Episodes
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Downgrades sound scary, but the U.S. is still the best place for investors to put money to work.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Moody’s downgrading U.S. debt, and why it’s somewhere between a symbolic and substantial update for investors.
- Whether the downgrade and “Sell America” thinking means international investors are rethinking “there is no alternative” (TINA) to the U.S.
- Coinbase joining the S&P 500, and crypto’s continued march towards legitimacy.
(16:16) Restaurant industry expert and Principal at Technomic David Henkes joins Ricky Mulvey to talk through why more consumers are brown-bagging it for lunch, and what successful restaurants are getting right.
Companies discussed: WMT, COIN
Host: Dylan Lewis
Guests: Asit Sharma, David Henkes, Ricky Mulvey
Engineers: Dan Boyd
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The race to quantum supremacy is on. While this future will not come tomorrow, big tech companies are building to the technology’s “ChatGPT moment.”
Motley Fool Senior Analyst, Asit Sharma ,joins Mary Long to discuss:
- The complex problems that quantum computers could solve.
- How healthcare and logistics companies benefit from ultra-fast processing.
- The small players and hyperscalers building the future of quantum.
Companies discussed: GOOG, GOOGL, MSFT, IBM, QBTS, AMZN, RGTI, CDNS, SNPS, IONQ
Motley Fool One members can access Asit’s full report, “Decoding Quantum” here: https://www.fool.com/premium/4627/coverage/2025/03/19/decoding-quantum-insights-for-investors
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Even the biggest retailer in the world is planning to pass along tariff increases to customers.
(00:21) David Meier and Andy Cross discuss:
- The market cheering a short-term solution to trade between the U.S. and China, and Walmart signalling that prices on the shelves are going up anyways.
- Cava’s “new factor” helping it continue to put up strong growth and comps numbers in a really tough market for restaurants.
- Dick’s headscratching $2B buy of Foot Locker, and the lesson to take away from one of athleisure’s best performers – On Holdings.
(19:11) Financial planning expert Robert Brokamp offers his money tips and the financial commencement speech for the class of 2025.
(32:46) David and Andy break down two stocks on their radar: Evolve Technology and Booz Allen Hamilton.
Stocks discussed: WMT, CAVA, DKS, FL, ONON, EVLV, BAH
Host: Dylan Lewis
Guests: David Meier, Andy Cross, Robert Brokamp
Engineers: Dan Boyd
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More 18-to-34 year olds are watching Netflix’s cheapest tier than any U.S. broadcast or cable network.
(00:21) Tim Beyers and Ricky Mulvey discuss:
- Walmart’s response to tariff uncertainty.
- Netflix’s booming ad business.
- How YouTube is capitalizing on points of “maximum attention.”
Then, (17:39) Motley Fool Senior Analyst, Karl Thiel, joins Mary Long to dive into the executive order on prescription drug prices and questions for pharmaceutical companies.
Companies discussed: WMT, NFLX, GOOG, GOOGL , NVO
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Karl Thiel
Engineers: Dan Boyd, Rick Engdahl
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Do you have a real relationship or just a non-binding letter of intent?
(00:21) Nick Sciple and Mary Long discuss:
- The S&P’s turnaround and inflation’s slow month-over-month decline.
- A stock pop from a nuclear reactor company that doesn’t have a working nuclear reactor.
- Pricing for Disney’s latest streaming service.
Then, (17:39), Mesoblast CEO Silviu Itescu joins Ricky Mulvey for a conversation about how to price medical treatments and the future of regenerative medicine.
Companies mentioned: OKLO, BWXT, DIS, MESO
Host: Mary Long
Guests: Nick Sciple, Ricky Mulvey, SIlviu Itescu
Engineer: Dan Boyd
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A consumer goods company hit 40% yearly revenue growth. In this environment?
(00:21) David Meier and Ricky Mulvey discuss:
- Why pharma investors aren’t reacting to President Trump’s executive order on drug prices.
- On Holding’s blistering sales growth.
- If Alphabet’s stock deserves to be in value town.
Then, (19:23) Robert Brokamp joins Ricky to discuss why investors should consider buying individual bonds.
Companies discussed: ONON, NKE, UA, GOOG, GOOGL
Host: Ricky Mulvey
Guests: David Meier, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners.
(00:21) Jason Moser and Dylan Lewis discuss:
- The U.S. and China’s short-term trade truce, and why there’s some hope that a more permanent deal will be struck.
- Fox’s next step into streaming with Fox ONE, its existing Tubi footprint, and success in video advertising.
(16:07) GoDaddy is known for its commercials, less known for its capital allocation strategy. GoDaddy CFO Mark McCaffrey walks Ricky Mulvey through the company’s philosophy on share buybacks.
Companies discussed: FOX
Host: Dylan Lewis
Guests: Jason Moser, Ricky Mulvey, Mark McCaffrey
Producer: Ricky Mulvey
Engineers: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Even in free markets, governments still make plays.
Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed policy. He is also the author of “MarketCrafters: The 100-Year Struggle to Shape the American Economy.” Hughes joined Ricky Mulvey to discuss:
- Modern examples of American “market craft.”
- How to fix the housing crisis.
- What we did and didn’t get from $2 trillion in COVID aid.
Host: Ricky Mulvey
Guest: Chris Hughes
Producer: Mary Long
Engineer: Rick Engdahl
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs.
(00:21) Tim Beyers and Bill Mann discuss:
- The Fed’s continued wait and see approach to tariff policy, inflation, and interest rate cuts.
- Ford’s warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty.
- How Uber and DoorDash are both flourishing as they cash in on the delivery market and consumer laziness.
(19:11) Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel.
(31:12) Bill and Tim break down two stocks on their radar: Apple and Ibotta.
Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT
Host: Dylan Lewis
Guests: Bill Mann, Tim Beyers, Jason Hall
Engineers: Dan Boyd
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For now at least.
(00:21) Jason Moser and Ricky Mulvey discuss:
- The economic outlook from the Federal Reserve and the new US trade deal with the UK.
- How Axon Enterprise keeps posting impressive growth numbers.
- What more global uncertainty means for Shopify.
Then, (17:38) Ricky continues his conversation with Gerard Barron, CEO of The Metals Company, about the environmental impact of deep sea mining.
Companies discussed: AXON, SHOP, TMC
Host: Ricky Mulvey
Guests: Jason Moser, Gerard Barron
Producer: Mary Long
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine?
(00:14) David Meier and Mary Long discuss earnings from Disney and Uber.
Then, (15:22), Ricky Mulvey talks with Gerard Barron, the CEO of The Metals Company, about the political hurdles TMC needs to clear in order to pick up rocks from the ocean floor.
Companies discussed: DIS, UBER, GOOG, TMC
Host: Mary Long
Guests: David Meier, Gerard Barron
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story.
(00:21) Sanmeet Deo and Ricky Mulvey discuss:
- Palantir’s impressive business results and astonishing valuation.
- Celsius’s “meh” quarter.
- Why DoorDash kept growing after COVID.
Then, (16:10) Cynthia Stewart, Executive Director of DART Collective, joins Robert Brokamp to discuss how AI is changing scams and how to protect yourself.
Companies discussed: PLTR, CELH, DASH
Host: Ricky Mulvey
Guest: Sanmeet Deo, Robert Brokamp, Cynthia Stewart
Producer: Mary Long
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement.
(00:21) Jim Gillies and Dylan Lewis discuss:
- Warren Buffett’s plan to step down as CEO of Berkshire Hathaway.
- The parallels between Berkshire’s succession planning and Apple’s transition from Steve Jobs to Tim Cook.
- The available cash, opportunities, and challenges ahead for Greg Abel and team.
Companies discussed: BRK.A, BRK.B, AAPL, BAC
Host: Dylan Lewis
Guest: Jim Gillies
Producer: Mary Long
Engineers: Dan Boyd
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
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Economic interdependence is unraveling. What comes next?
Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare. Fishman teaches at Columbia University’s School of International and Public Affairs and has served in the Pentagon and State Department. Mary Long caught up with Fishman to discuss:
- How the US dollar became the most powerful currency in the war.
- Playing defense in a trade war.
- The economic effects from an embargo on Chinese goods.
Host: Mary Long
Guest: Edward Fishman
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing.
Jason Moser and Asit Sharma join Ricky Mulvey to discuss:
- If the U.S. economy is sliding into a recession.
- Earnings from Amazon, Meta, Microsoft, and Apple.
- If investors should mind 20% of the S&P 500’s market cap being tied to four companies.
Then (19:11) Motley Fool Contributor Rick Munnariz joins Mary Long to discuss Universal Studio’s new park, Epic Universe, and the state of the travel industry.
(32:17) Asit and Jason break down two radar stocks: Twilio and Reddit.
Host: Ricky Mulvey
Guests: Jason Moser, Asit Sharma, Mary Long, Rick Munarriz
Engineer: Dan Boyd
Notes: How a millions of dollars worth of NFTs temporarily disappeared: https://www.404media.co/nfts-that-cost-millions-replaced-with-error-message-after-project-downgraded-to-free-cloudflare-plan/
This advertisement is sponsored content and is provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within this advertisement. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement
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Microsoft just got the market focused on business results again.
(00:21) Nick Sciple and Dylan Lewis discuss:
- Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud.
- Meta’s advertising present and AI future.
- Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks.
(17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future.
Companies discussed: MSFT, META, AAPL, AMZN, WBD
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet.
(00:21) Asit Sharma and Mary Long discuss:
- What to do with two minutes’ extra time.
- Earnings from Starbucks.
- What’s cooking at Wingstop.
Then, (19:30), Yasser el-Shimy joins Mary for a look at Warner Brothers Discovery, in the first of a two-part series about the entertainment conglomerate and its controversial CEO.
Tickers mentioned: SBUX, WING, WBD
Host: Mary Long
Guests: Asit Sharma, Yasser el-Shimy
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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PayPal is not making noise, but standing firm on its earnings outlook.
(00:21) Jason Moser and Ricky Mulvey discuss:
- How trade disputes are impacting the Port of Los Angeles.
- What PayPal’s advertising business means for its growth story.
- Earnings from Spotify.
Then, (15:30) Robert Brokamp joins Ricky to discuss some methods to diversify your savings.
Companies discussed: WMT, PYPL, SPOT
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them.
(00:21) David Meier and Dylan Lewis discuss:
- Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often..
- Temu and Shein pushing tariff increases to American consumers over the weekend.
- Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S.
(15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. .
Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.
Host: Dylan Lewis
Guests: David Meier
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth.
This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss:
- What he learned about Kalshi from this past election.
- The difference between an events contract and gambling.
- How prediction markets could disrupt sports betting.
Then, New York Magazine Features writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States.
Read Wieczner’s piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html
Company discussed: HOOD
Hosts: Mary Long, Ricky Mulvey
Guests: Tarek Mansour, Jen Wieczner
Engineers: Rick Engdahl, Dan Boyd
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