Motley Fool Money

Fed independence brings stability, and markets love stability.

(00:21) Asit Sharma and Dylan Lewis discuss:

- The Trump Administration’s focus on Fed Chair Jerome Powell.

- The role of an independent Federal Reserve Bank for the market and investors.

- Netflix’s earnings and status as a “recession-proof” stock.

(16:23) Anand Chokkavelu hosts Fool Contributors Dan Caplinger and Rick Munarriz for a Scoreboard episode on Shopify.

To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.

Companies discussed: NFLX, SHOP, AMZN

Host: Dylan Lewis

Guests: Anand Chokkavelu, Dan Caplinger, Rick Munarriz

Producer: Ricky Mulvey

Engineer: Dan Boyd

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“AI wouldn’t exist without Nvidia, at least not in its current form.”

So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about:

- What Jensen Huang is afraid of.

- Whether anything can stop the current capex cycle.

- Where Nvidia’s next $3 trillion in market cap could come from.

The full version of this conversation is able to Motley Fool members via our Fool24 livestream, available here: https://www.fool.com/premium/news-and-analysis/media

Companies/tickers discussed: NVDA, META, MSFT, AAPL, TSM

Hosts: Andy Cross, Jose Najarro

Guest: Stephen Witt

Producer: Mac Greer, Mary Long

Engineer: Rick Engdahl, Austin Morgan

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As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs.

(00:21) Jason Moser and Matt Argersinger discuss:

- Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior.

- Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis.

(19:11) We’re entering the age of sophisticated robotics. Daniela Rus – author of The Heart and The Chip and The Mind’s Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded.

(33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties

Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Daniela Rus

Engineers: Dan Boyd

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In the face of a trade war, Taiwan Semiconductor is not changing its outlook.

(00:21) Tim Beyers and Ricky Mulvey discuss:

- Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results.

- The chipmaker’s growth story in 2025.

- Netflix’s plan to become a trillion dollar company.

Then, (15:20) Tim and Ricky discuss the export ban on Nvidia’s H20 chips and what it means for the tech giant.

Learn more about the Range Rover Sport at www.rangerover.com/us/sport

Companies discussed: TSM, NFLX, NVDA

Host: Ricky Mulvey

Guest: Tim Beyers

Producer: Mary Long

Engineer: Dan Boyd

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Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit.

(00:21) Anthony Schiavone and Mary Long discuss Nvidia’s $5.5 billion charge and earnings from Prologis.

Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI’s impact on the cybersecurity space.

Companies mentioned: NVDA, PLD, AOT

Host: Mary Long

Guests: Anthony Schiavone, Ricky Mulvey, Kevin Simzer

Engineer: Dan Boyd

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“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein.

(00:14) Jim Gillies Ricky Mulvey and discuss:

- Fund managers cutting their positions in US stocks.

- How long-term investors should react to fear in the markets.

- If Abercrombie & Fitch’s stock deserves to be in the bargain bin.

(19:02) Then, Robert Brokamp joins Ricky to discuss what your tax return reveals about your finances.

Companies and tickers discussed: ASO, ANF, XRT

Learn more about the Range Rover Sport at www.rangerover.com/us/sport

Host: Ricky Mulvey

Guests: Jim Gillies, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

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The old order is gone. When will the new one arrive?

(00:14) Asit Sharma and Mary Long discuss:

- How to make sense of “tariff buckets.”

- What a French ethnographer can teach us about the current moment.

- Earnings from Goldman Sachs.

Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company.

The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort

Companies mentioned: AAPL, GS

Host: Mary Long

Guests: Asit Sharma, Tim Beyers

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Compared to Turkey, the United States is an ocean of stability.

Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. They discuss:

- How politics and investing have become intertwined.

- Damodaran’s view on Mag7 valuations.

- The role of taxes in deciding whether to buy or sell stocks.

Motley Fool members can find replays from the entire event at live.fool.com.

Companies discussed: TSLA, DIS, META, GOOG, GOOGL, NVDA, AMZN, AAPL, MSFT

Host: Matt Argersinger

Guest: Aswath Damodaran

Producer: Ricky Mulvey

Engineer: Rick Engdahl, Chase Przylepa

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Today we talk economic uncertainty, airlines, building materials, and assorted spirits.

Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few weeks ago for The Motley Fool's Market Volatility Summit. They talked about how MercadoLibre became resilient, and the long-term opportunities for the company.

And Emily and Matt share two stocks on their radar.

Host: Ron Gross

Guests: Emily Flippen, Matt Argersinger, Asit Sharma, Martín de los Santos

Engineer: Dan Boyd

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If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains.

(00:21) Asit Sharma and Ricky Mulvey discuss:

- Their reflections on one of the best days in the market since WWII, and the hangover today.

- Nike and Lululemon getting caught in a brewing trade war.

- Andy Jassy’s annual letter to Amazon shareholders.

Then, (18:45) Tim Beyers and Mary Long discuss some “icks” for investors to watch as companies report earnings.

Companies discussed: NKE, LULU, AMZN, NFLX, IQ, LCID, CSCO

Host: Ricky Mulvey

Guests: Asit Sharma, Mary Long, Tim Beyers

Engineers: Dan Boyd, Rick Engdahl

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President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up.

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

- The market’s extreme reactions to tariff news.

- China’s “nuclear option” for the U.S. economy.

- The key themes coming up this earnings season.

- Looking for opportunities in an uncertain environment.

Host: Ricky Mulvey

Guest: Jason Moser

Engineer: Dan Boyd

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Your finances are one important piece of building a wealthy life.

Sahil Bloom writes The Curiosity Chronicle newsletter and is the Managing Partner of SRB Ventures, a venture investment firm. His first book is The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life. Robert Brokamp caught up with Bloom for a conversation about:

- Why money does buy happiness (to an extent).

- Managing your time wealth.

- What social media gets wrong about health advice.

- The case for creating an energy calendar.

Company discussed: AAPL

Producer’s note: We’ve got a full company onsite meeting this Monday and Tuesday. A new Motley Fool Money episode will drop on Wednesday, April 9.

Host: Robert Brokamp

Guest: Sahil Bloom

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports.

Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders.

And Asit and Jason share two stocks on their radar.

Host: Ron Gross

Guests: Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders

Engineer: Dan Boyd

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The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess.

(00:21) Nick Sciple and Ricky Mulvey discuss:

- Why markets are reacting so strongly to the reciprocal tariff announcements.

- How investors can look for opportunities, but “not be a hero” right now.

- Match Group’s new artificial intelligence flirting game.

Then, (17:24) Rick Munarriz joins Ricky for a conversation about Nintendo’s new Switch 2, and how the device could boost earnings for the video game maker.

Companies discussed: WINA, MTCH, OTC: NTDOY

Host: Ricky Mulvey

Guests: Nick Sciple, Rick Munnariz

Producer: Mary Long

Engineer: Dan Boyd

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“Liberation Day” has arrived.

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

- When we’ll know if the longer-term tariff plan is working.

- How different companies are bracing for impact.

- Tesla’s sales slump.

Then, (16:23), Fool contributor Jason Hall joins Ricky Mulvey for a look at Texas Instruments and Taiwan Semiconductor.

Companies discussed: WMT, TSLA, TXN, TSM

Host: Mary Long

Guests: David Meier, Ricky Mulvey, Jason Hall

Engineer: Dan Boyd

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The market is waiting for more clarity on tariffs. Fund managers are already making moves.

(0:21) Bill Barker and Ricky Mulvey discuss:

- How the market could react to tariff liberation day.

- The impact from current tariffs for Harley Davidson.

- If the motorcycle manufacturer is a value trap.

- OpenAI’s funding round, valuing the hybrid non-profit at $300 billion.

Then, (17:08) Alison Southwick and Robert Brokamp discuss how to recession-proof your finances.

Companies discussed: HOG, OTC: SFTBY

Host: Ricky Mulvey

Guests: Bill Barker, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing.

(00:21) Jason Moser and Mary Long discuss xAI’s latest purchase, Apple’s healthcare endeavors, and what Larry Fink is looking forward to.

Then, (19:50), Anand Chokkavelu hosts Fool contributors Jason Hall and Tyler Crower for a Scoreboard episode on Next Era Energy.

To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.

Companies mentioned: TSLA, META, AAPL, BLK, NEE

Host: Mary Long

Guests: Jason Moser, Anand Chokkavelu, Tyler Crowe, Jason Hall

Producer: Ricky Mulvey

Engineers: Dan Boyd, Michael Schweitzer

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Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong?

Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss:

Expanding your definition of competition.

Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped.

Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.”

Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI

Host: Ricky Mulvey

Guest: Patrick Badolato

Producer: Mary Long

Engineer: Dan Boyd, Rick Engdahl

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Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.

Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar.

Host: Ron Gross

Guests: Asit Sharma, Matt Argersinger, Ben Wallace

Engineer: Dan Boyd

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The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better.

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

- The 25% tariffs that the Trump administration announced for imported cars and auto parts.

- How Google is trying to respond to the next era of search.

- Robinhood’s quest to become the everything-finance app.

Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider.

Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future

NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html

Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE

Host: Ricky Mulvey

Guests: Jason Moser, Anthony Schiavone

Producer: Mary Long

Engineer: Dan Boyd

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A discount retailer sheds some branches; a pet supply store picks up a few extra treats.

(00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings.

Then, (16:36), Tom Gardner and Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy-now-pay-later company.

Companies discussed: DLTR, DG, WMT, CHWY, SZL

Host: Mary Long

Guest: Tim Beyers, Tom Gardner, Andy Cross, Charlie Youakim

Producer: Ricky Mulvey

Engineers: Dan Boyd, Heather Horton

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Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries.

(00:21) Jim Gillies and Ricky Mulvey discuss:

- How Apple has driven Berkshire’s performance.

- Disney’s flat returns over the past five years.

- A jeans manufacturer that is smashing the market.

Then, (19:07) Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day.

Companies discussed: BRK.A, BRK.B, AAPL, DIS, KTB

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Dan Boyd

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Tariffs and tech bubbles and uncertainty, oh my!

(00:21) Asit Sharma and Mary Long discuss:

- Companies that could be celebrating on April 2.

- What’s to blame for last week’s market “freakout”

- 23andme’s bankruptcy filing

Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks.

Start your day with The Fool's free daily market email newsletter. Subscribe at www.fool.com/breakfastnews

How do you tune out market noise? Tell us by writing into podcasts@fool.com !

Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Travis Hoium

Engineers: Dan Boyd, Rick Engdahl

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What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein.

Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about:

- Trade wars

- Degloblalization

- The crypto industry

- And how investors ought to make sense of the news.

Host: Ricky Mulvey

Guest: Richard Bernstein

Producer: Mary Long

Engineer: Rick Engdahl

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Two of the most influential voices in the market had something to say this week.

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

- Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing.

- What Tesla investors need to know about the headlines around recent accounting concerns.

- Earnings updates and red market reactions for FedEx, Nike, and Accenture.

(19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO.

(30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma.

Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner

Engineers: Dan Boyd

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Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain.

(00:21) Ricky Mulvey and Nick Sciple discuss:

- Takeaways from the Federal Reserve’s Open Market Committee Meeting.

- Netflix’s $320 million movie, The Electric State.

- Brad Jacob’s venture, QXO, acquiring Beacon Roofing Supply.

Then, (16:40) Fools answer mailbag questions about industrial stocks, quantum computing, and biotech.

Companies discussed: NFLX, CNQ, QXO, AER, BECN, VRTX, TDG, GXO, GOOG, GOOGL, MSFT

Host: Ricky Mulvey

Guests: Nick Sciple, Mary Long, Karl Thiel, Lou Whiteman, Tim Beyers,

Engineers: Dan Boyd, Rick Engdahl

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Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?

(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:

- The coming generation of chips.

- Increased competition from hyperscalers.

- Partnerships in fast food, autonomous driving, and robotics.

Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions.

Got a question for the show? Email podcasts@fool.com

Companies/tickers discussed: NVDA, PYPL

Host: Mary Long

Guests: Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis

Producer: Ricky Mulvey

Engineer: Dan Boyd, Rick Engdahl

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If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz.

(00:14) Jason Moser and Ricky Mulvey discuss:

- Why Alphabet is spending $32 billion on a cloud security company.

- BYD’s announcement that it can charge an electric vehicle battery in five minutes.

- Robinhood rolling out prediction markets on its platform.

Then, (18:51) Alison Southwick and Robert Brokamp answer mailbag questions about keeping cash on the sidelines and health savings accounts.

Visit our sponsor: Build your Range Rover Sport at www.landroverusa.com

Got a question for the show? Email podcasts@fool.com

Companies/tickers discussed: GOOG, GOOGL, CRWD, CIBR, OTC: BYDDY, HOOD

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To stay on top, the consumer giants need a player in every potential market.

(00:21) David Meier and Dylan Lewis discuss:

- February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy.

- Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing.

(13:55) It’s no secret that a lot of investors have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field?

Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence.

Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool

And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm

Companies discussed: DG, WMT, PEP, KO.

Host: Dylan Lewis

Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni

Producer: Mary Long

Engineers: Dan Boyd

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How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients.

Ian Cassel is a micro-cap investor, the founder of MicroCap Club, and the author of two books. Motley Fool Senior Analyst Buck Hartzell caught up with Cassel for a conversation about investing in the smallest kinds of public companies. They also discuss:

- How to evaluate companies with market caps less than $500M.

- What makes an “intelligent fanatic.”

- Why growing a stock position is like cultivating a relationship.

Host: Buck Hartzell

Guest: Ian Cassel

Producer: Mac Greer, Mary Long

Engineer: Chace Pryzlepa, RIck Engdahl

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Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard.

(00:21) Jason Moser and Matt Argersinger discuss:

- The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less.

- The market’s questions around Tesla’s tough start to 2025, slipping european sales, and Elon Musk.

- Earnings from Adobe, Vail, and Docusign.

(19:22) Macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks.

(32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks.

Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey

Engineers: Dan Boyd

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Volatility is the price of admission for long-term investing.

(00:21) Anthony Schiavone and Ricky Mulvey discuss:

- Investing mindset for market corrections.

- Earnings results from Dollar General.

- Why Americans are spending less at convenience stores.

Then, (14:08) Nick Sciple joins Ricky to chat about TKO Group and the company’s new boxing league and why company insiders are buying up shares.

Companies discussed: DG, SCHD, SPG, HSY, TKO

Host: Ricky Mulvey

Guests: Anthony Schiavone, Nick Sciple

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Wall Street is fearful. Should you be greedy?

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

- What’s changed and stayed the same since March 2020.

- If cooling inflation data is enough to calm markets.

- Meta’s plan to train an AI chip in-house.

Then, (21:12), IWG CEO Mark Dixon joins for a conversation about hybrid work, changing downtowns, and how companies can measure the financial benefits of in-person connection.

Host: Mary Long

Guests: David Meier, Mark Dixon

Producer: Ricky Mulvey

Engineer: Dan Boyd, Rick Engdahl

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And what’s that mean for long-term stock investors?

(00:21) Asit Sharma and Ricky Mulvey discuss:

- The tech stock sell-off.

- If the investing thesis for Tesla has fundamentally changed.

- No more free bags on Southwest Airlines (for most fliers).

Then, (19:18) Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare.

Companies/tickers discussed: QQQ, TSLA, LUV

Build your Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey

Guests: Asit Sharma, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl, Heather Horton

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Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Rocket Company’s plans to own even more of the homebuying process with its all-stock purchase of Redfin.

- ServiceNow’s step into agentic AI and Salesforce’s turf with its $2.8B purchase of Moveworks.

(17:03) Vail Resorts kicked off the winter season with some rough conditions despite having snowy slopes. Motley Fool analyst Anthony Schiavone joins Mary Long to check in on the ski resort owner before the company’s quarterly report after the bell today.

Companies discussed: RDFN, RKT, NOW, MTN

Host: Dylan Lewis

Guests: Tim Beyers, Anthony Schiavone, Mary Long

Engineers: Tim Sparks, Dan Boyd

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Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss:

- Why Salesforce doesn’t plan to hire any software engineers this year.

- Lessons learned from major acquisitions, like Slack and Tableau.

- Where AI goes next.

Companies discussed: CRM, MSFT, LEN, DIS

Host: Dylan Lewis

Guest: Marc Benioff

Producer: Mary Long

Engineer: Rick Engdahl, Heather Horton

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When uncertainty spikes, our ability to look out into the future shrinks.

(00:21) Emily Flippen and Matt Argersinger discuss:

- How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks.

- Target’s continuing troubles, and why even Costco can’t escape the retail slowdown.

- What’s behind Okta’s 25% post-earnings pop.

(19:11) Five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book Revenge of the Tipping Point.

(31:44) Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac.

Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVE

Host: Dylan Lewis

Guests: Emily Flippen, Matt Argersinger, Malcolm Gladwell.

Engineers: Dan Boyd, Rick Engdahl

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On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard.

(00:21) Nick Sciple and Ricky Mulvey discuss:

- Kroger’s business results.

- Why some investors are becoming more pessimistic about Abercrombie & Fitch.

- A small-cap tobacco company playing in a fast-growing trend.

Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical.

Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL

Host: Ricky Mulvey

Guests: Nick Sciple, Mary Long, Karl Thiel

Engineers: Dan Boyd, Rick Engdahl

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BlackRock wants to buy ports; Trump wants to buy crypto.

(00:21) Asit Sharma and Mary Long discuss:

- How investors can prepare for potential “disturbance.”

- BlackRock’s latest acquisition.

- The reasons for and against a national “strategic reserve” of cryptocurrency.

Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver.

Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality?

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

- The impacts of tariffs on investors and companies.

- If Target is a value play.

- Okta’s market opportunity in security verification.

Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs.

Companies discussed: HD, TSM, TGT, OKTA

Build your Range Rover Sport at www.landroverusa.com

Host: Ricky Mulvey

Guests: Jason Moser, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza.

(00:21) Bill Barker and Dylan Lewis discuss:

- Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s.

- Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain.

- Domino’s finally delivering what the people want: stuffed crust pizza.

(17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger.

Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand

Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS

Host: Dylan Lewis

Guests: Bill Barker, Nick Sciple, Mary Long

Producer: Mary Long

Engineers: Dan Boyd

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$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years.

Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss:

- How weight-loss drugs actually work, and how big-name prescriptions differ from each other.

- What investors need to know about Ozempic and Mounjarno’s patent cliffs.

- The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued.

Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG

Host: Ricky Mulvey

Guest: Karl Thiel

Producer: Mary Long

Engineer: Rick Engdahl

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The great buildout for AI and GLP-1 drugs continues.

(00:21) Jason Moser and Matt Argersinger discuss:

- How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025.

- Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S.

- Earning updates from Home Depot, Axon, and Cava.

Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/

(19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks.

(34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties.

Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Josh Isner

Engineers: Dan Boyd, Rick Engdahl

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The tech giant is a data center business.

(00:21) Asit Sharma and Ricky Mulvey discuss:

- Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth.

- CEO Jensen Huang’s vision for AI in the coming years.

- Short sellers targeting digital ad seller, AppLovin.

Companies discussed: NVDA, APP, META

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Dan Boyd

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Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.

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

- Axon earnings, and the headline that sent the stock down nearly 30% last week.

- What artificial intelligence looks like in policing.

- What success looks like for TJX Companies.

Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation.

Companies/tickers discussed: AXON, TJX, BROS

Host: Mary Long

Guests: Jason Moser, Emily Flippen, Ricky Mulvey

Engineer: Dan Boyd

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Some of the most speculative names in the market are seeing steep declines. What did you expect?

(00:21) Jim Gillies and Ricky Mulvey discuss:

- The recent declines for Palantir and Microstrategy.

- If Home Depot’s cash flow story is intact.

- Celsius’s $1.8 billion acquisition of Alani Nu.

Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors.

Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Dylan Lewis

Engineers: Dan Boyd, Rick Engdahl

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Berkshire’s cash hoard is approaching “Dr. Evil” levels.

(00:21) Tim Beyers and Dylan Lewis discuss:

- Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter.

- Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there.

- Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&D efforts.

(16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health.

Companies discussed: BRK.A, BRK.B, AAPL, MNMD

Host: Dylan Lewis

Guests: Tim Beyers, Rob Barrow, Ricky Mulvey

Producer: RIcky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.

Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about:

- How social engineering effects your life.

- Why real diversity can prevent leaders from doing stupid things.

- The demand to return to more in-person experiences.

Host: Dylan Lewis

Guest: Malcolm Gladwell

Producer:Ricky Mulvey

Engineer: Rick Engdahl

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The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.

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

- Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer.

- How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs

- The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies.

(19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective.

Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/

(31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb

Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg

Engineers: Dan Boyd, Rick Engdahl

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… and why the stock is “nowhere near fully valued.”

(00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.

Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.

Companies discussed: TOST, MSFT, RBLX, META, SNAP

Host: Mary Long

Guests: Tim Beyers, Kirsten Guerra

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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