Motley Fool Money Podcast: all episodes' AI transcripts and summaries
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Podcast: Motley Fool Money
Description: Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
Category: Business
All Episodes
The Other Business Stories Catching our Attention with full AI transcript and summary
Update: 2024-12-25
Duration: 00:29:18
Shownotes: See more music, talk to strangers, play more games. Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught
Duration: 00:29:18
Shownotes: See more music, talk to strangers, play more games. Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught
their attention over 2024. They discuss: - The rise of concert ticket prices. - Why companies trying to solve the loneliness epidemic are in a difficult business. - The implications of widespread sports gambling. And a heads-up, Motley Fool Money returns on Friday, December 27. Companies mentioned: LYV, MTCH, BUMBL, GRND, DKNG, FLUT Host: Ricky Mulvey Guests: Mary Long, Asit Sharma Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Everyday Low Prices > Treasure Hunting with full AI transcript and summary
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Update: 2024-12-24
Duration: 00:25:51
Shownotes: If your company isn’t a growth business, what’s the advantage of being in the public markets? (00:14) Jim Gillies and Ricky Mulvey discuss: - Why
Duration: 00:25:51
Shownotes: If your company isn’t a growth business, what’s the advantage of being in the public markets? (00:14) Jim Gillies and Ricky Mulvey discuss: - Why
luxury department stores are struggling. - Disney spending $645 million to make two seasons of the Star Wars series, Andor in a ten-ish minute discussion. - What investors should consider before using options to generate income. Companies discussed: JWN, PTON, DISHost: Ricky Mulvey Guest: Jim Gillies Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Best-of Interview: Tom Vice, CEO of Sierra Space with full AI transcript and summary
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Update: 2024-12-23
Duration: 00:32:03
Shownotes: Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think,
Duration: 00:32:03
Shownotes: Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think,
space planes and inflatable space habitats. Ricky Mulvey caught up with Vice at the Sierra Space headquarters for a show that originally aired on March 30, 2024. They discuss: - The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing. - How rent works in outer space. - Defense systems and the hope of a space-based “McDonald’s Effect.” Companies mentioned: MRK, PFE, MRNA, NVDA Host: Ricky Mulvey Guest: Tom Vice Producer: Mary Long Engineers: Desireé Jones, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Space Internet Comes to Earth with full AI transcript and summary
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Update: 2024-12-22
Duration: 00:32:27
Shownotes: For the most part, our phones work about 95% of the time. But head outside of suburbia, and things get patchy quickly. What would it
Duration: 00:32:27
Shownotes: For the most part, our phones work about 95% of the time. But head outside of suburbia, and things get patchy quickly. What would it
take to close that final 5% gap? Scott Wisniewski is the President and Chief Strategy Officer of AST Space Mobile, a satellite company that’s trying to bring connectivity literally everywhere – the desert, the ocean, the air, everywhere. Ricky Mulvey caught up with Wisniewski to discuss: - What universal connectivity actually achieves. - The operational challenges of getting something as large as a cell tower onto something as small as a rocket. - And the developing “land grab” in low-earth orbit. Companies discussed: ASTS, VOD, VZ, TMUS, Host: Ricky Mulvey Guests: Scott Wisniewski Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
AI & You, AI & Reddit with full AI transcript and summary
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Update: 2024-12-21
Duration: 00:39:54
Shownotes: For our annual best-of interviews show, we look at the topic of the year – artificial intelligence – through two different lenses: how individuals can
Duration: 00:39:54
Shownotes: For our annual best-of interviews show, we look at the topic of the year – artificial intelligence – through two different lenses: how individuals can
put the technology to use, and how companies are using it to make their products better and fuel growth. (00:33) Wharton Professor Ethan Mollick walks through his four rules for using AI, how he pushes students to use the technology, and the research from his book Co-Intelligence: Living and Working with AI. (19:03) Reddit CEO Steve Huffman explains how the company is harnessing AI to localize content to reach new markets internationally, open up new revenue opportunities, and improve the user experience. Stocks discussed: RDDT, GOOG, GOOGL Host: Dylan Lewis Guests: Ethan Mollick, Steve Huffman Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
The Market Takes a Breather with full AI transcript and summary
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Update: 2024-12-20
Duration: 00:26:47
Shownotes: The S&P 500 is still up about 25% this year, far outpacing historical averages. (00:14) Anthony Schiavone and Ricky Mulvey discuss: - Why traders are
Duration: 00:26:47
Shownotes: The S&P 500 is still up about 25% this year, far outpacing historical averages. (00:14) Anthony Schiavone and Ricky Mulvey discuss: - Why traders are
sour about the recent Fed meeting, and what long-term investors should focus on. - How American diners are responding to Darden Restaurant Group’s value offers. - Rising home sales at Redfin. Then (13:29) Motley Fool Senior Analyst Alicia Alfiere and Mary Long look at Upwork and Fiverr and the gig workplace economy. Companies discussed: DRI, TXRH, RDFN, FVRR, UPWK Host: Ricky Mulvey Guests: Anthony Schiavone, Mary Long, Alicia Alfiere Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Nissan = Cars with Baggage with full AI transcript and summary
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Update: 2024-12-19
Duration: 00:27:30
Shownotes: Who wants to buy a struggling car company? Honda does! Well, maybe. (00:14) David Meier and Mary Long discuss: - What merger rumors signal about
Duration: 00:27:30
Shownotes: Who wants to buy a struggling car company? Honda does! Well, maybe. (00:14) David Meier and Mary Long discuss: - What merger rumors signal about
Nissan’s business. - How retailers are leaning into the holiday spirit. - Advice for a seasonal decoration company. Then (13:56), Stephanie Guild, Robinhood’s Head of Investment Strategy, joins Ricky Mulvey to discuss her outlook for 2025 and what’s excited Robinhood investors in the past year. CNBC story mentioned: https://www.cnbc.com/2024/12/18/holiday-decor-spending-could-help-retailers.html Companies discussed: HMC, NSANY Host: Mary Long Guests: David Meier, Stephanie Guild, Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
Young Investors, Root for a Bear Market with full AI transcript and summary
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Update: 2024-12-18
Duration: 00:25:32
Shownotes: Investing is a decades-long game. (00:14) Bill Barker and Ricky Mulvey discuss: - The Federal Trade Commission’s ruling on junk fees. - What killed a
Duration: 00:25:32
Shownotes: Investing is a decades-long game. (00:14) Bill Barker and Ricky Mulvey discuss: - The Federal Trade Commission’s ruling on junk fees. - What killed a
merger between Kroger and Albertsons. - How younger investors can prepare for the next bear market. Then, (17:28) Alison Southwick and Robert Brokamp offer some tips on tax-loss harvesting. WSJ column discussed: https://www.wsj.com/finance/stocks/why-this-frothy-market-has-me-scared-295c07c3 Companies discussed: KR, ACI, AZO, AAPL, ORLY, SBUX Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Apple Rethinks the iPhone with full AI transcript and summary
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Update: 2024-12-17
Duration: 00:29:11
Shownotes: Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone. (00:14) Asit Sharma and Ricky Mulvey discuss:
Duration: 00:29:11
Shownotes: Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone. (00:14) Asit Sharma and Ricky Mulvey discuss:
- Microstrategy’s entrance into the NASDAQ 100. - How Apple is trying to kickstart growth. - A burgeoning competitor to Uber and Lyft. Then, (16:56) Motley Fool Senior Analyst Anthony Schiavone joins Mary Long for a look at UPS, and its frenemy relationship with Amazon. Sign up for Breakfast News, our free daily market email newsletter:
www.fool.com/breakfastnewsWSJ Story on Apple:https://www.wsj.com/tech/apple-thin-iphone-foldable-computer-plans-dbb4286cNYTimes story on Empower:https://www.nytimes.com/2024/12/16/technology/empower-ride-hailing-washington-dc.htmlCompanies discussed: MSTR, AAPL, UBER, LYFT, UPS, AMZN Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Anthony Schiavone Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Axon President on AI, AR, and Drones as First Responders with full AI transcript and summary
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Update: 2024-12-15
Duration: 00:25:38
Shownotes: Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in
Duration: 00:25:38
Shownotes: Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in
the past year alone and returning over 100x since going public in 2001. Josh Isner is the President of Axon Enterprise and has been with the company for over 15 years. He joins Fool Analyst Jason Moser to discuss: - Why Axon is like the Apple of law enforcement. - How immersive technology improves police training and retention. - The role of drones and humanoids in public safety. Companies discussed: AXON, MSI Host: Jason Moser Guests: Matt Frankel Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024 in Review: Financials with full AI transcript and summary
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Update: 2024-12-15
Duration: 00:22:48
Shownotes: It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date. Motley Fool contributor Matt Frankel
Duration: 00:22:48
Shownotes: It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date. Motley Fool contributor Matt Frankel
joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss: - Green shoots for the 2025 IPO market. - Alex Chriss’s first full year at PayPal. - Two promising payments processors. Companies discussed: GS, BAC, MS, JPM, PYPL, BOC, FOUR, TOST, SQ, SOFI Host: Ricky Mulvey Guests: Matt Frankel Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
The Year of Concentration, Crypto, China with full AI transcript and summary
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Update: 2024-12-14
Duration: 00:38:55
Shownotes: 2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally. (00:46) Bill
Duration: 00:38:55
Shownotes: 2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally. (00:46) Bill
Mann and Matt Argersinger discuss: - Why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024. - The winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade. (19:05) James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers - James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/ (34:35) Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield Stocks discussed: NVDA, NBIS, FYLD Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Google’s Quantum Chip with full AI transcript and summary
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Update: 2024-12-13
Duration: 00:32:04
Shownotes: The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has
Duration: 00:32:04
Shownotes: The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has
been around. (00:14) Nick Sciple and Ricky Mulvey discuss: - The potential futures and lingering questions for quantum computers. - A restructuring at Warner Bros. Discovery that’s pleasing its investors. - Why the media conglomerate may be a falling knife. Then, (18:42) Motley Fool Contributor Lou Whiteman joins Mary Long for a look at FedEx, and holiday shipping season. Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX Host: Ricky Mulvey Guests: Mary Long, Lou Whiteman Engineers: Rick Engdahl, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
Amazon Enters a New Lane with full AI transcript and summary
Update: 2024-12-12
Duration: 00:29:48
Shownotes: As if everything weren’t already enough, Amazon now sells cars. (00:14) Asit Sharma and Mary Long discuss: - Disruptions to traditional car dealerships. - Amazon’s
Duration: 00:29:48
Shownotes: As if everything weren’t already enough, Amazon now sells cars. (00:14) Asit Sharma and Mary Long discuss: - Disruptions to traditional car dealerships. - Amazon’s
next potential venture. - The rise and fall of GM’s driverless ambitions. Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.” Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Jim Gillies Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
What Do Investors Underrate? with full AI transcript and summary
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Update: 2024-12-11
Duration: 00:29:25
Shownotes: Riding coattails isn’t a bad thing in investing. (00:14) Jim Gillies and Ricky Mulvey discuss: - The alleged killer of Unitedhealthcare’s CEO getting caught. -
Duration: 00:29:25
Shownotes: Riding coattails isn’t a bad thing in investing. (00:14) Jim Gillies and Ricky Mulvey discuss: - The alleged killer of Unitedhealthcare’s CEO getting caught. -
A sporting goods retailer buying back a lot of stock. - Aritzia’s comeback year. Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales. Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ Sign up for Breakfast News: breakfast.fool.com Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
The $1 Trillion Ad Opportunity with full AI transcript and summary
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Update: 2024-12-10
Duration: 00:31:29
Shownotes: Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are
Duration: 00:31:29
Shownotes: Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are
the unexpected winners? (00:14) David Meier and Dylan Lewis discuss: - The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry. - Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts. - How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure. (17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR Host: Dylan Lewis Guests: David Meier, Asit Sharma, Mary Long Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Introducing the Dividend Seven with full AI transcript and summary
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Update: 2024-12-09
Duration: 00:31:52
Shownotes: Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss: - How a company enters into the Dividend Seven. - If
Duration: 00:31:52
Shownotes: Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss: - How a company enters into the Dividend Seven. - If
Home Depot can still be a growth stock. - The metrics that dividend investors need to understand. - Companies that have raised their dividend for decades. Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK Host: Mary Long Guests: Matt Argersinger, Anthony Schiavone Producer: Ricky Mulvey Engineers: Desireé Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
2024 in Review: Energy with full AI transcript and summary
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Update: 2024-12-08
Duration: 00:31:02
Shownotes: It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year. Fool analyst Nick
Duration: 00:31:02
Shownotes: It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year. Fool analyst Nick
Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss: - How the US has gotten more efficient at extracting oil from the ground. - The challenges facing companies hoping to build small nuclear reactors. - Flatlining investor interest in renewables. Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR Host: Ricky Mulvey Guest: Nick Sciple Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Your “Portfolio Wrapped” with full AI transcript and summary
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Update: 2024-12-07
Duration: 00:38:54
Shownotes: Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist
Duration: 00:38:54
Shownotes: Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist
on Spotify’s annual Wrapped release. (00:14) Jason Moser and Asit Sharma discuss: - Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested. - Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts. - What reinvention Airbnb might be scheming up for 2025. - Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year. (19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz. (33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop. Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Bitcoin Breaks $2 Trillion with full AI transcript and summary
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Update: 2024-12-06
Duration: 00:30:50
Shownotes: The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet. (00:14) Jason Moser and Ricky Mulvey discuss: - The murder
Duration: 00:30:50
Shownotes: The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet. (00:14) Jason Moser and Ricky Mulvey discuss: - The murder
of Unitedhealthcare’s CEO. - What’s contributed to Bitcoin’s rise to $100,000 per token. - Chewy’s trouble finding new customers. Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround. Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP Host: Ricky Mulvey Guests: Jason Moser, Sanmeet Deo Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Stop! Please Sign In Again with full AI transcript and summary
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Update: 2024-12-05
Duration: 00:26:23
Shownotes: Okta achieves profitability; another CEO gets a software lesson from a torn Achilles. (00:14) David Meier and Mary Long discuss: - Okta’s earnings and the
Duration: 00:26:23
Shownotes: Okta achieves profitability; another CEO gets a software lesson from a torn Achilles. (00:14) David Meier and Mary Long discuss: - Okta’s earnings and the
future of logging in - Marc Benioff’s ability to turn vision into performance - Salesforce’s AI-driven future Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement. Visit our sponsor: Get 15% off the Amazfit T-Rex 3 at US.Amazfit.com/fool Companies discussed: OKTA, CRM Host: Mary Long Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Who Won Black Friday, Cyber Monday? with full AI transcript and summary
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Update: 2024-12-04
Duration: 00:29:06
Shownotes: More shoppers bought from Shopify merchants and foot traffic declined in physical stores. (00:14) Bill Mann and Ricky Mulvey discuss: - Shopping data from the
Duration: 00:29:06
Shownotes: More shoppers bought from Shopify merchants and foot traffic declined in physical stores. (00:14) Bill Mann and Ricky Mulvey discuss: - Shopping data from the
holiday weekend and what retailers should be cautious of. - South Korea’s tense political situation, and what it means for the country’s companies. - Why Wall Street is rewarding a more focused AT&T. Then, (18:20) Dave Hatter, cybersecurity consultant at IntrustIT, continues his conversation with Ricky about big tech data collection, and how you can better protect your information. Check out the Giving Done Right Podcast: https://givingdoneright.org/ Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA Host: Ricky Mulvey Guests: Bill Mann, Dave Hatter Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Intel: 3rd in a Two-Horse Race with full AI transcript and summary
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Update: 2024-12-03
Duration: 00:33:33
Shownotes: Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?
Duration: 00:33:33
Shownotes: Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?
(00:14) Tim Beyers and Dylan Lewis discuss: - Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company. - The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now. - How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term. (20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up. Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY Host: Dylan Lewis Guests: Tim Beyers, Dave Hatter, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Dirty Words: Election, Tariffs, Spatchcock with full AI transcript and summary
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Update: 2024-11-30
Duration: 00:40:24
Shownotes: It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table,
Duration: 00:40:24
Shownotes: It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table,
and answering the questions you’ve sent our way to say thanks! (00:33) Ron Gross and Jason Moser discuss: - The market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers. - Why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon. - The topics they don’t want to touch at the Thanksgiving table: the election and tariffs. (19:03) We offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey. A reminder, you can reach us at: (703) 254-1445, [email protected], or @MotleyFoolMoney on X. (34:13) Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara. Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com Stocks discussed: TGT, OM, COST, AXON, GTX, IOT. Host: Dylan Lewis Guests: Ron Gross, Jason Moser Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Many Thanks, Mr. Buffett with full AI transcript and summary
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Update: 2024-11-28
Duration: 00:25:54
Shownotes: Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to
Duration: 00:25:54
Shownotes: Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to
start the conversation with family about money. (00:14) Asit Sharma and Dylan Lewis discuss: - NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race. - The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years. - Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week. Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B, Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Stock Floats, Lemonade Flies with full AI transcript and summary
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Update: 2024-11-27
Duration: 00:32:09
Shownotes: After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten
Duration: 00:32:09
Shownotes: After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten
Guerra and Mary Long discuss: - How experiential shopping has lifted Dick’s Sporting Goods. - Two paths forward for Kohl’s. - Why Lemonade deserves a spot in a Thanksgiving parade. Then, (17:31) Robert Brokamp and Christine Benz continue their discussion on how to prepare for a healthy, wealthy retirement. Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool Companies discussed: DKS, KSS, M, LMND, BROS Host: Mary Long Guests: Kirsten Guerra, Robert Brokamp, Christine Benz Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Oops! $132 Million Disappeared with full AI transcript and summary
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Update: 2024-11-26
Duration: 00:29:20
Shownotes: Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors. (00:14) Jason Moser and Ricky
Duration: 00:29:20
Shownotes: Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors. (00:14) Jason Moser and Ricky
Mulvey discuss: - How more than a hundred million dollars can go missing. - The impact of weight-loss drugs on junk food manufacturers. - Some advice for investors looking for artificial intelligence “picks and shovels” plays. Then, (15:41) Bloomberg’s Lucas Shaw to check in on Netflix, and the company’s strategy on live events. Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com Link to NYTimes article about junk food and GLP-1 drugs: https://www.nytimes.com/2024/11/19/magazine/ozempic-junk-food.html Check out Shaw’s Screentime newsletter: https://www.bloomberg.com/screentime Companies discussed: M, CAG, TPL, NFLX Host: Ricky Mulvey Guests: Jason Moser, Lucas Shaw Producer: Mary Long Learn more about your ad choices. Visit megaphone.fm/adchoices
Fast Fashion’s Unknowns with full AI transcript and summary
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Update: 2024-11-25
Duration: 00:27:01
Shownotes: Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies
Duration: 00:27:01
Shownotes: Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies
under $11, and sneakers for less than $20. But, how is the company offering prices that low? Timothy McLaughlin is a contributing writer for The Atlantic, with a story titled, “The Mysterious, Meteoric Rise of Shein”. Mary Long caught up with McLaughlin to discuss: - The questions about how fast fashion became ultra-fast fashion. - Why Shein’s leaders may be staying quiet. - How an export and tax loophole is driving business for Shein and Temu, and why that could change. Read Tim’s story: https://www.theatlantic.com/international/archive/2024/09/shein-ceo-chris-xu-fast-fashion/679709/ Companies discussed: PDD, AMZN OTC: HNNMY, Host: Mary Long Guest: Timothy McLaughlin Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
You Can’t Patent LSD with full AI transcript and summary
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Update: 2024-11-24
Duration: 00:24:18
Shownotes: Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss: - Advice to investors looking at
Duration: 00:24:18
Shownotes: Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss: - Advice to investors looking at
a highly speculative industry. - The cash and regulatory questions for these companies. - Key differences between the cannabis market and psychedelic stocks. - The challenges of doing a double-blind test on psychedelic compounds. Companies discussed: CMPS, CYBN, ATAI Host: Mary Long Guest: Keith Speights Producer: Ricky Mulvey Engineers: Rick Engdahl, Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
Expectations Over Results with full AI transcript and summary
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Update: 2024-11-23
Duration: 00:40:54
Shownotes: The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. (00:55) Jason Moser and Emily Flippen discuss:
Duration: 00:40:54
Shownotes: The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. (00:55) Jason Moser and Emily Flippen discuss:
- How Walmart is thriving while Target struggles with “decelerating discretionary demand.” - Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one. - Snowflake’s strong report and what its new deal with Anthropic means . (19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization. (34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai. Get a two week free trial of 1Password at
www.1password.com/MOTLEYFOOLVisit our sponsor atwww.landroverusa.comStocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI. Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Dan Durn Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Comcast Spins Out Cable Networks with full AI transcript and summary
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Update: 2024-11-22
Duration: 00:29:48
Shownotes: Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo. (00:14)
Duration: 00:29:48
Shownotes: Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo. (00:14)
Bill Barker and Ricky Mulvey discuss: - Nvidia’s quarter and data center growth. - Why Comcast is spinning off its cable assets. - Microstrategy’s unusual bond offering. Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties. Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Companies discussed: NVDA, CMCSA, MSTR, EGP Host: Ricky Mulvey Guests: Bill Barker Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Target Misses the Mark with full AI transcript and summary
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Update: 2024-11-21
Duration: 00:28:20
Shownotes: The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task? (00:14) Jason Moser and Mary
Duration: 00:28:20
Shownotes: The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task? (00:14) Jason Moser and Mary
Long discuss earnings from Target and TJX, plus: - The state of the consumer heading into the holiday shopping season. - What it takes to build out a true omnichannel operation. - How management teams land on forward guidance. Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX Host: Mary Long Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Walmart’s Flywheel Keeps Spinning with full AI transcript and summary
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Update: 2024-11-20
Duration: 00:30:54
Shownotes: But the retailer’s valuation is giving investors more questions. (00:14) Nick Sciple and Ricky Mulvey discuss: - Highlights from Walmart’s quarter. - What shoppers want
Duration: 00:30:54
Shownotes: But the retailer’s valuation is giving investors more questions. (00:14) Nick Sciple and Ricky Mulvey discuss: - Highlights from Walmart’s quarter. - What shoppers want
from mac and cheese. - Why nicotine pouches may be “the biggest consumer product story this decade.” Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.” Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool Companies discussed: WMT, COST, PMI, MO, TPB Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Christine Benz Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Netflix: Show Me the Ad Money with full AI transcript and summary
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Update: 2024-11-19
Duration: 00:27:00
Shownotes: Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and
Duration: 00:27:00
Shownotes: Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and
how it fits into the company’s new hybrid monetization model. (00:15) Seth Jayson and Dylan Lewis discuss: - Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter. - Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry. - Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market. (14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks. Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH Visit our sponsor: www.1password.com/MOTLEYFOOL for a two-week trial. Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Charles Duhigg on How Silicon Valley Learned to Lobby with full AI transcript and summary
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Update: 2024-11-18
Duration: 00:28:33
Shownotes: Campaign contributions are just table stakes for companies trying to make legislation in their favor. Charles Duhigg is a Pulitzer Prize winning journalist, and the
Duration: 00:28:33
Shownotes: Campaign contributions are just table stakes for companies trying to make legislation in their favor. Charles Duhigg is a Pulitzer Prize winning journalist, and the
author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss: - How Airbnb mobilized voters in San Francisco. - The battle to regulate artificial intelligence. - How the crypto industry is building political power. Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster Companies discussed: MSFT, ABNB, COIN Host: Mary Long Guest: Charles Duhigg Producer: Ricky Mulvey Engineers: Tim Sparks, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
Valuation 101 with full AI transcript and summary
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Update: 2024-11-17
Duration: 00:36:59
Shownotes: Price matters. But how do you build a case for what the right price is? Patrick Badolato is a Professor of Accounting at the University
Duration: 00:36:59
Shownotes: Price matters. But how do you build a case for what the right price is? Patrick Badolato is a Professor of Accounting at the University
of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss: - How to put P/E ratios in context – and how to look beyond that metric. - Levers Walmart could pull to double its earnings. - Growth stories for Netflix that go beyond subscriber count. Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Subscribers Drive Spotify and Disney with full AI transcript and summary
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Update: 2024-11-16
Duration: 00:40:55
Shownotes: It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself
Duration: 00:40:55
Shownotes: It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself
ready for the new year ahead. (00:15) Andy Cross and Matt Argersinger discuss: - Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways. - Why Cava and Instacart are both taking a breather post-earnings - How the macro environment and housing market continues to weigh on activity for Home Depot. (19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security. (34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s. Learn more about the Range Rover Sport at www.landroverusa.com and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Robert Brokamp Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Is ESPN Undisruptable? with full AI transcript and summary
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Update: 2024-11-15
Duration: 00:29:51
Shownotes: The future is growing brighter, and more efficient, for the entertainment giant. (00:13) Jason Moser and Ricky Mulvey discuss: - Highlights from Disney’s quarter. -
Duration: 00:29:51
Shownotes: The future is growing brighter, and more efficient, for the entertainment giant. (00:13) Jason Moser and Ricky Mulvey discuss: - Highlights from Disney’s quarter. -
The future of ESPN. - Amazon’s new discount shopping venture, Haul. Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch. Sign up for Breakfast News: breakfast.fool.com Companies discussed: DIS, AMZN, RKLB Visit our sponsor: www.vanta.com/fool Host: Ricky Mulvey Guests: Jason Moser, Yasser El-Shimy Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Restaurant = $51 Million with full AI transcript and summary
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Update: 2024-11-14
Duration: 00:32:03
Shownotes: Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense? (00:13) Tim Beyers and Mary Long discuss:
Duration: 00:32:03
Shownotes: Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense? (00:13) Tim Beyers and Mary Long discuss:
- The difficulties in valuing Cava. - Why the fast casual restaurant doesn’t want to lean too far into digital channels. - How Toast is able to keep growing despite macro headwinds. Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers. Learn more about the Range Rover Sport at
www.landroverusa.comCompanies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX Host: Mary Long Guests: Tim Beyers, Rick Munarriz Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Shopify’s Comeback Story with full AI transcript and summary
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Update: 2024-11-13
Duration: 00:30:55
Shownotes: The e-commerce giant is proving that growth can forgive past valuation sins. (00:26) Jim Gillies and Ricky Mulvey discuss: - Why investors are cheering Shopify’s
Duration: 00:30:55
Shownotes: The e-commerce giant is proving that growth can forgive past valuation sins. (00:26) Jim Gillies and Ricky Mulvey discuss: - Why investors are cheering Shopify’s
latest results. - An automotive supplier that can provide a ballast for portfolios. - Why excitement about the market right now isn’t quite a mania. Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection. Got a question for the show? Email us at [email protected]. Companies/tickers discussed: SHOP, ALV, RCL Visit our sponsor at www.public.com/motleyfool Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Engineer: Rick Engdahl Public.com disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more Learn more about your ad choices. Visit megaphone.fm/adchoices
The Antidote to Euphoria? Normal. with full AI transcript and summary
Update: 2024-11-12
Duration: 00:33:35
Shownotes: When companies or crypto go parabolic, force yourself to think: what does normal look like? (00:13) Tim Beyers and Dylan Lewis discuss: - Bitcoin blowing
Duration: 00:33:35
Shownotes: When companies or crypto go parabolic, force yourself to think: what does normal look like? (00:13) Tim Beyers and Dylan Lewis discuss: - Bitcoin blowing
past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase. - Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation. (19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models. Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META Host: Dylan Lewis Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo Engineers: Dez Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
“Pretty soon we’ll all be trillionaires, or whatever.” with full AI transcript and summary
Update: 2024-11-11
Duration: 00:28:12
Shownotes: While the storylines in crypto have gone quieter, coin prices have not. Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise
Duration: 00:28:12
Shownotes: While the storylines in crypto have gone quieter, coin prices have not. Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise
and Staggering Fall”. Mary Long caught up with Faux for a conversation about: - The most genuine argument for crypto adoption. - Why more politicians have warmed up to the space. - What you have to believe, to be a Bitcoin maximalist. - A shoestring crypto operation that’s more profitable than Nike. Coins discussed: BTC, SOL, ETH, DOGE, WIF, USDT Host: Mary Long Guest: Zeke Faux Producer: Ricky Mulvey Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
What’s Exciting About Superintelligence? with full AI transcript and summary
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Update: 2024-11-10
Duration: 00:26:17
Shownotes: Diseases become easier to solve. Bureaucracy is simplified. But what will work look like? OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays
Duration: 00:26:17
Shownotes: Diseases become easier to solve. Bureaucracy is simplified. But what will work look like? OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays
about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions. They discuss: - If building general intelligence is a winner-take-all game. - How AI advancements could develop in the next decade. - Lingering questions and worries about the future of superintelligence. Read Sam Altman’s “The Intelligence Age” and Dario Amodei’s “Machines of Loving Grace” here. The poem from which Amodei’s essay takes its name is here. Companies mentioned: MSFT, GOOG, GOOGL, TSM, META Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices
The Election, The Fed, and What’s Next with full AI transcript and summary
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Update: 2024-11-09
Duration: 00:39:53
Shownotes: The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break
Duration: 00:39:53
Shownotes: The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break
it all down, and give you a little reset from all the big picture talk. (00:40) Jason Moser and Bill Mann discuss: - The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration. - At all-time highs after earnings, will the good times keep rolling for Axon and Palantir? - Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth. (19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give. (28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari. Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE Host: Dylan Lewis Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Two Growth Stocks Hit a Snag with full AI transcript and summary
Update: 2024-11-08
Duration: 00:21:23
Shownotes: Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil. (00:21) Bill Mann and Ricky Mulvey discuss: - Earnings from MercadoLibre
Duration: 00:21:23
Shownotes: Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil. (00:21) Bill Mann and Ricky Mulvey discuss: - Earnings from MercadoLibre
and Celsius. - The difficult market for energy drink makers. - Schwab opening up 24 hour trading for stocks. Companies discussed: MELI, CELH, MNST, SCHW Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL Host: Ricky Mulvey Guest: Bill Mann Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Markets Love Certainty with full AI transcript and summary
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Update: 2024-11-07
Duration: 00:23:36
Shownotes: Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going
Duration: 00:23:36
Shownotes: Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going
on in the market this week. (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies. - Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange. - Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon. - Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO Host: Dylan Lewis Guests: Asit Sharma Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Smart Money ≠ High Returns with full AI transcript and summary
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Update: 2024-11-06
Duration: 00:28:32
Shownotes: A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They
Duration: 00:28:32
Shownotes: A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They
discuss: - Palantir’s impressive results. - Harvard’s “just ok” endowment returns. - Why individuals have advantages over institutional investors. - Stories causing them to be rationally optimistic. Companies discussed: PLTR, ACN, CTSH, VRTX Host: Ricky Mulvey Guest: David Meier Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Breaking Down Berkshire Earnings with full AI transcript and summary
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Update: 2024-11-05
Duration: 00:26:01
Shownotes: There are a lot of billions on that balance sheet. What might Buffett want to do with all of it? (00:21) Jason Moser and Mary
Duration: 00:26:01
Shownotes: There are a lot of billions on that balance sheet. What might Buffett want to do with all of it? (00:21) Jason Moser and Mary
Long discuss: - What to make of Berkshire’s latest sells. - Turnaround ideas for TGI Friday’s. - Uber’s expanding network. Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Sweetgreen Cofounder on Infinite Kitchens and Food Innovation with full AI transcript and summary
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Update: 2024-11-04
Duration: 00:28:31
Shownotes: Some companies drop new products. sweetgreen drops new vegetables. Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain
Duration: 00:28:31
Shownotes: Some companies drop new products. sweetgreen drops new vegetables. Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain
with more than 200 locations. Jammet joined Mary Long for a conversation about: - The future of automation and eating. - Creating an “Apple-like” retail experience at a restaurant. - sweetgreen’s balance between value and growing to become profitable. Companies discussed: SG Host: Mary Long Guest: Nicolas Jammet Producer: Ricky Mulvey Engineers: Tim Sparks, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices
Stocks To Buy No Matter Who Is President with full AI transcript and summary
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Update: 2024-11-03
Duration: 00:23:52
Shownotes: When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying. Ricky Mulvey talks with Fool analysts Matt
Duration: 00:23:52
Shownotes: When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying. Ricky Mulvey talks with Fool analysts Matt
Argersinger and Alicia Alfiere about: What to do when you’re on edge – about investments and life. Whether politics matter in investing. Stocks they’re buying regardless of who’s in the White House. The note by Tom Engle that is read at the end of the show is also available here. Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC Host: Ricky Mulvey Guest: Alicia Alfiere, Matt Argersinger Producer: Mary Long Engineers: Desiree Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices