Motley Fool Money

The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space. (00:21) Jason Moser and Dylan Lewis discuss: - The SEC’s pending decision on crypto spot ETFs and the agency’s X account getting hacked. - Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash. - An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID. (12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina. Companies discussed: UBER, LYFT, DASH, AMXZN, BUR Host: Dylan Lewis Guests: Jason Moser, Rich Griefner, Engineers: Dan Boyd, Dez Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Crocs investors are expecting slower sales growth this year, but they’re still celebrating. (00:21) Ricky Mulvey and Bill Barker discuss: - Boeing’s door plug accident, and what it means for the business. - Crocs updated sales guidance, and low valuation. - Why investors seem to always celebrate layoff announcements. Plus, (13:08) Robert Brokamp and Alison Southwick share some advice for a healthier new year. Dividends report: www.fool.com/2024dividends Companies discussed: BA, SPR, CROX Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The Consumer Electronics Show kicks off with big news from Nvidia and many more. (00:21) Jason Moser and Deidre Woollard discuss: - Announcements from CES. - What could make Apple’s Vision Pro successful. - The relevance of Twilio’s CEO switch. (17:42) Ricky Mulvey interviews Kevin Simzer, Chief Operating Officer of Trend Micro, about cybersecurity in the cloud and the new threats facing electric cars. Companies discussed: AAPL TWLO, NVDA, AMD, OTC: TMICY Claim your Epic Bundle discount here: www.fool.com/epic198 Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Kevin Simzer Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewis caught up with Housel for a discussion about: - Setting up processes, not resolutions for the new year. - The biggest significant economic story (that’s already known). - What early criticisms of cars, airplanes, and AI have in common. Host: Dylan Lewis Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

New year, new you! Or maybe just a new portfolio. Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt Argersinger about: (01:02) Fool Rules, (12:53) investing tools, (21:28) and what the year ahead might (or might not) have in store. Claim your Epic Bundle discount here. Host: Mary Long Guest: Asit Sharma, Meilin Quinn, Matt Argersinger Engineer: Tim Sparks, Dan Boyd Tickers mentioned: DIS, VINP, EPR, HSY Learn more about your ad choices. Visit megaphone.fm/adchoices

Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year. (00:21) Jason and Matt Argersinger discuss: - The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money. - Holiday e-commerce and retail numbers, and what they say about the shopping season. - Why Walgreen’s status as a Dividend Aristocrat is over. (19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024. (34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust. Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Walgreens’s new CEO has some big plans. (00:21) Bill Barker and Deidre Woollard discuss: - The big tasks ahead for Walgreens’s new CEO. - What a dividend drop might be signaling. - How price drops impacted Big Egg. (17:23) Jim Gillies and Ricky Mulvey talk pullback stocks including Aritzia and Shopify. Companies discussed: CALM, WBA, TSE:ATZ, ATZAF, SHOP Get your dividends report here: www.fool.com/2024dividends Host: Deidre Woollard Guests: Bill Barker, Jim Gillies, Ricky Mulvey Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

After 95 years of copyright protection, Steamboat Willie enters the public domain. (00:21) Asit Sharma and Dylan Lewis discuss: - Why early versions of Disney’s Mickey and Minnie Mouse characters are now appearing in horror slasher films. - Tesla once again being the king of EVs, and what to make of BYD coming up on its heels. - A digital entertainment stock to watch in 2024. (15:47) It’s been a great run for growth stocks – and it might not be over! Deidre Woollard caught up with Motley Fool Analyst Kirsten Guerra for a look at some recent winners that could keep winning in 2024. Companies discussed: DIS, TSLA, SONO, DUOL Catch the original Steamboat Willie cartoon, in all its public domain glory here. Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Kirsten Guerra Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong. (00:21) Ricky Mulvey and Jason Moser discuss: - Apple resuming watch sales, and long battle against Masimo. - Why it’s difficult to make accurate economic predictions. - Understanding a business’s valuation and its story. - A stock and an ETF we plan on holding through 2024. Plus, (17:42) Robert Brokamp and Alison Southwick provide some tips to be more productive in the new year. Stocks/ETFs mentioned: AAPL, MASI, TDOC, AXON, SCHD Link to receive a complimentary report on dividend stocks: www.fool.com/2024dividends Learn more about your ad choices at megaphone.fm/adchoices Hosts: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions. (00:21) Ron Gross and Matt Argersinger share: - The trends they’re following in 2024 - CEOs in the hot seat - Reckless predications for the new year (19:11) Motley Fool CEO Tom Gardner shares his investing lessons from 2023 and a Fool stock he’s excited about for 2024. (34:45) Ron Gross and Matt Argersinger share two stocks on their radar for the new year: American Tower and EPR Properties. Stocks: SBUX, DIS, BRK, SHOP, AMT, EPR, Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Tom Gardner Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Dylan Lewis shares a family tradition and some well-wishes, however and wherever you might be spending the holidays. Host: Dylan Lewis Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets. Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate trends in 2023 and look ahead toward the year to come. They discuss: - Three scenarios for housing affordability - A void that Blackstone and Brookfield could be looking to fill - Why REITs are poised for a rebound Tickers discussed: DLR, EQIX, IRM, PLD, STAG, MAA, BX, BN, STWD, ZG, RDFN, CSGP Host: Deidre Woollard Guest: Matt Argersinger, Anthony Schiavone Producer: Mary Long Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s our annual best-of interview show! (00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes. (19:11) Restaurateur, investor, and chairman at Cava Ron Shaich talks about Cava’s path to becoming a public company, and why you might not want to bet against him in the restaurant industry. Stocks discussed: GOOG, GOOGL, X, META, CAVA, SBUX Host: Dylan Lewis Guests: Morgan Housel, Ron Shaich Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s travel season but Clear wants you to think of them as far more than just the fast way through the airport. (00:21) Yasser El-Shimy and Deidre Woollard discuss: - If Warner Bros. Discovery and Paramount would be a win-win deal. - Potential other media mash-ups. - Challenges facing the used car business. (20:06) Sanmeet Deo talks with Ken Cornick, the co-founder, President, and Chief Financial Officer of CLEAR, an identity management company. This conversation was recorded on Dec. 8, 2023. Companies discussed: YOU, WBD, PARA, KMX, CVNA, AMZN, NFLX, DIS Claim your dividend report here: www.fool.com/dividends Host: Deidre Woollard Guests: Yasser El-Shimy, Sanmeet Deo, Ken Cornick Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Ricky Mulvey Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president’s office decides to step in. (00:21) Tim Beyers and Dylan Lewis discuss: - Why you might not be able to buy the Apple Watch soon in the U.S. - Comcast’s data breach affecting 30+ million customers. - Fedex’s latest results and why they might be better than the market thinks. (16:39) Mary Long caught up with Kristy Akullian, Senior Member of the iShares investment strategy team at Blackrock. for a look at her team's 2024 outlook and one country to keep an eye on. Companies discussed: AAPL, MASI, CMCSA, FDX Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Kristy Akullian Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades. (00:21) Ricky Mulvey and Asit Sharma discuss: - Transitory inflation for the toy business… and beyond! - The everlasting power of Barbie, Hot Wheels, and Lego. - Coupang’s acquisition of luxury online retailer, FarFetch. Plus, (15:27) Alison Southwick and Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement. Got a question for the show? Email us at [email protected] Companies discussed: MAT, CPNG, FTCH Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

(00:21) Bill Barker and Deidre Woollard discuss: - The arc of U.S. Steel over time. - Why Adobe might be giving up on acquiring Figma - The changing environment for getting deals done. (17:00) Deidre Woollard talks to angel investor and author Bill Raduchel about how tech has changed over the past six decades. Companies discussed: X, ADBE, CLF, XRX, AAPL, META, GOOG, GOOGL, NVDA Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Bill Raduchel Producers: Ricky Mulvey, Mary Long Engineers: Kyle Carruthers, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies. Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Marvel Studios to discuss: - Why making superhero movies wasn’t always an obvious decision. - The success, and future problems, created by “Iron Man.” - How the pandemic changed Marvel. Company discussed: DIS Host: Mary Long Guest: Dave Gonzales Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

The money ain’t flowing like it used to. What’s a tech investor to do? Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss: Differences between public markets and the venture scene, How money can ruin companies, And Tesla’s AI ambitions. Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA Host: Mary Long Guest: Alicia Alfiere, Tim Beyers, Tim White Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about! (00:21) Bill Mann and Jason Moser discuss: - The data points that capture how 2023 has felt for investors, companies, and homeowners. - Why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General. - The IPO and product launch that were totally forgotten this year. (19:11) Dave Meyer – the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger Pockets – talks through insights from Bigger Pockets State of Real Estate Investing Report, and some interesting areas to watch in 2024. You can get Bigger Pockets full State of Real Estate Investing Report here: biggerpockets.com/REALESTATE24 (33:42) Jason and Bill break down two stocks on their radar: Okta and Crispr. Stocks discussed: NVDA, CCL, RCL, DG, CAVA, META, CRSP, OKTA Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Dave Meyer, Deidre Woollard Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.” Mary Long caught up with Emily to debrief on her time as a castaway in Fiji. They also discuss: Emily’s best-case scenario path to the Final Three, Conversations at camp (plus, whether she now believes that aliens built the pyramids), And what stocks she’d gift to the remaining castaways. Companies discussed: DASH, UBER Host: Mary Long Guest: Emily Flippen Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss: - Occidental Petroleum’s acquisition of private energy producer, CrownRock. - Disney licensing shows out of its walled garden. - Why Netflix is can afford to be a buyer right now. - Google’s antitrust loss against Epic Games. Plus, (13:58) Robert Brokamp interviews Mark Kantrowitz the author of “How to Appeal for More College Financial Aid” about the recent changes to the FAFSA. Stocks discussed: OXY, XOM, NFLX, DIS, WBD, GOOG, GOOGL, AAPL Hosts: Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Mark Kantrowitz Engineers: Tim Sparks, Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Should investors be excited about a big department store potentially going private? (00:21) Jason Moser and Deidre Woollard discuss: - The potential for Macy’s going private. - If department stores are going the way of the dodo. - What could change the regulatory climate for big deals. (17:06) Ricky Mulvey and Matt Frankel dive into Boston Omaha, a company that could be poised to be the next great conglomerate. Companies discussed: BOC, M, WMT, AMZN Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

The key word for retail in 2022 was inventory. This year, it’s shrink. Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss: - How Americans are spending and changing their priorities. - The tech replacement cycle, and what that means for Best Buy. - A slowdown for Home Depot and Lowes. - Retail trends to watch in 2024. Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA Host: Deidre Woollard Guest: Asit Sharma, Toby Bordelon Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Get in, Fools! We’re going to Canada. Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportunities investors can find in a messy housing market. They also discuss: The deceptive nature of “static” mortgages 6 bank stocks that are long-term, growing winners And a company that “specializes in the absurd” Tickers discussed: CM, BNS, TD, RY, BMO, TSX:NA, BB, SHOP, TSX: CSU, TSX: ATD, TSX: SJ Host: Nick Sciple Guest: Jim Gillies Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT? (00:21) Ron Gross and Andy Cross discuss: - New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update. - Chewy’s status as the #1 pet pharmacy in the U.S., Lululemon’s business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter. (19:11) Journalist and author Bethany McLean’s talks with Deidre Woollard about her latest book “The Big Fail” and takes a look at the past three years, how we responded to COVID, and the lasting effects on households, businesses, and the economy. (33:05) Ron and Andy break down two stocks on their radar: Target and MongoDB. Stocks discussed: GOOG, GOOGL, GME, DOCU, CHWY, LULU, SJM, MDB, TGT Host: Dylan Lewis Guests: Andy Cross, Ron Gross, Bethany McLean, Deidre Woollard Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Chewy’s growth depends on how much we love our furry friends. (00:21) Bill Barker and Deidre Woollard discuss: - The power of Chewy’s auto-ship service. - If Chewy’s growth is too dependent on macro trends. - What factors could lead to a Dollar General turnaround. (21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care. Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT Claim your dividend report here: www.fool.com/dividends Host: Deidre Woollard Guests: Kevin Sayer, Mary Long, Bill Barker Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market. (00:21) Bill Mann and Dylan Lewis discuss: - McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day. - The sauce Bill wishes would get more love at McD’s. - Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo. (12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future. Companies discussed: TGT, BYND, SHOO Host: Dylan Lewis Guests: Bill Mann, Pinky Cole, Deidre Woollard Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice. (00:21) Tim Beyers and Dylan Lewis discuss: - Uber joining the S&P 500 and the company’s focus on profitability and owning its market. - How Wells Fargo seemed to announce future layoffs in a strange way. - Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024. (18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024. Companies discussed: UBER, LYFT, WFC, SPOT Host: Dylan Lewis Guests: Tim Beyers, Alison Southwick, Robert Brokamp Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time. (00:21) Jason Moser and Deidre Woollard discuss: - The possibility of the Alaska Airlines and Hawaiian Airlines deal going through. - If airlines lose specialness as they grow. - The race to bring GLP-1 drugs to market. (18:35) Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next. Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY Claim your dividend stocks here: www.fool.com/dividends Host: Deidre Woollard Guests: Jason Moser, John Merris Producer: Mary Long Engineers: Dan Boyd, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss: The state of the “War on Cash” Embedded finance And two “toll booths” that aren’t going away anytime soon Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH Host: Jason Moser, Matt Frankel Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

The rules of business are changing. And those rules are being written by some … unlikely characters. Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss: The power of “geekiness” How Satya Nadella turned Microsoft around And why Amazon *wants* to see billion-dollar failures. Tickers discussed: AMZN, MSFT, AAPL, GOOG, META Host: Mary Long Guest: Andrew McAfee Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on? (00:21) Jason Moser and Matt Argersinger discuss: - The market’s incredible November and why we may not be out of the woods yet on rate hikes. - Why Apple and Goldman Sachs are breaking up their credit card partnership. - Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase. (19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list. You can catch Adobe’s holiday shopping tracking here. (34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties. Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Vivek Pandya Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

When disruption strikes, what a company does next is crucial. (00:21) Bill Barker and Deidre Woollard discuss: - If we are already in a Santa Claus rally. - The challenges facing big automakers. - If cybersecurity’s challenges will fade. (20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today. Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Mary Long, David Meier Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie. (00:21) David Meier and Dylan Lewis discuss: - Some of their favorite Mungerisms on investing and life. - Berkshire’s incredible performance in his time with the company. - The best thing you can do to celebrate his life today – read a book. Companies discussed: BRK.A, BRK.B, AAPL Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access) Host: Dylan Lewis Guests: David Meier Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought. (00:21) Asit Sharma and Dylan Lewis discuss: - Early Cyber Monday results and why consumer spend isn’t slowing down quite yet. - News that Chinese fast fashion company Shein will likely be coming public in 2024. - How Weight Watchers is adjusting its strategy to incorporate weight loss drugs. (15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries. Companies discussed: WW, NVDA, MSFT, APPL Host: Dylan Lewis Guests: Asit Sharma, Alison Southwick, Robert Brokamp Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Black Friday showed consumers are still ready to buy. (00:21) Jason Moser and Deidre Woollard discuss: - Black Friday’s strong results. - The rise of mobile shopping. - If anyone can challenge Amazon’s reign as the holiday leader. (17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market. Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY Host: Deidre Woollard Guests: Jason Moser, Alex Friedman, Ariel Adams Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for. (00:21) Bill Mann and Jason Moser discuss: - Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving. - The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe. - The no-go topics at this year’s dinner table – crypto and weight-loss drugs. (19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season. (32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s. Catch a picture of the new Domino’s delivery oven bike here. Stocks discussed: CDNS, CRSP, IOT, DPZ Host: Dylan Lewis Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence. (00:20) Asit Sharma and Dylan Lewis discuss: Nvidia’s epic quarter and the market’s ho-hum response. The OpenAI drama, corporate governance, and How they’re making their turkeys this Thanksgiving. Companies discussed: NVDA, MSFT Send us your questions, show ideas, and feedback at [email protected], or leave us a voicemail at 703-254-1445. Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Zoom’s slow revenue increase may show how the company is changing. (00:12) Asit Sharma and Deidre Woollard discuss: - Why Zoom is more than a videoconferencing company. - What happens when a company’s growth slows. - How big-ticket item sales are impacting Lowe’s and Best Buy. (14:52) Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools. Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY Claim your dividend report here: www.fool.com/dividends Host: Deidre Woollard Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pace of AI. - What former Cruise CEO Kyle Vogt might do next. (17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate. Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Ryan Severino Producer: Mary Long Engineers: Dan Boyd, Tim Sparks, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Did Elon Musk break Twitter? Or did Twitter break Elon Musk? Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss: Twitter’s impact on Musk’s legacy, The philosophies that drive Einstein-esque founders, And the startup working to “de-extinct” the Woolly Mammoth. Tickers discussed: TSLA, META, GME, AMC Host: Ricky Mulvey Guest: Ben Mezrich Producer: Mary Long Engineer: Annie Pope, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence? Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss: The semiconductor supply chain Intel’s turnaround and new focus on foundries How TSMC balances secrecy, transparency, and trust when it comes to intellectual property Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML Host: Ricky Mulvey Guest: Chris Miller Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes. (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates. - Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer. - Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently. (19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring. Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here. (33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts. Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

For both Walmart and Cisco, expectations for the future don’t tell the whole story. (00:21) Tim Beyers and Deidre Woollard discuss: - Cisco’s move into the software space. - If AI can improve the meeting experience. - Walmart’s strengths as a global player. (21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars. Claim your five free dividend stock ideas here: www.fool.com/dividends Companies discussed: WMT, AMZN, COST, CSCO,ACVA Host: Deidre Woollard Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up. (00:21) Tim Beyers and Dylan Lewis discuss: - The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement. - Target’s efficient quarter and product mix decisions for the holiday quarter. - Airbnb’s $200M acquisition ot AI company GamePlanner.AI (16:28) Ricky Mulvey talks with Red Robin CEO GJ Hart about how he’s trying to turn the 54-year-old burger chain into a premier fast casual dining destination. Companies discussed: GOOG, GOOGL, AAPL, TGT, ABNB, RRGB Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, GJ Hart Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly. (00:21): Ricky Mulvey and Asit Sharma discuss: - What lower inflation means for stock investors. - Sticky housing prices. - Home Depot’s quarter and sales decline. - What softer spend on big-ticket purchases means for Trex. Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing. Companies discussed: HD, TREX, AAPL, COST Stock Advisor discount: www.fool.com/mfmdiscount Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses. (00:21) David Meier aand Deidre Woollard discuss: - The evolving climate for business-to-business platforms. - What tech companies need to consider as they hit profitability. - If Monday.com will be the acquirer or the acquired. (19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season. Claim your free five stock recommendations here: www.fool.com/dividends Companies discussed: MDNY, CRM, HUBS, SIG Host: Deidre Woollard Guests: Rob Bates, David Meier Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices

You may be asking the wrong question about the future – it’s not what it looks like, but what it sounds like. Tobias Dengel is the President of WillowTree, a TELUS International Company, that specializes in digital product design and development. He’s also the author of “The Sound of the Future: The Coming Age of Voice Technology.” Ricky Mulvey caught up with Dengel to discuss: What Alexa and Siri get wrong about voice interaction, Secret leaders in voice technology, And the next battle in the cybersecurity arms race. Tickers discussed: MCD, SG, AMZN, APPL, GOOG, MSFT, META, NVDA, TU Host: Ricky Mulvey Guest: Tobias Dengel Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Here at the Motley Fool, we like our individual stocks. But – what if we’re wrong? Jonathan Berk is a professor of finance at the Stanford Graduate School of Business and co-host of the podcast “All Else Equal: Making Better Decisions.” Ricky Mulvey caught up with Berk to discuss – and debate – the merits of individual stock investing. They also talk about: The ripple effects of decision-making, Whether short-term investing deserves its bad reputation, And the time horizon needed to differentiate between luck and skill. Tickers discussed: CMG, NFLX, NVDA, MCD Host: Ricky Mulvey Guest: Jonathan Berk Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices