
Motley Fool Money
2,203 episodes — Page 22 of 45
"It's the vanilla ice cream of the banking sector."
Now that all of the Big Banks have reported earnings, what stands out? (00:21) Bill Mann discusses: - Warren Buffett's recent comments about holding Bank of America - CEO Brian Moynihan's persistence - Johnson & Johnson's dividend hike and guidance boost - Nvidia's unsurprising pricing power (11:14) Robert Brokamp and Alison Southwick answer your questions about mortgages, recessions, and employee stock options. Companies discussed: BAC, JNJ, PG, NVDA Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Advice to a Young(er) Investor
What do you wish you knew when you were just starting out investing? (00:21) Jason Moser discusses: - Roblox sharing its last batch of monthly metrics - Why the company still has a "glass half-full valuation" - Thoughts for a relatively new investor with decades of investing ahead (16:43) Asit Sharma talks with Bill Burns, CEO of Zebra Technologies, about the business of barcodes and robots in fulfillment centers. Got a question about stocks? Want to tell us about a stock you bought recently? Email [email protected] Companies discussed: RBLX, ZBRA Host: Chris Hill Guests: Jason Moser, Asit Sharma, Bill Burns Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Ramit Sethi on Spending, Renting, and Financial Misconceptions
Money is often thought of on a transactional or restrictive basis. But, what if it could be a source of joy? Ramit Sethi is a best-selling author and the host of the Netflix series “How to Get Rich.” Alex Friedman caught up with him to discuss: - The source of most financial conflicts in couples - Renting vs. Buying - Building the skill of spending money Host: Alex Friedman Guest: Ramit Sethi Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Monopolies Trading at Reasonable Prices
Investing doesn’t have to be complicated. Buy a business with a wide moat and hold it for a really long time. Mary Long talks with Ron Gross about: - How to tell if a business is a monopoly - Laser-focused companies that have fended off competition - Monopolies in railroads, trash, and surgical robots Companies discussed: MSFT, WDFC, META, GOOG, GOOGL, DUK, UNP, WM Host: Mary Long Guest: Ron Gross Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Improving Inflation, Earnings Kickoff, and "Walmart Envy"
Investors cheered the steadily improving inflation story. (0:21) Jason Moser and Matt Argersinger discuss: - How the current macro environment is what the Fed was aiming for - JPMorgan Chase and Wells Fargo starting earnings season in a strong way - Boeing's latest production challenge - Key takeaways from Andy Jassy's shareholder letter - Warner Bros Discovery's confusing rebrand of HBO Max (19:11) Motley Fool senior analyst Tim Beyers weighs in on how board games and video games are finding success on the big screen, the future of movie theaters, and why "YouTube has an uncommon amount of power right now." (33:47) Jason and Matt share two stocks on their radar: Airbnb and T. Rowe Price. The new episode of Stock Advisor Roundtable, our premium podcast, is available exclusively on Spotify! For more details go to Roundtable.Fool.com. Stocks discussed: JPM, WFC, BA, AMZN, WMT, WBD, HAS, DIS, NFLX, AAPL, CMCSA, GOOG, GOOGL, ABNB, TROW Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Tim Beyers Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Why Did You Buy That Stock?
We asked the audience about recent stock purchases and they did not disappoint! (00:21) Asit Sharma discusses: - Delta Air Lines' 1st-quarter results - Why Delta CEO Ed Bastian is not worried about consumer spending - Highlights from Amazon CEO Andy Jassy's annual letter to shareholders (12:29) What's a stock you've bought recently and why did you buy it? Ricky Mulvey and Jason Moser dig through some of what our listeners have been buying and discover companies with moats and one short of a teddy bear business. Got a question about stocks? Want to tell us about a stock you bought recently? Email [email protected] Companies discussed: DAL, AMZN, SCHW, OM, NKE, ASMLF, BOC, BBW Host: Chris Hill Guests: Asit Sharma, Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
The Public Company Hiding In Plain Sight
You might be familiar with some of the brands, but the company's name is probably not on your radar. (00:21) Jim Gillies discusses: - MTY Food Group's 1st-quarter results and why the restaurant franchisor is one of his long-term holdings - The math behind MTY's success - Why he's most curious about Medpace Holdings reporting earnings in late April (17:45) Most businesses are paying their rent on time, but what happens when they want to renegotiate their leases? Ricky Mulvey talks with Deidre Woollard about the "Wall Of Debt" that's coming due and some more promising sectors in real estate for investors to keep an eye on. Companies discussed: MTY, MTYFF, MEDP, SBNY Host: Chris Hill Guests: Jim Gillies, Deidre Woollard Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Key Metric for Earnings Season
If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory. (00:21) Bill Mann discusses: - CarMax ending its fiscal year on a positive note - The "tell" within CarMax's earnings report - Why he's paying close attention to inventory levels (11:23) It's Tax Season! Robert Brokamp and Alison Southwick examine the tax filing process and discuss one company benefitting from it. Companies discussed: KMX, INTU Host: Chris Hill Guests: Bill Mann, Alison Southwick, Dep. Insp. Gen. Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
A Bull Case for Walmart
Earnings season kicks off on Friday. What should investors be watching? (00:21) Jason Moser discusses: - Key takeaways from Walmart's investor day event - Why the retailer is an underrated capital allocator - Investing observations from spring break - What he'll be watching this earnings season (16:47) Asit Sharma talks with PubMatic CEO Rajeev Goel about how the sell-side advertising platform is faring in a tougher macro-economic environment, as well as opportunities now. Companies discussed: WMT, AMZN, ABNB, BIG, OLLI, PUBM, UBER Host: Chris Hill Guests: Jason Moser, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Gambling Versus Investing
A survey from Lending Tree found that a majority of Americans thought investing was just as risky as gambling. And sure, the stock market can be a casino, but it doesn’t have to be. Anand Chokkavelu and Ricky Mulvey discuss: - The lines between gambling and investing, and when they get blurry. - Games that Wall Street traders play. - Positive sum, negative sum games, and how to know the difference. - How Uncle Sam helps investors more than gamblers. Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Stocks for Spring Cleaning Your Portfolio
If you clean out your closet once in a while, consider doing the same with your investment portfolio. (0:21) Ron Gross and Jason Moser discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark joy (a la Marie Kondo) - Investments poised for a comeback - Why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day - Actual cleaning tips! (19:11) Motley Fool senior analyst Bill Mann talks with Howard Marks, co-founder of Oaktree Capital Management, about China’s effect on inflation in the U.S. and the winners and losers in a world of higher interest rates. To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: FIVE, DG, DLTR, OLLI, ZG, UA, COST, CDNS, XBI, PYPL, SQ, BRK, V, MA Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Mann, Howard Marks Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
How Gen Z Spends
There are no style points in investing, and big brands continue to dominate teen spending habits. (00:21) Dylan Lewis and Nick Sciple discuss: - Piper Sandler’s Generation Z survey about brands and spending. - Tailwinds for Ulta Beauty, Spotify, and Nike. - Investing in resale companies. - How the competitive landscape shifted for upstart brands. (10:52) Ricky Mulvey and Sanmeet Deo look at two health trends for investors to watch. Companies discussed: NKE, SPOT, LULU, ULTA, WINA, TSX: ATZ, LTH, XPOF Host: Dylan Lewis Guests: Nick Sciple, Sanmeet Deo Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
J&J Attempts a “Texas Two-Step”
Johnson & Johnson proposes a $9 billion settlement and Chewy hits a speedbump. (00:21) Dylan Lewis and Tim Beyers discuss: - The fallout from Johnson & Johnson's talc settlement. - What the lawsuit could mean for J&J's spinoffs. - Why the US Department of Justice is taking a look at Activision Blizzard. (14:55) Ricky Mulvey and Emily Flippen take a closer look at Chewy's growth initiatives, and what they could mean for shareholders. Companies discussed: JNJ, ATVI, CHWY Host: Dylan Lewis Guests: Tim Beyers, Emily Flippen Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
The WWE Makes a Match
The WWE agreed to merge with UFC parent company, Endeavor Group, to form a new publicly traded company. (00:21) Dylan Lewis and Jim Gillies discuss: - The terms of the deal, and the media rights story. - How Vince McMahon “wins”. - Anti-trust questions for the new company. (11:50) Alison Southwick and Robert Brokamp continue their conversation with Asit Sharma about evaluating CEOs, and an understated leader for investors to watch. Companies discussed: WWE, OKTA, NVDA Host: Dylan Lewis Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Tesla’s Competition
Tesla hit all time records for production and deliveries but left Wall Street unsatisfied. (00:21) Deidre Woollard and Asit Sharma discuss: - Rivian’s profitability problem. - How Tesla is trying to “push competitors into a bad spot.” - Strategy shifts at Netflix. - If streamers have pricing power. (13:11) Sierra Baldwin catches up with financial hype woman, Berna Anat, about her upcoming book, “Money Out Loud: All the Financial Stuff No One Taught Us.” Companies discussed: TSLA, RIVN, NFLX, DIS Host: Deidre Woollard Guests: Asit Sharma, Sierra Baldwin, Berna Anat Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices
New Questions for Regional Banks
If a bank has to make a statement about its safety and soundness, that’s usually a bad sign. Sultan Meghji is the former Chief Innovation Officer of the Federal Deposit Insurance Corporation (FDIC) and a professor at the Pratt School of Engineering at Duke University. Ricky Mulvey caught up with Meghji to discuss: - Where Silicon Valley Bank and the FDIC faltered in the lead-up to the bank run - Ripple effects from the recent bank runs that investors should consider - Hindenburg’s report on Block - How to pack a "go bag" for your savings Companies mentioned: JPM, SIVBQ, FRC, FIZN, SQ, SBUX, ORCL Host: Ricky Mulvey Guest: Sultan Meghji Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
David Gardner on Rule Breakers, Rule Makers, and Financial Freedom For All
Before you make the rules, you might have to break the rules. Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about: - How he taught his children to invest - Memorable financial lessons from April Fool’s Day pranks in the past - What happens to rule breaker companies when they grow - The Fool Foundation’s mission and upcoming online event To register for the free online event on April 14th with David Gardner, just go to foolfoundation.org. Stocks discussed: DUOL, AAPL, AMZN, BABA, GOOG, META, DIS, SBUX Host: Chris Hill Guest: David Gardner Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Surprisingly Strong Q1, Stocks To Watch, Bezos' Next Move
The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet. (0:21) Ron Gross and Matt Argersinger discuss: - New inflation data and real estate concerns in Silicon Valley - Why they're watching company margins and guidance updates over the next few weeks - Disney shutting down its metaverse division - Lululemon's (unsurprising) write-down of Mirror - The latest from Walgreens, RH, and McCormick (19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT. (32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International. To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC Host: Chris Hill Guests: Ron Gross, Matt Argersinger, Brad Stone Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Bank Stocks We Just Bought
It helps to know the difference between an investing opportunity and a falling knife. (0:21) Asit Sharma discusses: - RH (aka, Restoration Hardware) wrapping up a rough fiscal year. - How the retailer's great margins during the pandemic have gotten....less great. - Electronic Arts and Roku joining the list of tech companies laying off employees. (12:40) Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals. Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Tech's Past and Future
Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI. (00:21) Tim Beyers discusses: - Moore's Law and Gordon Moore's mark on the tech industry and the world - How semiconductors became such a critical industry - Intel's disciplined approach to capital allocation AI Open Letter: https://futureoflife.org/open-letter/ai-open-letter/ (15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets? Companies discussed: INTC, MDNY, BWXT Host: Dylan Lewis Guests: Tim Beyers, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
How to Evaluate a CEO
Before you buy shares of a company, what should investors look for in a CEO? (0:21) Bill Mann discusses: - Alibaba announcing its intention to split into 6 separate companies - Whether Amazon and Alphabet are discussing (or hearing from investment banks about) the same thing - Why he's watching where these companies raise money for their eventual IPOs (11:05) Alison Southwick and Robert Brokamp talk with Asit Sharma about his framework for evaluating leadership. Companies discussed: BABA, ASML, AMZN, GOOG, JD, T, NOW, NVDA, SFIX, DOCN Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
First Citizens Bank Soars on SVB Asset Purchase
Shares of the Raleigh, NC-based bank rose more than 50%. (0:20) Jason Moser discusses: - First Citizens Bank buying (at a discount) $72 billion worth of Silicon Valley Bank's assets - Four tools (two free, two with a subscription fee) he uses in his investing research - The balance of weighing a company's information with the financial media's reporting on that information (10:30) Buck Hartzell talks with Michael Kehoe, CEO of Kinsale Capital Group, about the specialty insurance landscape and his company's competitive advantage. Send your investing questions to [email protected] Companies discussed: FCNCA, KNSL Host: Chris Hill Guests: Jason Moser, Buck Hartzell, Michael Kehoe Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Scams, Secrets, and the Future of Fraud
Even if there are not many obvious warning signs, a gut feeling can tell you when something seems amiss. Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University and the author of the book “Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.” Pope joined Ricky Mulvey to discuss: - How to talk to aging relatives about fraud - What your “gut feeling” can tell you about potential scams - What generative AI means for the future of fraud Company discussed: WFC Host: Ricky Mulvey Guest: Kelly Richmond Pope Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
When Investing is Irrational
Should you save in a 401(k) or is it better to keep that money available in cash? Justin Richmond is the host of new podcast “Started from the Bottom”. where he interviews successful people who grew up on the outside – people of color and people who grew up in a world where almost nobody went to college. He’s also the co-host of the popular music podcast "Broken Record" podcast alongside Rick Rubin, Bruce Headlam, and Malcolm Gladwell. Ricky Mulvey caught up with Richmond to discuss: - Learning the unwritten rules of business - How class and upbringing affects attitudes towards money - The relationship between musicians, Live Nation Entertainment, and dynamic pricing Company discussed: LYV Host: Ricky Mulvey Guest: Justin Richmond Engineers: Dan Boyd, Annie Franks Learn more about your ad choices. Visit megaphone.fm/adchoices
TikTok Under Fire
The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not. (0:21) Emily Flippen and Ron Gross discuss: - Fear of a recession vs. fear of a banking contagion - Whether social media giants like Meta Platforms and Snap stand to benefit from the drama around TikTok - Ford Motor's plan to go from losing billions on EVs to being profitable by the end of 2026 - The latest from Block, KB Home, and Accenture (19:11) Emily and Ron continue their analysis of the week's big investing stories, including: - Recent struggles from three pet companies: Chewy, Petco, and Trupanion - Apple's plan to spend $1 billion per year on theatrical releases - The latest from Nike, Ollie's Bargain Outlet, and Darden Restaurants - Two stocks on their radar: Globus Medical and Donnelly Financial Solutions To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: SNAP, META, GOOG, SQ, KBH, F, CAN, CHWY, WOOF, TRUP, NKE, OLLI, DRI, SBUX, IMAX, CNK, AMC, AAPL, GMED, DFIN Host: Chris Hill Guests: Emily Flippen, Ron Gross Engineer: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices
The Rate Hike Wall Street Expected
Just because things go as expected doesn't mean the ripple effects aren't surprising. (0:20) Andy Cross discusses: - The Fed's 0.25% rate hike - Unfortunate timing around Chairman Powell's press conference and Sec. Yellen's public testimony - Why he's going to be paying more attention to annual reports in the coming weeks (10:20) Nick Sciple and Jim Gillies face off in the semi-finals of our stock investing version of March Madness! Choose the winner by casting your vote in our Twitter poll @MotleyFoolMoney! Companies discussed: RMAX, BWXT Host: Chris Hill Guests: Andy Cross, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Steve Broido, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Nike Looks Expensive, Some REITs Look Cheap
Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - How the banking drama is putting some commercial real estate businesses in peril while four REITs appear to have been oversold (8:20) Kirsten Guerra and Tim Beyers face off in the semi-finals of our stock investing version of March Madness! Companies discussed: NKE, MAA, ARE, O, PLD, GM, MNDY Host: Chris Hill Guests: Matt Argersinger, Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Inflation vs. Banking Drama
Which one is Fed Chief Jay Powell weighing more in advance of Wednesday afternoon's announcement about interest rates? (0:20) Bill Mann discusses: - The current state of play in the banking industry - Risks of trouble spreading to other industries - What Jay Powell is (probably) focusing on as he weighs the next decision around interest rates (10:37) Alison Southwick and Robert Brokamp answer your questions about asset allocation, company spin-offs, and bond ETFs. Companies discussed: UBS, CS, WBD Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Meanwhile, in Switzerland...
(0:21) Jason Moser discusses: - UBS buying Credit Suisse for $3.2 billion - The ripple effects of everyone checking with their bank - Why Amazon's latest layoff announcement has him looking at the revenue-per-employee metric (13:58) Ricky Mulvey catches up with Jacob Goldstein, host of the podcast "What's Your Problem?" to talk about bank runs, why they happen, and how businesses could potentially prepare for them. Companies discussed: UBS, CS, AMZN, SIVB Host: Chris Hill Guests: Jason Moser, Jacob Goldstein Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Vince McMahon’s Advantage
If you hate Vince McMahon, then maybe you’ll buy a tee-shirt for his rival. And that’s a great outcome for the WWE. Abraham Josephine Riesman is the author of “Ringmaster: Vince McMahon and the Unmaking of America.” Ricky Mulvey caught up with Riesman to discuss: - Vince McMahon’s early life as a “pretty nice kid”, and the parts of his story he doesn’t want wrestling fans to know. - WWE’s potential deal with the Saudi Arabia Public Investment Fund. - The Montreal Screwjob, and the groundwork for the modern WWE. - A story about Saddam Hussein’s side job as a wrestling promoter, Andre the Giant, and a golden gun. Company discussed: WWE Host: Ricky Mulvey Guest: Abraham Josephine Riesman Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Waze Co-Founder on Entrepreneurship, Autonomous Vehicles, and ChatGPT
When venture capital investors walk into a pitch meeting, they usually know if they’re saying yes before anyone starts talking. Uri Levine is the co-founder of Waze and the author of “Fall in Love with the Problem, Not the Solution: A Handbook for Entrepreneurs.” Alex Friedman caught up with Levine to talk about: - The early days of Waze. - One way to know if a company “will die.” - What happens, behind the scenes, when venture capital investors choose investments. - ChatGPT, artificial intelligence, and autonomous driving. Company discussed: GOOG, GOOGL Host: Alex Friedman Guest: Uri Levine Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
The Fed's Next Move, ESPN’s Future
Inflation data and the state of play in the banking industry has investors wondering: What will the Fed decide next week about interest rates? (0:21) Jason Moser and Matt Argersinger discuss: - First Republic getting $30 billion in deposits from 11 major banks - The latest CPI and PPI numbers continuing the trend of cooling inflation - Whether the Federal Reserve should raise rates next week (and if so, by how much) or hit the pause button - The latest from FedEx, Adobe, Lennar, and Williams-Sonoma (19:11) John Ourand from Sports Business Journal and the "Sports Media Podcast" analyzes the economics of March Madness, why he's bullish on the upcoming MLB season, and Disney CEO Bob Iger's latest thinking on ESPN. (32:13) Matt and Jason discuss Google raising the price of YouTube TV and share two stocks on their radar: Charles Schwab and Zebra Technologies. Stocks discussed: SIVB, FRC, BAC, JPM, WFC, C, PNC, MTB, FDX, ADBE, LEN, WSM, FOX, WBD, PARA, DIS, AMZN, AAPL, GOOG, GOOGL, SCHW, ZBRA To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Ourand Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Retail & Tech Try To Transform
Adobe wants to be a customer experience platform, and a discount retailer is upscaling. (0:21) Deidre Woollard and Asit Sharma discuss: - Adobe’s quarter, and issues acquiring Figma. - Tech companies rushing to launch generative AI. - Five Below converting stores to Five Beyond. - Labor issues for Dollar General. Plus, (15:50) stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate. Companies discussed: ADBE, FIVE, DG, PAC, BWXT Host: Deidre Woollard Guests: Asit Sharma, Bill Mann, Nick Sciple Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Big Telecoms vs. Deadpool
Ryan Reynolds is joining the T-Mobile team, as Verizon and AT&T adjust. (0:21) Tim Beyers discusses: - T-Mobile buys the parent company of Mint Mobile in a cash and stock deal worth $1.3 billion - How (and when) Mint's business could be accretive to T-Mobile - Why the ripple effect from Silicon Valley Bank's situation will hit potential IPOs and what it means for investors (14:05) Our stock version of March Madness continues! Kirsten Guerra and Jason Moser face off to make the case on why their stock is a better buy right now. Companies discussed: TMUS, VZ, T, SIVB, GM, TSLA, OM Host: Chris Hill Guests: Tim Beyers, Kirsten Guerra, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Is Buffett Targeting This Bank?
Just because the "Oracle of Omaha" has been quiet lately doesn't mean he isn't sizing up his next big buy. (0:21) Bill Mann discusses: - The latest CPI numbers and the current state of play in the banking industry - One bank that fits the description of something Warren Buffett might be interested in - Meta Platforms announcing another round of layoffs (14:58) Sanmeet Deo and Tim Beyers face off against one another with stocks they believe are a better buy right now. Companies discussed: FRC, SCHW, SIVB, PNC, META, XPOF, MNDY Host: Chris Hill Guests: Bill Mann, Sanmeet Deo, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Big Banks Sure Are Quiet These Days
Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again. (0:21) Jason Moser discusses: - Signature Bank failing and shares of First Republic Bank falling 60%. - Why "bailout" is probably not the right word to describe what's happening - How big banks like JPMorgan Chase and Bank of America are gaining strength simply by going about their business (11:20) We're celebrating our own version of "March Madness" by having analysts face off, bracket-style, as they go head-to-head over which stock is a better buy. Jim Gillies and Jim Mueller kick off the week with a biotech software company and a well-known real estate broker. Companies discussed: SIVB, SBNY, FRC, SCHW, BAC, JPM, SDGR, RMAX Host: Chris Hill Guests: Jason Moser, Jim Gillies, Jim Mueller Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices
Michael Lewis on Stock Market Overconfidence and Revisiting Moneyball
One sign of a true expert is they often say “I don’t know”. Best-selling author Michael Lewis wrote classics like The Big Short, Liar's Poker, and Moneyball. He also hosts the podcast Against The Rules. Chris Hill talked with Lewis last year for an episode we published on May 20, 2022. Due to time constraints we had to leave some parts of the conversation out of that episode, so we're bringing them to you now! Hill and Lewis discuss: - Unintended consequences of Moneyball - Why single men fare worse in the stock market - How Iceland responded to the Great Recession - How to spot true experts "Boys Will Be Boys" paper: https://faculty.haas.berkeley.edu/odean/papers/gender/BoysWillBeBoys.pdf Host: Chris Hill Guest: Michael Lewis Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Is Investing a Game?
In everyday life, your value system is complicated and rich. Games make that system simple, and you know exactly how well you’ve done. C. Thi Nguyen is a philosophy professor at University of Utah and author of the book Games: Agency As Art. Motley Fool co-founder David Gardner caught up with Nguyen to discuss: - The bright and dark sides of gamification - How Twitter changed the way we communicate - Good, bad, and evil games 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/2023-02-15-from-twister-to-twitter-games-and-c Host: David Gardner Guest: C. Thi Nguyen Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Not Too Big To Fail
In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession. (0:21) Jason Moser and Matt Argersinger discuss: - February's jobs report (and potential ripple effects) - The stunning collapse of Silicon Valley Bank - Vail Resorts staffing up to meet demand - How the "Lipstick Effect" is benefitting Ulta Beauty - The latest from Docusign, and Dick's Sporting Goods (19:11) Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards. (35:15) Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co. Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Nell Minow Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
"This one's gonna leave a mark."
(0:21) Jim Gillies discusses: - Why shares of SVB Financial Group are plunging more than 45% - The reasons he's a fan of AerCap Holdings' secondary offering (15:24) Ricky Mulvey talks with investigative reporter Marshall Zelinger about Xcel Energy and the fundamentals of being a monopoly. Companies discussed: SIVB, AER, XEL Host: Chris Hill Guests: Jim Gillies, Marshall Zelinger Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
$30 Million Worth of Bobbleheads
Sometimes the most cost-effective way to deal with inventory glut is to simply throw it away. (0:21) Asit Sharma discusses: - Shares of Crowdstrike rising as the cybersecurity company closed out the fiscal year on a strong note - Taking the "basket approach" to cybersecurity stocks - Funko Pop's surprising solution to having too much inventory (12:13) Mary Long talks with Blackrock managing director Gargi Chaudhuri about the case for bonds, and some economic predictions her team made in 2022. Companies discussed: CRWD, FNKO Host: Chris Hill Guests: Asit Sharma, Mary Long, Gargi Chaudhuri Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices
New Flavors of FIRE
The Fed Chief goes to Capitol Hill, Dick's Sporting Goods crushes expectations, and there's more than one type of FIRE. (0:21) Bill Mann discusses: - The market's reaction to Chairman Powell's testimony in front of the U.S. Senate Banking Committee - Shares of Dick's Sporting Goods popping 11% on same-store sales growth that more than doubled expectations - How inventory management is a key in Dick's Sporting Goods recent success (12:33) Alison Southwick and Robert Brokamp talk with Megan Brinsfield about the FIRE (Financially Independent, Retire Early) movement. Companies discussed: DKS, HD, LOW, TGT, WMT Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, as affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. Megan Brinsfield is the Director of Financial Planning at MFWM. The comments and ideas presented by the speaker in this podcast are solely those of the speaker and do not necessarily represent those of MFWM or any of its affiliates. This discussion is for informational purposes only and should not be construed an investment or financial planning advice or recommendations. Certain statements may be deemed forward-looking, however there is no guarantee of any outcome. Past performance does not guarantee future results. Learn more about your ad choices. Visit megaphone.fm/adchoices
What's Your Investing Thesis?
It's always a good idea to know why you're about to invest in a business. (0:21) Jason Moser discusses: - Short-term catalysts, long-term trends, and why it's ok to invest in both - The importance of understanding how a business makes money - Reasons to sell a stock (10:17) Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book "Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink". Companies discussed: ABND GS, HLT Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Liz Hoffman Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Paramount: The House of Redstone
It’s one thing to hear that money doesn’t buy happiness. It's another to find that out after wiring $90 million dollars to two separate romantic partners in one afternoon. James B. Stewart and Rachel Abrams are the co-authors of “Unscripted: The Epic Battle for a Media Empire and the Redstone Family Legacy.” They joined Catie Peiper to discuss: - How billionaires try to bend reality - If Paramount chair Shari Redstone can innovate in a new media landscape - Problems with CEO succession at media companies Companies discussed: PARA, DIS Host: Catie Peiper Guests: James B. Stewart, Rachel Stewart Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Michelle Singletary on Investing, Retirement, and the Lies We Tell Ourselves About Money
Michelle Singletary is a best-selling author and Loeb Award-winning writer. She also pens “The Color of Money,” a nationally syndicated personal finance column which appears in The Washington Post. Robert Brokamp caught up with Singletary to discuss: - Why people fall for Ponzi schemes - If you should pay off your mortgage before retirement - Why we often lie about spending habits Host: Robert Brokamp Guest: Michelle Singletary Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks Learn more about your ad choices. Visit megaphone.fm/adchoices
Software, Retail, and Trex CEO Bryan Fairbanks
When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan. (0:21) Jason Moser and Ron Gross discuss: - Whether Costco is ready to increase membership fees - Salesforce focusing more on profitability - Seeing light at the end of Okta's tunnel - How "it's all ball bearings" for C3.AI - The latest from Target, Lowe's, Best Buy, and Zoom Video (19:11) Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street. (35:00) Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price. Get a copy of our new free report, Top Stocks For Rising Interest Rates, by going to fool.com/interest! Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW Host: Chris Hill Guests: Ron Gross, Jason Moser, Bryan Fairbanks Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Salesforce Increases Its Focus (and Buybacks)
(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition - The doubling of the company's share buyback program (11:30) Jason Moser and Matt Frankel discuss the decline of the "Nice to have" economy. Companies discussed: CRM, PTON, NFLX, DIS, SFIX, FIGS Host: Chris Hill Guests: Tim Beyers, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Stocks We Just Bought
Lowe's continues a recent trend from major retailers. (0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that some people on Wall Street are still surprised by cautious guidance - The relative attractiveness of Lowe's stock (10:00) Yasser El-Shimy and Ricky Mulvey share four stocks they bought recently. Companies discussed: LOW, HD, WMT, TGT, ARHS, ENPH, BIG, MAA Host: Chris Hill Guests: Bill Mann, Yasser El-Shimy Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Target's Improving Inventory
After a particularly rough 2022, Target is getting back to basics. (0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger competitors - Target beating expectations with household items, groceries, and a better management of its inventory (11:00) Alison Southwick and Robert Brokamp take a closer look at tech layoffs in 2023 and one company that's managed them well. To watch the 30-minute deep dive on dividend investing go to MasterClass.Fool.com before midnight on Wednesday! Companies discussed: ZM, MSFT, GOOG, TGT, WMT, HD, AAPL Host: Chris Hill Guests: Matt Argersinger, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Buffett Brings The Heat
It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time. (0:21) Jason Moser discusses: - Buffett's vigorous defense of share buyback programs - How Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks - McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors (14:45) Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox On a brand-new bonus episode of the Stock Advisor Roundtable podcast, Motley Fool CEO Tom Gardner shares his 10 stocks for making money in the market! Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! https://www.fool.com/premium/coverage/4056/coverage/introducing-stock-advisor-roundtable/ And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=cbdeaf17572144c3&nd=1 Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX Host: Chris Hill Guests: Jason Moser, Toby Bordelon, Jose Najarro Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices