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It was another big week of earnings results (and surprises). (0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Record revenue for The Trade Desk - Shares of Roku popping more than 25% - The latest from Marriott, Twilio, Cisco Systems, and Zillow Group (19:11) Jason and Ron keep the earnings coverage going and discuss: - Boston Beer surprising Wall Street - Outset Medical's latest results - The state of Microsoft's bid to buy Activision Blizzard - The latest from Coca-Cola, Roblox, Chipotle, and Alphabet - Two stocks on their radar: Etsy and Paramount Resources Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU Host: Chris Hill Guests: Ron Gross, Jason Moser Engineers: Steve Broido, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

After spending a year getting rid of its iBuying business, how should investors regard Zillow Group? (0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growing skepticism around iBuying as a profitable business - 1 thing to watch when Redfin reports after the closing bell (9:25) Ricky Mulvey and Sanmeet Deo discuss companies that are flying under Wall Street's radar, in part because of where they're located. Companies discussed: ZG, OPEN, RDFN, LULU, TSCO, SHAK, WINA Host: Chris Hill Guests: Jim Mueller, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15) discuss: - A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste of capital." - Upstart's not too bad quarter, and questionable use of its balance sheet. - One thing to do whenever you buy a stock. (17:02) Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group, and a historic parallel that offers some insight for today. Companies discussed: ABNB, UPST, ADANIENT Host: Dylan Lewis Guests: Tim Beyers, Bill Mann Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Once again the monthly CPI report got Wall Street's attention. (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed - Higher prices in the core division fueling Coca-Cola's 4th-quarter revenue (12:00) In this blast-from-the-past segment from 2018, Alison Southwick and Robert Brokamp celebrate Valentine's Day by discussing money as a source of conflict for couples. Stocks discussed: KO, PEP Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

For the second time in five months, Twilio announces a round of layoffs. (0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super Bowl 57 (13:20) Ricky Mulvey talks with Bloomberg entertainment reporter Lucas Shaw about the state of Spotify's business, its podcasting strategy, and whether they need to raise subscription fees. Stocks discussed: TWLO, BKNG, WDAY, GOOG, DEO, SPOT, AAPL Host: Chris Hill Guest: Jason Moser, Lucas Shaw Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss: - Where we are in the cloud adoption cycle - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly Companies discussed: MSFT, NVDA, TSM, META, AMD Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business where he teaches accounting and financial statement analysis. Badolato joined Ricky Mulvey to discuss: - How Walmart, Rent the Runway, and Peloton adjust earnings (and what it means for shareholders) - Why investors should follow a company’s operating income - The pros and pitfalls of GAAP metrics - A better way to count stock-based comp. Companies Discussed: WMT, RENT, PTON Host: Ricky Mulvey Guest: Patrick Badolato Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulman announcing his retirement - CVS Health buying a primary care business for $10 billion - The latest from Disney, Cloudflare, Chipotle, and Pepsi (19:11) Andrew Brandt, former NFL executive and director of Villanova University's Moorad Center of Sports Law, discusses the business health of the NFL, how the playoffs may change, and his prediction for a blowout Super Bowl 57. (34:40) Andy and Emily share two stocks on their radar: Domino's Pizza and Boot Barn. Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Stocks discussed: MSFT, GOOG, DIS, LYFT, UBER, PYPL, NET, CMG, CVS, PEP, DPZ, BOOT Host: Chris Hill Guests: Emily Flippen, Andy Cross, Andrew Brandt Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Disney’s latest results and plans were just what Wall Street wanted to hear. (0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet shares falling over a botched AI demo and concerns about Microsoft (13:20) Just in time for Valentine’s Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and check out the latest episode of our exclusive podcast, 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! Stocks discussed: DIS, MSFT, GOOG, MTCH Host: Chris Hill Guest: Tim Beyers, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Companies are shelling out big bucks to get your attention during the big game. (0:21) Bill Mann discusses: - Chipotle maintaining their stance on prices - Dutch payment processor Adyen dealing with higher costs - Uber posting a profit in the 4th quarter thanks to the company's investments (10:30) Dylan Lewis talks with Ad Age editor Jeanine Poggi about some of the major brands looking to get your attention before, during, and after Super Bowl 57. Stocks discussed: CMG, ADYEN, UBER, FOXA, COIN, NFLX, TAP, BUD Host: Chris Hill Guest: Bill Mann, Dylan Lewis, Jeannie Poggi Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft's AI event is only the latest sign of the hottest area of tech. (0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform company, doubling in the past five weeks - Zoom Video announcing it's laying off 15% of employees (12:00) Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field". Stocks discussed: MSFT, GOOG, AMD, AI, ZM Host: Chris Hill Guest: Jason Moser, Robert Brokamp, Jonathan Scott Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

If the house always wins, why are gambling companies having trouble turning a profit? (0:21) Jason Moser discusses: - Privately-owned restaurant companies Cava Group and Panera Brands mulling a return to the public markets - How Panera has evolved since its last time as a public company - A key metric he's watching when Chipotle reports earnings on Tuesday afternoon (9:40) Ricky Mulvey and Matt Frankel discuss the struggles gambling businesses having making money and one business breaking the trend. Stocks discussed: CMG, PDYPY, MGM, DKNG, CHDN Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

What's more challenging: facing off against a wide receiver or a room full of NFL owners? Domonique Foxworth made an impact on the field as an NFL cornerback for six season, and an impact off the field as the youngest player to be elected vice president of the NFL Players Association Executive Committee. Chris Hill caught up with him to discuss: - Negotiating with NFL owners - What led him to get his MBA from Harvard Business School - The enduring popularity of the NFL - What he will be watching during Super Bowl 57 to give him a sense of whether Philadelphia or Kansas City is in control of the game Host: Chris Hill Guest: Domonique Foxworth Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selling book, “Stocks for the Long Run.” Robert Brokamp caught up with Schwartz to discuss: - Why “dying industrial companies” have beaten the broader market - Managing cash in a higher interest rate climate - How often investors should rebalance - The data that the Federal Reserve may be misreading Companies and investments discussed: MSFT, CVS, KO, DTH, AMZN, XOM, CVX, USFR Host: Robert Brokamp Guest: Jeremy Schwartz Producer: Ricky Mulvey Engineers: Annie Franks, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports. (0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 - Guidance overshadowing Amazon's holiday quarter - Starbucks struggling outside the U.S. - The latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD (19:11) Jason and Ron keep earnings-palooza going and discuss: - McDonald's ending the fiscal year on a high note - Match Group's disappointing results and layoff announcement - The latest from Qualcomm, Peloton, and Snap - Two stocks on their radar: Kinsale Capital Group and Samsara Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT Host: Chris Hill Guests: Ron Gross, Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

For the first time in a long time, Meta Platforms gave shareholders a reason to smile. (0:21) Tim Beyers discusses: - 4th-quarter revenue coming in higher than expected for Meta - That $40 billion share buyback plan - Why AMD is demonstrating not all semiconductor chip companies are alike (11:00) How did Planet Fitness get the attention of the Federal Trade Commission? Ricky Mulvey and Sanmeet Deo discuss whether the low-cost gym deserves a spot on your watch list. Stocks discussed: META, INTC, AMD, PLNT Host: Chris Hill Guest: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope. (0:21) Asit Sharma discusses: - Peloton's 2nd-quarter revenue surprising to the upside - A sluggish digital ad market hurting Snap's 4th-quarter results - How Snapchat+ could be a potential lever for management to pull (11:00) Jason Moser and Matt Frankel discuss the 30th anniversary of exchange-traded funds and how stock investors use ETFs today. Stocks discussed: PTON, SNAP, GOOG, GOOGL, SPY, VNQ, RSP, CIBR Host: Chris Hill Guest: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short. (0:21) Bill Mann discusses: - McDonald's growing global sales by $20 billion during the pandemic - Exxon Mobil racking up an annual profit of more than $55 billion - Why Wall Street seemed disappointed by a share buyback plan smaller than Chevron's (10:40) Alison Southwick and Robert Brokamp discuss reasons to be both uplifted (and depressed) about the economy, debt, and pandas. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: MCD, XOM, AAPL, MSFT, CVX Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday (11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT. Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction? If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

As much as we love stocks, sometimes the Big Macro really does drive the market. (0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mastercard delivering strong profits (again) - The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson (19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid. (30:00) Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza. Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ Host: Chris Hill Guests: Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results. (0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock (11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy. Companies discussed: LUV, CMCSA, NFLX, WBD Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss: - Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter. Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022. Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG Host: Dylan Lewis Guests: Andy Cross, Jim Gillies Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

How long will macroeconomic pressures persist in 2023? (0:21) Asit Sharma discusses: - Johnson & Johnson's 4th-quarter profits falling 25% - Why he likes the company's balance of pharma and medtech - 3M's challenges and why an increase in consumer-facing solutions may be a better route (10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more. Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Stocks discussed: JNJ, MMM, BND Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal. (0:21) Jason Moser discusses: - Spotify becoming the latest company to announce layoffs - Seven large banks combining forces to create a digital wallet product - How and why Apple and PayPal have such a large lead in this industry (12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO Host: Chris Hill Guest: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: - The mythology behind General Electric’s birth - How corporations struggle mightily with CEO succession - Jack Welch and the religion of earnings consistency - Why he believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable” Companies discussed: GE, DIS, WBD, CMCSA Host: Ricky Mulvey Guest: William D. Cohan Engineer: Rick Engdahl, Tim Sparks, Annie Franks Learn more about your ad choices. Visit megaphone.fm/adchoices

The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss: - How REITs differ from stocks - Publicly traded vs. private REITs - One office REIT that's evolving - Ways to spot a yield trap - REITs benefiting from e-commerce trends Companies/REITs discussed: ESRT, SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR Host: Deidre Woollard Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hastings stepping down from his co-CEO role - Cancellation rates soaring in one segment of the housing market - Differing views on interest rates from two major bank CEOs - The latest from Procter & Gamble, Nordstrom, and holiday retail data (19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that may hold opportunities for investors. (33:30) Jason and Matt answer listener questions about CEOs they'd like to shadow for a day and under-the-radar trends, and share two stocks on their radar: Roper Technologies and Regions Financial. Motley Fool Stock Advisor is open to new members for just $99 a year. Join the hundreds of thousands of investors in Stock Advisor by going to www.fool.com/intro. Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Rotonti, Jurrien Timmer Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Data this week suggest India is about to pass China as the world's most populous country. (0:25) Bill Mann discusses: - Procter & Gamble bumping up against the limits of its pricing powers - Why China still has a demand problem - How companies in the U.S. are moving some operations from China to Vietnam and India (11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare. Stocks discussed: PG, CMG, AAPL, SBUX, DXCM Host: Chris Hill Guest: Bill Mann, Sanmeet Deo, Kevin Sayer Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

As many expected, Microsoft announced the layoff of 5% of its employees. (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, much more than economists were expecting - Microsoft's layoffs, and whether Alphabet will be next - Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing (9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate! Our flagship service, Stock Advisor, is open to new members for just $99 a year. To access this exclusive offer go to www.fool.com/intro. Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE Host: Chris Hill Guest: Asit Sharma, Ryan Henderson, Jamie Louko Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Goldman Sachs Drags Down the Dow The investment bank suffered its worst earnings miss in a decade. (0:21) Jason Moser discusses: - 4th-quarter profits for Goldman Sachs falling 66% - How investments in Marcus and the Apple Card partnership haven't paid off yet - Disney's blunt response to activist investor Nelson Peltz (11:00) Alison Southwick and Robert Brokamp talk with Stephanie Marini, certified financial planner, about what investors need to know how The Secure 2.0 Act affects savings and retirement. Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro. Stocks discussed: GS, DIS Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Stephanie Marini Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

"Guidance becomes even more important in this environment." Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this earnings season, as well as: - The unlikely start to her career in investing - Key macroeconomic data she and her team at Schwab are focused on - Her question about crypto - One idea to improve the odds of financial independence Host: Chris Hill Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Tim Sparks, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss: - How to think about allocation for smaller companies - Key small cap metrics to watch - Boring businesses that warrant more attention - A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR Host: Ricky Mulvey Guest: Bill Mann Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. economy - Disney’s fight with activist investor Nelson Peltz - Starbucks and News Corp becoming the latest companies announcing a return to offices - The latest from Delta Air Lines and Outset Medical (19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants. (36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! If you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII Host: Chris Hill Guests: Ron Gross, Jason Moser, David Henkes Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding. (0:21) Emily Flippen discusses: - Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board - Why Peltz is "a day late and a dollar short" - Salesforce partnering up with Walmart (11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: DIS, NKE, WMT, CRM, RXO Host: Chris Hill Guest: Emily Flippen, Jamie Harris Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it say when a market leader steps back from….leading? (0:21) Asit Sharma discusses: - Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift - The role that the current state of housing plays in Wells Fargo's decision - Our brand new podcast, Stock Advisor Roundtable (10:15) Tim Beyers and Tim White take a closer look at "key person risk". Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: WFC, CRM, SFIX, GOOG, GOOGL Host: Chris Hill Guest: Asit Sharma, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions. (0:21) Bill Mann discusses: - How U.S. companies can be a better way to play China’s reopening - Jay Powell’s latest speech reinforcing the Fed’s focus on stability - The potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1 (12:30) Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

A major investment bank became the latest (but not the last) to announce layoffs. (0:21) Jason Moser discusses: - Goldman Sachs cutting nearly 7% of its staff - Lululemon shares falling after the company lowered gross margin guidance - Why inventory levels will be a key retail metric to watch this upcoming earnings season (11:00) Kirsten Guerra and Lou Whiteman engage in Bull vs. Bear debate over Teladoc Health. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: GS, LULU ANF, AEO, TDOC, AMZN Host: Chris Hill Guest: Jason Moser, Kirsten Guerra, Lou Whiteman Producer: Ricky Mulvey Engineers: Tim Sparks, Rich Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-founder and CEO Tom Gardner for a conversation about: - Why cash is a better hedge against inflation than many believe - Parallels between the 2022 stock market and the dot-com bust of the early 2000s - What Tesla investors can learn from Starbucks’ past decline Companies discussed: BRK.A, BRK.B, TSLA, SBUX Host: Tom Gardner Guest: Morgan Housel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient. Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss: - Carvana’s boom and bust, and the takeaways for investors - If Zoom has a sticky product - How Roku is addressing a tougher advertisement landscape - Meta’s valuation, and questions about its leadership - Mindset advice if you want to be a contrarian investor Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META Aswath Damodaran’s blog on Meta: https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html Host: Ricky Mulvey Guest: Asit Sharma Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

On a shortened week of trading for investors, three CEOs dominated the headlines. (0:21) Matt Argersinger and Jason Moser discuss: - Layoff announcements and a sober prediction from Microsoft CEO Satya Nadella - The market's positive reaction to the December jobs report - Key things they're watching in the tech industry - Newest unveilings at CES in Las Vegas - The latest from Stitch Fix and Constellation Brands (19:11) Malcolm Ethridge, CFP and host of "The Tech Money Podcast", weighs in with predictions of two more interest rate hikes, why "Mega Cap Tech" is the key to a stock market rally, and what he's watching for this earnings season. (34:00) Matt and Jason discuss Bed Bath & Beyond's real estate footprint as the company nears bankruptcy, and share two stocks on their radar: Amazon and Bentley Systems. Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro. Stocks discussed: CRM, AMZN, MSFT, AAPL, SFIX, STZ, ROKU, SONY, HMC, GOOG, GOOGL, SPOT, BBBY, BSY Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Malcolm Ethridge Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Value Opportunities for Investors Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason. (0:21) Bill Mann discusses: - Amazon laying off 18,000 employees - Whether layoffs are a bad sign or an indication a company is being honest with itself - The writing on the (bond market) wall for Bed Bath & Beyond (11:11) Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio. Stocks discussed: AMZN, CRM, MSFT, GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Bill Mann, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? (0:21) Tim Beyers discusses: - How Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising - Why HubSpot's next move is one of the most interesting things in tech - One tech business bucking the trend by increasing its hiring (8:22) Matt Argersinger previews the year for dividend stock investors, discusses why the payout radio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days. Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Tim Beyers, Ron Gross Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

'Tis the season for investing in your physical fitness. (0:21) Jason Moser discusses: - The relative strength of Planet Fitness - How "exercise at home" has been around for decades - Amazon actually testing flying drone deliveries in California and Texas (13:45) Dylan Lewis and Asit Sharma discuss what growth stock investors should be considering this year, as well as one business in particular with tailwinds (despite a tough environment). Stocks discussed: PLNT, PTON, AMZN, CRWD Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Jason Moser, Dylan Lewis, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

It's the perfect time to review your financial plan for investing in 2023. (0:21) Andy Cross discusses: - His optimism after the worst year for investors since 2008 - The potential for 2023 to be "a stock picker's market" - Why financials and healthcare are two of the industries he's watching for opportunities (10:15) Robert Brokamp weighs in on whether all investors should more seriously consider bonds, why retirees might be able to increase their safe withdrawal rates, and the biggest asset younger investors have this year. Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Andy Cross, Robert Brokamp Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

CEOs on the hot seat, stocks in the spotlight, and reckless predictions! (0:21) Jason Moser and Matt Argersinger discuss: - Industries and trends investors should be watching - Why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat - Two stocks poised for upside - Keeping online streaming and BNPL businesses on a short leash - Not being worried about Blackstone, Home Depot, and Johnson & Johnson (19:11) Jason and Matt continue our 2023 preview with: - Potential surprises for investors - Why Live Nation and nCino could both be acquired - 1 trend and 1 stock that investors will have to be very patient with - Reckless business predictions involving crypto, Elon Musk, and Warren Buffett - Two stocks on their radar: Topgolf Callaway and Easterly Government Properties Want even more stock ideas? Get a free copy of our "5 Stocks Under $49" report by going to www.fool.com/report. Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

(0:21) Chris Hill discusses: - What's coming up on the show in early January - Seth Rogen's revelation about stand-up comedy - What it takes to be an investor Host: Chris Hill Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Disruption is not a given, nor is it easy. (0:21) Jason Moser discusses: - How Visa and Mastercard fared in a year dominated by crypto news - Why fortress balance sheets will be an even bigger asset in the new year - Leaders he's watching in 2023 Stocks mentioned: V, MA, MSFT, APPL, GOOG, GOOGL, HD, LOW Host: Chris Hill Guest: Jason Moser Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Outside the U.S. there are opportunities for investors in the new year. (0:21) Bill Mann discusses: - Countries producing raw materials (and video games) - What needs to change in China to get him more interested in companies like Alibaba and JD.com - Why investors should be watching Canada and Norway Stocks mentioned: JD, BABA, TCEHY Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Bill Mann Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices