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Motley Fool Money

Motley Fool Money

2,203 episodes — Page 21 of 45

Game over for GameStop’s CEO

GameStop’s CEO is out and Spotify is shaking up its podcast strategy. (00:20) Deidre Woollard and Bill Barker discuss: - Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop. - If GameStop can move beyond meme status and find new growth. - Spotify’s layoff’s and what it signals about its strategic shift. (11:40) Asit Sharma talks to former Snowflake CEO Bob Muglia on his new book The Datapreneurs, what Microsoft got wrong about the internet, and where AI could take us next. Companies discussed: MSFT, GME, SPOT, SNOW Host: Deidre Woollard Guests: Bill Barker, Asit Sharma, Bob Muglia Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 8, 202321 min

Mixed Signals From Real Estate and Regional Banks

The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money. (00:15) Bill Mann and Dylan Lewis discuss: How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers. The follow-on effects that could hit regional banks. Why insiders at regional banks are buying up shares despite the pessimism. (13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about the new documentary "Making of the Meme King" and why founding a company is much different than turning one around. Companies discussed: LOB, CHWY, GME, BBBY, BABA Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Melissa Lee Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 7, 202327 min

Apple's $3500 "Snowboard Goggles"

Some cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.” (00:21) Ricky Mulvey and Nick Sciple discuss: - Apple’s Vision Pro Product, its biggest product launch in a decade. - How Apple's hardware strategy differs from Meta. - The Vision Pro’s possibilities and limitations. - The SEC’s complaint against Coinbase. Plus, (13:32) Alison Southwick and Robert Brokamp discuss how to plan for a healthier retirement. Companies discussed: AAPL, META, COIN Article discussed: https://www.wsj.com/articles/apple-vision-pro-i-tried-the-new-mixed-reality-headset-f49a8811 Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 6, 202324 min

AI Is Not A Person

The Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat. (00:21) Jason Moser discusses: - What a potential Directors Guild deal means for entertainment. - The challenges facing streamers as they look for more ways to profit from content. - Whether or not Apple can take headsets out of their gaming niche. (16:36) A simple pack of casino playing cards leads Ricky Mulvey and Asit Sharma on an exploration of how old products can become new again. Companies discussed: SNPS, META, AAPL, NFLX,DIS,WBD, PARA Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 5, 202328 min

Who Controls the Magnets?

If you didn’t have a reliable supply of electricity, what would you do to secure it? Robert Bryce is the author of “A Question of Power: Electricity and the Wealth of Nations” and the writer of an eponymous Substack. Motley Fool Senior Analyst Nick Sciple caught up with Bryce to discuss: - Why more countries are turning to coal - The challenges of building a reliable green energy grid - The resurgence of interest in nuclear energy - Supply chain issues for electric car batteries Company mentioned: SMR Host: Nick Sciple Guest: Robert Bryce Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 4, 202332 min

A Sea Change in Space Exploration

Low Earth orbit now has some real estate problems. Deidre Woollard caught up with Ashlee Vance, author of “When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach.” They discuss: - The new business opportunity in clearing space junk - How a self-taught engineer created a commercially successful rocket company - The massive trade-offs that space companies make by going public Companies discussed: RKLB, SPCE Host: Deidre Woollard Guest: Ashlee Vance Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 3, 202325 min

Consumer Spending is Tightening Up… Kind Of

Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally. (00:21) Ron Gross and Emily Flippen discuss: - The debt ceiling resolution, and updates on employment and consumer debt. - Why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down. - The numbers behind MongoDB’s blowout earnings release. (19:11) Scott Kassing talks through three high-conviction stock ideas with Sandhill Investment Management’s Richard Ryskalczyk. (32:49) Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems. Stocks discussed: M, CHWY, FIVE, DG, MDB, LULU, CMP, VEEV Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Richard Ryskalczyk, Scott Kassing Engineer: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 2, 202339 min

Is AI Taking Tech To The Top?

With the Nasdaq up nearly 6% in May, tech seems to be soaring. Will earnings from CrowdStrike and Salesforce add to the AI hype? (00:21) Tim Beyers discusses: - If happy days are here again for the world of tech. - Why the market might be missing the greatness in CrowdStrike’s earnings. - How Marc Benioff found religion when it comes to cutting costs at Salesforce. (19:29) The war on cash is evolving. Jason Moser explains how the financial times keep changing and what it means for fintech. Companies discussed: CRWD, CRM, AAPL, MA, SQ, PYPL, V Host: Deidre Woollard Guests:Tim Beyers, Jason Moser, Alex Friedman Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 1, 202333 min

The House’s Cut is Going Up

It’s tough facing the house, whether you’re playing it or trying to pay for one. (00:21) Asit Sharma and Dylan Lewis discuss: The latest housing data, showing high rates are affecting mortgage and refinance applications. The broader economic strength we’re continuing to see in spite of high rates How Las Vegas strip operators are tweaking their businesses to grow. (12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space. Companies discussed: MGM, CZR, LLY, NVO, WW Host: Dylan Lewis Guests: Asit Sharma, Dana Corl, Keith Speights Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

May 31, 202321 min

Debt Ceiling Drama, AI's Peak, and Expired Coffee

What kind of day has it been? (00:21) Bill Barker discusses: - The stock market reacting positively (or not) to the latest narrative around the debt ceiling debate - Nvidia's new all-time high and why we haven't reached "peak AI" yet - Listener feedback over the years and the concept of "playing to the back of the room" - A surprise guest (via audio) (20:28) Chris Hill wraps up his final episode hosting the show a salute to The Motley Fool's history and founders, the self-driven mentality of the audience, and advice from the late musician Kevin Gilbert. Companies discussed: NVDA Host: Chris Hill Guest: Bill Barker Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

May 30, 202328 min

Peter Zeihan on China, Apple, and Europe

Who has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China? Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Just the Beginning: Mapping the Collapse of Globalization.” Bill Mann caught up with Zeihan to discuss: - Why Apple is diversifying production away from China - What an aging population means for the United States economy - Why de-dollarization is less likely than many think Company discussed: APPL Host: Bill Mann Guest: Peter Zeihan Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

May 28, 202327 min

Apropos of Something

Chris Hill loves coffee, curiosity, and people. To celebrate his run as the host of Motley Fool Money, Mary Long rounded up a few Fools to talk about what they’ve learned from Chris as an investor, colleague, and friend. They discuss: Why it pays dividends to ask good questions Why timing matters in the studio, but not so much in the market The importance of investing in people Companies mentioned: SBUX, V, MA, PYPL, SQ Host: Mary Long Guests: Ron Gross, Steve Broido, Alison Southwick, Bill Mann, Mac Greer, Bill Barker, Jason Moser, Matt Argersinger, Chris Harris, Dan Boyd Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 27, 202327 min

Big Tech's Banner 2023 Continues

Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting. (00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling. (19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.” (34:14) Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes. Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman Engineer: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

May 26, 202339 min

Nvidia Booms

The graphics processing maker became $200 billion more valuable in a single day. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidia’s blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders. Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon. Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan Boyd, Heather Horton Stock Advisor Roundtable podcast: https://open.spotify.com/episode/0RhY5qYNv1l2AyS4g8LV1d?si=ded6d6d1cdda46cb Learn more about your ad choices. Visit megaphone.fm/adchoices

May 25, 202327 min

The Chip War’s Next Chapter

Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain. [00:21] Asit Sharma and Dylan Lewis discuss: China’s ban on Micron chips for companies working on key infrastructure projects. Apple’s multibillion dollar deal with Broadcom and the company’s increased investment in U.S. manufacturing and supply chain. How investors should be looking at the tech hardware companies in their portfolio. [13:57] Deidre Woollard talks with Yanely Espinal, author of "Mind Your Money," about the unique challenges that immigrant families face while saving for retirement and the dangerous appeal of "Buy Now Pay Later." Companies discussed: MU, AAPL, AVGO, BRK Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yanely Espinal Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

May 24, 202329 min

Is Zoom Still A Growth Stock?

Zoom’s quarter showed that it’s no longer growing at its pre-pandemic levels. Can it move beyond video chat? (0:21) Bill Barker discusses: - Zoom’s growth trajectory - Where Zoom’s revenue might come from next - Are Lowe’s and Home Depot too similar? (14:02) Social Security reform has been back in the news lately. Alison Southwick and Robert Brokamp break down the myth-conceptions that surround Social Security. Companies discussed: ZM, MSFT, HD, LOW, DKS, AMZN Host: Deidre Woollard Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 23, 202322 min

The Next Chipotle or the Next Sweetgreen?

Mediterranean restaurant chain Cava has filed for an IPO later this year. Will investors be as satisfied as Cava’s customers? (00:21) Jason Moser discusses: - The growth of Cava and the company’s plans for capital raised during the IPO - How Cava could end up as the next Chipotle (or not) - What another big week of retail earnings portends (12:43) A lot of companies are talking about artificial intelligence on their conference calls this earnings season. Ricky Mulvey talks with Motley Fool analyst Meilin Quinn about a business that may be getting a genuine tailwind from AI. Companies discussed: CMG, SG, COST, LOW, BBY, HD, WMT, TGT, CHGG, DUOL Host: Chris Hill Guests: Jason Moser, Meilin Quinn Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

May 22, 202326 min

AI is Much More than ChatGPT

An artificial intelligence program could soon create a digital version of yourself. So, what are the implications when that’s possible? Rob LoCascio is the founder and CEO of LivePerson, a company that develops conversational commerce and AI software. Ricky Mulvey caught up with LoCascio to discuss: - How artificial intelligence will change how you interact with brands - Starboard Value’s campaign to change LivePerson’s board and CEO - The unlocks that quantum computing could provide tech companies - What natural language processing programs are revealing about interspecies communication Companies mentioned: LPSN, GOOG, GOOGL Host: Ricky Mulvey Guest: Rob LoCascio Engineer: Rick Engdahl Production Assist: Dana Corl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 21, 202329 min

Managing Cash Amid High Inflation

The Federal Reserve has raised interest rates 10 times since 2022. But you probably wouldn’t notice those hikes in a traditional savings account. Dylan Lewis caught up with Robert Brokamp to discuss: - How banks benefit from your inertia, and how that costs you - Ideas for managing cash for the next few weeks, months, and years - Money market funds paying more than 4%, and the caveats to understand before utilizing those accounts - Who can benefit from I Bonds and less-liquid savings vehicles Website mentioned: https://www.fool.com/the-ascent/ Host: Dylan Lewis Guest: Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 20, 202321 min

Big Retail, Apple, and the Fight for "Taco Tuesday"

As reports of Apple's next device surfaced, major retailers highlighted the week's earnings. (0:21) Ron Gross and Jason Moser discuss: - Walmart's grocery division (once again) doing the heavy lifting in its latest results - Reports that Apple will unveil a $3,000 device at its developer conference in early June - Netflix impressing advertisers and Wall Street - The latest from Home Depot, Target, Foot Locker, and Deere (19:11) Scott Phillips, chief investment officer at Motley Fool Australia, shares the current state of play for investors Down Under, Australian stocks to watch, and predictions for this year's Rugby World Cup. (30:28) Ron and Jason discuss Taco Bell fighting to free the phrase "Taco Tuesday" from its current trademark holder and share two stocks on their radar: Owens Corning and Lowe's. Stocks discussed: WMT, HD, TGT, FL, AAPL, MSFT, DE, NFLX, DIS, TTD, ASX, AMZN, MDB, GOOG, GOOGL, TEAM, TNE, YUM, LOW, OC Host: Chris Hill Guests: Jason Moser, Ron Gross, Scott Phillips Engineer: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

May 19, 202339 min

TikTok's 1st Ban

Is Montana's move against TikTok a speed bump or the start of a trend? (00:21) Bill Mann discusses: - How Snap, Meta Platforms, and Alphabet are watching the latest act in the TikTok drama - Shares of Bath & Body Works popping 10% on its latest earnings report - Names for scented candles (14:15) As the retail landscape continues to evolve, Motley Fool contributor Rachel Warren talks with Anjee Solanki, Director of Retail Services at Colliers, about one category that's holding its own. Companies discussed: META, GOOG, GOOGL, SNAP, BBWI, DG, ELF, ULTA Host: Chris Hill Guests: Bill Matt, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices

May 18, 202322 min

Short-Seller vs Prize Fighter

What happens when a short-seller collides with an activist investor? (00:21) Bill Barker discusses: - Target's 1st-quarter results beating expectations - CEO Brian Cornell's comments about organized (and violent) retail theft - Retail sales rising in April (11:15) Dylan Lewis and Bill Mann discuss Hindenburg Research's report on Icahn Enterprises, raising questions about the conglomerate's accounting practices and its dividend. Companies discussed: TGT, HD, IEP Host: Chris Hill Guests: Bill Barker, Dylan Lewis, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

May 17, 202325 min

Buffett's Latest Buys (and Sells)

Late Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling. (00:21) Jim Gillies discusses: - Home Depot's lackluster 1st-quarter results masking an otherwise strong business - Capital One getting a boost from the Oracle of Omaha - The surprising energy stock the Berkshire Hathaway team took a stake in (19:15) Alison Southwick and Robert Brokamp dip into the mailbag to answer your questions about investing, retirement, and more. Companies discussed: HD, BRK.A, BRK.B, COP, USB, BK, TSM, RH, BAC, OXY, AAPL, HPQ, ATVI, VTS Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 16, 202333 min

Time To Buy Golf Stocks?

Sometimes you need to stop thinking, let things happen, and be the ball. (00:21) Jason Moser discusses: - EU regulators approving Microsoft's deal to buy Activision Blizzard (but investors being skeptical) - Peloton recalling more than 2 million exercise bikes - Why he's keeping a close eye on Home Depot's earnings report on Tuesday (13:00) Nick Sciple joins Jason to discuss the business of golf and analyze two publicly-traded golf companies. Companies discussed: MSFT, ATVI, SONY, PTON, HD, WMT, TJX, TGT, MODG, GOLF Host: Chris Hill Guests: Jason Moser, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 15, 202329 min

Making Cash vs Preserving Money

If you like to tinker with your investments, then it’s tough to beat the market over a long period of time. John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washington University’s Olin Business School, and the author of “The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown.” Deidre Woollard caught up with Jennings to discuss: - Why the improbable happens all the time - 1 key attribute that some of the best-performing stocks have in common - And the business advantage that “fast followers” have over pioneers Companies mentioned: SCHW, TJX, APPL, HUM, SHW Host: Deidre Woollard Guest: John M. Jennings Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

May 14, 202326 min

Foolish Advice for College Grads

Congratulations on finishing up college! So what are you going to do now? Mary Long caught up with four Fools to get some actionable advice for new college grads. They discuss: - What to do when you get your first paycheck. - How risk-averse grads can get in the stock market. - Preparing your finances for job hopping. - The difference between being a Rule Breaker and a Bridge Burner. Stocks, ETFs mentioned: SPY, QQQ, BRK.B Host: Mary Long Guests: Ron Gross, Alison Southwick, Robert Brokamp, David Gardner Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 13, 202323 min

Alphabet's Event Serves Notice To Wall St.

At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The latest inflation data and the current state of play for investors - Skepticism around the near-term future of Airbnb sending the stock lower - Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software - The latest from Disney, Roblox, JD.com, and PayPal (19:11) Ross Anderson, co-founder of Craftwork Capital and co-host of the "Check Your Balances" podcast, shares the most common question he's getting from clients, advice for college graduates, and the economic data he's watching most closely. (31:50) Matt and Andy answer a mailbag question about portfolio strategy, discuss The Cheesecake Factory's new rewards program, and share two stocks on their radar: A.O. Smith and Deere. Got a question about stocks? Email [email protected] You can find the "Check Your Balances" show on your favorite podcast app, including Apple Podcasts: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Stocks discussed: ABNB, DIS, RBLX, JD, PYPL, GOOG, GOOGL, CAKE, AOS, DE Host: Chris Hill Guests: Matt Argersinger, Andy Cross, Ross Anderson Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

May 12, 202339 min

Money Advice from Moms

Spending, investing, dealing with debt...moms have seen it all. (00:21) Tim Beyers discusses: - Disney shares falling after a lackluster 2nd-quarter report - The fate of Hulu - Why The Trade Desk is an attractive business (with a richly-valued share price) (11:17) Mother's Day is on Sunday! To celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms. Got a question about personal finance? Email [email protected] and your question might get used in next week's mailbag segment! Companies discussed: DIS, CMCSA, TTD Host: Chris Hill Guests: Tim Beyers, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 11, 202321 min

Writers Strike & The Future of Streaming

The last writers strike lasted 100 days. How long will this one last and what will it mean for entertainment businesses? (00:21) Bill Barker discusses: - The latest inflation data putting a smile on Wall Street's face - Pricing data for gasoline and bacon - Axon Enterprise succeeding despite today's stock drop (8:48) What will the writers strike mean for streaming businesses? Dana Corl talks with Vulture television critic Jen Chaney about why the writers are striking and the ripple effects for companies like Netflix and Disney. Companies discussed: AXON, WBD, NFLX, DIS Host: Chris Hill Guests: Bill Barker, Dana Corl, Jen Chaney Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 10, 202319 min

Guidance Trumps Results...Again

Sometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting. (00:21) Bill Barker discusses: - Shares of PayPal falling close to a 5-year low after guidance for the current quarter was low - How PayPal's CEO search is affecting shareholders - Under Armour's continued struggles and less-than-impressive record of share buybacks (14:40) If college tuition payments are in your future, are you ready? Alison Southwick and Robert Brokamp talk with Megan Brinsfield of Motley Fool Wealth Management about different scenarios for paying for college. Companies discussed: PYPL, UA, UAA Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. All investments involve risk, including loss of principal. Past performance does not guarantee future results. Certain statements may be deemed forward-looking. There is not guarantee that these projections or forward-looking statements will come to fruition. This discussion is for informational and illustrative purposes only and should not be construed as investment advice or recommendations. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 9, 202324 min

Buffett on Apple, Banks, and Value Investing

When Warren Buffett speaks, investors and Wall Street tend to listen. (00:21) Jason Moser discusses: - Berkshire Hathaway's 1st-quarter results and highlights from the annual meeting - Buffett's comments about Apple and the banking industry - Charlie Munger's warning about over-diversification (9:51) In a segment that originated in the Motley Fool Live videostream, Jim Gillies shares observations from his trip to Omaha for the Berkshire Hathaway annual meeting with Nick Sciple and Deidre Woollard. The three discuss whether value investing is actually harder for Buffett and Munger than it is for average investors. Companies discussed: BRK.A, BRK.B, AAPL, TSE: HCG Host: Chris Hill Guests: Jason Moser, Nick Sciple, Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

May 8, 202322 min

The Power of Optionality

The pessimist believes that setbacks become one’s identity. The optimist believes something else. Kevin Kelly is the founding executive editor of “Wired” magazine and the author of “Excellent Advice for Living: Wisdom I Wish I’d Known Earlier.” Motley Fool co-founder and Chief Rule Breaker David Gardner caught up with Kelly to discuss: - The power of compounding in your finances and personal relationships. - ChatGPT and the origins of hacking. - Why investors should be unafraid of losing. Today’s conversation comes from a recent episode of David’s weekly podcast, Rule Breaker Investing. To hear the entire show, click here: https://www.fool.com/podcasts/rule-breaker-investing/2023-05-03-excellent-advice-for-living-with Company discussed: AMZN Host: David Gardner Guest: Kevin Kelly Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 7, 202331 min

2 High-Growth Companies to Watch

Just because a stock is down 50% doesn’t mean that the business is broken. (Or does it?) Ricky Mulvey caught up with Motley Fool Senior Analyst Yasser El-Shimy to talk about some higher growth companies whose stocks have taken a hit. They discuss: - How investors can approach growth stocks with a venture capital lens. - Profitability questions for a streaming data company. - A second look at a space company that went public via SPAC. Companies discussed: CFLT, LMT, SPCE, RKLB Host: Ricky Mulvey Guest: Yasser El-Shimy Engineer: Tim Sparks Production Assist: Alex Friedman Learn more about your ad choices. Visit megaphone.fm/adchoices

May 6, 202325 min

Apple's Approaching $3T

The biggest company in American led a packed week of earnings and macro data. (0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Shopify shares rising 25% due to multiple company announcements - The latest from Marriott, Booking Holdings, and Starbucks (19:11) Andy and Ron continue their analysis, with a focus on: - Mercadolibre's continued growth and impressive runway - Warner Bros. Discovery posting a 1st-quarter profit in its streaming division - The latest from Uber, Lyft, Atlassian, and Johnson & Johnson - Two stocks on their radar: Nice and Oxford Industries Stocks discussed: JPM, PACW, WAL, FHN, AAPL, MAR, BKNG, SBUX, SHOP, UBER, LYFT, TEAM, JNJ, KVUE, MELI, WBD, NFLX, PARA, DIS, CMCSA, BRK, OXM, NICE Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

May 5, 202339 min

Burgers > Exercise

For one day in the stock market, investors voted with their stomachs. (00:21) Bill Barker discusses: - The Federal Reserve meeting expectations - Paramount Global slashing its dividend 80% - Peloton struggling with its turnaround - Shake Shack posting higher revenue in the 1st quarter - Potential names for Darden Restaurants newest franchise (16:29) Ricky Mulvey talks with Motley Fool senior analyst (and Star Wars superfan) Jim Gillies about Disney's acquisition of Lucasfilm and ways to improve the franchise. Companies discussed: PARA, PTON, SHAK, DRI, DIS, FNKO Host: Chris Hill Guests: Bill Barker, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

May 4, 202330 min

Berkshire Hathaway Meeting Preview

Investing’s biggest weekend is almost here. (00:21) Ricky Mulvey and Asit Sharma discuss: - Johnson & Johnson’s spin-off of its consumer health company, Kenvue. - If Darden Restaurants is getting a good deal on its acquisition of Ruth’s Hospitality Group. - Yum! Brands quarter, and what it says about the global economy. (12:42) Deidre Woollard and Matt Frankel look ahead to Berkshire Hathaway’s annual meeting, taking place this weekend. Companies discussed: JNJ, KVUE, PG, RUTH, DRI, YUM, BRK.A, BRK.B, RDFN, OXY, CVX, AAPL Host: Ricky Mulvey Guests: Asit Sharma, Deidre Woollard, Matt Frankel Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

May 3, 202323 min

The "New Normal" in Silicon Valley

As loans get more expensive, what are the ripple effects for start-up companies in the tech industry? (00:21) Bill Mann discusses: - Uber's 1st-quarter results and CEO Dara Khosrowshahi's declaration of profitability in 2023 - Pfizer's results beating expectations despite demand for its Covid vaccine is falling - Why he's more interested in the Federal Reserve on Wednesday than the jobs report on Friday (10:49) Alison Southwick and Robert Brokamp continue their conversation with Bill Mann about how the "new normal" is affecting the tech industry in Silicon Valley. Investments discussed: UBER, PFE, MRK, AAPL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 2, 202324 min

Another Bank Seized & Sold

Three of the four largest bank failures in U.S. history have happened in the past two months. (00:21) Bill Barker discusses: - Regulators seizing First Republic Bank and selling it to JP Morgan Chase - CEO Jamie Dimon's comments about the state of play in banking - Norwegian Cruise Line beating low expectations in the 1st quarter - A plot point in last night's episode of "Succession" (15:16) Alison Southwick and Robert Brokamp continue their conversation with Motley Fool senior analyst Bill Mann about the "new normal" of investing in China. Investments discussed: JPM, NCLH, CCL, DIS, PG, AAPL, BABA, VTI, VWO, FRDM Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

May 1, 202325 min

Private Equity’s Opaque World

If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecutor and special counsel at the Department of Justice, where he led the antitrust division’s work on private equity. He's also authored a new book, “Plunder, Private Equity’s Plan to Pillage America.” Ricky Mulvey caught up with him to talk about: - The techniques many private equity companies use to generate short-term returns - A key misunderstanding about the fall of in-person retailers - Private equity’s impact on medical billing, bakeries, and insurance Companies discussed: CG, KKR, BX Host: Ricky Mulvey Guest: Brendan Ballou Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 30, 202328 min

Investing Lessons from “Succession”

You can’t buy shares of Waystar RoyCo, but investors can still find helpful takeaways from the award-winning HBO series and the fictional company’s leadership. Ricky Mulvey talks with Motley Fool senior analyst Jim Gillies about: - Whether CEO succession plans are worth investor attention - “Succession” storylines that rhyme with real ones - Questions about Berkshire Hathaway’s next stage - One bold prediction about the end of “Succession” SPOILER ALERT: This episode discusses plot points for “Succession” through season 4 , episode 5. Companies discussed: WAYA, GOJO, BRK.A, BRK.B, DIS, AAPL, LMVUY, GE Host: Ricky Mulvey Guest: Jim Gillies Production Assist: Mark Underwood Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 29, 202329 min

Big Tech, Big Payments, Big Burrito

A huge week for earnings reveals a theme for investors: bigger is better (0:21) Matt Argersinger and Jason Moser discuss: - Amazon's 1st-quarter revenue impressed but questions remain about AWS - Alphabet's $70 billion share buyback plan (and 1st-quarter results) - Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending - The latest from Microsoft, Meta Platforms, and Chipotle (19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting. (31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare. Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Tim Beyers, Jay Chaudhry Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 28, 202339 min

Meta's Big Pop, Google's New Threat

For the first time in a while, Facebook's parent company gave shareholders reason to smile. (00:21) Bill Mann discusses: - Meta Platforms starting the fiscal year with a bang - The Reality Labs division posting an operating loss of (gulp) $4 billion - The current state of regional banks and the magic word he's seeing appear in the financial media (14:25) How much of a threat is ChatGPT to Google's business? In this excerpt from the most recent episode of the Stock Advisor Roundtable podcast, Brian Stoffel talks with artificial intelligence expert Hamza Lebbar and Motley Fool CEO Tom Gardner. To hear the entire new episode of Stock Advisor Roundtable, click here: https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1 Companies discussed: META, GOOG, GOOGL Host: Chris Hill Guests: Bill Mann, Brian Stoffel, Hamza Lebbar, Tom Gardner Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 27, 202321 min

Microsoft-Activision Deal Blocked. Now What?

How hard will Microsoft and Activision-Blizzard fight to appeal the decision by UK regulators? (00:21) Bill Barker discusses: - Microsoft's strong 3rd-quarter results being overshadowed - The $3 billion breakup fee Microsoft is now likely to have to pay - Chipotle shares hitting a new all-time high after 1st-quarter profits were much higher than Wall Street was expecting (15:48) As businesses look to cut costs, what does that mean for cloud spending? Tim Beyers and Tim White take a closer look at Amazon Web Services. Companies discussed: MSFT, ATVI, SONY, NTDOY, CMG, AMZN, DDOG, ORCL, IBM Host: Chris Hill Guests: Bill Barker, Tim Beyers, Tim White Producer: Ricky Mulvey Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 26, 202327 min

1 New Low, 1 New High

First Republic Bank and Pepsi are very different businesses with stocks moving in very different directions. (00:21) Jim Gillies discusses: - First Republic Bank shares plummeting after terrible quarterly results and a surprisingly brief conference call - Medpace Holdings crushing their 1st-quarter report and (once again) winning the guidance game - Pepsi's stock hitting an all-time high after snacks fueled Q1 results (16:03) Bill Mann joins Alison Southwick and Prof. Robert Brokamp to talk about the "new normal" of hybrid work. Companies discussed: FRC, MEDP, PEP Check out the newest episode of our premium podcast, Stock Advisor Roundtable! https://open.spotify.com/episode/6MWIz55NW99Av1l7w9FrXU?si=05100b2801f84f63&nd=1 Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 25, 202327 min

"It's a landscape in chaos right now."

Streaming video was an industry in flux even before this weekend's surprise news. (00:21) Jason Moser discusses: - Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning - Disney, and the fate of NBCUniversal's minority stake in Hulu - Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division (11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and investing for energy pinch points. Companies discussed: CMCSA, DIS, JNJ, TSLA Host: Chris Hill Guests: Jason Moser, Nick Sciple, Doomberg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 24, 202327 min

Doomberg on EU's Energy Crisis, Coal’s Future, and Nuclear Power

If a country can’t get natural gas to power its needs, where does it turn next? Doomberg is an anonymous team of energy writers working on the number one financial publication on Substack. Motley Fool Senior Analyst Nick Sciple caught up with Doomberg to discuss: - Tradeoffs made during Europe’s energy crisis - A durable shift for coal demand - Countries shutting down (and investing in) nuclear energy - An energy storyline that “many analysts are underestimating” Company mentioned: PXD Host: Nick Sciple Guest: Doomberg Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 23, 202328 min

Boring Companies, Exciting Returns

“A company that does boring things is almost as good as a company that has a boring name, and both together is terrific.” --- Peter Lynch Sierra Baldwin and Motley Fool Senior Analyst Sanmeet Deo discuss: - Boring, but effective ways to invest - ETFs that can build a portfolio - 1 key metric for investors to watch - The businesses of potato processing, car auctions, and paint manufacturing Companies and ETFs discussed: SPY, VTI, VT, CPRT, LW, SHW, PTON Host: Sierra Baldwin Guest: Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 22, 202319 min

Netflix, Tesla, China's Growing Auto Industry, and Apple's Rise in India

As earnings season heats up in the U.S., investors had good reasons to keep their eyes on China and India. (0:21) Andy Cross and Jason Moser discuss: - Tesla's challenge with margin pressure - Intuitive Surgical's stock rising on strong 1st-quarter results and guidance - American Express continuing to catch on with Millennials and Gen Z - Shares of D.R. Horton, America's largest homebuilder, hitting a new all-time high - The latest from Netflix, P&G, Johnson & Johnson, and Lululemon (19:11) Motley Fool senior analyst Bill Mann discusses China's rise as an automotive exporter, Apple's growing presence in India, and why he's keeping an eye on mining companies in Brazil. (33:17) Andy and Jason discuss the growing business of tiny snacks and share two stocks on their radar: Tractor Supply and Amazon. Stocks discussed: NFLX, TSLA, ISRG, PG, AXP, JNJ, DHI, LULU, AAPL, GIS, TWNK, PEP, TSCO, AMZN Host: Chris Hill Guests: Andy Cross, Jason Moser, Bill Mann Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 21, 202339 min

Another SPAC Bites The Dust

Buzzfeed was in a rough spot even before the ad market softened. (00:21) Dylan Lewis discusses: - The shuttering of Buzzfeed News, the award-winning journalism part of Buzzfeed's business - What the ripple effects are for all investors (not just Buzzfeed shareholders) - Why he's looking forward to hearing from Meta Platforms' management this earnings season (10:55) Dylan talks with Bill Mann about Softbank's early investment in Alibaba and the takeaway for investors. Companies discussed: BZFD, META, BABA Host: Chris Hill Guests: Dylan Lewis, Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 20, 202323 min

Monster Beverage = Monster Stock

What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - The shuttering of DVD.com (13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here. Companies discussed: NFLX, MNST, ODFL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 19, 202327 min