epstein
Engineer: Dan Boyd

It’s not easy being a public company. Zendesk looks to go private, while acquisition battles continue to heat up.

(:21) Deidre Woollard and Jason Moser discuss:

- Stocks that could be prime acquisition targets.
- JetBlue’s offer for Spirit Airlines.

- Venture capital drying up, and what that means for technology innovation.  

Plus, (14:46) Alison Southwick and Robert Brokamp continue their series on past market declines with Morgan Housel, this time covering the dot-com bubble, and the lessons investors can pull two decades later.

Stocks mentioned: ZEN, SAVE,  JBLU, ULCC, CSCO, OTLY, PTON, MSFT, IBM

Host: Deidre Woollard
Guests: Jason Moser, Alison Southwick, Robert Brokamp, Morgan Housel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Chewy gets and upgrade, while Coinbase gets a big thumbs-down from investment bankers.

(:21) Asit Sharma and Maria Gallagher discuss:

- Chewy’s pricing power and strong recurring revenue.
- The cyclical problem facing Coinbase.
- Reliance Industries offer to buy Walgreens’ international stores.

A growing world population means more mouths to feed. (12:16) Deidre Woollard and Demitri Kalogeropoulos serve up three stocks, and explain how they are shaping the future of food.

Stocks mentioned: CHWY, COIN, RELIANCE, WBA, BYND, KR, DE

Host: Asit Sharma
Guests: Maria Gallagher, Deidre Woollard, Demitri Kalogeropoulos
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything.” He joined Bill Mann, Maria Gallagher, and John Rotonti to discuss:
- The “easy” process of money laundering
- A look inside the business of corruption
- Super yachts, volcanic islands, and opaque legal structures

Hosts: Bill Mann, Maria Gallagher, John Rotonti
Guest: Oliver Bullough
Producer: Ricky Mulvey
Engineers: Dan Boyd, Natasha Hall

Jason Moser and Matt Frankel take a look at some of the companies that soared during the pandemic, and offer some takeaways from the surge in investor interest, including:
- Pandemic stocks that got ahead of themselves
- Which stay-at-home stocks are worth a 2nd look
- How these businesses could evolve from here

Stocks mentioned: DOCU, ETSY, TDOC, PYPL, NFLX

Host: Jason Moser
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Wall Street pros and individual investors are sifting through lots of noise to find signals about the stock market. (0:30) Matt Argersinger and Jason Moser discuss:
- The lack of clarity (at the moment) facing investors
- Former growth stocks (PayPal, Netflix, Facebook) being added to the Russell 1000 Value Index
- What the latest results from homebuilder KB Home reveal about housing
- The latest from DocuSign, Darden Restaurants, and Kellogg.

(19:00) Jim Mueller analyzes the companies competing for Netflix's ad business, opportunities in the metaverse, and Big Tech's pursuit of streaming live sports.

(33:00) Jason and Matt answer a listener's question about Activision Blizzard and share two stocks on their radar: Qualcomm and eBay.

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

Stocks discussed on the show: NFLX, PYPL, META, FDX, DOCU, DRI, KBH, NVR, DHI, K, ROKU, TTD, GOOGL, RBLX, SRAD, AAPL, CMCSA, AMZN, ATVI, QCOM, EBAY

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

Most restaurant businesses operate in a single category, but not Darden Restaurants. (0:25) Jason Moser discusses:
- Olive Garden driving the bulk of revenue
- A comeback by Darden's fine dining segment
- Capital decisions that we like (dividend increase!) and don't like (share buyback plan)
- Rite Aid's stock pop and raised guidance still not being enough to get us interested in buying shares

(14:41) With shares down nearly 70% over the past year, is Zoom Video a screaming buy or past its prime? Jason Hall and Ryan Henderson debate bull vs. bear!

Stocks discussed: DRI, RAD, CVS, WBA, ZM, MSFT

Host: Chris Hill
Guests: Jason Moser, Jason Hall, Ryan Henderson
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

The FDA is preparing to order Juul Labs to take its e-cigarettes off the market in the U.S. (0:25) Bill Mann discusses:
- Shares of Altria Group, owner of a 35% stake in Juul, getting hit on the news
- Why one of Altria's main competitors is unaffected
- How he thinks about "sin stocks" as a category of investing

(10:00) Ricky Mulvey talks with Bill about the billions of dollars of Bitcoin on MicroStrategy's balance sheet affects the view of the business, and what a potential margin call means for its shareholders.

Stocks discussed: MO, BTI, MSTR, META, NVDA

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

Kellogg is planning to split into three separate companies, while DocuSign's CEO is just splitting. (0:25) Bill Mann discusses:
- Why DocuSign's falling stock price is probably not the reason CEO Dan Springer is leaving immediately
- The relative attractiveness of running DocuSign
- Kellogg's plan to split into three companies (snacks, breakfast cereal, plant-based foods) and how long its going to take
- Mondelez buying Clif Bar for $2.9 billion
- His belief that more acquisitions are on the way and the reasons why

(13:30) Morgan Housel joins Alison Southwick and Robert Brokamp to discuss how the economic challenges of the 1970s offer lessons for investors today.

Stocks discussed: DOCU, K, MDZ

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

Chris Hill
Motley Fool Money
http://motleyfoolmoney.com

Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It’s down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to discuss:
- How Upstart is using its balance sheet now
- Growth opportunities in auto lending
- One stock idea (that’s not his own company)

Stocks mentioned: UPST, AMZN, AAPL, ZM, GOOG, GOOGL

Host: Tom Gardner
Guest: Dave Girouard
Producer: Ricky Mulvey
Engineer: Dan Boyd, Adam Landfair

We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is there some opportunity in the middle for investors? Deidre Woollard and Matt Argersinger discuss:
- The complexities in transforming an office building into apartments
- Commercial real estate trends catching their attention
- Ideas for investors who like dividends.

Stocks/REITs mentioned: BX, AMZN, HHC, PLD, SRG, STAG, DRE, ARE, MAA, VICI, EPR

Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses:
- The strength of a company's balance sheet becoming more important
- Increasing data that customers are starting to spend less
- Shrinkflation being a tool some (but not all) companies can employ
- Net expansion being a key metric to watch

(14:45) Sanmeet Deo joins Jason to talk about the potential applications for VR in the healthcare industry and a mid-cap company that may have advantages over the tech giants in the space.

Stocks discussed: KR, ZM, CRM, MSFT, OKTA, META AAPL, PEN
Host: Chris Hill
Guests: Jason Moser, Sanmeet Deo
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. (0:25) Ron Gross discusses:
- The positive reaction in the stock market
- Prospects for much lower inflation in 2023
- Borrowing costs going higher
- Expectations for more rate hikes later this year

(11:40) Asit Sharma talks with Pubmatic CEO Rajeev Goel about why his company is becoming more predictably profitable, and the growing opportunity in connected TV.

Got a question? Drop an email to podcasts@fool.com!

Stocks discussed: PUBM, PG, WPP

Host: Chris Hill
Guests: Ron Gross, Asit Sharma, Rajeev Goel
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

Most eyes are on the Federal Reserve in advance of (we assume) another interest rate hike. (0:25) Bill Mann discusses:
- What he's watching in the market
- Where he's been putting his money to work and which stocks he's been buying
- His relative disinterest in IPOs as an event

(13:23) Morgan Housel joins Alison Southwick and Robert Brokamp to talk about the speculative boom that caused the Great Depression, and how those lessons apply for investors today.

Stocks discussed: BRK.A, BRK.B, MA, GOOG, GOOGL, DPZ

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

The S&P 500 officially entered bear market territory. (0:25) Jason Moser discusses:
- The pain investors (including us) are feeling
- Why he recommends putting cash to work slowly
- DocuSign's latest quarter meeting management's expectations
- The relative attractiveness of DocuSign's stock
- Coca-Cola's new partnership for Jack-Daniel's-and-Coke cocktails in a can

(16:06) Shares of Meta Platforms have fallen 50% this year. Is it a value play or is the stock in the bargain bin for valid reasons? Jose Najarro and Nick Rossolillo take a bull vs. bear approach to the social network.

Stocks discussed: DOCU, KO, BF.A, META, NVDA

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

PJ Vogt has been following Bitcoin since it was worth $10. Maybe less. He didn’t buy in, and is more than happy to keep following the story. Vogt is the host of the new limited-series podcast “Crypto Island” and before that, you may have heard his voice on “Reply All”. Ricky Mulvey caught up with him to discuss:
- The recent crash in crypto
- What the “financialized version of the internet” can tell us about people
- What happens when internet strangers try to operate a McDonald’s

Cryptos mentioned: BTC, LUNA

Host: Ricky Mulvey
Guest: PJ Vogt
Engineers: Dan Boyd, Tim Sparks

Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where they are finding investment opportunities, and discuss:
- The wide-ranging effects of an energy crunch
- How a shale boom “incinerated” $700 billion
- Ways individual investors could benefit from pension funds leaving oil

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/

Stocks discussed: OTC:IPFCC, TSX:IPCO, CBRL

Host: Nick Sciple
Guest: Jim Gillies
Producer: Ricky Mulvey
Engineer: Dan Boyd

Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses:
- Whether acquiring Roku solves Netflix impending ad challenges
- Why Roku's stock is still pricy after its recent fall
- DocuSign's expanded partnership with Microsoft
- If this paves the way for an eventual acquisition

(13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis.

Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM

Host: Chris Hill
Guests: Asit Sharma, Deidre Woollard, Jason Hall
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Target rips off the band-aid, while Apple shows off some new features. (0:25) Tim Beyers discusses:
- CEO Brian Cornell taking a head-on approach to dealing with Target's inventory problems
- Prepping for getting the all-important back-to-school and holiday shopping seasons right
- Apple's newest features (including chips) unveiled at WWDC
- Ripple effects from Apple Pay getting into the "buy now, pay later" space
- Prospects for an Apple VR headset in 2023

(15:08) Alison Southwick and Robert Brokamp discuss how you can "recession-prep" your investments and your mindset.

Stocks discussed: AAPL, AFRM, TGT, TSLA, BRK.A, BRK.B

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

Amazon splits its stock 20-for-1 and while the pizza didn't get any bigger, there are short-term benefits to the split. (0:25) Jason Moser discusses:
- Research from Bank of America showing the 12-month outperformance of companies splitting their stocks
- Alphabet splitting their stock in July
- Under Armour getting booted from the S&P 500 while Keurig Dr. Pepper (among others) replaces it
- Howard Schultz declaring Starbucks' next CEO will be hired from outside the company

(15:55) Matt Frankel joins Jason to discuss how you can find out what's inside and ETF and provide ideas for any investor who wants to keep it simple.

Stocks discussed: AMZN, GOOG, GOOGL, UA, UAA, KDP, VICI, SBUX, CMG, VOO, VYM, VNQ

Host: Chris Hill
Guests: Jason Moser, Matt Frankel
Producer: Ricky Mulvey
Engineer: Dan Boyd

Do you own your models or do your models own you? That’s one of the driving questions in Roger Martin’s new book, “A New Way To Think: Your Guide To Superior Management Effectiveness.” The former Dean of the Rotman School of Management at the University of Toronto, Martin has also been a strategic advisor to Procter & Gamble, Ford Motor, and Lego. Motley Fool contributor Rachel Warren talked with him about:
- The flawed models driving back-to-office plans
- Why stock-based compensation doesn’t necessarily help outside investors
- When corporate mergers can succeed and why they often destroy value

Stocks discussed: T, ZM, CSCO, AAPL

Host: Rachel Warren
Guest: Roger Martin
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer

Price elasticity, supply & demand curves....what better way to learn about economic fundamentals than through weed? (C'mon, isn't it more interesting when there’s an illegal market involved?)

Robin Goldstein and Daniel Sumner are economists at UC Davis and co-authors of “Can Legal Weed Win?”, a book about how the economics of legal, and illegal weed intersect. Ricky Mulvey talks with them about:
- How federal legalization could help or hurt weed investors
- Economic lessons from pot laws in Oklahoma and California
- One surprising way that weed is like bacon

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/healthcare/marijuana-stocks/

Host: Ricky Mulvey
Guests: Robin Goldstein, Daniel Sumner
Engineer: Dan Boyd

Microsoft lowered guidance, Elon Musk has a “super bad feeling” about the economy, and Jamie Dimon warned investors that a hurricane is coming. (0:30) Jason Moser and Ron Gross discuss:
- Why short-term trading in and out of the market is NOT the answer

- Okta’s strong results and optimism for the rest of the fiscal year

- Lululemon’s online sales growth

- Ford Motor CEO Jim Farley’s comments on plans for the electric vehicles

- The latest from Chewy and Salesforce

(19:00) Nick Maggiulli, COO of Ritholtz Wealth Management, discusses insights from his book “Just Keep Buying: Proven Ways to Save Money and Build Your Wealth”, why it’s important to splurge, the data behind retirement savings, and much more. For a copy of his book click here - https://www.amazon.com/gp/product/0857199250

(35:30) Jason and Ron share two stocks on their radar: Uber and Titan International.

Stocks discussed on the show: MSFT, JPM, TSLA, OKTA, LULU, CHWY, RH, CRM, F, UBER, TWI

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Nick Maggiulli
Engineer: Dan Boyd

After 14 years at Chief Operating Officer at Meta Platforms Sheryl Sandberg is stepping down in the fall. (0:25) Asit Sharma discusses:
- Sandberg's leadership in growing revenue and defending the company in public
- How the company's pivot to the metaverse most likely contributes to her departure
- Chewy's strong 1st-quarter profits against, albeit, modest expectations
- Why the pet retailer needs to focus on getting fulfillment and infrastructure right
- The numbers behind Chewy's customers spending more each year

(16:04) Tim Beyers talks with Cameron Deatsch, Chief Revenue Officer at Atlassian, about the software company's humble origin and its cloud transition that could be worth billions.

Stocks discussed: FB, CHWY, TEAM, MNDY, ASAN, AMZN

Host: Chris Hill
Guests: Asit Sharma, Tim Beyers, Cameron Deatsch
Producer: Ricky Mulvey
Engineers: Dan Boyd, Spencer Daniel

Jamie Dimon has a warning for Wall Street analysts and investors. (0:25) Jason Moser discusses:
- Salesforce shares rising on strong Q1 results and increased guidance
- How the Slack acquisition is going so far
- Elon Musk's ultimatum for executives at his company
- Dimon outlining how JP Morgan Chase is preparing for an "economic hurricane"

(15:41) Just in time for summer concert season Ricky Mulvey talks with Yeganeh Torbati about her reporting for The Washington Post about Live Nation and how t may have benefited from millions of dollars in grants intended for small businesses.

Stocks discussed: CRM, MSFT, TSLA, JPM, LYV

Host: Chris Hill
Guests: Jason Moser, Yaganeh Torbati
Producer: Ricky Mulvey
Engineers: Dan Boyd

It wasn't just Tom Cruise's biggest opening weekend ever, it was the biggest Memorial Day opening weekend for a U.S. movie. (0:25) Bill Mann discusses:
- How "Top Gun: Maverick" is the right movie at the right time
- Ripple effects for studios, streamers, and more
- Unilever's stock popping 9% by adding activist investor Nelson Peltz to the board
- Why he's a fan of Peltz and his form of shareholder activism

(13:00) Robert Brokamp talks with Dan Caplinger about how investors can fight inflation and one common myth about how to hedge against rising prices.

Stocks discussed: PARA, DIS, AMC, UL, PG

Host: Chris Hill
Guests: Bill Mann, Robert "Bro" Brokamp, Dan Caplinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Women have different challenges in investing, including a wage gap and longer life expectancies. We’ve got two conversations addressing some of those challenges.

(1:09) Deidre Woollard talks with Sallie Krawcheck, co-founder and CEO of Ellevest (a bank and robo-advisor specifically designed for women) about how she’s helping more women invest and a lesser-known savings tool for investors who want to give back.

(18:39) Dana Corl Kasarda talks with Kathryn Tuggle, co-author of the new book “How to Money”, about some of the positive ways that stereotypes are changing for women and investing.

Hosts: Deidre Woollard, Dana Corl Kasarda
Guests: Sallie Krawcheck, Kathryn Tuggle
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel

While the broad stock market has been plunged, energy has proven to be a rare safe haven. Warren Buffett has increased his stake in his energy investments by billions over the past year, but this industry runs in cycles. Nick Sciple and Jim Mueller go over the fundamentals of energy investing and discuss:
- The complex connection between oil prices and what you pay at the pump
- Which legacy energy companies are meaningfully moving to green energy
- A 19th-century food processor that has an interesting strategy in renewable diesel

Stocks mentioned: BP, XOM, SHEL, CVX, PSX, TPIC, VLO, BEP, TTNDY, DAR

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/

Host: Nick Sciple
Guest: Jim Mueller
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Heading into Memorial Day weekend, investors got some sunshine as the Dow, S&P 500, and Nasdaq all rose for the first time in over a month. (0:30) Emily Flippen and Maria Gallagher discuss:
- Why they're watching inflation and increased talk of a recession
- Costco posting stronger results than Walmart and Target
- Baidu and Alibaba rising in China
- Ulta Beauty's record sales in Q1
- Snowflake trading below its IPO price
- Farfetch fighting on the front line of so many tough macro trends
- The latest from Workday, Nvidia, and Williams-Sonoma

(19:00) Asit Sharma talks with Georgetown University business professor and author Christine Porath about how Traeger's CEO changed the company's culture and other takeaways from her book, Mastering Community.

(31:00) Maria and Emily respond to a listener's question about beach reads for investors with four recommendations (Money, The Fish that Ate The Whale, Red Notice, and The Coffeehouse Investor), discuss Unilever's new drone delivery ice cream business, and shares two stocks on their radar: 1Stdibs.com and Doximity.

Stocks discussed: COST, BIDU, BABA, ULTA, SNOW, WDAY, NVDA, WSM, FTCH, COOK, UL, DIBS, DOCS

Host: Chris Hill
Guests: Emily Flippen, Maria Gallagher, Asit Sharma, Christine Porath
Producer: Ricky Mulvey
Engineer: Dan Boyd

Nvidia and Apple are two of the biggest companies investing in the metaverse, but they're making headlines today for different reasons. (0:25) Bill Mann discusses:
- Nvidia's unusual stock movement in the past 24 hours
- The graphics chipmaker slowing hiring and their guidance
- Apple targeting the same iPhone production levels as last year
- Why he's more concerned for Android phone makers than he is for Apple

(13:56) Asit Sharma talks with Rickey Mulvey about the real possibilities (and companies) that might emerge from the metaverse.

Stocks discussed: NVDA, FB, AAPL, U, GOOGL, WDFC, IBM, RBLX, DIS

Host: Chris Hill
Guests: Bill Mann, Ricky Mulvey, Asit Sharma
Producer: Ricky Mulvey
Engineer: Dan Boyd, Rick Engdahl

As rough a year as it's been so far for stocks, there's one industry doing just fine.
(0:25) Bill Mann discusses:
- Why oil and gas stocks have done well in 2022
- How he expects industry giants like Chevron and Exxon Mobil to deploy capital
- Reports that Airbnb is getting ready to exit China
- A way U.S. investors can think about getting exposure to the 400 million millennials in China

(13:26) Jason Moser and Matt Argersinger share some lessons from past bear markets and three investment ideas for anyone looking to keep things simple.

Stocks discussed: XOM, CVX, ABNB, SBUX, MCD, YUMC, VYM, VIG, HD

Host: Chris Hill
Guests: Bill Mann, Jason Moser, Matt Argersinger
Producer: Ricky Mulvey
Engineer: Dan Boyd

It’s not quite Merger Monday, but it’s close! (0:25) Jason Moser discusses:
- Starbucks becoming the latest U.S. business to exit Russia

- VMWare shares popping 20% on reports it will be acquired by Broadcom

- The chances more companies with deep pockets will start buying companies at lower valuations

(13:55) Nick Sciple and Asit Sharma take a closer look at Funko and share some of the fundamental reasons they’re feeling bullish about a company that makes bobbleheads.

Stocks discussed: SBUX, VMW, AVGO, FNKO, DIS, EBAY

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

We’ve got two CEO interviews and several real estate trends for investors to watch.

(1:10) Deidre Woollard interviews Nick Bailey, President and CEO of RE/MAX, one of the largest residential real estate brokerages in the world. They discuss the long-term forces driving single-family home buying and what may cool the surge in multi-family properties.

(18:25) Motley Fool contributor Marc Rappaport speaks with Joel Marcus, CEO and founder of Alexandria Real Estate Equities. They break down why life sciences buildings have proven to be a bright spot in commercial real estate and how Marcus’ company built long-term relationships with Eli Lilly and Merck.

Stocks discussed: RMAX, ARE, LLY, MRK

Hosts: Deidre Woollard, Marc Rappaport
Guests: Nick Bailey, Joel Marcus
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

Hey, what happened to all of those SPACs going public? Dylan Lewis and Bill Mann look back on the great SPAC boom, when more than $240 billion flowed into blank check companies between 2020 and 2021, and discuss:
- The incentives that both created the boom and bust
- Rare SPACs that may have a bright future ahead
- A potential arbitrage opportunity for investors watching SPACs

Stocks mentioned: NKLA, DKNG, LCID, QS, UTZ

Additional resource: What Are SPACs in Finance? - https://www.fool.com/investing/how-to-invest/stocks/spac/

Host: Dylan Lewis
Guest: Bill Mann, Chamath Palihapitiya
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

What's the Lipstick Effect? So glad you asked. (0:25) Maria Gallagher discusses:
- TJX defying the recent trend of retailers struggling
- How TJX can potentially smooth out its results in good economic times
- Why she thinks beauty companies are the best examples of "Lipstick Effect" stocks

Plus we take a call from Bryan in Kansas City and talk about how to evaluate which stocks in your portfolio might be good candidates to add to.

Got a question for the show? Call our hotline: 703-254-1445

Stocks discussed: TJX, HSY, LVMUY, EL, PG, ULTA, UL

Host: Chris Hill
Guests: Maria Gallagher
Producer: Ricky Mulvey
Engineers: Dan Boyd

"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. (0:30) Bill Mann discusses:
- Why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers
- The inventory glut major these retailers will have to work through
- Lowe's benefitting from the residential home environment
- Whether Target's stock is more attractive after today's drop

(13:11) Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream and one thing investors often get wrong about Arista.

Stocks discussed: TGT, WMT, LOW, HD, ANET, MSFT, FB

Host: Chris Hill
Guests: Bill Mann, Tim Beyers, Jayshree Ullal
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Two major retailers, two different results as they battle inflation. (0:30) Asit Sharma discusses:
- Walmart's unusually large stock drop in the wake of disappointing 1st-quarter results
- Being a blacksmith, not a goldsmith
- Home Depot raising guidance after strong 1st-quarter profits
- The role of higher mortgage rates play for home improvement retailers

(15:30) Alison Southwick and Robert Brokamp continue their conversation with Business Insider's Mark Reeth about unusual economic indicators.

Stocks discussed: WMT, HD, LOW, AMZN

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

If you were hoping to start the week with a hostile takeover, you're in luck! (0:30) Jason Moser discusses:
- JetBlue Airways going hostile in its pursuit of Spirit Airlines
- McDonald's leaving a major market for the first time in its history
- The prospect of other major restaurant chains following McDonald's and closing up shop in Russia

(10:35) Jason and Matt Frankel take a closer at how Twilio makes money and one of the company's competitive advantages.

Stocks discussed: JBLU, SAVE, ULCC, MCD, DPZ, SBUX, TWLO, ABNB, CRM, UBER

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

You might not think of your money as a flock of sheep, but Dr. Martha Beck does. And it makes more sense than you’d imagine. A best-selling author and life coach, Beck joins Motley Fool contributor Brian Stoffel to discuss:
- Why you should ask yourself “how much is enough?”
- How to align your investments with a personal mission statement
- And yes, financial lessons from chimpanzees

Host: Brian Stoffel
Guest: Martha Beck
Producer: Ricky Mulvey
Engineers: Dan Boyd, Spencer Daniel

After a company pays its expenses, it has some decisions to make – pay a dividend, buy back stock, make an acquisition, or just hold on to the money. That's capital allocation, and not every company does it well. Motley Fool senior analysts Bill Mann, John Rotonti, and Auri Hughes discuss six companies handling capital allocation in a Foolish way, including:
- How a stock with a slow-growing top-line can become a long-term compounder
- One company that was built to make acquisitions
- When it’s a “crime” for a company to pay a dividend
- How to water-proof your shoes

Stocks discussed: CSU, CNSWF, BRK.A, BRK.B, ACN, WDFC, TXN, ADYEY, MQ, CHD, HD

Bonus resource - https://www.fool.com/investing/2016/09/07/interview-with-broad-run-investment-management.aspx

Host: John Rotonti
Guests: Bill Mann, Auri Hughes
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

If the consumer economy is going well, why do our portfolios not reflect it? (0:20) Asit Sharma discusses:
- Sonos being "underrated" as a business
- Revenue growth being Sonos' key metric to watch
- Why we keep hammering the point about taking the long view in stock investing

(15:30) Jon Quast and Ryan Henderson talk with Reggie Fils-Aime, former president of Nintendo of America, about finding great business leaders and the future of consolidation in gaming.

Stocks discussed: SONO, NTDOY, DIS, NFLX, TTWO, ZNGA, ATVI, SNMSF

Host: Chris Hill
Guests: Asit Sharma, Jon Quast, Ryan Henderson, Reggie Fils-Aime
Producer: Ricky Mulvey
Engineers: Dan Boyd

Is Wall Street starting to take a breath before reacting to earnings reports? (0:20) Tim Beyers discusses:
- Roblox shares rising despite (on the surface) a disappointing Q1 report
- Developer exchange fees
- Why The Trade Desk is a company in transition

(15:23) Asit Sharma and Bill Mann take a closer look at Fiverr International, an online marketplace for freelance services.

Stocks discussed: RBLX, TTD, FVRR

Host: Chris Hill
Guests: Tim Beyers, Asit Sharma, Bill Mann
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Investors are taking a closer look at stocks trading below their IPO price. (0:20) Bill Mann discusses:
- Why he believes that "poor uses of capital have not been punished"
- Anchoring to 52-week highs and lows, and why it's dangerous
- The level of concern over rolling lockdowns in China

(14:47) Alison Southwick and Robert Brokamp talk with Business Insider's Mark Reeth about uncommon leading economic indicators, including the Men's Underwear Index. (Yes, really.)

Stocks discussed: SBUX, EL

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

More companies are getting more serious about cutting spending. (0:20) Jason Moser discusses:
- Uber's CEO telling employees they are cutting marketing and treating hiring like a privilege
- Meta Platforms placing a freeze on hiring
- The huge opening weekend box office for "Dr. Strange and the Multiverse of Madness"
- Encouraging data around younger Americans' comfort level with going to theaters

(14:55) Motley Fool contributor Rachel Warren talks with AppHarvest CEO Jonathan Webb about why he founded his company, the future of farming, and trends investors should be watching.

Stocks discussed: UBER, FB, DIS, PARA, CMCSA, SONY, APPH

Host: Chris Hill
Guests: Jason Moser, Rachel Warren, Jonathan Webb
Producer: Ricky Mulvey
Engineers: Dan Boyd

The future of the metaverse is murky, even if its present technical challenges are clear. But there may be a few trillion reasons why investors should keep their eyes on this new frontier. Venture capitalist Matthew Ball is author of the upcoming book, “The Metaverse: And How It Will Revolutionize Everything.” Asit Sharma talks with him about:
- The technical challenges in bringing the metaverse to life
- A murky future for all involved
- Why Nike may have meaningful exposure to the metaverse

To learn more, click here - https://www.fool.com/investing/stock-market/market-sectors/information-technology/metaverse-stocks/what-is-the-metaverse/

Stocks mentioned: RBLX, FB, NKE, U

Host: Asit Sharma
Guest: Matthew Ball
Producer: Ricky Mulvey
Engineers: Dan Boyd, Brandon Gentry

Ready for a vacation? You’re not the only one! Deidre Woollard talks with Matt Argersinger, lead investor for Millionacres, about the state of hospitality, and the companies and REITs that stand to benefit from more travel. They also discuss:
- How resorts are recovering
- The present obstacles for Airbnb
- Why the outlook for business travel is a mixed bag

Stocks mentioned: SUI, ABNB, RHP, MTN, PEB, DIS

Host: Deidre Woollard
Guest: Matt Argersinger
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Busy week for investors as the April jobs report came two days after the Federal Reserve raised interest rates a half-percent. (0:30) Ron Gross and Jason Moser discuss:
- Pitfalls and potential for stock investors

- Rocky times for e-commerce companies Etsy, Shopify, and Wayfair
- Booking Holdings and Marriott leading the travel industry
- AMD defying expectations
- Under Armour hitting an 11-year low
- The latest from Zillow, Block, and Starbucks

(19:00) Malcolm Ethridge, CFP and host of “The Tech Money Podcast”, weighs in on the Nasdaq selloff and the potential for commercial real estate. He also offers a sneak preview of his upcoming book!

(34:15) Jason and Ron discuss a new breakfast innovation and share two stocks on their radar: Outset Medical and Domino’s Pizza.

Stocks discussed: ETSY, SHOP, W, BKNG, MAR, AMD, Z, ZG, SQ, UA, UAA, SBUX, OM, DPZ

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

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Malcolm Ethridge
Engineer: Dan Boyd

The Nasdaq fell 5%, continuing a rough year for investors. (0:20) Andy Cross discusses:
- The short-term pain being felt by all investors, including us
- Shopify's 1st-quarter results looking similar to Amazon's
- Deliverr, the logistics company Shopify just bought for $2.1 billion
- EPAM Systems, the IT services provider that surprised investors with a strong 1st quarter

(17:00) Jim Gillies talks with Ricky Mulvey about MTY Food Group, a Canadian food franchisor small cap with potential.

Stocks discussed: SHOP, AMZN, EPAM, MTY, MTYFF, WEN

Host: Chris Hill
Guests: Andy Cross, Jim Gillies
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl

Ride-sharing stocks took a hit today, but don't assume they're the same. (0:20) Maria Gallagher discusses:
- Uber's scale outweighing Lyft's
- Prospects for Uber reaching profitability by the end of 2023
- Challenges in China contributing to Starbucks suspending guidance for the rest of the fiscal year
- Starbucks 12% same-store sales growth in the U.S.
- Match Group getting a new CEO

(15:03) Emily Flippen and Asit Sharma discuss the business of pets ownership and the prospects for small-cap Rover Group.

Stocks discussed: UBER, LYFT, SBUX, MTCH, BMBL, ROVR, CHWY, FRPT

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

Host: Chris Hill
Guests: Maria Gallagher, Emily Flippen, Asit Sharma
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl