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Motley Fool Money

Motley Fool Money

2,199 episodes — Page 18 of 44

What Will Make Buffett Spend?

With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market? (00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile of cash. - If the NAR lawsuit damages Berkshire’s real estate prospects. - Why it has been a good year for insurance. (21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks. Claim your dividend report here: www.fool.com/dividends Companies discussed: BAM, BRK.A, BRK.B, PANW, Z, ZG, RDFN Host: Deidre Woollard Guests: Matt Frankel, Mary Long, David Meier Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 6, 202337 min

Morgan Housel and History’s Unending Loop

What does it mean if history is just the same movie, playing over and over? Morgan Housel is a longtime Fool contributor and the bestselling author of The Psychology of Money. Dylan Lewis caught up with Morgan to talk about his latest book, Same as Ever: A Guide to What Never Changes. They discuss: The not-so-helpful side effect of having fewer economic downturns Why true optimists believe that the future is messy Cautionary tales from companies that “got too wide” And what Warren Buffett understands about storytelling. Tickers discussed: MSFT, GM, APPL, SSU, BRK.A, BRK.B Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Premium Motley Fool US members can check out the latest “Mindset with Morgan Housel” episode here. Host: Dylan Lewis Guest: Morgan Housel Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 5, 202338 min

Fool School: Finding Value Drivers

Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value? Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caught up with Badolato for an “investing classroom” session. They discuss: Different drivers of business value What growth rates ignore And the thing that Sweetgreen misses about automation Tickers discussed: PTON, TGT, DXCM, HSY, NVDA, CHGG, COST, SG, RENT Link to Fool Message Boards + Classroom Podcast Discussions Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 4, 202334 min

Firing on All Cylinders Indeed

We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing. (00:19) Ron Gross and Matt Argersinger discuss: Why interest rate and unemployment news helped stocksthis week. Starbucks’ triple-shot growth plan, Apple’s flat growth, and why Shopify is firing on all cylinders. Huge earnings reactions from DoorDash and Roku, and Match’s struggle to hold onto singles. (18:50) Marc Robinson breaks down the negotiations between the United Auto Workers and automakers Ford, Stellantis, and General Motors. (34:16) Ron and Matt break down two stocks on their radar: WK Kellogg and Quest Diagnostics. Stocks discussed: SBUX, AAPL, SHOP, MTCH, DASH, ROKU, KLG, DGX Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Marc Robinson Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 3, 202340 min

Is Toast toast?

PayPal’s new CEO debuted with some heat. (00:21) Ricky Mulvey and Jason Moser discuss: - Alex Chriss’s first earnings call as CEO of PayPal. - Renewed focus for the payments company. - Airbnb’s quarter and questions for its international growth. - Investors going through an “airline stocks phase.” Plus, (14:10) Mary Long and Tim Beyers take a look at restaurant tech company, Toast. Stock Advisor discount link: www.fool.com/mfmdiscount Companies discussed: PYPL, ABNB, TOST, ORCL Hosts: Ricky Mulvey, Mary Long Guests: Jason Moser, Tim Beyers Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 2, 202326 min

WeWork and Reworking Real Estate

Housing is expensive, rates are high, but the cut going to agents might be going down. (00:21) Asit Sharma and Dylan Lewis discuss: - The $1.8B decision hitting The National Association of Realtors and real estate brokerages. - Why real estate might be an industry at a crossroads, and whether it means opportunity or challenges for companies like Redfin. - Three lessons from WeWork’s bankruptcy. (16:13) Motley Fool Money’s Deidre Woollard caught up with Jean-Manuel Izaret to talk about his book "Game Changer” and the strategies companies use when they set prices. Companies discussed: RDFN, UBER, AAPL, SBUX Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Jean-Manuel Izaret Engineers: Dan Boyd, RIck Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 1, 202331 min

We Like Cannibals*

*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism. (0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share buybacks gone wrong. - An airplane leasing company that may be taking itself private. Plus, (17:30) Alison Southwick and Robert Brokamp celebrate Halloween and discuss some financial horror stories. Companies discussed: AAPL, EBAY, SNBR, AER Link to “Financial Horror Stories Vol. 2, Scary Scams”: https://www.fool.com/podcasts/rule-breaker-investing/2023-10-18-financial-horror-stories-vol-2/ Link to Motley Fool message boards: https://community.fool.com/ Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 31, 202330 min

Wanting Fries With That May Cost You

Labor costs are just one concern facing restaurants. (00:21) Jason Moser and Deidre Woollard discuss: - Restaurant trends and consumer behavior. - The impact of rising labor costs on restaurants. - How delivery has changed the fast food landscape. (21:14) Asit Sharma joins Ricky Mulvey to look at a couple of Halloween stocks... one tasty and one a little bloody. Claim your five dividend stock recommendations: www.fool.com/dividends Companies discussed: MCD, CMG, DASH, UBER, DPZ, HSY, TMDX Host: Deidre Woollard Guests: Asit Sharma, Jason Moser, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 30, 202339 min

Hungry for Experience

How do you build a restaurant chain with lines out the door? Dylan Lewis caught up with Ron Shaich, the former CEO of Panera and Au Bon Pain, the current Chairman of Cava, and author of the upcoming book Know What Matters: Lessons from a Lifetime of Transformation. At a live Motley Fool member event in New York, they discuss: Past, present, and future cravings of the American eater Fighting against the “pervasive short-termism in our capital markets. And the future of automation in food Ticker discussed: CAVA Host: Dylan Lewis Guest: Ron Shaich Producer: Mac Greer, Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 202325 min

Michael Lewis Interviewed by Tom Gardner

Michael Lewis knows how to tell a story. He’s given color to the characters behind baseball and the finance industry. Now, he paints a portrait of Sam-Bankman Fried, the infamous face of crypto who went from billionaire to bankrupt overnight. Motley Fool CEO and co-founder, Tom Gardner, caught up with Lewis at a Motley Fool member event in New York. They discuss: The downfall of crypto exchange FTX and potential outcomes for Bankman-Fried’s ongoing criminal trial The hold that FOMO has over Silicon Valley Why organizations can’t thrive without “keen emotional intelligence” Host: Tom Gardner Guest: Michael Lewis Producers: Mac Greer, Mary Long Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 28, 202329 min

Softness Ahead for Ads and Consumer Spend?

Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why. (00:21) Emily Flippen and Jason Moser discuss: - Big tech earnings – trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta. - Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4. - Spotify’s fantastic past twelve months and what investors should think now. (19:11) Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at ONE: NYC about FTX, SBF, and the investing dynamics of Silicon Valley. (30:37) Jason and Emily break down two stocks on their radar: Masimo and Okta. Stocks discussed: AMZN, META, GOOG, GOOGL, MSFT, V, MA, SPOT, OKTA, MASI Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Tom Gardner, Michael Lewis Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 27, 202340 min

Put The Glasses On!

(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta will triumph in the great headset race. (21:40) Tim Beyers talks with author and New York University professor Melissa Schilling about traits shared by the world’s greatest innovators. Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed: META, AAPL, NVDA, SNOW, TSLA, AMZN Host: Deidre Woollard Guests: Asit Sharma, Melissa Schilling, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 26, 202338 min

One of these Clouds Is Not Like the Other

Alphabet shed $100 billion in market value as it ceded some ground in the cloud competition. (00:21) Ricky Mulvey and Nick Sciple discuss: - Microsoft’s quarter and focus on Copilot. - If Bing can become more of a competitor to Google search. - Alphabet’s investments in self-driving technology. - The anti-trust suit hanging over Alphabet. Plus, (14:58) Deidre Woollard interviews Vincent Stanley, Patagonia’s Director of Philosophy, about companies that are doing work to help the planet. Companies discussed: MSFT, GOOG, GOOGL, WMT, UL, DANOY, SSU Hosts: Ricky Mulvey, Deidre Woollard Guests: Nick Sciple, Vincent Stanley Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 25, 202328 min

Weight-Loss Drugs and Coca-Cola

Being a CEO is probably a pretty sweet gig. So why are so many leaving their posts? (00:21) Ricky Mulvey and Bill Barker discuss: - General Motors quarter and the latest in its dispute with United Auto Workers. - A slowdown in electric vehicle production. - Coca Cola’s business and stock performance. - Why a record number of CEOs have left their seats this year. Plus, (13:53) Robert Brokamp and Alison Southwick discuss the pillars of retirement planning. Companies discussed: GM, TSLA, KO Stock Advisor Discount Link: www.fool.com/MFMDiscount Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 24, 202329 min

Live from ONE: NYC!

We took Motley Fool Money on the road to our ONE member event in NYC, and we’ve got a special episode of analyst insights and listener questions. (00:21) Asit Sharma and Andy Cross discuss: - The Nasdaq building in NYC, and how the company and exchange have fared in 2023. - Some sneak peeks at the sessions for our member event - One Fool stock that isn’t getting enough attention, and another that has surprised the investing team. (14:08) We take questions from our ONE members in NYC – Andy and Asit weigh in on PayPal, how high rates impact investing decisions, and some companies that have done succession well recently. Companies discussed: NDAQ, ASML, META, PYPL, COST Host: Dylan Lewis Guests: Asit Sharma, Andy Cross Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 23, 202334 min

Buffett's Advantage

When you have about $150 billion in cash on hand, you’re never out of position for making a decision. Shane Parrish is the founder of Farnam Street, the host of “The Knowledge Project” podcast, and the author of “Clear Thinking: Turning Ordinary Moments Into Extraordinary Results.” Mary Long caught up with Parrish to discuss: - Decision making lessons from Warren Buffett, Charlie Munger, and Daniel Kahneman. - How to create rules to become a more disciplined investor. - Tips for writing an investment thesis. Tickers discussed: BRK.A, BRK.B Host: Mary Long Guest: Shane Parrish Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 22, 202322 min

Tom Tackles the Member Mailbag

Motley Fool CEO and co-founder Tom Gardner answers member questions in an excerpt from Stock Advisor Roundtable, our premium podcast offering. Tom talks about: His top starter stock picks and how Fool recommendations are made 5 CEO’s he’d trust to run The Motley Fool And what he’s learned from past investing wins (and misses) Stock Advisor members can listen to the full conversation here. Tickers discussed: AXON, SPY, ABNB, TTD, TSLA, AMZN, DFH, TMDX, LUV, TREX, SHOP, ANET, CRM Host: Brian Stoffel Guest: Tom Gardner Producer: Mac Greer, Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 21, 202328 min

Price Hikes or Push to Ad-Tier?

Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier? (00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right. (19:04) Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers. (32:11) Jason and Matt break down two stocks on their radar: Chipotle and Home Depot. To get our special Stock Advisor offer for podcast listeners, head to: fool.com/mfmdiscount Stocks discussed: NFLX, TSLA, COST, PLD, BX, TSM, HGTY, CMG, HD Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, McKeel Hagerty, Deidre Woollard Engineers: Rick Engdahl, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 20, 202341 min

A Tesla For Everyone

Can Elon Musk build a $30,000 EV that everyone wants to drive? (00:15) Tim Beyers and Deidre Woollard discuss: - Tesla’s compressing margins. - Robots with brains and Tesla’s take on the AI universe. - How Netflix is becoming a global television network. (22:28) Deidre Woollard interviews real estate industry insider Greg Robertson on the impact of lawsuits against the National Association of Realtors. Claim your Stock Advisor discount: www.fool.com/mfmdiscount Companies discussed: TSLA, NFLX, RDFN, RMAX, HOUS Host: Deidre Woollard Guests: Tim Beyers, Greg Robertson Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 19, 202331 min

The IRS Enters the Tax Game

The IRS has good news for taxpayers and bad news for Intuit’s TurboTax. (00:16) Jason Moser and Dylan Lewis discuss: - The IRS’ Direct File pilot program coming to 13 states, and what it means for Intuit’s TurboTax. - Why activist investor Engaged Capital is interested in VF Corp – the owner of Vans, The North Face, and Supreme. - How Roblox’s return to office plans are a sign of the times for the pandemic darling. (14:04) Ricky Mulvey caught up with Nick Sciple to check in on Next Era Energy and the rocky ride for utility stocks so far this year. Companies discussed: INTU, VFC, RBLX, NEE, NEP, BWXT, CNQ, CEG Host: Dylan Lewis Guests: Jason Moser, Ricky Mulvey, Nick Sciple Engineers: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 18, 202328 min

Microsoft Closes Activision Deal

Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history. (00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line for its acquisition of Activision Blizzard. - An unexpected winner in the deal. - The latest memo from Howard Marks, “Further Thoughts on Sea Change.” - The case for credit investing, and a bond fund yielding 9%. Plus, (15:04) Robert Brokamp and Alison Southwick answer listener questions about money market funds, 401(k) rollovers, and automated investing. Companies/Funds mentioned: MSFT, LULU, USHY 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

Oct 17, 202332 min

Bank On This?

Citigroup’s Jane Fraser is looking to reinvent one of the Big Four banks. Can she do it? (00:21)Matt Frankel and Deidre Woollard discuss: - The challenges facing Citgroup. - Why big banks have to get serious about high-yield accounts. - Charles Schwab’s opportunity to build an integrated platform. (19:49) Mark Dixon, CEO of IWG, talks to Deidre Woollard about the changing role of the office in business life. Get your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed: C, IWG, SOFI, WFC, BAC, JPM, ALLY Host: Deidre Woollard Guests: Matt Frankel, Mark Dixon Producer: Ricky Mulvey Engineers: Annie Pope, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 16, 202330 min

The Great Lag

The Federal Reserve may act on a forward looking basis, but the bank isn’t always quick in action. Ben Miller is the co-founder and CEO of Fundrise, a real estate investment platform. Deidre Woollard caught up with Miller to discuss: - How slow reaction times from the Fed impact the economy. - The home equity buffer. - Opportunities in innovative investing. - The AI boom in private markets and start-ups. Company discussed: NVDA Host: Deidre Woollard Guest: Ben Miller Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 15, 202325 min

Bill Mann “On The Market”

The Motley Fool’s Bill Mann recently appeared on the BiggerPockets podcast “On The Market”. Today’s episode is a feed drop of that show. Host Dave Meyer caught up with Bill to chat about what’s going on around the world. They discuss: - Why the US dollar is a “bit of a wrecking ball.” - Semiconductor supply chains. - Apple’s political risks. - China’s real estate market. Companies discussed: AAPL, TSM, ASML, FANUY BiggerPockets credits: Host: Dave Meyer Producers: Kailyn Bennett, Hager Eldaas Engineer: Exodus Media Motley Fool credits: Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 14, 202333 min

Big Banks and Big Rates

The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer. (00:21) Emily Flippen and Jason Moser discuss: - What big interest rates mean for big banks and the latest insights from Jamie Dimon. - Pepsi’s earnings showing signs that growth might be propped up by price hikes. - Atlassian’s $1B acquisition of Loom, the market reaction to the Birkenstock IPO, and Spotify’s latest audio push. (19:11) Bloomberg’s Zeke Faux talks about the trial of FTX’s Sam Bankman Fried with Motley Fool Money’s Deidre Woollard. (32:57) Jason and Emily break down two stocks on their radar: Outset Medical and Twilio. Stocks discussed: JPM, WFC, PEP, TEAM, BIRK, SPOT, OM, TWLO Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Deidre Woollard, Zeke Faux Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 13, 202340 min

Emergency Pizza, Stat!

It’s hard to bet against the enduring appeal of everyone’s favorite dinner. (00:21) Bill Barker and Deidre Woollard discuss: - How Domino’s continues to compete for its share of stomach. - The importance of loyalty programs and the worry of loyalty fatigue. - If Walgreens’s new CEO will keep steering the company toward healthcare. (17:21) Deidre Woollard interviews Professor Michael Robbins on his new book Quantitative Asset Management and the future of AI in investing. Claim your five dividend recommendations here: www.fool.com/dividends. Companies discussed: DPZ, WBA, WMT, AMZN, UBER Host: Deidre Woollard Guests: Bill Barker, Michael Robbins Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 12, 202331 min

Google, DOJ, and Default Inertia

The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great. (00:21) Tim Beyers and Dylan Lewis discuss: - How the DOJ is charging Google cemented itself as the search leader with exclusive deals with Apple. - Just how lucrative those deals were for Apple. - The similarities with this case and the government’s anti-trust case against Microsoft in the 1990s. (14:46) Mary Long caught up with Motley Fool analyst Sanmeet Deo for a chat about airport security stock Clear and the race to the front of the line. Companies discussed: AAPL, GOOG, GOOGL, YOU Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Sanmeet Deo Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 11, 202328 min

Disney’s Activist Investor (Reprise)

Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss: Unity Technologies CEO, John Riccitello, stepping down from his seat. How Unity handled pricing changes with its developers. Trian Partners increasing its stake in Disney. Questions about Disney’s turnaround story. Plus, (15:45) Alison Southwick and Robert Brokamp discuss the growing trend of unretirement. Companies discussed: U, DIS Hosts: Ricky Mulvey, Alison Southwick Guests: Jason Moser, Robert Brokamp Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 10, 202331 min

Add To Cart

Mobile shopping is expected to rule e-commerce this holiday season. (00:13) Asit Sharma and Deidre Woollard discuss: If consumer spending will remain strong over the holiday season. The impact of the rise of mobile shopping. Whether or not retailers can trust the supply chain. (13:27) Founders and investors sit on opposite sides of the table and they don’t always agree. Venture capitalist Jerry Neumann and serial founder Liz Zalman look at both sides in their book Founder vs. Investor. Access your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed:ADBE, AMZN, SHOP, UPS, WMT, UBER, DDOG, OKTA Host: Deidre Woollard Guests: Asit Sharma, Jerry Neumann, Liz Zalman Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 9, 202329 min

Walter Isaacson on Elon Musk

Elon Musk is a serial monotasker. He’s also obsessed with risk. What makes him tick? Ricky Mulvey caught up with Walter Isaacson to talk about the force that is Elon Musk. They also discuss: The importance of the letter X How to craft a “cocktail of a fanatical risk taker” And Musk’s latest endeavor into “real world artificial intelligence” Tickers discussed: TSLA, GOOG, GOOGL Host: Ricky Mulvey Guest: Walter Isaacson Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 7, 202349 min

EVs and Inside Elon Musk’s Mind

BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge. (00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season. - Meta’s plans to offer a monthly subscription to users in the EU. - Cyberattacks hitting Clorox, MGM, and Caesar’s. - China’s BYD heating up the race in EVs. (19:11) Elon Musk’s biographer Walter Isaacson explains Musk’s fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. . (33:00) Bill and Ron break down two stocks on their radar: Chevron and Burford Capital. Stocks discussed: META, CLX, MGM, CZR, TSLA, KVUE, ASR Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 6, 202340 min

The Future Of The American Drinker

Beer continues to shine but will future generations be less likely to drink alcohol at all? (00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and spirits can rebound for Constellation Brands. - The future of cannabis and Tilray’s tough path to profitability. (17:17) Deidre Woollard interviews Joel Marcus, CEO of Alexandria Real Estate Equities about the future of this life sciences real estate investment trust. Companies discussed: ARE, STZ, TLRY Host: Deidre Woollard Guests: Bill Barker, Joel Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 5, 202329 min

A Pure Play Cereal Company?

(00:21) Asit Sharma and Dylan Lewis discuss: - How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg. - Food service company Aramark spinning out its uniform business Vestis and why one might be more interesting than the other for investors. - The traps to avoid when looking at spin-outs. (15:51) Ricky Mulvey and Bill Mann check in on Costco – the business, its potential, and its new food court offerings. (27:05) The Motley Fool Money team goes out into the field to taste test Costco’s new roast beef sandwich, mango smoothie, and strawberry ice cream. If you're looking for investing ideas, we’re offering Motley Fool Money listeners a discount on our flagship service, Stock Advisor. To learn more head to fool.com/mfmdiscount Companies discussed: K, KLG, ARMK, VSTS, COST Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Ricky Mulvey, Sierra Baldwin, Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 4, 202332 min

All Eyes On the Sphere

The shiniest thing in Las Vegas is also a publicly traded company. (00:21) Ricky Mulvey and Nick Sciple discuss: - How consumer spending held up as the economy cooled. - Credit card companies benefiting from a shift toward experiences. - The business behind the dramatic new venue, Sphere. Plus, (9:41) Robert Brokamp interviews Roger Young, CFP and Thought Leadership Director at T. Rowe Price about the company’s research on retirement spending. Companies mentioned: LYV, ABNB, MSGS, SPHR, TROW Hosts:Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Roger Young Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 3, 202327 min

The Game of the UAW Strikes

If you want to know the reasons behind someone’s actions, it’s important to find out the incentives. (00:21) Jason Moser and Deidre Woollard discuss: - If a SPARC is the new SPAC. - Being cautious about IPOs. - The impossibility of creating a super app. (13:50) Ricky Mulvey interviews Marc Robinson, the principal consultant at MSR Strategy and an expert in game theory to understand the rules of the game in this United Autoworkers strike. Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed: F, GM, STLA, PYPL Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Marc Robinson Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 2, 202330 min

In the Pilot’s Seat

The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit? Ricky Mulvey caught up with John “GUCCI” Foley, a former lead solo pilot for the Blue Angels, a keynote speaker, and the author of “Fearless Success.” They discuss: How to find your centerpoint – in airshows and investing What it’s like to sit on a multi-million-dollar sell option And the importance of being “glad to be here” Host: Ricky Mulvey Guest: John Foley Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 1, 202329 min

Mobile Payments Around the World

Not everyone has a bank in the developing world, but mobile phones are everywhere. Mary Long and Asit Sharma discuss: The evolution of payments in India Micropayments versus credit cards How MercadoLibre is gaining traction with cross-border payments in Latin America The move for payments companies to become a superapp Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 30, 202327 min

The Latest Shut-Down

Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market. (00:21) Jason Moser and Andy Cross discuss: - The government shutdown and how investors and federal employees should be processing the news. - The FTC’s antitrust case against Amazon and what it means for big tech. - Earnings updates from Costco, Nike, and Carmax. (19:11) Motley Fool analyst Rick Munarriz gives a rundown on Rover, the petcare marketplace, and explains the tailwinds and tailwags pushing the company forward. . (33:01) Jason and Andy break down two stocks on their radar: EPAM Systems and Intercontinental Exchange. Stocks discussed: AMZN, META, COST, NKE, KMX, ICE, EPAM Host: Dylan Lewis Guests: Jason Moser, Andy Cross, Ricky Mulvey, Rick Munarriz Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 29, 202340 min

Can’t Touch This

How do you measure things like brand and people? (00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empire by helping businesses advance. - If the Peloton and Lululemon collaboration will be a win for both brands. (18:24) Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon. Companies discussed: RBLX, ACN, PTON, LULU, KO Host: Deidre Woollard Guests: David Meier, Kirsten Guerra, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 28, 202333 min

Matchmaking, Break-ups, and a Survivor

It’s the antitrust case everybody saw coming – does it have merit? (00:21) Asit Sharma and Dylan Lewis discuss: - The FTC’s antitrust case against Amazon, the case’s merits and how Amazon has forced innovation in e-commerce. - What Tinder’s new $500/month “Select” tier says about freemium business models. - Alibaba’s plan to spin out its first business unit – logistics segment Cainiao. (16:02) The Motley Fool’s own Emily Flippen will be on the 45th season of Survivor – ahead of the show’s premiere tonight on CBS, Mary Long caught up with Emily about why she was excited to take on the challenge of being a castaway. Companies discussed: AMZN, MTCH, BABA, LULU, WM, TXRH Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Emily Flippen Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 27, 202324 min

How Fools Use ETFs

We like stocks. We also like exchange traded funds. But first, (00:21) Ricky Mulvey and Jim Gillies discuss: - A difficult stretch for small-cap stocks. - Costco’s new healthcare offering. - One piece of Costco’s valuation that’s often forgotten by investors. Plus, Robert Brokamp and Alison Southwick find out how Fools use ETFs in their portfolios. Companies/ETFs mentioned: COST, CIBR Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp, Kirsten Guerra, Jason Moser, Bill Mann Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 26, 202327 min

The Business of Nightclubs

RCI Hospitality CEO Eric Langan on consumer spending, capital allocation, and getting into the casino business. (00:21) Jason Moser and Deidre Woollard discuss: - The wisdom Amazon’s bet on Anthropic. - Why Amazon is getting into charging for streaming. - If check-out-free technology is finally reaching its tipping point. (12:25) Ricky Mulvey interviews the CEO of RCI Hospitality, Eric Langan on his view on consumer spending, capital allocation, and his journey to the CEO seat. 5 Stocks Under $49 report here: http://www.fool.com/report. Companies discussed: AMZN, WMT, DIS, RICK Host: Deidre Woollard Guests: Ricky Mulvey, Eric Langan, Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 25, 202331 min

Containing Big Tech

When your information is everywhere, is it possible to rein it back in? Deidre Woollard caught up with Tom Kemp, a cybersecurity expert and author of “Containing Big Tech: How to Protect our Civil Rights, Economy, and Democracy.” They discuss: - The implications of biometric data collection in a world where big tech runs rampant - Which companies are getting the privacy game right (and wrong) - Angel investing, and workarounds to weak links in existing cybersecurity systems Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT Host: Deidre Woollard Guest: Tom Kemp Producer: Mary Long Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 24, 202328 min

CEO Shake-Ups

Executives are on the move. The first half of 2023 has seen the highest CEO turnover rate on record, per executive outplacement firm Challenger, Gray, & Christmas. Deidre Woollard caught up with Anand Chokkavelu and Ricky Mulvey to talk about what it means when a leader leaves. They discuss: Whether CEO transitions truly change an investment thesis Where to source ideal replacement candidates And recent examples of expected departures, activist strong-arming, and questionable plays Tickers discussed: PYPL, DOCN, SBUX, DIS, AZO, COST, FOX, NWS, KHC, CMG, PINS, ILMN, ETSY, PTON, FL, ULTA, WBA, PLNT Host: Deidre Woollard Guest: Anand Chokkavelu, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 23, 202327 min

The Office Space Depression

Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis. (00:21) Ron Gross and Matt Argersinger discuss: - The Fed walking its talk and maintaining the expectation of another rate hike. - How office real estate is showing signs of trouble, but shouldn’t be weighing down all REITs. - The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay. (19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future. (33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike.. Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE, Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here. Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 22, 202341 min

Powell Stays Put, For Now

Interest rates are paused but the hikes may not be over yet. (00:21) Bill Mann and Deidre Woollard discuss: - What metrics the Fed is looking at before its next meeting. - How FedEx’s business has evolved over time. - The traits a good chief financial officer should have. (14:52) Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain. Companies discussed: FDX, UPS, TMDX Host: Deidre Woollard Guests: Bill Mann, Tom King Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 21, 202325 min

“Good Discipline” From IPOs and Investors

There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves. (00:21) Tim Beyers and Dylan Lewis discuss: - The market’s reaction to Instacart’s IPO and whether the company can return to its lofty private valuations. - An under-the-radar IPO this week – Klaviyo, and why it’s worth studying to understand the data relationships between businesses and their customers. (20:39) Deidre Woollard gets the inside scoop on peak performance and corporate training from consultant and author Greg Harden. You can grab your copy of 5 Stocks Under $49 for free and Fool.com/Report. Companies discussed: CART, ARM, NDAQ, KVYO, BRZE Host: Dylan Lewis Guests: Tim Beyers, Deidre Woollard, Greg Harden Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 20, 202330 min

Three Strikes

The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss: - How investors can measure an automaker’s profits. - A long-term problem for legacy carmakers. - The impact of the strike on Tesla. - Digital payments adoption in India. Plus, (15:22) Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait. Companies discussed: F, GM, STLA, TSLA, PYPL Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 19, 202329 min

The Battle For Breakfast

Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market. (00:11) Jason Moser and Deidre Woollard discuss: - Why Kellogg’s is splitting up its business. - If snacks still have growth potential. - Monster’s ability to become a 100-year brand. (13:35) Ricky Mulvey and John Nash analyze newly-listed TKO Holdings, the company that runs both WWE and UFC, and address the challenges it may face in the future. Companies discussed: K, TKO, MNST, CELH Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, John Nash Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 18, 202329 min

Number Go Up

“I’d pull back the curtain and there was nothing there.” The hype of crypto was real. Many of the use cases are still to be determined. Deidre Woollard caught up with Zeke Faux, an investigative reporter for Bloomberg and the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall.” They discuss: - Why investors are quick to throw belief out the window - What really happens at an NFT party with Snoop Dogg, Eminem, and Jimmy Fallon - Questions around stablecoins, and one company “quilted out of red flags” - What happens when you spend a book advance on a JPEG image Tickers discussed: USDT Host: Deidre Woollard Guest: Zeke Faux Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 17, 202328 min