Motley Fool Money

Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone.

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

- Microstrategy’s entrance into the NASDAQ 100.

- How Apple is trying to kickstart growth.

- A burgeoning competitor to Uber and Lyft.

Then, (16:56) Motley Fool Senior Analyst Anthony Schiavone joins Mary Long for a look at UPS, and its frenemy relationship with Amazon.

Sign up for Breakfast News, our free daily market email newsletter: www.fool.com/breakfastnews

WSJ Story on Apple: https://www.wsj.com/tech/apple-thin-iphone-foldable-computer-plans-dbb4286c

NYTimes story on Empower: https://www.nytimes.com/2024/12/16/technology/empower-ride-hailing-washington-dc.html

Companies discussed: MSTR, AAPL, UBER, LYFT, UPS, AMZN

Host: Ricky Mulvey

Guests: Asit Sharma, Mary Long, Anthony Schiavone

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in the past year alone and returning over 100x since going public in 2001. 

Josh Isner is the President of Axon Enterprise and has been with the company for over 15 years. He joins Fool Analyst Jason Moser to discuss: 

- Why Axon is like the Apple of law enforcement.

- How immersive technology improves police training and retention.

- The role of drones and humanoids in public safety. 

Companies discussed: AXON, MSI

Host: Jason Moser

Guests: Matt Frankel

Producer: Mary Long

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date. 

Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss:

- Green shoots for the 2025 IPO market.

- Alex Chriss’s first full year at PayPal.

- Two promising payments processors.

Companies discussed: GS, BAC, MS, JPM, PYPL, BOC, FOUR, TOST, SQ, SOFI

Host: Ricky Mulvey

Guests: Matt Frankel

Producer: Mary Long

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.  

(00:46) Bill Mann and Matt Argersinger discuss:

- Why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024.

- The winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade. 

(19:05) James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers

- James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/ 

(34:35) Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield

Stocks discussed: NVDA, NBIS, FYLD

Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around.

(00:14) Nick Sciple and Ricky Mulvey discuss:

- The potential futures and lingering questions for quantum computers.

- A restructuring at Warner Bros. Discovery that’s pleasing its investors.

- Why the media conglomerate may be a falling knife.

Then, (18:42) Motley Fool Contributor Lou Whiteman joins Mary Long for a look at FedEx, and holiday shipping season.

Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool

Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX

Host: Ricky Mulvey

Guests: Mary Long, Lou Whiteman

Engineers: Rick Engdahl, Chace Przylepa

Learn more about your ad choices. Visit megaphone.fm/adchoices

As if everything weren’t already enough, Amazon now sells cars.

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

- Disruptions to traditional car dealerships.

- Amazon’s next potential venture.

- The rise and fall of GM’s driverless ambitions.

Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.”

Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER

Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Jim Gillies

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Riding coattails isn’t a bad thing in investing.

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

- The alleged killer of Unitedhealthcare’s CEO getting caught.

- A sporting goods retailer buying back a lot of stock.

- Aritzia’s comeback year.

Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales.

Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ

Sign up for Breakfast News: breakfast.fool.com

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?  

(00:14) David Meier and Dylan Lewis discuss:

- The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry. 

- Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts. 

- How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure.

(17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett

Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR

Host: Dylan Lewis

Guests: David Meier, Asit Sharma, Mary Long

Producer: Ricky Mulvey

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss: 

- How a company enters into the Dividend Seven.

- If Home Depot can still be a growth stock.

- The metrics that dividend investors need to understand. 

- Companies that have raised their dividend for decades.

Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK

Host: Mary Long

Guests: Matt Argersinger, Anthony Schiavone

Producer: Ricky Mulvey 

Engineers: Desireé Jones, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year. 

Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss:

- How the US has gotten more efficient at extracting oil from the ground.

- The challenges facing companies hoping to build small nuclear reactors.

- Flatlining investor interest in renewables.

Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR

Host: Ricky Mulvey

Guest: Nick Sciple

Producer: Mary Long

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.  

(00:14) Jason Moser and Asit Sharma discuss:

- Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested.

- Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts. 

- What reinvention Airbnb might be scheming up for 2025.

- Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year.

(19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz. 

(33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop.

Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet.

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

- The murder of Unitedhealthcare’s CEO.

- What’s contributed to Bitcoin’s rise to $100,000 per token.

- Chewy’s trouble finding new customers.

Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround.

Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP

Host: Ricky Mulvey

Guests: Jason Moser, Sanmeet Deo

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Okta achieves profitability; another CEO gets a software lesson from a torn Achilles.

(00:14) David Meier and Mary Long discuss:

- Okta’s earnings and the future of logging in

- Marc Benioff’s ability to turn vision into performance

- Salesforce’s AI-driven future

Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement.

Visit our sponsor: Get 15% off the Amazfit T-Rex 3 at US.Amazfit.com/fool

Companies discussed: OKTA, CRM

Host: Mary Long

Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick

Producer: Ricky Mulvey

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

More shoppers bought from Shopify merchants and foot traffic declined in physical stores.

(00:14) Bill Mann and Ricky Mulvey discuss:

- Shopping data from the holiday weekend and what retailers should be cautious of.

- South Korea’s tense political situation, and what it means for the country’s companies.

- Why Wall Street is rewarding a more focused AT&T.

Then, (18:20) Dave Hatter, cybersecurity consultant at IntrustIT, continues his conversation with Ricky about big tech data collection, and how you can better protect your information.

Check out the Giving Done Right Podcast: https://givingdoneright.org/

Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA

Host: Ricky Mulvey

Guests: Bill Mann, Dave Hatter

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?  

(00:14) Tim Beyers and Dylan Lewis discuss:

- Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company. 

- The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now. 

- How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term.

(20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up.

Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL

Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY

Host: Dylan Lewis

Guests: Tim Beyers, Dave Hatter, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks!

(00:33) Ron Gross and Jason Moser discuss:

- The market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers.

- Why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon. 

- The topics they don’t want to touch at the Thanksgiving table: the election and tariffs. 

(19:03) We offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey.

A reminder, you can reach us at: (703) 254-1445, radio@fool.com, or @MotleyFoolMoney on X. 

(34:13) Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara.

Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com

Stocks discussed: TGT, OM, COST, AXON, GTX, IOT.

Host: Dylan Lewis

Guests: Ron Gross, Jason Moser

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.  

(00:14) Asit Sharma and Dylan Lewis discuss:

- NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race.

- The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years.

- Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week. 

Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com

Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B, 

Host: Dylan Lewis

Guests: Asit Sharma

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty.

(00:14) Kirsten Guerra and Mary Long discuss:

- How experiential shopping has lifted Dick’s Sporting Goods.

- Two paths forward for Kohl’s.

- Why Lemonade deserves a spot in a Thanksgiving parade.

Then, (17:31) Robert Brokamp and Christine Benz continue their discussion on how to prepare for a healthy, wealthy retirement.

Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool

Companies discussed: DKS, KSS, M, LMND, BROS

Host: Mary Long

Guests: Kirsten Guerra, Robert Brokamp, Christine Benz

Producer: Ricky Mulvey

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors.

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

- How more than a hundred million dollars can go missing.

- The impact of weight-loss drugs on junk food manufacturers.

- Some advice for investors looking for artificial intelligence “picks and shovels” plays.

Then, (15:41) Bloomberg’s Lucas Shaw to check in on Netflix, and the company’s strategy on live events.

Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com

Link to NYTimes article about junk food and GLP-1 drugs: https://www.nytimes.com/2024/11/19/magazine/ozempic-junk-food.html

Check out Shaw’s Screentime newsletter: https://www.bloomberg.com/screentime

Companies discussed: M, CAG, TPL, NFLX

Host: Ricky Mulvey

Guests: Jason Moser, Lucas Shaw

Producer: Mary Long

Learn more about your ad choices. Visit megaphone.fm/adchoices

Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how is the company offering prices that low? 

Timothy McLaughlin is a contributing writer for The Atlantic, with a story titled, “The Mysterious, Meteoric Rise of Shein”. Mary Long caught up with McLaughlin to discuss:  

- The questions about how fast fashion became ultra-fast fashion.

- Why Shein’s leaders may be staying quiet.

- How an export and tax loophole is driving business for Shein and Temu, and why that could change. 

Read Tim’s story: https://www.theatlantic.com/international/archive/2024/09/shein-ceo-chris-xu-fast-fashion/679709/ 

Companies discussed: PDD, AMZN OTC: HNNMY, 

Host: Mary Long

Guest: Timothy McLaughlin

Producer: Ricky Mulvey

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:  

- Advice to investors looking at a highly speculative industry.

- The cash and regulatory questions for these companies. 

- Key differences between the cannabis market and psychedelic stocks.

- The challenges of doing a double-blind test on psychedelic compounds.

Companies discussed: CMPS, CYBN, ATAI

Host: Mary Long

Guest: Keith Speights

Producer: Ricky Mulvey 

Engineers: Rick Engdahl, Desireé Jones

Learn more about your ad choices. Visit megaphone.fm/adchoices

The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations. 

(00:55) Jason Moser and Emily Flippen discuss:

- How Walmart is thriving while Target struggles with “decelerating discretionary demand.”

- Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one. 

- Snowflake’s strong report and what its new deal with Anthropic means .

(19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization.

(34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.

Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL

Visit our sponsor at www.landroverusa.com

Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Dan Durn

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo.

(00:14) Bill Barker and Ricky Mulvey discuss:

- Nvidia’s quarter and data center growth.

- Why Comcast is spinning off its cable assets.

- Microstrategy’s unusual bond offering.

Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties.

Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool

Companies discussed: NVDA, CMCSA, MSTR, EGP

Host: Ricky Mulvey

Guests: Bill Barker

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task?

(00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus:

- The state of the consumer heading into the holiday shopping season.

- What it takes to build out a true omnichannel operation.

- How management teams land on forward guidance.

Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal.

Learn more about the Range Rover Sport at www.landroverusa.com

Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX

Host: Mary Long

Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

But the retailer’s valuation is giving investors more questions.

(00:14) Nick Sciple and Ricky Mulvey discuss:

- Highlights from Walmart’s quarter.

- What shoppers want from mac and cheese.

- Why nicotine pouches may be “the biggest consumer product story this decade.”

Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.”

Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool

Companies discussed: WMT, COST, PMI, MO, TPB

Host: Ricky Mulvey

Guests: Nick Sciple, Robert Brokamp, Christine Benz

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model.

(00:15) Seth Jayson and Dylan Lewis discuss:

- Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter.

- Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry.

- Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market.

(14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks.

Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH

Visit our sponsor: www.1password.com/MOTLEYFOOL for a two-week trial.

Host: Dylan Lewis

Guests: Seth Jayson, Mary Long, Asit Sharma

Producer: Ricky Mulvey

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Campaign contributions are just table stakes for companies trying to make legislation in their favor.

Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:

- How Airbnb mobilized voters in San Francisco.

- The battle to regulate artificial intelligence.

- How the crypto industry is building political power.

Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster

Companies discussed: MSFT, ABNB, COIN

Host: Mary Long

Guest: Charles Duhigg

Producer: Ricky Mulvey

Engineers: Tim Sparks, Austin Morgan

Learn more about your ad choices. Visit megaphone.fm/adchoices

Price matters. But how do you build a case for what the right price is? 

Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss:

- How to put P/E ratios in context – and how to look beyond that metric. 

- Levers Walmart could pull to double its earnings.

- Growth stories for Netflix that go beyond subscriber count. 

Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX

Host: Ricky Mulvey

Guest: Patrick Badolato

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead. 

(00:15) Andy Cross and Matt Argersinger discuss:

- Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways. 

- Why Cava and Instacart are both taking a breather post-earnings 

- How the macro environment and housing market continues to weigh on activity for Home Depot.

(19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security.

(34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s.

Learn more about the Range Rover Sport at www.landroverusa.com

and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool

Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA

Host: Dylan Lewis

Guests: Andy Cross, Matt Argersinger, Robert Brokamp

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The future is growing brighter, and more efficient, for the entertainment giant.

(00:13) Jason Moser and Ricky Mulvey discuss:

- Highlights from Disney’s quarter.

- The future of ESPN.

- Amazon’s new discount shopping venture, Haul.

Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch.

Sign up for Breakfast News: breakfast.fool.com

Companies discussed: DIS, AMZN, RKLB

Visit our sponsor: www.vanta.com/fool

Host: Ricky Mulvey

Guests: Jason Moser, Yasser El-Shimy

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense?

(00:13) Tim Beyers and Mary Long discuss:

- The difficulties in valuing Cava.

- Why the fast casual restaurant doesn’t want to lean too far into digital channels.

- How Toast is able to keep growing despite macro headwinds.

Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers.

Learn more about the Range Rover Sport at www.landroverusa.com

Companies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX

Host: Mary Long

Guests: Tim Beyers, Rick Munarriz

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The e-commerce giant is proving that growth can forgive past valuation sins.

(00:26) Jim Gillies and Ricky Mulvey discuss:

- Why investors are cheering Shopify’s latest results.

- An automotive supplier that can provide a ballast for portfolios.

- Why excitement about the market right now isn’t quite a mania.

Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection.

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

Companies/tickers discussed: SHOP, ALV, RCL

Visit our sponsor at www.public.com/motleyfool

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Engineer: Rick Engdahl

Public.com disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of

individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more

Learn more about your ad choices. Visit megaphone.fm/adchoices

When companies or crypto go parabolic, force yourself to think: what does normal look like?  

(00:13) Tim Beyers and Dylan Lewis discuss:

- Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase. 

- Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation. 

(19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models. 

Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META

Host: Dylan Lewis

Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo

Engineers: Dez Jones, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

While the storylines in crypto have gone quieter, coin prices have not.

Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall”. Mary Long caught up with Faux for a conversation about:

- The most genuine argument for crypto adoption.

- Why more politicians have warmed up to the space.

- What you have to believe, to be a Bitcoin maximalist.

- A shoestring crypto operation that’s more profitable than Nike.

Coins discussed: BTC, SOL, ETH, DOGE, WIF, USDT

Host: Mary Long

Guest: Zeke Faux

Producer: Ricky Mulvey

Engineer: Desireé Jones

Learn more about your ad choices. Visit megaphone.fm/adchoices

Diseases become easier to solve. Bureaucracy is simplified. But what will work look like?

OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions.

They discuss:

- If building general intelligence is a winner-take-all game.

- How AI advancements could develop in the next decade.

- Lingering questions and worries about the future of superintelligence. 

Read Sam Altman’s “The Intelligence Age” and Dario Amodei’s “Machines of Loving Grace” here. The poem from which Amodei’s essay takes its name is here. 

Companies mentioned: MSFT, GOOG, GOOGL, TSM, META

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Desireé Jones

Learn more about your ad choices. Visit megaphone.fm/adchoices

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. 

(00:40) Jason Moser and Bill Mann discuss:

- The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration. 

- At all-time highs after earnings, will the good times keep rolling for Axon and Palantir? 

- Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth.

(19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give.

(28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari.

Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil.

(00:21) Bill Mann and Ricky Mulvey discuss:

- Earnings from MercadoLibre and Celsius.

- The difficult market for energy drink makers.

- Schwab opening up 24 hour trading for stocks.

Companies discussed: MELI, CELH, MNST, SCHW

Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL

Host: Ricky Mulvey

Guest: Bill Mann

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.  

(00:20) Asit Sharma and Dylan Lewis discuss:

- The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies.

- Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange.

- Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon. 

- Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. 

Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO

Host: Dylan Lewis

Guests: Asit Sharma

Producer: Mary Long

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

A red hot software company is continuing to impress investors.

(00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:

- Palantir’s impressive results.

- Harvard’s “just ok” endowment returns.

- Why individuals have advantages over institutional investors.

- Stories causing them to be rationally optimistic.

Companies discussed: PLTR, ACN, CTSH, VRTX

Host: Ricky Mulvey

Guest: David Meier

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

There are a lot of billions on that balance sheet. What might Buffett want to do with all of it?

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

- What to make of Berkshire’s latest sells.

- Turnaround ideas for TGI Friday’s.

- Uber’s expanding network.

Learn more about the Range Rover Sport at www.landroverusa.com

Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO

Host: Mary Long

Guest: Jason Moser

Producer: Ricky Mulvey

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Some companies drop new products. sweetgreen drops new vegetables. 

Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about: 

- The future of automation and eating.

- Creating an “Apple-like” retail experience at a restaurant.

- sweetgreen’s balance between value and growing to become profitable.

Companies discussed: SG

Host: Mary Long

Guest: Nicolas Jammet

Producer: Ricky Mulvey

Engineers: Tim Sparks, Heather Horton

Learn more about your ad choices. Visit megaphone.fm/adchoices

When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying. 

Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:

• What to do when you’re on edge – about investments and life.
• Whether politics matter in investing.
• Stocks they’re buying regardless of who’s in the White House.

The note by Tom Engle that is read at the end of the show is also available here. 

Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC

Host: Ricky Mulvey

Guest: Alicia Alfiere, Matt Argersinger

Producer: Mary Long

Engineers: Desiree Jones, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. 

(00:42) Bill Mann and Matt Argersinger discuss:

- How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend.

- Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach.  

- Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.

(19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week. 

(34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.

Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI.

Host: Dylan Lewis

Guests: Bill Mann, Matt Argersinger, David Gardner

Engineers: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

If you want to find market-beating stocks, sometimes you have to go where few others are.

(00:15) Jim Gillies and Ricky Mulvey discuss:

- Why the market may be overreacting to Boot Barn’s CEO departure.

- A niche-grocer that’s seen its stock 2x in the past year.

- Finding “growth at a reasonable price.”

Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween.

Companies discussed: BOOT, SFM, AER, HSY

Host: Ricky Mulvey

Guests: Jim Gillies, Larry the Werewolf

Producer: Mary Long

Engineers: Rick Engdahl, Austin Morgan

Learn more about your ad choices. Visit megaphone.fm/adchoices

The company’s cloud segment just got A LOT more efficient.

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

- The transition from “search engines” to “answer engines.”

- Google’s fast-improving position within the cloud computing market.

- Lessons learned from SuperMicro’s steep rise and sharp fall.

Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping.

Learn more about the Range Rover Sport at www.landroverusa.com

Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE

Host: Mary Long

Guests: Tim Beyers, Bill Mann, Ricky Mulvey

Engineers: Rick Engdahl, Desiree Jones

Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s not just a payments company.

(00:34) Jason Moser and Ricky Mulvey discuss:

- PayPal’s move to become a commerce platform, and how it’s impacting the business.

- What’s next for Venmo.

- McDonald’s traffic problems.

Then, (16:35) Robert Brokamp and Motley Fool Senior Analyst Buck Hartzell finish their series on Berkshire Hathaway, and discuss some lesser-known names trying to follow Berkshire’s path.

Visit our sponsor at www.landroverusa.com

Companies discussed: PYPL, MCD, BRK.A, BRK.B, MRK, OTC: CNSWF

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp, Buck Hartzell

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat.

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

- Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue.

- The CFPBs “open banking” push and what it means for consumers and banks.  

- Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business. 

(16:32) Carvana stock has been on a wild ride Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out.

Visit our sponsor at www.landroverusa.com

Companies discussed: HOOD, BA, CVNA

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, Yasser El-Shimy 

Producer: Ricky Mulvey

Engineers: Tim Sparks, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce.

Jason Schreier is the author of Play Nice: The Rise, Fall, and Future of Blizzard Entertainment and a reporter at Bloomberg. Schreier joined Ricky Mulvey for a conversation about:

- The magic that made Blizzard Entertainment.

- The state of the video game industry.

- Why Grand Theft Auto VI is taking so long to develop.

Companies discussed: MSFT, TTWO, OTC: NTDOY

Host: Ricky Mulvey

Guest: Jason Schreier

Producer: Mary Long

Engineer: Desireé Jones

Learn more about your ad choices. Visit megaphone.fm/adchoices

Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar. 

(00:44) Ron Gross and Jason Moser discuss:

- Tesla’s return to growth expectations and positive returns for investors in 2024.

- How Southwest and American Airlines are trying to rally from an oversupplied air travel market, and Disney’s succession plans for moving on from Bob Iger. 

- Earnings from UPS and Coke, and McDonald’s E.Coli issues.

(19:03) Get ready for Halloween! We preview how cocoa production and the commodities market are shaping what houses will be giving out this October 31st.

(35:15) Ron and Jason break down two stocks on their radar: Compass Minerals and Remitly.

Visit our sponsor at www.landroverusa.com

Stocks discussed: TSLA, LUV, AAL, DIS, UPS, KO, MCD, HSY, CMP, RELY

Host: Dylan Lewis

Guests: Jason Moser, Ron Gross

Engineers: Rick Engdahl 

Learn more about your ad choices. Visit megaphone.fm/adchoices

In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles.

(00:21) David Meier and Ricky Mulvey discuss:

- Tesla returning to growth.

- Expectations for full self driving and humanoid robots.

- Peloton’s deal with Costco.

Then, (15:39) Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service at 7:00 pm ET on Motley Fool Live, or any time in the video library.

Motley Fool video library: https://www.fool.com/premium/news-and-analysis/media

Companies discussed: TSLA, PTON, ESRT

Host: Ricky Mulvey

Guests: David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser

Producer: Dylan Lewis

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices