Episodes
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Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.
(00:21) Ron Gross and Matt Argersinger discuss:
- Whether investors should be buying Netflix’s “pay attention to this, not that.”
- What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues..
- The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.
(19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.
(35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.
Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE
Host: Dylan Lewis
Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge
Engineers: Dan Boyd, Rick Engdahl
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Are little luxuries are still scoring with consumers?
(00:21) Sanmeet Deo and Deidre Woollard discuss:
- How smartphone and EV demand are impacting Taiwan Semiconductor.
- Japan’s place in the tech race.
- More uses for weightloss drugs.
(13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.
Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO
Host: Deidre Woollard
Guests: Sanmeet Deo, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Tim Sparks
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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Missing episodes?
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The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Why ASML’s earnings show a slowdown in investment in chip manufacturing.
- United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing.
- What to watch from enterprise software companies as they report later in earnings season.
(15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?
Companies discussed: ASML, UAL, BA
Host: Dylan Lewis
Guests: Tim Beyers, Deidre Woollard, Steven Jacobs
Engineers: Dan Boyd
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Dealmaking is back, and the banks are loving it.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors.
- A long comeback for wealth management at Merrill Lynch.
- IMAX’s cash flow story and the future of movie theaters.
Plus, (16:33) Alison Southwick and Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance.
Stocks/tickers mentioned: BAC, MS, IMAX, AMZU, NVDU, SOXL
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
Got a question for the show? Email us at [email protected].
Podcast episode of “The Town” with IMAX CEO Rich Gelfond: https://www.theringer.com/2024/4/11/24126970/hollywood-imax-dependency-movie-theater-sales
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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Retail numbers tell the story of a strong consumer.
(00:21) Bill Barker and Deidre Woollard discuss:
- Retail sales numbers and what people are and aren’t buying.
- What drives good numbers for Goldman Sachs.
- Charles Schwab’s bounce-back quarter.
(14:24) David Meier interviews Fluence Energy CEO Julian Nebreda on opportunities in the energy storage industry.
Companies discussed: FLNC, SCHW, GS, HD, LOW, DNUT, PLAY
Host: Deidre Woollard
Guests: Julian Nebreda, David Meier, Bill Barker
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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You know the saying: keep your friends close, keep your … customers … closer.
Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Business’s biggest names. Fool Analyst Tim Beyers caught up with Magnuson for a conversation about:
Braze’s origin story.
The power of personalized marketing.
The company’s latest results, and its plans to create even more value in the future.
Companies discussed: BRZE
Host:Tim Beyers
Guest: Bill Magnuson
Producer: Mary Long
Engineers: Rick Engdahl, Tim Sparks
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Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore?
Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” He returns to Motley Fool Money to join Ricky Mulvey for a conversation about:
FTX’s inevitable decline.
The resurgence of meme coins, and smaller stories in the crypto space.
The side effects of creating cryptocurrencies.
Tickers discussed: BTC, META, DOGE, TSCO, GME, AMC, USDT, SLP, WIF
Host: Ricky Mulvey
Guest: Zeke Faux
Producer: Mary Long
Engineer: Rick Engdahl
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Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?
(00:21) Emily Flippen and Matt Argersinger discuss:
- The latest inflation numbers and whether the Fed will actually cut rates in 2024.
- The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time.
- Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .
(19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.
(28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.
Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman
Engineers: Dan Boyd
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Google is the latest tech company to host a conference full of AI pronouncements.
(00:21) Asit Sharma and Deidre Woollard discuss:
- Why the market is smiling on Alphabet lately.
- How Google’s announcements show the company’s AI ambitions.
- What Blackstone might buy next.
(17:26) Robert Brokamp interviews Steve Chen, the CEO of NewRetirement, on what savers often miss about retirement.
Companies discussed: GOOG, GOOGL, BX, MSFT, AZMN
Host: Deidre Woollard
Guests: Asit Sharma, Robert Brokamp
Producers: Ricky Mulvey, Mary Long
Engineers: Ricky Mulvey, Dan Boyd
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Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.
(00:21) Jason Moser and Deidre Woollard discuss:
- The ambitious plans for U.S. semiconductor growth.
- The challenges of building factories in Arizona.
- If Jamie Dimon is the new Warren Buffett.
(13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors.
Companies discussed: MTCH, INTC, TSM, JPM
Host: Deidre Woollard
Guests: Ron Gross, Jason Moser
Producers: Mary Long, Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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How do you grow a business where a customer’s success often means they leave your product?
George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Lewis caught up with Arison for a conversation about:
Grindr’s growth story.
Looking beyond dating for platform engagement.
What companies can lose in a remote-only environment.
Companies discussed: GRND, MTCH, BMBL, NFLX, SPOT, UBER
Host: Dylan Lewis
Guest: George Arison
Producers: Mary Long, Ricky Mulvey
Engineer: Tim Sparks
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James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught up with Rhee for a conversation about:
- An unlikely turnaround at a retailer serving plus sized, moderate income black women.
- Being kind versus being nice.
- When liabilities can become assets and vice versa.
- Real world goodwill versus the accounting version.
Companies mentioned: NVDA
Host: Mary Long
Guest: James Rhee
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use.
(00:21) Jason Moser and Bill Mann discuss:
- Why Disney and Nelson Peltz were both winners in the company’s board fight.
- Alphabet’s rumored interest in marketing software provider Hubspot.
- Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business.
(19:11) Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI.
(34:20) Jason and Bill break down two stocks on their radar: Cognex and WD40.
Stocks discussed: DIS, GOOG, GOOGL, HUBS, SPOT, LEVI, DJT, WDFC, CGNX
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Ethan Mollick
Engineers: Desiree Jones, Dan Boyd
Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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Investors soured on the insurance company. But, what happens if the business can become cash flow positive?
(00:21)Yasser El-Shimy and Deidre Woollard discuss:
- Why big trucks might become less popular.
- If slowing EV production makes long-term sense.
- The power demands of artificial intelligence.
(16:17) Matt Frankel and Ricky Mulvey take a look at insurance tech company Lemonade and if it can go from sour to sweet.
Companies discussed: LMND, MET, BYD, GM, F, TSLA, GOOG, GOOGL, CEG
Host: Deidre Woollard
Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan.
(00:21) Asit Sharma and Dylan Lewis discuss:
- The 7.5-magnitude earthquake in Taiwan affecting TSMC and highlighting global dependence on the region for chipmaking.
- Our first look into Intel’s foundry business, and why we’ll probably see more pushes into manufacturing.
- Bob Iger and Disney’s board victory, and where the company should be focused now.
(14:36) An overlooked benefit of AI? Weather prediction. Ricky Mulvey caught up with Spire Global CEO Peter Platzer to discuss the company’s partnership with Nvidia and unique uses for space satellite data.
Companies discussed: TSMC, INTC, DIS, SPIR, NVDA, CAT
Host: Dylan Lewis
Guests: Asit Sharma, Peter Platzer, Ricky Mulvey
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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Value and growth investors don’t need to be at odds. They’re all playing the same game.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- Payments company, Nuvei, going private and the deal's winners and losers.
- A demand shift to hybrid vehicles.
- What Tesla’s deliveries miss means for the carmaker.
(16:39) Robert Brokamp and Alison Southwick take a look at a couple’s real-life finances.
Companies discussed: NVEI, PYPL, ADYE.Y, TSLA
Link to a discounted Stock Advisor subscription: www.fool.com/signup
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Tyler Satre, Cristen Oehrig Satre
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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With the market hitting new highs, which stocks can go the distance?
(00:21) Jason Moser and Deidre Woollard discuss:
- Another big stumble for AT&T.
- Why 3M’s spin-off might be worth watching.
- What’s driving gold prices.
(17:01) Asit Sharma and Ricky Mulvey discuss stocks that can beef up your portfolio, in a special April 1st themed conversation.
Companies discussed: T, SOLV, MMM, UPS, PATH, AMD
Host: Deidre Woollard
Guests: Jason Moser, Ricky Mulvey, Asit Sharma, Erin Karney
Producer: Ricky Mulvey
Engineer: Dan Boyd
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Who better to call on April Fools Eve than our Chief Rule Breaker and Co-founder, David Gardner?
Dylan Lewis caught up with Gardner for a conversation about:
- Loss aversion and Rule Breaker investing
- The 2nd Anniversary of The Motley Fool Foundation.
- And play a special March Madness-themed Market Cap Game Show.
Stocks mentioned: NVDA, AMZN
Host: Dylan Lewis
Guest: David Gardner
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss:
- The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing.
- Rent in low-Earth orbit.
- Defense systems and the hope of a space-based “McDonald’s Effect.”
Companies discussed: MRK, PFE, MRNA, NVDA
Host: Ricky Mulvey
Guests: Tom Vice
Producer: Mary Long
Engineer: Dan Boyd
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Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues?
(00:21) Emily Flippen and Jason Moser discuss:
- Boeing’s hunt for a new CEO, and the difficulty of shifting company culture.
- Big deals helping Home Depot corner the professionals market and Johnson and Johnson dive deeper into medtech.
- McCormick’s strong earnings, and Amazon’s continued investment in AI.
(19:11) Motley Fool Analyst Sanmeet Deo caught up with Elf Beauty CEO Tarang Amin about the beauty brand’s social strategy and the unconventional ways it’s scooping up market share from older competitors.
(30:39) Jason and Emily break down two stocks on their radar: Masimo and Mastercard.
Stocks discussed: BA, HD, JNJ, MKC, AMZN, ELF, LRLCY, RBLX, AAPL
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Sanmeet Deo, Tarang Amin
Engineers: Dan Boyd
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