Motley Fool Money

The Federal Reserve may act on a forward looking basis, but the bank isn’t always quick in action.

Ben Miller is the co-founder and CEO of Fundrise, a real estate investment platform. Deidre Woollard caught up with Miller to discuss:

- How slow reaction times from the Fed impact the economy. - The home equity buffer. - Opportunities in innovative investing. - The AI boom in private markets and start-ups.

Company discussed: NVDA

Host: Deidre Woollard Guest: Ben Miller Producer: Ricky Mulvey Engineer: Rick Engdahl 

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The Motley Fool’s Bill Mann recently appeared on the BiggerPockets podcast “On The Market”. Today’s episode is a feed drop of that show. Host Dave Meyer caught up with Bill to chat about what’s going on around the world. They discuss:

- Why the US dollar is a “bit of a wrecking ball.” - Semiconductor supply chains. - Apple’s political risks. - China’s real estate market.

Companies discussed: AAPL, TSM, ASML, FANUY

BiggerPockets credits:

Host: Dave Meyer Producers: Kailyn Bennett, Hager Eldaas Engineer: Exodus Media

Motley Fool credits:

Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd

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The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer. 

(00:21) Emily Flippen and Jason Moser discuss: - What big interest rates mean for big banks and the latest insights from Jamie Dimon. - Pepsi’s earnings showing signs that growth might be propped up by price hikes. - Atlassian’s $1B acquisition of Loom, the market reaction to the Birkenstock IPO, and Spotify’s latest audio push. 

(19:11) Bloomberg’s Zeke Faux talks about the trial of FTX’s Sam Bankman Fried with Motley Fool Money’s Deidre Woollard.

(32:57) Jason and Emily break down two stocks on their radar: Outset Medical and Twilio.

Stocks discussed: JPM, WFC, PEP, TEAM, BIRK, SPOT, OM, TWLO

Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Deidre Woollard, Zeke Faux Engineers: Dan Boyd 

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It’s hard to bet against the enduring appeal of everyone’s favorite dinner.

(00:21) Bill Barker and Deidre Woollard discuss: - How Domino’s continues to compete for its share of stomach. - The importance of loyalty programs and the worry of loyalty fatigue. - If Walgreens’s new CEO will keep steering the company toward healthcare.

(17:21) Deidre Woollard interviews Professor Michael Robbins on his new book Quantitative Asset Management and the future of AI in investing.

Claim your five dividend recommendations here: www.fool.com/dividends.

Companies discussed: DPZ, WBA, WMT, AMZN, UBER

Host: Deidre Woollard Guests: Bill Barker, Michael Robbins Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope

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The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great. 

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

- How the DOJ is charging Google cemented itself as the search leader with exclusive deals with Apple. - Just how lucrative those deals were for Apple. - The similarities with this case and the government’s anti-trust case against Microsoft in the 1990s. 

(14:46) Mary Long caught up with Motley Fool analyst Sanmeet Deo for a chat about airport security stock Clear and the race to the front of the line.

Companies discussed: AAPL, GOOG, GOOGL, YOU

Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Sanmeet Deo Engineers: Dan Boyd 

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Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss:

• Unity Technologies CEO, John Riccitello, stepping down from his seat.
• How Unity handled pricing changes with its developers.
• Trian Partners increasing its stake in Disney.
• Questions about Disney’s turnaround story.

Plus, (15:45) Alison Southwick and Robert Brokamp discuss the growing trend of unretirement.

Companies discussed: U, DIS

Hosts: Ricky Mulvey, Alison Southwick Guests: Jason Moser, Robert Brokamp Engineer: Rick Engdahl

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Mobile shopping is expected to rule e-commerce this holiday season.

(00:13) Asit Sharma and Deidre Woollard discuss:

• If consumer spending will remain strong over the holiday season.
• The impact of the rise of mobile shopping.
• Whether or not retailers can trust the supply chain.

(13:27) Founders and investors sit on opposite sides of the table and they don’t always agree. Venture capitalist Jerry Neumann and serial founder Liz Zalman look at both sides in their book Founder vs. Investor.

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

Companies discussed:ADBE, AMZN, SHOP, UPS, WMT, UBER, DDOG, OKTA

Host: Deidre Woollard Guests: Asit Sharma, Jerry Neumann, Liz Zalman Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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Elon Musk is a serial monotasker. He’s also obsessed with risk. What makes him tick? 

Ricky Mulvey caught up with Walter Isaacson to talk about the force that is Elon Musk. They also discuss: The importance of the letter X How to craft a “cocktail of a fanatical risk taker”  And Musk’s latest endeavor into “real world artificial intelligence” 

Tickers discussed: TSLA, GOOG, GOOGL

Host: Ricky Mulvey Guest: Walter Isaacson Producer: Mary Long Engineer: Dan Boyd

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BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge. 

(00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season. - Meta’s plans to offer a monthly subscription to users in the EU. - Cyberattacks hitting Clorox, MGM, and Caesar’s. - China’s BYD heating up the race in EVs.

(19:11) Elon Musk’s biographer Walter Isaacson explains Musk’s fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. .

(33:00) Bill and Ron break down two stocks on their radar: Chevron and Burford Capital.

Stocks discussed: META, CLX, MGM, CZR, TSLA, KVUE, ASR

Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson Engineers: Dan Boyd 

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Beer continues to shine but will future generations be less likely to drink alcohol at all?

(00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and spirits can rebound for Constellation Brands. - The future of cannabis and Tilray’s tough path to profitability.

(17:17)  Deidre Woollard interviews Joel Marcus, CEO of Alexandria Real Estate Equities about the future of this life sciences real estate investment trust.

Companies discussed: ARE, STZ, TLRY

Host: Deidre Woollard Guests: Bill Barker, Joel Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton

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

- How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg.  - Food service company Aramark spinning out its uniform business Vestis and why one might be more interesting than the other for investors. - The traps to avoid when looking at spin-outs.  

(15:51) Ricky Mulvey and Bill Mann check in on Costco – the business, its potential, and its new food court offerings. 

(27:05) The Motley Fool Money team goes out into the field to taste test Costco’s new roast beef sandwich, mango smoothie, and strawberry ice cream. 

If you're looking for investing ideas, we’re offering Motley Fool Money listeners a discount on our flagship service, Stock Advisor. To learn more head to fool.com/mfmdiscount

Companies discussed: K, KLG, ARMK, VSTS, COST

Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Ricky Mulvey, Sierra Baldwin, Mary Long Engineers: Dan Boyd 

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The shiniest thing in Las Vegas is also a publicly traded company. 

(00:21) Ricky Mulvey and Nick Sciple discuss: - How consumer spending held up as the economy cooled. - Credit card companies benefiting from a shift toward experiences. - The business behind the dramatic new venue, Sphere.

Plus, (9:41) Robert Brokamp interviews Roger Young, CFP and Thought Leadership Director at T. Rowe Price about the company’s research on retirement spending.

Companies mentioned: LYV, ABNB, MSGS, SPHR, TROW

Hosts:Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Roger Young Engineers: Dan Boyd, Rick Engdahl

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If you want to know the reasons behind someone’s actions, it’s important to find out the incentives.

(00:21) Jason Moser and Deidre Woollard discuss: - If a SPARC is the new SPAC. - Being cautious about IPOs. - The impossibility of creating a super app.

(13:50)  Ricky Mulvey interviews Marc Robinson, the principal consultant at MSR Strategy and an expert in game theory to understand the rules of the game in this United Autoworkers strike.

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

Companies discussed: F, GM, STLA, PYPL

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Marc Robinson Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit? 

Ricky Mulvey caught up with John “GUCCI” Foley, a former lead solo pilot for the Blue Angels, a keynote speaker, and the author of “Fearless Success.” They discuss:

• How to find your centerpoint – in airshows and investing
• What it’s like to sit on a multi-million-dollar sell option
• And the importance of being “glad to be here”

Host: Ricky Mulvey Guest: John Foley Producer: Mary Long Engineers: Rick Engdahl

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Not everyone has a bank in the developing world, but mobile phones are everywhere.

Mary Long and Asit Sharma discuss:

• The evolution of payments in India
• Micropayments versus credit cards
• How MercadoLibre is gaining traction with cross-border payments in Latin America
• The move for payments companies to become a superapp

Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA

Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl

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Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market. 

(00:21) Jason Moser and Andy Cross discuss: - The government shutdown and how investors and federal employees should be processing the news. - The FTC’s antitrust case against Amazon and what it means for big tech. - Earnings updates from Costco, Nike, and Carmax.

(19:11) Motley Fool analyst Rick Munarriz gives a rundown on Rover, the petcare marketplace, and explains the tailwinds and tailwags pushing the company forward. .

(33:01) Jason and Andy break down two stocks on their radar: EPAM Systems and Intercontinental Exchange.

Stocks discussed: AMZN, META, COST, NKE, KMX, ICE, EPAM

Host: Dylan Lewis Guests: Jason Moser, Andy Cross, Ricky Mulvey, Rick Munarriz Engineers: Dan Boyd 

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How do you measure things like brand and people?

(00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empire by helping businesses advance. - If the Peloton and Lululemon collaboration will be a win for both brands.

(18:24)  Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment and as a growing social phenomenon.

Companies discussed: RBLX, ACN, PTON, LULU, KO

Host: Deidre Woollard Guests: David Meier, Kirsten Guerra, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd

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It’s the antitrust case everybody saw coming – does it have merit?  

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

- The FTC’s antitrust case against Amazon, the case’s merits and how Amazon has forced innovation in e-commerce. - What Tinder’s new $500/month “Select” tier says about freemium business models. - Alibaba’s plan to spin out its first business unit – logistics segment Cainiao. 

(16:02) The Motley Fool’s own Emily Flippen will be on the 45th season of Survivor – ahead of the show’s premiere tonight on CBS, Mary Long caught up with Emily about why she was excited to take on the challenge of being a castaway. 

Companies discussed: AMZN, MTCH, BABA, LULU, WM, TXRH

Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Emily Flippen Engineers: Dan Boyd 

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We like stocks. We also like exchange traded funds. 

But first, (00:21) Ricky Mulvey and Jim Gillies discuss: - A difficult stretch for small-cap stocks. - Costco’s new healthcare offering. - One piece of Costco’s valuation that’s often forgotten by investors.   Plus, Robert Brokamp and Alison Southwick find out how Fools use ETFs in their portfolios.

Companies/ETFs mentioned: COST, CIBR

Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp, Kirsten Guerra, Jason Moser, Bill Mann Engineers: Dan Boyd, Rick Engdahl

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RCI Hospitality CEO Eric Langan on consumer spending, capital allocation, and getting into the casino business.

(00:21) Jason Moser and Deidre Woollard discuss: - The wisdom Amazon’s bet on Anthropic. - Why Amazon is getting into charging for streaming. - If check-out-free technology is finally reaching its tipping point.

(12:25) Ricky Mulvey interviews the CEO of RCI Hospitality, Eric Langan on his view on consumer spending, capital allocation, and his journey to the CEO seat.

5 Stocks Under $49 report here: http://www.fool.com/report.

Companies discussed: AMZN, WMT, DIS, RICK

Host: Deidre Woollard Guests: Ricky Mulvey, Eric Langan, Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd

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When your information is everywhere, is it possible to rein it back in?

Deidre Woollard caught up with Tom Kemp, a cybersecurity expert and author of “Containing Big Tech: How to Protect our Civil Rights, Economy, and Democracy.” They discuss: - The implications of biometric data collection in a world where big tech runs rampant - Which companies are getting the privacy game right (and wrong) - Angel investing, and workarounds to weak links in existing cybersecurity systems

Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT

Host: Deidre Woollard Guest: Tom Kemp Producer: Mary Long Engineers: Dan Boyd, Kyle Carruthers

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Executives are on the move. The first half of 2023 has seen the highest CEO turnover rate on record, per executive outplacement firm Challenger, Gray, & Christmas. 

Deidre Woollard caught up with Anand Chokkavelu and Ricky Mulvey to talk about what it means when a leader leaves. They discuss:

• Whether CEO transitions truly change an investment thesis
• Where to source ideal replacement candidates
• And recent examples of expected departures, activist strong-arming, and questionable plays

Tickers discussed: PYPL, DOCN, SBUX, DIS, AZO, COST, FOX, NWS, KHC, CMG, PINS, ILMN, ETSY, PTON, FL, ULTA, WBA, PLNT

Host: Deidre Woollard Guest: Anand Chokkavelu, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl

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Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis. 

(00:21) Ron Gross and Matt Argersinger discuss: - The Fed walking its talk and maintaining the expectation of another rate hike. - How office real estate is showing signs of trouble, but shouldn’t be weighing down all REITs. - The latest on UAW, WGA, SAG-AFTRA strikes and one metric that shows the gap between company results and worker pay. 

(19:11) Justin Hotard, Heads up Hewlett Packard Enterprise's High Performance Computing & Artificial Intelligence segments – breaks down misconceptions around artificial intelligence, and the best ways you can start learning more and understanding the AI future. 

(33:22) Ron and Matt break down two stocks on their radar: Fairfax Financial and Nike..

Stocks discussed: WPC, FDX, GIS, NFLX, WBD, F, GM, FRFHF, NKE, 

Pullback stocks report – info about the 5 stocks and joining Stock Advisor available at Fool.com/Pullback. Existing Motley Fool premium members can access the report here. 

Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Sanmeet Deo, Justin Hotard Engineers: Dan Boyd 

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Interest rates are paused but the hikes may not be over yet.

(00:21) Bill Mann and Deidre Woollard discuss: - What metrics the Fed is looking at before its next meeting. - How FedEx’s business has evolved over time. - The traits a good chief financial officer should have.

(14:52)  Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain.

Companies discussed: FDX, UPS, TMDX

Host: Deidre Woollard Guests: Bill Mann, Tom King Producer: Ricky Mulvey Engineer: Dan Boyd

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There’s plenty to learn from the Instacart and Klaviyo IPOs, even if you’re staying away from the stocks themselves. 

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

- The market’s reaction to Instacart’s IPO and whether the company can return to its lofty private valuations. - An under-the-radar IPO this week – Klaviyo, and why it’s worth studying to understand the data relationships between businesses and their customers. 

(20:39) Deidre Woollard gets the inside scoop on peak performance and corporate training from consultant and author Greg Harden. 

You can grab your copy of 5 Stocks Under $49 for free and Fool.com/Report.

Companies discussed: CART, ARM, NDAQ, KVYO, BRZE

Host: Dylan Lewis Guests: Tim Beyers, Deidre Woollard, Greg Harden Engineers: Dan Boyd, Kyle Carruthers 

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The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss:  - How investors can measure an automaker’s profits.  - A long-term problem for legacy carmakers.  - The impact of the strike on Tesla.  - Digital payments adoption in India.

Plus, (15:22) Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait.   Companies discussed: F, GM, STLA, TSLA, PYPL   Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl

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Kellogg’s is spinning off its core cereal business to focus on the fast-growing snacks market.

(00:11) Jason Moser and Deidre Woollard discuss: - Why Kellogg’s is splitting up its business. - If snacks still have growth potential. - Monster’s ability to become a 100-year brand.

(13:35)  Ricky Mulvey and John Nash analyze newly-listed TKO Holdings, the company that runs both WWE and UFC, and address the challenges it may face in the future.

Companies discussed: K, TKO, MNST, CELH

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, John Nash Producer: Ricky Mulvey Engineers: Rick Engdahl

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“I’d pull back the curtain and there was nothing there.”

The hype of crypto was real. Many of the use cases are still to be determined. Deidre Woollard caught up with Zeke Faux, an investigative reporter for Bloomberg and the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall.” They discuss: 

- Why investors are quick to throw belief out the window - What really happens at an NFT party with Snoop Dogg, Eminem, and Jimmy Fallon - Questions around stablecoins, and one company “quilted out of red flags”  - What happens when you spend a book advance on a JPEG image

Tickers discussed: USDT

Host: Deidre Woollard Guest: Zeke Faux Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Annie Pope

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Kids are expensive. Consumers are estimated to spend more than $100 billion on back-to-school shopping this year, according to the National Retail Federation.

Deidre Woollard, Mary Long, and Ricky Mulvey got together to talk about companies that could ride the tailwinds of back-to-school season. They discuss: 

• Surprises from a survey revealing the brand preferences of college interns

• Why “experiential” spending could be the future, or failure, of one big-box sports retailer

• If chatbots killed the homework help business

• And six stocks that play to back-to-school trends

Tickers discussed: MBG.DE, TSLA, META, GOOGL, UBER, LYFT, SPOT, AAPL, PYPL, DKS, TGT, SNAP, ELF, CMG, CHGG Host: Mary Long Guest: Deidre Woollard, Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl

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We break down two IPOs on today’s show, one for your phone and one for your toes. 

(00:38) Jason Moser and Bill Mann discuss: - How oil at $90 is and isn’t an inflationary pressure. - What to make of Apple’s latest iPhone release. - The scoop on two new IPOs – Arm Holdings and Birkenstock.

(19:02) Ben Mezrich talks about the origin story of the meme stock and his book-turned-movie Dumb Money, in theaters this weekend. 

(31:38) Jason and Bill break down two stocks on their radar: PayPal and Schwab.

Stocks discussed: DAL, AAL, AAPL, ARM, BIRK, PYPL, SCHW

Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Ben Mezrich Producer: Mary Long Engineers: Rick Engdahl, Tim Sparks

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It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles.

(00:26) Bill Barker and Deidre Woollard discuss: - The demands of the United Auto Workers. - The fading allure of auto shows. - If vehicles will just keep getting bigger.

(17:02) Ricky Mulvey and Deidre Woollard ponder the return to office and if things in our working lives will ever be the same again.

Companies discussed: F, GM, TSLA, STLA, WE, META, AMZN

Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade. 

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

- Apple’s fall update and the details on the iPhone 15 and 15 Plus.

- How the company is using phones to feed content for its future Vision Pro headsets.

- Why we want to be hearing more about Slack during Salesforce’s Dreamforce conference. 

(19:31) Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes.

Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV

Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, Bill Mann Engineers: Tim Sparks, Dan Boyd 

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Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How investors can break down a company’s prospectus.

(15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation.

Companies discussed: CHTR, DIS, ARM

Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl

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The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers.

(00:21) Jason Moser and Deidre Woollard discuss: - The synergies between Hostess and Smucker. - Why Instacart’s valuation dropped. - Kroger’s push to make the Albertsons deal happen.

(16:09)  Deidre Woollard interviews Jesse Singh of home exteriors company Azek on competition in the decking space and what’s next for the brand.

Companies discussed: TWNK, SJM, SOVO, AMZN, WMT, CPB, KR, AZEK

Host: Deidre Woollard Guests: Jason Moser, Jesse Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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“The essence of investing is not maximizing returns, but rather maximizing odds of success.” 

William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars of Investing: Lessons for Building a Winning Portfolio,” now in its second edition. Motley Fool Senior Advisor Robert Brokamp caught up with Bernstein to discuss:

- Why a 2% real return is “quite spectacular” - The math and Shakespeare of investing - Why value stocks may have fallen out of fashion - What the history of the stock market reveals about modern bubbles

Host: Robert Brokamp Guest: William Bernstein Producer: Ricky Mulvey Engineer: Rick Engdahl

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What does an investor have to believe for today’s share price to make sense? 

Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss:

- Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift.  - If Nvidia can maintain its moat over the long-term.

Companies discussed: GM, CP, ADYEY, NVDA

Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl

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The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. 

Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere - (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade - (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals. 

(31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo.

Stocks discussed: DIS, NFLX, ABNB, UBER 

Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd

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How can you use a company’s stock price to give you a window into the future?

(00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies.

(18:20)  Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies.

Companies discussed: PATH, AI, ASAN, NVDA

Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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New York City cracked down on short-term rentals, but is it a big deal for Airbnb? 

(00:21) Ricky Mulvey and Jason Moser discuss:  - How restrictions on short-term rentals could impact Airbnb’s growth story.  - Why investors are sour about AMC’s new share issuance.  - One company managing its share count well.

Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”.

Companies discussed: ABNB, EXPE, AMC, LOW

Hosts: Ricky Mulvey, Deidre Woollard Guests: Jason Moser, Oliver Franklin-Wallis Engineers: Dan Boyd, Tim Sparks

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If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney.

(00:21) Ricky Mulvey and Jim Gillies discuss:  - Charter Communications’ problem with the streaming economy.  - DoorDash’s battle with restaurants over pricing.  -  Why investors may want to look at Canadian banks.

Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.

 Companies discussed: CHRT, DIS, DASH

 Host: Ricky Mulvey  Guests: Jim Gillies, Deidre Woollard, Robert Brokamp  Engineers: Dan Boyd, Rick Engdahl 

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NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?  

(00:41) Ricky Mulvey and Dylan Lewis discuss:

- Why stadium sponsors generally don’t outperform their peers or the market.

- When major sponsorships do and don’t make sense as part of a marketing budget. 

- Monster Energy’s brilliance in focusing on extreme sports. 

Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL

Host: Dylan Lewis

Guests: Ricky Mulvey

Engineers: Tim Sparks

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Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it.

- Why homebuilders are in a good position right now.

- If renting will become permanent for more Americans and which companies might benefit.  Host: Deidre Woollard

Guest: Matt Argersinger

Producer: Ricky Mulvey

Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB

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The outlook for major retailers depends a lot on whether their core customers are feeling the pinch. 

(00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.  

(19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers.  - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan

(30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara. 

Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT

Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl

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It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.

(00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s land-and-expand model for growth.

(21:12)  Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth.

Companies discussed: CRM, CRWD, MSFT, ZS, TDUP

Host: Deidre Woollard Guests: Tim Beyers, James Reinhart Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of. 

(00:12) Bill Mann and Dylan Lewis discuss:

- Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption. - The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock. - 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company. 

(15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes.

Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL

Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu Engineers: Rick Engdahl, Dan Boyd

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Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:  - Macy’s and Nordstrom charging 32% APRs for retail cards.  - Historical context on rising delinquencies.  - Best Buy’s quarter, and sales slowdown.   Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.

Companies discussed: BBY, M, JWN, DFS

Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Matt Frankel Engineers: Dan Boyd, Rick Engdahl

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Instacart is profitable and it’s growing, Is that enough to spark investor interest?

(00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO will be go sign for the market.

(17:31)  Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours.

Companies discussed: LYV, DASH, UBER

Host: Deidre Woollard Guests: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Dan Boyd

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Real estate is always a tough business to be in, but especially right now. 

Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes. 

Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way. 

Deidre Woollard sat down with Glenn to discuss:

- The challenges of the current real estate market. - How Redfin plans to take share in the luxury space.  - What value  two recent acquisitions have added to the business.

Companies discussed: RDFN

Host: Deidre Woollard Guest: Glenn Kelman Engineer: Rick Engdahl

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Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators. 

Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is  “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss:

- Tech companies with a cultural advantage. - Why Alphabet might have a bureaucracy problem.  - Lisa Su’s “David and Goliath” story at Advanced Micro Devices

Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR

Host: Ricky Mulvey Guest: Behnam Tabrizi Engineer: Rick Engdahl

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Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI. 

(00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday.  - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk. 

(19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it.

(33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy.

Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY

Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers

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