Motley Fool Money

The grocer is in a pickle. Can a longtime employee and new CEO turn it around?

(00:21) David Meier and Mary Long discuss:

- The macro factors influencing Powell’s interest rate decision.

- Andy Jassy’s letter to Amazon employees.

- Albertson’s turnaround and market-beating potential (or lack thereof).

Companies discussed: AMZN, META, MSFT, ACI, KR

Host: Mary Long

Guest: David Meier

Producer: Ricky Mulvey

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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Solar stocks take a tumble.

(00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:

- Why solar stocks are falling today.

- Lennar earnings.

- How to think of your house: asset vs. investment.

- Matt & Jason’s top 3 homebuilders.

Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR

Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel

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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Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar!

Jason Moser and Matt Argersinger discuss:

- Why Walmart and Amazon are considering launching their own stablecoins.

- Roku and Amazon expand their partnership.

- Two dividend stocks Matt thinks are worth getting on your radar.

Tickers mentioned: WMT, AMZN, ROKU, TTD, OC, WHR

Host: Jason Moser

Guest: Matt Argersinger

Producer: Ricky Mulvey

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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Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior Analyst Buck Hartzell for a conversation about:

- How investors should think about the deficit

- Investing in human emotion

- The inescapability of risk

Hosts: Tom Gardner, Andy Cross, Buck Hartzell

Guest: Howard Marks

Engineers: Bart Shannon, 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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Travel can slow down temporary but the demand to get away from your home is everlasting.

Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-founder, Tom Gardner, and Chief Investment Officer, Andy Cross, for a conversation about:

- Why Airbnb is focusing on experiences and services.

- The stock’s long-term performance.

- How ideas develop at Airbnb.

Company discussed: ABNB

Hosts: Tom Gardner, Andy Cross

Guest: Ellie Mertz

Producer: Ricky Mulvey

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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And yet, the market remains close to all time highs.

(00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss:

- Macro uncertainty and market bullishness.

- A record amount of unsold housing stock in the United States.

- Chime’s IPO.

- Earnings from RH and Adobe.

(19:11) Malcolm Ethridge, Managing Partner at Capital Area Planning Group and author of "Financial Independence Doesn't Happen by Accident".

(35:00) Jason and Matt share two radar stocks: Chipotle and Whirlpool.

Companies discussed: RDFN, CHYM, RH, ADBE, CMG, WHR

Host: Ricky Mulvey

Guests: Jason Moser, Matt Argersinger

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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Two Fools duel over CAVA’s prospects. Is there enough tasty growth to support a spicy valuation?

Tim Beyers and Rick Munarriz discuss:

- Oracle’s AI-fueled earnings.

- Dave & Busters and Chewy: who had the better earnings?

- All about the Chime IPO

- Plus … Dueling Fools returns!

Companies discussed: CAVA, ORCL, PLAY, CHWY, CHYM

Host: Tim Beyers

Guests: Rick Munarriz

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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Would you be interested in a stock that’s quadrupled in less than three months?

(00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss:

- Chewy earnings

- Hype Meter: CoreWeave

- Sezzle vs. Shopify

Companies discussed: CHWY, CRWV, SEZL, SHOP

Host: Anand Chokkavelu

Guests: Lou Whiteman, Rick Munarriz

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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Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best.

Jason Moser and Matt Frankel discuss:

- The latest news from Apple's Worldwide Developers Conference.

- Are Opendoor's best days behind it?

- The two stocks we just bought!

Companies discussed: AAPL, OPEN, AMD, WM

Host: Jason Moser

Guests: Matt Frankel

Producer: Anand Chokkavelu

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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Warner Bros. Discovery is planning to break itself up into two distinct companies.

(00:21) Andy Cross and Jason Hall discuss:

- Warner Bros. Discovery splits up.

- How does it affect the streaming game of thrones?

- Reddit vs. Claude

Companies discussed: WBD, NFLX, DIS, CMCSA, RDDT

Host: Andy Cross

Guests: Jason Hall

Producer: Anand Chokkavelu

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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Financial independence isn’t just about early retirement. It’s giving your future self freedom.

J.L. Collins is the best-selling author of The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life. Robert Brokamp caught up with Collins for a conversation about:

- The challenges and appeal of being a super-saver.

- How to use the 4% rule.

- The value of “self-cleansing” index funds for investors.

Ticker discussed: VTI

Host: Robert Brokamp

Guest: J.L. Collins

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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You can’t maintain all of your friendships from the school year through summer vacation.

(00:45) David Meier and Jason Moser join Ricky Mulvey to discuss:

- Earnings from CrowdStrike, lululemon, and Broadcom.

- Elon Musk’s feud with President Donald Trump and the impact on Tesla shareholders.

- Docusign’s turnaround story.

(19:03) Stacey Vanek Smith, co-host of “Everybody’s Business”, joins Ricky for a look at the tough job market facing college grads.

Then, (35:20) David and Jason pitch two radar stocks, Asana and Amazon.

Companies discussed: CRWD, LULU, TSLA, DOCU, AVGO, AMZN, ASAN

Host: Ricky Mulvey

Guests: David Meier, Jason Moser, Stacey Vanek Smith

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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Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher?

(00:21) Jason Moser and Mary Long discuss:

- The disconnect between Nintendo’s sales and its share price.

- Different strategies across the video game industry.

- Five Below’s impressive quarter.

Companies mentioned: NTDOY, MSFT, SONY, FIVE

Host: Mary Long

Guest: Jason Moser

Producer: Ricky Mulvey

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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More investors are fretting about the stability of the U.S. economy, but are there better options out there?

(00:14) Asit Sharma and Ricky Mulvey discuss:

- Earnings from CrowdStrike, and the stock’s recovery from the widespread outage last year.

- What Dollar Tree’s results reveal about the American economy.

- Why stock investors should care about the bond market’s signals.

Host: Ricky Mulvey

Guest: Asit Sharma

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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Which stock will have the best ice cream and beach season?

(00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:

- Jason’s and Matt’s picks for the stock of the summer.

- “News or Noise” with Dollar General, Disney, and Meta.

- “Buy, Sell, or Meh” with the same three companies.

Companies discussed: EPR, AMD, SNOW, DIS, META

Build your Range Rover Sport at www.rangerover.com/us/sport

Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel

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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The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more?

(00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and Ulta Beauty.

Companies discussed: ZS, NOW, ULTA, ELF

Host: Andy Cross

Guest: Asit Sharma

Producer: Anand Chokkavelu

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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Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about:

• The future of Social Security, de-dollarization, and demand for gold.
• Opportunities in China, India, and Brazil.
• What falls into Jan’s “hated things” bucket.

Companies discussed: TSLA, NSE: BHARTIARTL

Host: Ricky Mulvey

Guest: Jan van Eck

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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Americans are feeling better about the economy. What’s that mean for stock investors?

(00:21) David Meier and Asit Sharma discuss:

- Why Americans are feeling better about the economy.

- The headwinds facing Okta, and fundamentals for long-term investors to watch.

- A retail round-up including Abercrombie & Fitch and Pinduoduo.

(19:11) Former CEO of Siemens and Alcoa, Klaus Kleinfeld, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages.

(32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI.

Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S

Host: Ricky Mulvey

Guests: David Meier, Asit Sharma, Klaus Kleinfeld

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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$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price.

(00:21) Tim Beyers and Mary Long discuss:

- Market relief about the latest in Trump’s trade saga.

- A rose and a thorn from Nvidia’s latest report.

- Another trade-related announcement that affects the semiconductor supply chain.

Companies discussed: NVDA, CDNS, SNPS, SIEGY

Host: Mary Long

Guest: Tim Beyers

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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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

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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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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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

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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

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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/

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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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Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.

(00:21) Jason Moser and Asit Sharma discuss:

- Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.

- Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.

- Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical.

(19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.

(34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.

Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.

Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma, Malcolm Ethridge

Engineers: Dan Boyd

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Warren Buffett’s conglomerate has more cash on the books than any company in history.

(00:21) Matt Argersinger and Ricky Mulvey discuss:

- What home sales data says about the economy.

- A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics.

- The reasons why Warren Buffett could be sitting on record cash.

Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer.

Companies discussed: DHI, CMG, BRK.A, BRK.B, AMD

Host: Ricky Mulvey

Guests: Matt Argersinger, Mary Long, Asit Sharma

Engineers: Dan Boyd, Rick Engdahl

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Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind.

(00:21) Sanmeet Deo and Mary Long discuss:

- Poor results from Tesla’s automotive segment.

- Whether Musk’s return can revive the company.

- Half marathons, and the future of humanoids.

Then, (18:20), Asit Sharma joins Mary for a look at AMD and how the chip company is different from its biggest competitor.

Companies mentioned: TSLA, AMD, NVDA

Host: Mary Long

Guests: Sanmeet Deo, Asit Sharma

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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The Department of Justice is asking Alphabet to sell Chrome.

(00:21) Jason Moser and Ricky Mulvey discuss:

- Why Apple could lose an “easy $20 billion” from Alphabet’s break-up.

- General Motor’s big bet on electric vehicles.

- Bill Ackman’s hedge fund, Pershing Square, buying a 20% stake in Hertz.

Then, (16:52) Robert Brokamp answers listener questions about tariffs, capital accumulation plans, and 401(k)s.

Companies mentioned: GOOG, GOOGL, AAPL, GM, TSLA, HTZ

Businessweek feature on GM: https://www.bloomberg.com/news/features/2025-04-14/inside-gm-mary-barra-s-35-billion-bet-on-electric-cars

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp

Producer: Mary Long

Engineer: Dan Boyd

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