Episodios
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Forget tariffs, earnings season rolls on!
Jason Moser and Matt Argersinger discuss:
Okta's good quarter versus the market's glass half-empty reaction.
Dick's Sporting Goods brings the goods, though the acquisition of Foot Locker leaves some questions.
Vail Resorts has new "old" leadership, but will it be enough?
Companies Discussed: OKTA, MSFT, DKS, MTN
Host: Jason Moser
Guest: Matt Argersinger
Producer: Mary Long
Engineer: Rick Engdahl
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Life is good when you can make an $8 billion move in cash.
(00:21) Tim Beyers and Ricky Mulvey discuss:
- A record Memorial Day weekend for the box office.
- Salesforce’s announced acquisition of Informatica.
- Why investors may be underrating the growth of 5G.
Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work.
Companies discussed: CRM, INFA, DE, IOT
Build your Range Rover Sport at www.rangerover.com/us/sport
Host: Ricky Mulvey
Guests: Tim Beyers, 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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¿Faltan episodios?
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If you want to own best-in-class companies, you need to own stocks with a high sticker price.
Motley Fool Co-founder and Chief Rule Breaker, David Gardner, joined Ricky Mulvey for a conversation about how he thinks about valuation. They discuss:
- Palantir’s current valuation, and what investors should prepare for.
- The value of paying up for “top dogs” and holding on to them for long periods of time.
- Tesla’s surprising performance over the past year.
Companies discussed: PLTR, MELI, TSLA, SHOP, NFLX, AMZN, NVDA, AXON, ISRG
Host: Ricky Mulvey
Guest: David Gardner
Engineer: Rick Engdah
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.l
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Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching.
(0:21): Jason Moser and Bill Mann discuss:
- What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io.
- MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love.
- Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return.
(19:11) With summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up.
(33:19) Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo.
Stocks discussed: AAPL, MELI, TGT, HD, LOW, TREX, WRBY, PDD,
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Bryan Fairbanks
Engineers: Dan Boyd
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Turnarounds take longer than investors like to imagine.
(00:21) Jim Gillies and Ricky Mulvey discuss:
- Nike’s return to Amazon.
- The fundamentals and risks of investing in turnaround stories.
- A fitness company with a potentially brighter future.
Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goel about trends in digital advertising and his company’s future.
Members of any Motley Fool service can access the whole conversation here: https://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc.
Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM
Host: Ricky Mulvey
Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel
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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In one direction, there’s digital. In the other, there’s a treasure hunt.
(00:21) David Meier and Mary Long discuss:
- Target’s off-the-mark results.
- Lessons from TJX Companies’ under-the-radar CEO.
- What caused David to do a double-take when listening to Palo Alto’s earnings call.
Then, (17:05), Morgan Housel joins Motley Fool Chief Investment Officer Andy Cross for a conversation about investment decisionmaking and the psychology of spending money.
Companies discussed: TGT, TJX, WMT, PANW
Host: Mary Long
Guests: David Meier, Andy Cross, Morgan Housel
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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Elon Musk is committed to Tesla for at least five more years.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Investing in companies with a singular leader.
- Earnings results from Home Depot.
- A listener's suggestion to create a “laziness” stock basket.
Then, (17:04) Robert Brokamp answers listener questions about Roth IRAs and dividend investing.
Companies discussed: TSLA, TTD, HD, DASH, UBER, DPZ, AMZN, WMT, NFLX, LYFT
Host: Ricky Mulvey
Guest: Jason Moser, Robert Brokamp
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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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
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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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
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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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
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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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
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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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
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