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Motley Fool Hidden Gems Investing is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.

Episodes

Page 17 · 50 per page
Published 2024-05-18

Better Investment: Stocks or Real Estate?

50 min
View

So, you want to grow your wealth. What’s the best way to do it?


In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck.


Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence. Chris Hutchins from All the Hacks moderates the conversation. 


Host: Chris Hutchins

Guests: Matt Argersinger, Dave Meyer, Jason Moser, Scott Trench

Producers: Kailyn Bennett, Jennifer McCord, Ricky Mulvey, Mary Long

Engineers: Exodus Media, Steve Broido

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Extract Knowledge
Published 2024-05-17

Don’t Sleep on the Dow Jones

40 min
View

The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.


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

- The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries.

- Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode. 

- The latest addition to Warren Buffett’s portfolio: Chubb.


(19:11) Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story.


(35:02) Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price..


Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW


Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, John Mackey

Engineers: Dan Boyd


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

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Extract Knowledge
Published 2024-05-16

Netflix Scores the NFL

29 min
View

The streamer now has Christmas football games.


First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart.


Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel.


Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB


Host: Ricky Mulvey

Guests: Nick Sciple, Mary Long, Lou Whiteman

Engineers: Dan Boyd, Steve Broido


Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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Extract Knowledge
Published 2024-05-15

Google Speaks, OpenAI Listens

28 min
View

Step aside, Siri. A new generation of AI voice assistants has arrived.


First, (00:21) Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI.


Then, (16:03) Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea.


Stock Advisor discount for podcast listeners: www.fool.com/asit


Companies/Tickers discussed: GOOG, GOOGL, MSFT, BOC, SKYH


Host: Mary Long

Guests: Asit Sharma, Ricky Mulvey, Jason Hall

Engineers: Dan Boyd, Heather Horton

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Extract Knowledge
Published 2024-05-14

The Meme Casino Reopens

29 min
View

One tweet is all it takes to add a few billion dollars in market cap.


First, (00:21) Jim Gillies and Ricky Mulvey discuss the surge in short term speculation over meme stocks, and the long-term investment story at Home Depot.


Then, (19:05) Alison Southwick and Robert Brokamp discuss how investors can evaluate exchange traded funds.


Companies/Tickers discussed: GME, AMC, HD, SPY, VOO, IJR, VB, SPY, GRMAX


Check out the Range Rover Sport at www.landroverusa.com


Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Desiree Jones

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Extract Knowledge

Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list?


(00:21) Jason Moser and Dylan Lewis discuss:


- Permira private equity’s plans to take website-builder Squarespace private at $6.9B.

- The Biden administration’s reported plans to raise tariffs on EVs, solar equipment, and medical supplies, and why automakers in China aren’t too concerned.


(14:54) The internet economy is all about eyeballs. Fool analyst Asit Sharma and Ricky Mulvey take a look at Pubmatic, an advertising company creating trillions of impressions per quarter and facing off against some trillion dollar companies.


Companies discussed: SQSP, SCHW, PUBM, TTD, MSFT, NFLX


Monarch Money free trial offer: www.monarchmoney.com/fool


Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma, Ricky Mulvey,

Producer: Ricky Mulvey

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-05-12

Lessons From Startups

19 min
View

“Ideas are cheap; the people are what matter.”

Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people.

Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders Project, to discuss what public investors can learn from the people problems that plague startups… and any other organization. They discuss:

  • How to spot strong leaders.
  • The downside of overconfidence.
  • How company culture affects stock returns.


Companies discussed: SPOT

Host: Ricky Mulvey

Guest: Martin Gonzalez

Producer: Mary Long

Engineer: Dez Jones

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Extract Knowledge
Published 2024-05-11

“A Great First Effort from Apple”

23 min
View

Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss:


- The training and educational use cases for spatial computing. 

- How Apple and Meta products stack up against each other.

- Meta’s virtual reality strategy. 

- The strong value proposition for VR training in healthcare.


Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, PCOR, ADSK, AXON, ISGR, GMED


Host: Mary Long

Guest: Jason Moser

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Extract Knowledge
Published 2024-05-10

It’s Always About the Forecast

40 min
View

Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..


(00:21) Ron Gross and Andy Cross discuss:


- Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter.

- Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown.

- How drinkmaker Celsius continues to find the energy for growth.


(19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.


(27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.


Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST


Host: Dylan Lewis

Guests: Andy Cross, Ron Gross, David Gardner, Mary Long

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-05-09

Roblox Hits Roadblock

32 min
View

Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash.


(00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.


Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market.


Companies discussed: DUOL, RBLX, GOOGL, GOOG, CRON


Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account


Host: Ricky Mulvey

Guests: Kirsten Guerra, Nick Sciple

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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Extract Knowledge
Published 2024-05-08

“This Looks Bad. Look Over Here.”

26 min
View

Uber’s earnings may seem a little hand-wavy, but there's more to the story.

At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast.

Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper.

Tickers discussed: UBER, SICP, JOBY, TOST

Host: Mary Long

Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey

Engineer: Tim Sparks

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Extract Knowledge
Published 2024-05-07

Is Streaming Profitable?

33 min
View

For anyone besides Netflix?


First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.


Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.


Tickers discussed: DIS, AXON, NFLX, GLD


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


Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp, Alison Southwick

Engineers: Dan Boyd, Desiree Jones

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

Extract Knowledge
Published 2024-05-06

What Buffett Is Selling and Saying

23 min
View

When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.  


(00:13) Jim Gillies and Dylan Lewis discuss:


- Berkshire’s past and future succession-- planning.

- What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy. 

- Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.


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


Monarch Money free trial offer: www.monarchmoney.com/fool


Host: Dylan Lewis

Guests: Jim Gillies

Producer: Ricky Mulvey

Engineers: Tim Sparks

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Extract Knowledge
Published 2024-05-05

More AI = More Cyberthreats

36 min
View

The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence.


“This Week in Tech” co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler.


They also discuss how these breaches work, and what you can do to protect yourself and your family.


Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: https://www.fool.com/premium/live/replayhub?cat=fool-live-full-shows 


To become a Motley Fool member, head to www.fool.com/signup


Companies mentioned: MGM, UHC, MSFT, NVDA, CRWD, OKTA, ZS, T, DDOG, ACN


Host: Tim Beyers

Guest: Tim White

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Extract Knowledge
Published 2024-05-03

Customer is Key This Earnings Season

40 min
View

Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.


(00:21) Ron Gross and Jason Moser discuss:

- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.

- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.

- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.


(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.


Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING


Host: Dylan Lewis

Guests: Jason Moser, Ron Gross

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-05-02

Peloton Needs A Wizard

28 min
View

We’re talking big moves and Big Oil as earnings season continues.


At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.


At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing.


Companies discussed: PTON, SHEL, XOM, COP


Host: Deidre Woollard

Guests: Jason Hall, Tom Chivers

Producer: Ricky Mulvey, Chace Przylepa

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-05-01

Starbucks Faces a Tall Order

27 min
View

Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders. 


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


- In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching?

- Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures.


(14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s



Companies discussed: SBUX, AMZN, MCD


Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, David Henkes

Producer: Mary Long

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-04-30

PayPal Turns Around (Slowly)

32 min
View

Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots.


(00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors.


(16:57) What to do before you meet a financial advisor, and some questions to ask in an initial meeting.


Companies discussed: PYPL, INTU, ZM, KNSL


Host: Ricky Muvley

Guests: Matt Frankel, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineer: Dan Boyd

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Extract Knowledge
Published 2024-04-29

Big Drama At Paramount

32 min
View

Ahead of earnings at Paramount, potential deals and rumors are flying.


At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.


At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future.


Companies discussed: SOFI, INVH, DPZ, PARA


Host: Deidre Woollard

Guests: Jason Moser, Dallas Tanner

Producer: Ricky Mulvey

Engineers: Chace Pryzlepa, Dan Boyd

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Extract Knowledge

Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater?


Elliott Parker is the CEO of High Alpha Innovation and author of, “The Illusion of Innovation.” Parker joins Ricky Mulvey for a conversation about:

  • The power in being contrarian
  • One mega cap that knows how to innovate
  • Why ROIC is not a foolproof metric for investors. 


Companies discussed: MSFT, IBM, AMZN, NFLX, BRK 


Host: Ricky Mulvey

Guest: Elliott Parker

Producers: Mary Long

Engineers: Rick Engdahl

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Extract Knowledge
Published 2024-04-27

Why Resale is Forever

32 min
View

Winmark doesn’t make a lot of noise. The business speaks for itself.


Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&P 500 since its IPO, and delivered an annualized return of 18% over the past five years.

So, investors may want to pay attention to it.


Motley Fool Canada’s Jim Gillies caught up with Winmark CEO, Brett Heffes for a conversation about:


- The growth of Play It Again Sports and a slowdown at Music Go Round.

- How Heffes thinks about capital allocation.

- Building an everlasting business.


Company discussed: WINA


Host: Jim Gillies

Guest: Brett Heffes

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Extract Knowledge

We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse.


(00:21) Andy Cross and Emily Flippen discuss:

- Chipotle’s stellar comps and future store growth opportunity.

- Why Tesla’s low-priced EV offering has investors overlooking down results.

- Alphabet getting in on the dividend game, and the market telling Meta – don’t spend on AI like that. 

- What Spotify, Snap, and Roku have to say about the strength of the ad market for 2024.


(19:11) Emily and Andy break down two stocks on their radar: Tyler Technologies and Visa.


Stocks discussed: CMG, TSLA, GOOG, GOOGL, META, MSFT, SPOT, SNAP, ROKU, V, TYL.


Host: Dylan Lewis

Guests: Emily Flippen, Andy Cross

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-04-25

Meta Slows Its Roll

22 min
View

At (00:21) David Meier and Deidre Woollard discuss IBM’s potential acquisition of HashiCorp and how it helps grow the business.


And what was it about Meta’s earnings that gave the market pause?


Companies discussed: IBM, HCP, META, NOW, CMG, ALGN


Host: Deidre Woollard

Guest: David Meier

Producer: Ricky Mulvey

Engineer: Dan Boyd

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Extract Knowledge
Published 2024-04-24

Tesla: Carmaker Now, Robotaxi Future

23 min
View

Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited.


At (00:21) we talk Tesla’s down results and up market reaction, how Boeing’s backlog insulates it from short-term delivery hiccups, and why Visa’s results are boring – and that’s a-ok.


Companies discussed: TSLA, BA, V


Host: Dylan Lewis

Guests: Jason Moser

Producer: Mary Long

Engineer: Dan Boyd

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Extract Knowledge
Published 2024-04-23

These Investments Fight Inflation

26 min
View

A primary reason to invest now? Have money to buy stuff decades later.


The stock market can help you with that goal, but so can government bonds.


At (00:21), we look at earnings from General Motors and Spotify.


At (15:44), we cover the reasons that inflation is sticky, and what investors can do about it.


Companies discussed: GM, SPOT, DAL, SGOV,


Dividend report link: www.fool.com/2024dividends


Host: Ricky Mulvey

Guests: Bill Barker, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-04-22

A 216% Premium for Home Tours

24 min
View

Matterport, a former SPAC, finds a new home.


(00:21) Jason Moser and Deidre Woollard discuss:

- Why this week may be crucial for the market.

- If cable companies need to worry about Verizon.

- What CoStar really sees in Matterport.


(13:05) Sanmeet Deo and Ricky Mulvey break down On Holdings appeal for shoe lovers and stockholders.


Companies discussed: ONON, CSGP, MTTR, VZ, TMUS, CMCSA


Claim your Epic discount: www.fool.com/epic


Host: Deidre Woollard

Guests: Sanmeet Deo, Ricky Mulvey, Jason Moser

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Dan Boyd

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Extract Knowledge
Published 2024-04-21

A Shift to Hard Assets

25 min
View

Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.


Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:


- What an aging American population means for stocks.

- How natural gas companies benefit from a growing global middle class.

- The case for adding commodities to a retirement portfolio. 


Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK


Host: Deidre Woollard

Guest: Lawrence McDonald

Producers: Ricky Mulvey, Mary Long

Engineers: Tim Sparks, Desiree Jones



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Extract Knowledge
Published 2024-04-20

Before You Open an Investment Account

26 min
View

You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss:


- The three things needed to invest in individual stocks.

- How to select a brokerage.

- The fees that investors will encounter, and how to avoid some of them.


Companies mentioned: HOOD, SOFI, SCHW


Host: Robert Brokamp

Guest: Matt Frankel

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Extract Knowledge
Published 2024-04-19

Strong Earnings Results, Mixed Reactions

39 min
View

Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.


(00:21) Ron Gross and Matt Argersinger discuss:

- Whether investors should be buying Netflix’s “pay attention to this, not that.”

- What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues..

- The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.


(19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.


(35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.


Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE


Host: Dylan Lewis

Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge

Engineers: Dan Boyd, Rick Engdahl

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

Extract Knowledge
Published 2024-04-18

The Treasure Hunt Economy

26 min
View

Are little luxuries are still scoring with consumers?


(00:21) Sanmeet Deo and Deidre Woollard discuss:

- How smartphone and EV demand are impacting Taiwan Semiconductor.

- Japan’s place in the tech race.

- More uses for weightloss drugs.


(13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.


Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO


Host: Deidre Woollard

Guests: Sanmeet Deo, Mary Long

Producers: Ricky Mulvey, Mary Long

Engineers: Dan Boyd, Tim Sparks


Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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

Extract Knowledge
Published 2024-04-17

Reminder: The Chip Biz is Cyclical

26 min
View

The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks. 


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


- Why ASML’s earnings show a slowdown in investment in chip manufacturing.

- United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing.

- What to watch from enterprise software companies as they report later in earnings season.


(15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?


Companies discussed: ASML, UAL, BA


Host: Dylan Lewis

Guests: Tim Beyers, Deidre Woollard, Steven Jacobs

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-04-16

Big Banks and Big Screens

30 min
View

Dealmaking is back, and the banks are loving it.


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

- Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors.

- A long comeback for wealth management at Merrill Lynch.

- IMAX’s cash flow story and the future of movie theaters.


Plus, (16:33) Alison Southwick and Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance.


Stocks/tickers mentioned: BAC, MS, IMAX, AMZU, NVDU, SOXL


Host: Ricky Mulvey

Guests: Asit Sharma, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl


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


Podcast episode of “The Town” with IMAX CEO Rich Gelfond: https://www.theringer.com/2024/4/11/24126970/hollywood-imax-dependency-movie-theater-sales

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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

Extract Knowledge
Published 2024-04-15

The Treat Yourself Economy Rolls On

24 min
View

Retail numbers tell the story of a strong consumer.


(00:21) Bill Barker and Deidre Woollard discuss:

- Retail sales numbers and what people are and aren’t buying.

- What drives good numbers for Goldman Sachs.

- Charles Schwab’s bounce-back quarter.


(14:24) David Meier interviews Fluence Energy CEO Julian Nebreda on opportunities in the energy storage industry.


Companies discussed: FLNC, SCHW, GS, HD, LOW, DNUT, PLAY


Host: Deidre Woollard

Guests: Julian Nebreda, David Meier, Bill Barker

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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

Extract Knowledge
Published 2024-04-14

Braze Blazes Ahead

35 min
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You know the saying: keep your friends close, keep your … customers … closer.  

Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Business’s biggest names. Fool Analyst Tim Beyers caught up with Magnuson for a conversation about:

  • Braze’s origin story.
  • The power of personalized marketing.
  • The company’s latest results, and its plans to create even more value in the future.


Companies discussed: BRZE


Host:Tim Beyers

Guest: Bill Magnuson

Producer: Mary Long

Engineers: Rick Engdahl, Tim Sparks


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Published 2024-04-13

SBF Goes to Jail

30 min
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Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore?

Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” He returns to Motley Fool Money to join Ricky Mulvey for a conversation about:

  • FTX’s inevitable decline.
  • The resurgence of meme coins, and smaller stories in the crypto space.
  • The side effects of creating cryptocurrencies.


Tickers discussed: BTC, META, DOGE, TSCO, GME, AMC, USDT, SLP, WIF


Host: Ricky Mulvey

Guest: Zeke Faux

Producer: Mary Long

Engineer: Rick Engdahl

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Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?


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

- The latest inflation numbers and whether the Fed will actually cut rates in 2024.

- The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time.

- Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .


(19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.


(28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.


Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY


Host: Dylan Lewis

Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman

Engineers: Dan Boyd

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Published 2024-04-09

Ok, Cloud

28 min
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Google is the latest tech company to host a conference full of AI pronouncements.


(00:21) Asit Sharma and Deidre Woollard discuss:

- Why the market is smiling on Alphabet lately.

- How Google’s announcements show the company’s AI ambitions.

- What Blackstone might buy next.


(17:26) Robert Brokamp interviews Steve Chen, the CEO of NewRetirement, on what savers often miss about retirement.


Companies discussed: GOOG, GOOGL, BX, MSFT, AZMN


Host: Deidre Woollard

Guests: Asit Sharma, Robert Brokamp

Producers: Ricky Mulvey, Mary Long

Engineers: Ricky Mulvey, Dan Boyd

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Published 2024-04-08

If You Build It, Chips Will Come

29 min
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Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.


(00:21) Jason Moser and Deidre Woollard discuss:

- The ambitious plans for U.S. semiconductor growth.

- The challenges of building factories in Arizona.

- If Jamie Dimon is the new Warren Buffett.


(13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors.


Companies discussed: MTCH, INTC, TSM, JPM


Host: Deidre Woollard

Guests: Ron Gross, Jason Moser

Producers: Mary Long, Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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Published 2024-04-07

Grindr Goes Beyond Dating

28 min
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How do you grow a business where a customer’s success often means they leave your product?  

George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Lewis caught up with Arison for a conversation about:

  • Grindr’s growth story.
  • Looking beyond dating for platform engagement.
  • What companies can lose in a remote-only environment.


Companies discussed: GRND, MTCH, BMBL, NFLX, SPOT, UBER


Host: Dylan Lewis

Guest: George Arison

Producers: Mary Long, Ricky Mulvey

Engineer: Tim Sparks

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Published 2024-04-06

Intangible Greatness

28 min
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James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught up with Rhee for a conversation about:


- An unlikely turnaround at a retailer serving plus sized, moderate income black women.

- Being kind versus being nice.

- When liabilities can become assets and vice versa.

- Real world goodwill versus the accounting version. 


Companies mentioned: NVDA


Host: Mary Long

Guest: James Rhee

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Published 2024-04-05

Four Rules for Using AI

40 min
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Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use.


(00:21) Jason Moser and Bill Mann discuss:

- Why Disney and Nelson Peltz were both winners in the company’s board fight.

- Alphabet’s rumored interest in marketing software provider Hubspot.

- Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business.


(19:11) Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI.


(34:20) Jason and Bill break down two stocks on their radar: Cognex and WD40.


Stocks discussed: DIS, GOOG, GOOGL, HUBS, SPOT, LEVI, DJT, WDFC, CGNX


Host: Dylan Lewis

Guests: Jason Moser, Bill Mann, Ethan Mollick

Engineers: Desiree Jones, Dan Boyd


Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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Published 2024-04-04

Is Lemonade A Lemon?

29 min
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 Investors soured on the insurance company. But, what happens if the business can become cash flow positive?


(00:21)Yasser El-Shimy and Deidre Woollard discuss:

- Why big trucks might become less popular.

- If slowing EV production makes long-term sense.

- The power demands of artificial intelligence.


(16:17) Matt Frankel and Ricky Mulvey take a look at insurance tech company Lemonade and if it can go from sour to sweet.


Companies discussed: LMND, MET, BYD, GM, F, TSLA, GOOG, GOOGL, CEG


Host: Deidre Woollard

Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Dan Boyd


Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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Published 2024-04-03

The Chip Biz: Taiwan and Intel

27 min
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The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan. 


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


- The 7.5-magnitude earthquake in Taiwan affecting TSMC and highlighting global dependence on the region for chipmaking.

- Our first look into Intel’s foundry business, and why we’ll probably see more pushes into manufacturing.

- Bob Iger and Disney’s board victory, and where the company should be focused now.


(14:36) An overlooked benefit of AI? Weather prediction. Ricky Mulvey caught up with Spire Global CEO Peter Platzer to discuss the company’s partnership with Nvidia and unique uses for space satellite data.


Companies discussed: TSMC, INTC, DIS, SPIR, NVDA, CAT


Host: Dylan Lewis

Guests: Asit Sharma, Peter Platzer, Ricky Mulvey

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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Published 2024-04-02

Valuation Matters

30 min
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Value and growth investors don’t need to be at odds. They’re all playing the same game.


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

- Payments company, Nuvei, going private and the deal's winners and losers.

- A demand shift to hybrid vehicles.

- What Tesla’s deliveries miss means for the carmaker.


(16:39) Robert Brokamp and Alison Southwick take a look at a couple’s real-life finances.


Companies discussed: NVEI, PYPL, ADYE.Y, TSLA


Link to a discounted Stock Advisor subscription: www.fool.com/signup


Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Tyler Satre, Cristen Oehrig Satre

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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With the market hitting new highs, which stocks can go the distance?


(00:21) Jason Moser and Deidre Woollard discuss:

- Another big stumble for AT&T.

- Why 3M’s spin-off might be worth watching.

- What’s driving gold prices.


(17:01) Asit Sharma and Ricky Mulvey discuss stocks that can beef up your portfolio, in a special April 1st themed conversation.


Companies discussed: T, SOLV, MMM, UPS, PATH, AMD


Host: Deidre Woollard

Guests: Jason Moser, Ricky Mulvey, Asit Sharma, Erin Karney

Producer: Ricky Mulvey

Engineer: Dan Boyd

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Who better to call on April Fools Eve than our Chief Rule Breaker and Co-founder, David Gardner?


Dylan Lewis caught up with Gardner for a conversation about:

- Loss aversion and Rule Breaker investing

- The 2nd Anniversary of The Motley Fool Foundation.

- And play a special March Madness-themed Market Cap Game Show.


Stocks mentioned: NVDA, AMZN


Host: Dylan Lewis

Guest: David Gardner

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Published 2024-03-30

To LEO and Beyond

31 min
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Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss:

- The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing.

- Rent in low-Earth orbit.

- Defense systems and the hope of a space-based “McDonald’s Effect.”


Companies discussed: MRK, PFE, MRNA, NVDA


Host: Ricky Mulvey

Guests: Tom Vice

Producer: Mary Long

Engineer: Dan Boyd

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Published 2024-03-29

Can a New CEO Fix Boeing?

39 min
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Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues?


(00:21) Emily Flippen and Jason Moser discuss:

- Boeing’s hunt for a new CEO, and the difficulty of shifting company culture.

- Big deals helping Home Depot corner the professionals market and Johnson and Johnson dive deeper into medtech.

- McCormick’s strong earnings, and Amazon’s continued investment in AI.


(19:11) Motley Fool Analyst Sanmeet Deo caught up with Elf Beauty CEO Tarang Amin about the beauty brand’s social strategy and the unconventional ways it’s scooping up market share from older competitors.


(30:39) Jason and Emily break down two stocks on their radar: Masimo and Mastercard.


Stocks discussed: BA, HD, JNJ, MKC, AMZN, ELF, LRLCY, RBLX, AAPL


Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Sanmeet Deo, Tarang Amin

Engineers: Dan Boyd

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Published 2024-03-28

Betting On Big Remodel

29 min
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Home Depot buys a distribution network for landscaping, roofing and pools.


(00:14) Bill Barker and Deidre Woollard discuss:

- Why Home Depot is buying a distribution network.

- The cyclical nature of home remodeling.

- If RH’s lofty goals are attainable.


(13:34) As a tribute to Daniel Kahneman, we revisit his 2013 conversation with Morgan Housel


Companies discussed: HD, RH

Claim your Epic discount: www.fool.com/epic


Host: Deidre Woollard

Guests: Bill Barker, Morgan Housel, Daniel Kahneman

Producers: Mary Long, Ricky Mulvey

Engineer: Tim Sparks

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Published 2024-03-27

Bridges and Digital Toll Roads

25 min
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Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard? 


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


- The tragic Francis Scott Key Bridge collapse in Baltimore and how it affects the port and the companies with goods going in and out of it.

- Visa and Mastercard’s $30B settlement with merchants over interchange fees. 

- A curious crypto story with Nilam Resources.


(12:09) Tech insider Kara Swisher joins Deidre Woollard to talk about her new best-seller “Burn Book” and how a tech CEO helped her kids use social media a little less.


Companies discussed: V, MA


Host: Dylan Lewis

Guests: Bill Mann, Deidre Woollard, Kara Swisher

Engineers: Dan Boyd

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