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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 19 · 50 per page
Published 2024-02-04

Aswath Damodaran: Read Less. Think More.

40 min
View

Want to follow the great investors? Then good luck beating the market.


Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about:


- Corporate lifecycles, and why investors should understand them.

- The problem with trying to follow great investors.

- The fall of research analysts, and the rise of passive investing.

- An investing lesson from Charlie Munger.



Companies mentioned: TSLA, META, BIRK, DIS, NOK


Host: Bill Mann

Guest: Aswath Damodaran

Producer: Ricky Mulvey

Engineers: Dan Boyd, Desireé Jones



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Extract Knowledge
Published 2024-02-03

The War Below

25 min
View

Inside your cell phone, your car, even your leaf blower – there’s a collection of small, precious minerals making each one work. 


Ernest Scheyder is a Reuters reporter covering the clean energy transition and author of the new book, “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives.” Deidre Woollard caught up with Scheyder for a conversation about:

  • Tradeoffs in mining, and why the U.S. is falling behind in the race for precious minerals.
  • Tensions of the clean energy transition.
  • The “wacky journey” of a junior mining company. 



Companies mentioned: TSLA, RIO, LAC, LAAC, CVX, F, GM


Host: Deidre Woollard

Guest: Ernest Scheyder

Producer: Ricky Mulvey, Mary Long



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Extract Knowledge
Published 2024-02-02

Big Tech: AI, Devices, and Dividends

40 min
View

A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash.


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

- Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon.

- Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China.


(19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry..


(35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy.


Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY


Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Ryan Henderson

Engineers: Tim Sparks, Dan Boyd

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Extract Knowledge
Published 2024-02-01

Powell’s No-Action Streak

30 min
View

Prospects for a rapid string of rate cuts may be fading. That’s actually good news.


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

- How fewer interest rate cuts may impact businesses.

- Peloton’s path forward.

- Ways streaks are valuable to businesses.


(16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits.


Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT


Claim your Epic Bundle discount here: www.fool.com/epic198


Host: Deidre Woollard

Guests: Bill Barker, Matt Frankel, Mary Long

Producers: Ricky Mulvey, Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-01-31

Finding AI in Big Tech Earnings

30 min
View

Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up.


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

- Where AI developments are showing up in Microsoft’s financials.

- The concerns over Alphabet’s ad segment, even as it posts a return to growth.

- How the market is grading big tech companies this earnings season.


(14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots.


Companies discussed: MSFT, GOOG, GOOGL, TSLA

Host: Dylan Lewis

Guests: Asit Sharma, Chris Camillo, Sanmeet Deo

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-01-30

3 Ingredients for a Happy Retirement

29 min
View

Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it?


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

- What to watch as big tech companies report.

- Concentration in the Magnificent Seven.

- Questions about Flutter Entertainment’s share count and debt load.

- The switching incentives in sports betting.


Plus, (15:26) Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the Director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement.


Epic Bundle Discount: www.fool.com/epic198


Gillies post on X: https://twitter.com/JimPGillies/status/1751713645816365089


Companies discussed: AAPL, MSFT, FLUT


Hosts: Ricky Mulvey, Robert Brokamp

Guests: Jim Gillies, Michael Finke

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-01-29

Roomba Go Home

34 min
View

Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear.


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

- Why Amazon ended the iRobot deal.

- Where iRobot could go next.

- If Sofi is building the next big bank.


(17:12) Eric Siegel, author of The AI Playbook, explains the challenges facing companies looking to adopt artificial intelligence.


Companies discussed: AMZN, IRBT, SOFI


Claim your Epic Bundle discount here: www.fool.com/epic198


Host: Deidre Woollard

Guests: Jason Moser, Eric Siegel

Producers: Ricky Mulvey, Mary Long

Engineers: Rick Engdahl, Dan Boyd

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Extract Knowledge

Owning companies can help you build wealth. So can real estate.


Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.” Deidre Woollard caught up with Meyer to discuss:


- Creating a vision for your investing plan.

- “The HGTV disease.”

- Risk mitigation strategies for real estate investors.

- A common way that real estate investors start out.


Host: Deidre Woollard

Guest: Dave Meyer

Producer: Ricky Mulvey

Engineers: Dan Boyd, Chace Przylepa

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Extract Knowledge
Published 2024-01-27

Fool School: The Dividends Show

28 min
View

Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation. 


Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things dividends. They discuss:

  • Whether “special dividends” are really special at all. 
  • 2 “Dividend Knights” – and a Cincinnati grocer that may rejoin the same ranks.
  • Why investing is not just about revenue growth.


Get your dividends report here: www.fool.com/2024dividends


A correction: Texas Roadhouse serves lunch on the weekends.


Dividend Knights link: https://docs.google.com/spreadsheets/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0


Tickers discussed: TXRH, KR, DDS, SCHD, VIG


Host: Ricky Mulvey

Guest: Anthony Schiavone, Matt Argersinger

Producer: Mary Long

Engineers: Tim Sparks

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Extract Knowledge

Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead.


(00:21) Bill Mann and Andy Cross discuss:

- Microsoft crossing $3T and surpassing Apple as the largest publicly traded company.

- Alibaba’s co-founders buying up $200M shares, and the state of investing in China.

- Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play.


(19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison & Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience.


(29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre.


Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO


Host: Dylan Lewis

Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison

Engineers: Tim Sparks, Dan Boyd

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Extract Knowledge
Published 2024-01-25

Tesla Learns To Surf

30 min
View

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

- The promise of Tesla’s next-generation vehicles.

- If Tesla’s energy business is finally ready for prime time.

- How ServiceNow’s AI push is paying off.


(18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions.


Companies discussed: TSLA, BYD, NOW, CNSWF


Claim your Epic Bundle discount here: www.fool.com/epic198


Host: Deidre Woollard

Guests: Asit Sharma, Mary Long, Tom King

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-01-24

Margin Game

28 min
View

We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.


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


- ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.

- Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.

- Chipotle’s preparations for “peak burrito.”


(15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline. 


Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG


Host: Dylan Lewis

Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz

Engineers:Dan Boyd


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Extract Knowledge
Published 2024-01-23

Netflix Gets Raw

33 min
View

One of the biggest shows on cable is leaving for streaming.


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

 - Netflix’s $5 billion deal with the WWE.

 - Proctor & Gamble’s quarter and write down of Gillette.

 - Why Schwab’s deposit flight isn’t quite breaking the bank.


Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement.


Companies discussed: NFLX, TKO, PG, SCHW


Hosts: Ricky Mulvey, Robert Brokamp

Guests: Bill Mann, Michael Finke

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-01-22

The Ups And Ups Of The Stock Market

31 min
View

What’s behind this latest rally?


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

- What could impact the recent rally?

- The potential future for Macy’s.

- Sports Illustrated and the value of legacy brands.


(19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&R Block on where the tax-preparation company is headed next.


Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX


Claim your Epic Bundle discount here: www.fool.com/epic198


Host: Deidre Woollard

Guests: Jason Moser, Jamil Khan

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Kyle Carruthers

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Extract Knowledge
Published 2024-01-21

Pixar Co-Founder on AI and Storytelling

30 min
View

Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more. 


Ricky Mulvey caught up with Catmull to discuss: 

  • Being in the “business of exponential change” 
  • AI’s potential upheaval of the animation industry
  • How technology and story advance each other


Tickers discussed: DIS


Host: Ricky Mulvey

Guest: Ed Catmull

Producer: Mary Long

Engineer: Rick Engdahl

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Extract Knowledge
Published 2024-01-20

JP Morgan Healthcare Conference Highlights

26 min
View

Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss:


- Biogen’s next shot at an Alzheimer’s treatment.

- Why companies can’t “muscle their way” into making new molecules.

- How NVIDIA could change drug development. 

- Moderna’s vaccine strategy


Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX


Host: Deidre Woollard

Guest: Karl Thiel

Producer: Ricky Mulvey

Engineer: Tim Sparks

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Extract Knowledge
Published 2024-01-19

The Cointucky Derby

40 min
View

Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto.


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

- Why there’s so much cash sitting on the sidelines right now, and why it may or may not work back into the market.

- Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase.

- Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs.


(19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world.


(32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International.


Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED


Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones

Engineers: Dan Boyd


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Extract Knowledge
Published 2024-01-18

Banking On The Home Court Advantage

30 min
View

Regional banks are facing strong competition in the battle for your dollars.


(00:21) Matt Frankel and Deidre Woollard discuss:

- How new rules could change what you pay in overdraft fees.

- Why banks are socking away money for credit losses.

- The potential advantage for regional banks.


(17:31) Asit Sharma and Mary Long take a medium dive into Paycom and discuss a product that could be too good for its own good.


Companies discussed: TFC, DFS, USB, WFC, PAYC, JPM, PAYX, PCTY, ADP, ORCL


Claim your Epic Bundle discount here: www.fool.com/epic198


Host: Deidre Woollard

Guests: Asit Sharma, Matt Frankel, Mary Long

Producers: Ricky Mulvey, Mary Long

Engineer: Dan Boyd

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Extract Knowledge

The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition. 


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

- Why JetBlue’s $3.8B acquisition of Spirit Airlines hit a snag.

- Elon Musk’s comp package at Tesla, and what investors should think of his desire to have 25% voting control.

- Uber’s plans to shelve Drizly two years after buying it for $1.1B.


(13:36) Dave Holeman is the CEO of Whitestone REIT, which focuses on open-air retail centers. He talks to Deidre Woollard about why restaurants are the new anchor stores and how shopping habits are changing.


Companies discussed: SAVE, JBLU, TSLA, UBER, WSR


Host: Dylan Lewis

Guests: Asit Sharma, Deidre Woollard, Dave Holeman

Engineers: Dan Boyd


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Extract Knowledge
Published 2024-01-16

“Focus on the Fastball”

28 min
View

Earnings season begins again and the big banks lead the way.


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

- The “new” growth engine for Goldman Sachs

- The macro risks that Morgan Stanley highlighted.

- Why the CEO of Adidas gave his cell phone number to 60,000 people.


Plus, (14:20) Robert Brokamp and Alison Southwick open up the member mailbag and answer your questions about investing a lump sum, saving for kids, and ABLE accounts.


Stocks mentioned: GS, MS, ADDYY


Epic Bundle discount link: www.fool.com/epic198


Got a question for the show? Our email is podcasts@fool.com


Host: Ricky Mulvey

Guests: Jason Moser, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-01-14

Wharton Professor on Risk and Returns

42 min
View

Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss: 

  • Disconnects between the real economy and financial markets,
  • Whether the US stock market is merely a “lucky survivor,”
  • And the dangers of institutional thinking – in investing and academia.


Tickers discussed: NOK, BTC


Host: Ricky Mulvey

Guest: Jules van Binsbergen

Producer: Mary Long

Engineer: Rick Engdahl

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Extract Knowledge
Published 2024-01-13

Liz Ann Sonders on the Rolling Recession

32 min
View

Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up.


Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss:


- Why investors should pay attention to the S&P 600.

- Cracks in consumer spending.

- The year of efficiency, part two.

- A major tailwind for the economy.


Host: Deidre Woollard

Guest: Liz Ann Sonders

Producer: Ricky Mulvey

Engineers: Tim Sparks, Chace Przylepa

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Extract Knowledge
Published 2024-01-12

Activist Investors are Acting Up

40 min
View

Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming.


(00:21) Ron Gross and Emily Flippen discuss:

- The latest inflation numbers and why we shouldn’t bank on rate cuts yet

- Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private.

- Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season.


(19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans.


(32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings.


Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP


Host: Dylan Lewis

Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple

Engineers: Dan Boyd

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Extract Knowledge
Published 2024-01-11

Are Job Cuts A Sword Or A Knife?

27 min
View

(00:21) David Meier and Deidre Woollard discuss:

- The macro and micro of job cuts.

- What companies are signaling when layoffs happen.

- If bitcoin is more like an IPO or gold.


(16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies.


Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST


Claim your Epic Bundle discount here: www.fool.com/epic198


Host: Deidre Woollard

Guests: David Meier, Ricky Mulvey, Alicia Alfiere

Producers: Mary Long, Ricky Mulvey

Engineer: Dan Boyd

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Extract Knowledge
Published 2024-01-10

Robot Surgeons and Legal Financiers

27 min
View

The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space.


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


- The SEC’s pending decision on crypto spot ETFs and the agency’s X account getting hacked.

- Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash.

- An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID.


(12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina.


Companies discussed: UBER, LYFT, DASH, AMXZN, BUR


Host: Dylan Lewis

Guests: Jason Moser, Rich Griefner,

Engineers: Dan Boyd, Dez Jones

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Extract Knowledge
Published 2024-01-09

Crocodile Pop

25 min
View

Crocs investors are expecting slower sales growth this year, but they’re still celebrating.


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

- Boeing’s door plug accident, and what it means for the business.

- Crocs updated sales guidance, and low valuation.

- Why investors seem to always celebrate layoff announcements.


Plus, (13:08) Robert Brokamp and Alison Southwick share some advice for a healthier new year.


Dividends report: www.fool.com/2024dividends


Companies discussed: BA, SPR, CROX


Hosts: Ricky Mulvey, Alison Southwick

Guests: Bill Barker, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-01-08

Headsets First, Killer Apps Second

31 min
View

The Consumer Electronics Show kicks off with big news from Nvidia and many more.


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

- Announcements from CES.

- What could make Apple’s Vision Pro successful.

- The relevance of Twilio’s CEO switch.


(17:42) Ricky Mulvey interviews Kevin Simzer, Chief Operating Officer of Trend Micro, about cybersecurity in the cloud and the new threats facing electric cars.


Companies discussed: AAPL TWLO, NVDA, AMD, OTC: TMICY


Claim your Epic Bundle discount here: www.fool.com/epic198


Host: Deidre Woollard

Guests: Jason Moser, Ricky Mulvey, Kevin Simzer

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Desiree Jones

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Extract Knowledge

Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewis caught up with Housel for a discussion about: 


- Setting up processes, not resolutions for the new year.

- The biggest significant economic story (that’s already known).

- What early criticisms of cars, airplanes, and AI have in common. 


Host: Dylan Lewis

Guest: Morgan Housel

Producer: Ricky Mulvey

Engineer: Rick Engdahl


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Extract Knowledge
Published 2024-01-06

A Fool’s Guide to Investing in 2024

36 min
View

New year, new you! Or maybe just a new portfolio. 


Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt Argersinger about: 


  • (01:02) Fool Rules,
  • (12:53) investing tools,
  • (21:28) and what the year ahead might (or might not) have in store. 


Claim your Epic Bundle discount here


Host: Mary Long

Guest: Asit Sharma, Meilin Quinn, Matt Argersinger

Engineer: Tim Sparks, Dan Boyd


Tickers mentioned: DIS, VINP, EPR, HSY


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Extract Knowledge
Published 2024-01-05

Mag Seven or Lag Seven?

40 min
View

Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year.


(00:21) Jason and Matt Argersinger discuss:

- The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money.

- Holiday e-commerce and retail numbers, and what they say about the shopping season.

- Why Walgreen’s status as a Dividend Aristocrat is over.


(19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024.


(34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust.


Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN


Host: Dylan Lewis

Guests: Matt Argersinger, Jason Moser, David Gardner

Engineers: Dan Boyd, Rick Engdahl


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Extract Knowledge
Published 2024-01-04

Is Walgreens Your Next Healthcare Giant?

33 min
View

Walgreens’s new CEO has some big plans.


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

- The big tasks ahead for Walgreens’s new CEO.

- What a dividend drop might be signaling.

- How price drops impacted Big Egg.


(17:23) Jim Gillies and Ricky Mulvey talk pullback stocks including Aritzia and Shopify.


Companies discussed: CALM, WBA, TSE:ATZ, ATZAF, SHOP


Get your dividends report here: www.fool.com/2024dividends


Host: Deidre Woollard

Guests: Bill Barker, Jim Gillies, Ricky Mulvey

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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Extract Knowledge
Published 2024-01-03

The End of the Mickey Mouse Moat?

28 min
View

After 95 years of copyright protection, Steamboat Willie enters the public domain.  


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


- Why early versions of Disney’s Mickey and Minnie Mouse characters are now appearing in horror slasher films.

- Tesla once again being the king of EVs, and what to make of BYD coming up on its heels.

- A digital entertainment stock to watch in 2024.


(15:47) It’s been a great run for growth stocks – and it might not be over! Deidre Woollard caught up with Motley Fool Analyst Kirsten Guerra for a look at some recent winners that could keep winning in 2024.


Companies discussed: DIS, TSLA, SONO, DUOL


Catch the original Steamboat Willie cartoon, in all its public domain glory here.


Host: Dylan Lewis

Guests: Asit Sharma, Deidre Woollard, Kirsten Guerra

Engineers: Dan Boyd


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Extract Knowledge
Published 2024-01-02

Stock Picks > Economic Forecasts

33 min
View

Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong.


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

 - Apple resuming watch sales, and long battle against Masimo.

 - Why it’s difficult to make accurate economic predictions.

 - Understanding a business’s valuation and its story.

 - A stock and an ETF we plan on holding through 2024.


Plus, (17:42) Robert Brokamp and Alison Southwick provide some tips to be more productive in the new year.


Stocks/ETFs mentioned: AAPL, MASI, TDOC, AXON, SCHD


Link to receive a complimentary report on dividend stocks: www.fool.com/2024dividends


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Hosts: Ricky Mulvey

Guests: Jason Moser, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Published 2023-12-29

2024 Preview!

40 min
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We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions.


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

- The trends they’re following in 2024

- CEOs in the hot seat

- Reckless predications for the new year


(19:11) Motley Fool CEO Tom Gardner shares his investing lessons from 2023 and a Fool stock he’s excited about for 2024.


(34:45) Ron Gross and Matt Argersinger share two stocks on their radar for the new year: American Tower and EPR Properties.

Stocks: SBUX, DIS, BRK, SHOP, AMT, EPR,

Host: Dylan Lewis

Guests: Ron Gross, Matt Argersinger, Tom Gardner

Engineer: Dan Boyd

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Published 2023-12-23

The Deal on Real Estate

31 min
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Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets.


Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate trends in 2023 and look ahead toward the year to come.

They discuss:

- Three scenarios for housing affordability

- A void that Blackstone and Brookfield could be looking to fill

- Why REITs are poised for a rebound


Tickers discussed: DLR, EQIX, IRM, PLD, STAG, MAA, BX, BN, STWD, ZG, RDFN, CSGP


Host: Deidre Woollard

Guest: Matt Argersinger, Anthony Schiavone

Producer: Mary Long

Engineers: Dan Boyd, Annie Pope


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Published 2023-12-22

The Tastes That Change and Stay the Same

40 min
View

It’s our annual best-of interview show!


(00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes.


(19:11) Restaurateur, investor, and chairman at Cava Ron Shaich talks about Cava’s path to becoming a public company, and why you might not want to bet against him in the restaurant industry.


Stocks discussed: GOOG, GOOGL, X, META, CAVA, SBUX


Host: Dylan Lewis

Guests: Morgan Housel, Ron Shaich

Engineers: Dan Boyd

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Published 2023-12-21

CLEAR Looks Beyond Travel

33 min
View

It’s travel season but Clear wants you to think of them as far more than just the fast way through the airport.


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

- If Warner Bros. Discovery and Paramount would be a win-win deal.

- Potential other media mash-ups.

- Challenges facing the used car business.


(20:06) Sanmeet Deo talks with Ken Cornick, the co-founder, President, and Chief Financial Officer of CLEAR, an identity management company. This conversation was recorded on Dec. 8, 2023.


Companies discussed: YOU, WBD, PARA, KMX, CVNA, AMZN, NFLX, DIS


Claim your dividend report here: www.fool.com/dividends


Host: Deidre Woollard

Guests: Yasser El-Shimy, Sanmeet Deo, Ken Cornick

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Ricky Mulvey

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Published 2023-12-20

Apple Watch’s Clock is Ticking

27 min
View

Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president’s office decides to step in.


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


- Why you might not be able to buy the Apple Watch soon in the U.S.

- Comcast’s data breach affecting 30+ million customers.

- Fedex’s latest results and why they might be better than the market thinks.


(16:39) Mary Long caught up with Kristy Akullian, Senior Member of the iShares investment strategy team at Blackrock. for a look at her team's 2024 outlook and one country to keep an eye on.


Companies discussed: AAPL, MASI, CMCSA, FDX


Host: Dylan Lewis

Guests: Tim Beyers, Mary Long, Kristy Akullian

Engineers: Dan Boyd, Rick Engdahl

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Published 2023-12-19

100% Stocks for Retirement?

31 min
View

Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades.


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

- Transitory inflation for the toy business… and beyond!

- The everlasting power of Barbie, Hot Wheels, and Lego.

- Coupang’s acquisition of luxury online retailer, FarFetch.


Plus, (15:27) Alison Southwick and Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement.


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


Companies discussed: MAT, CPNG, FTCH

Hosts: Ricky Mulvey, Alison Southwick

Guests: Asit Sharma, Robert Brokamp

Engineers: Dan Boyd, Rick Engdahl

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Published 2023-12-18

One Deal Begins As Another Ends

32 min
View

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

- The arc of U.S. Steel over time.

- Why Adobe might be giving up on acquiring Figma

- The changing environment for getting deals done.


(17:00) Deidre Woollard talks to angel investor and author Bill Raduchel about how tech has changed over the past six decades.


Companies discussed: X, ADBE, CLF, XRX, AAPL, META, GOOG, GOOGL, NVDA


Claim your Stock Advisor discount here: www.fool.com/mfmdiscount


Host: Deidre Woollard

Guests: Bill Barker, Bill Raduchel

Producers: Ricky Mulvey, Mary Long

Engineers: Kyle Carruthers, Dan Boyd


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Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies.


Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Marvel Studios to discuss:


- Why making superhero movies wasn’t always an obvious decision. 

- The success, and future problems, created by “Iron Man.”

- How the pandemic changed Marvel.


Company discussed: DIS


Host: Mary Long

Guest: Dave Gonzales

Producer: Ricky Mulvey

Engineer: Tim Sparks

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The money ain’t flowing like it used to. What’s a tech investor to do? 


Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss:

  • Differences between public markets and the venture scene, 
  • How money can ruin companies,
  • And Tesla’s AI ambitions. 


Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA


Host: Mary Long

Guest: Alicia Alfiere, Tim Beyers, Tim White

Engineer: Tim Sparks

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We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about!


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

- The data points that capture how 2023 has felt for investors, companies, and homeowners.

- Why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General.

- The IPO and product launch that were totally forgotten this year.


(19:11) Dave Meyer – the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger Pockets – talks through insights from Bigger Pockets State of Real Estate Investing Report, and some interesting areas to watch in 2024.


You can get Bigger Pockets full State of Real Estate Investing Report here: biggerpockets.com/REALESTATE24


(33:42) Jason and Bill break down two stocks on their radar: Okta and Crispr.


Stocks discussed: NVDA, CCL, RCL, DG, CAVA, META, CRSP, OKTA


Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, Dave Meyer, Deidre Woollard

Engineers: Dan Boyd

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Published 2023-12-13

Survivor Takeover!

15 min
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“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.”

Mary Long caught up with Emily to debrief on her time as a castaway in Fiji. They also discuss:

  • Emily’s best-case scenario path to the Final Three,
  • Conversations at camp (plus, whether she now believes that aliens built the pyramids),
  • And what stocks she’d gift to the remaining castaways.


Companies discussed: DASH, UBER

Host: Mary Long

Guest: Emily Flippen

Engineer: Tim Sparks

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Published 2023-12-12

Netflix Has Cash

28 min
View

If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss:

- Occidental Petroleum’s acquisition of private energy producer, CrownRock.

- Disney licensing shows out of its walled garden.

- Why Netflix is can afford to be a buyer right now.

- Google’s antitrust loss against Epic Games.

Plus, (13:58) Robert Brokamp interviews Mark Kantrowitz the author of “How to Appeal for More College Financial Aid” about the recent changes to the FAFSA.

Stocks discussed: OXY, XOM, NFLX, DIS, WBD, GOOG, GOOGL, AAPL

Hosts: Ricky Mulvey, Robert Brokamp

Guests: Nick Sciple, Mark Kantrowitz

Engineers: Tim Sparks, Dan Boyd, Rick Engdahl

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Should investors be excited about a big department store potentially going private?


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

- The potential for Macy’s going private.

- If department stores are going the way of the dodo.

- What could change the regulatory climate for big deals.


(17:06) Ricky Mulvey and Matt Frankel dive into Boston Omaha, a company that could be poised to be the next great conglomerate.


Companies discussed: BOC, M, WMT, AMZN


Host: Deidre Woollard

Guests: Jason Moser, Ricky Mulvey, Matt Frankel

Producer: Ricky Mulvey

Engineers: Dan Boyd, Annie Pope

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Published 2023-12-10

Checking Out Retail’s Year

22 min
View

The key word for retail in 2022 was inventory. This year, it’s shrink.


Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss:


- How Americans are spending and changing their priorities.

- The tech replacement cycle, and what that means for Best Buy.

- A slowdown for Home Depot and Lowes.

- Retail trends to watch in 2024.


Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA


Host: Deidre Woollard 

Guest: Asit Sharma, Toby Bordelon

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Tim Sparks

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Published 2023-12-09

Oh, Canada!

29 min
View

Get in, Fools! We’re going to Canada.


Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportunities investors can find in a messy housing market. They also discuss:

  • The deceptive nature of “static” mortgages
  • 6 bank stocks that are long-term, growing winners
  • And a company that “specializes in the absurd” 


Tickers discussed: CM, BNS, TD, RY, BMO, TSX:NA, BB, SHOP,  TSX: CSU, TSX: ATD, TSX: SJ


Host: Nick Sciple

Guest: Jim Gillies

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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Published 2023-12-08

Alphabet’s Gemini, At Your Service

40 min
View

Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT?


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

- New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update.

- Chewy’s status as the #1 pet pharmacy in the U.S., Lululemon’s business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter.


(19:11) Journalist and author Bethany McLean’s talks with Deidre Woollard about her latest book “The Big Fail” and takes a look at the past three years, how we responded to COVID, and the lasting effects on households, businesses, and the economy.


(33:05) Ron and Andy break down two stocks on their radar: Target and MongoDB.


Stocks discussed: GOOG, GOOGL, GME, DOCU, CHWY, LULU, SJM, MDB, TGT


Host: Dylan Lewis

Guests: Andy Cross, Ron Gross, Bethany McLean, Deidre Woollard

Engineer: Dan Boyd

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