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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.

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Published 2022-08-26

Fed Chief Speaks, Wall Street Reacts

39 min
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Strong words from Federal Reserve chairman Powell sent stocks down on Friday.

(0:30) Jason Moser and Emily Flippen discuss: - Why long-term investors should not be surprised by Powell's comments - Snowflake's strong week - Zoom Video shares falling to a 2-year low - Ulta Beauty's strong 2nd-quarter sending shares close to an all-time high - Amazon making headlines for what it is NOT planning to do - The latest from Peloton, Electronic Arts, Nvidia, Salesforce, and Intuit

(19:45) Maria Gallagher talks with Harvard Business School professor Ranjay Gulati about key insights from his book, Deep Purpose: The Heart and Soul of High-Performance Companies.

(29:45) Emily and Jason answer listener questions about Quidelortho Corp. and Berkshire-Hathaway, and share two stocks on their radar: Doximity and Autodesk

Our annual investing conference is free for Motley Fool members! For more details go to http://Fool.com/FoolFest.

Stocks discussed on the show: SNOW, ZM, PTON, ULTA, AMZN, EA, NVDA, CRM, INTU, ETSY, QDEL, BRK.A, BRK.B, ADSK, DOCS

Host: Chris Hill Guests: Emily Flippen, Jason Moser, Maria Gallagher, Ranjay Gulati Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2022-08-25

Conference Preview!

14 min
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We're hours away from the official start of FoolFest 2022 (our annual investing conference) and we've got a preview of coming attractions!

(0:21) Dylan Lewis discusses: - Setting the agenda for stock investors - Why we're looking forward to hearing from Michael Mauboussin and Trex CEO Bryan Fairbanks - Highlights from the event we'll be bringing to the podcast

FoolFest is free for Motley Fool members. If you're not yet a member, just go to fool.com/foolfest to sign up for Stock Advisor and register for the event.

If you're already a member of ANY Motley Fool service go to foolfest.fool.com to register.

Stocks mentioned: TREX

Host: Chris Hill Guest: Dylan Lewis Engineer: Dan Boyd

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Published 2022-08-24

Peloton: Some Assembly Required

23 min
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Amazon becomes the first partner to sell Peloton's equipment and apparel on their own site.

(0:21) Bill Mann discusses: - The upside potential for Peloton - Whether Peloton may become part of Amazon's Prime membership offerings - Toll Brothers blaming supply chain and labor shortages for a cut in guidance - Nordstrom's challenges with inventory and family ownership

(11:31) Jeremy Bowman and Jason Hall engage in a Bull vs. Bear debate over Beyond Meat. Who won the debate? You can cast your vote in our poll on Twitter @MotleyFoolMoney.

Stocks mentioned: PTON, AMZN, TOL, JWN, BYND, YUM

Host: Chris Hill Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2022-08-23

The Triumph of Adding to Your Winners

19 min
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How would you react if the first company you bought shares of went bankrupt within three years?

(0:21) Matt Argersinger discusses: - The rise and sudden fall of Wang Laboratories - Why his search for "the next Warren Buffett" ended badly - Amazon and The Home Depot sharing discipline as a common business trait - How he overcame the challenge of adding to his winners

Stocks mentioned: BH, SAM, AAPL, AMZN, HD, MELI, EBAY

Host: Chris Hill Guest: Matt Argersinger Engineer: Dan Boyd

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Published 2022-08-22

Cooking with Stocks

22 min
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Inspiration for great investments can come from anywhere, including your childhood kitchen. As we head into the dog days of August, we're sharing "origin story" conversations with some of the investors you've heard on this show. (0:21) Jason Moser discusses: - The important (and very different) roles his parents played in his investing life - 1st stock he ever bought - How the worst stock he ever bought is now the property of JP Morgan Chase - The proverbial "one that got away" - The dividend aristocrat that takes him back to his childhood Stocks mentioned: CSCO, JPM, MKC, NFLX, APPH, AMZN Host: Chris Hill Guest: Jason Moser Engineer: Dan Boyd

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Before her current job as an NFL analyst for ESPN, Mina Kimes broke into journalism on Wall Street. Host of the popular football podcast "The Mina Kimes Show featuring Lenny", she shares: - her move from Bloomberg to ESPN - insights on the business of the NFL - the NFL entering the streaming video wars - the stories she's watching this season - stats that fantasy football owners might want to keep an eye on

You can find "The Mina Kimes Show featuring Lenny" on your favorite podcast app.

Host: Chris Hill Guest: Mina Kimes Engineer: Dan Boyd

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Published 2022-08-20

Small Cap Investing 201

31 min
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Institutional money is not invited to this party. Bill Mann and Ricky Mulvey continue their series on small cap investing, one area where individual investors have a shot at beating the market. They look at the stories behind some companies you know (and ones you probably don’t), and discuss: - How to discover new small cap opportunities - Metrics that can tell you a lot about a company’s future - Small caps for chicken wing lovers and fans of workers' comp insurance

Stocks discussed: CPNG, WING, RENT, RRGB, EIG, CTAS, PENN, NWINF

Host: Ricky Mulvey Guest: Bill Mann Engineers: Dan Boyd, Annie Franks

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Details about The Federal Reserve's meeting in July sent stocks to their first losing week in a month. (0:30) Emily Flippen and Ron Gross discuss: - Expectations around more interest rate hikes in the near future - "Inventory" being the key story around big retailers like Walmart and Target - Deere's mixed 3rd-quarter results and potential for a bright future - The incredible roller coaster for Bed Bath and Beyond shareholders this week - Foot Locker's surprising 2nd-quarter results and new CEO - The latest from Home Depot, Lowe's, and Starbucks (19:45) Ricky Mulvey talks with Bloomberg entertainment industry reporter Lucas Shaw about Warner Brothers Discovery, and how the media conglomerate is consolidating and evolving. (32:50) Emily and Ron analyze the latest innovation from Papa John's and share two stocks on their radar: Rover Group and American Tower Stocks discussed on the show: WMT, TGT, HD, LOW, DE, BBBY, SBUX, FL, WBD, DIS, PARA, PZZA, AMT, ROVR Our annual investing conference is free for Motley Fool members! For more details go to http://Fool.com/FoolFest. Host: Chris Hill Guests: Emily Flippen, Ron Gross, Lucas Shaw Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2022-08-18

Airlines, Housing, and Your Wardrobe

26 min
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Home sales fell nearly 6% in July.

(0:21) Jason Moser discusses: - The challenge for 1st-time home buyers - Why he prefers investing in residential real estate through home improvement businesses (rather than home builders) - The airline industry's woeful track record on share buybacks - "Is this the best use of capital?" being a question to ask about any share buyback announcement

(12:37) Asit Sharma and Deidre Woollard discuss the growing trend of 2nd-hand fashion and the opportunities for companies involved.

Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest.

Stocks mentioned: HD, LOW, DAL, UAL, AAL, LUV, BRK.A, BRK.B, TDUP, LEVI, NKE, REAL, ETSY

Host: Chris Hill Guest: Jason Moser, Asit Sharma, Deidre Woollard Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2022-08-17

Does Spotify Have A Moat?

22 min
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Big Retail Earnings Week continues with the latest results from Target and Lowe's. (0:21) Asit Sharma discusses: - Target's 2nd-quarter profit falling nearly 90% compared to last year - Silver linings within Target's results - Lowe's posting a quintessential "mixed" quarter - CEO Marvin Ellison's steady leadership (11:05) Does Spotify have a moat against Apple? Travis Hoium joins Ricky Mulvey for a "medium dive" on the streaming audio business. Our annual investing conference is free for Motley Fool members and just 12 days away! For more details go to http://Fool.com/FoolFest. Stocks mentioned: TGT, LOW, SPOT, AAPL, AMZN Host: Chris Hill Guest: Asit Sharma, Travis Hoium Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2022-08-16

The Quotable Mr. Buffett

29 min
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Big Retail starts to report earnings and the news is good (so far).

(0:21) Jason Moser discusses: - Walmart exceeded lowered expectations for the 2nd quarter - CEO Doug McMillon's comments on the new customers that drove results - Home Depot passing inflation costs onto customers (and not missing a beat) - How the expectations bar has been raised for Target and Lowe's

(13:37) Warren Buffett's quotations hold meaning for investors, regardless of their portfolio size. Alison Southwick and Robert Brokamp and a host of Fool investors share their favorite Buffett quotes and why they're relevant.

Stocks mentioned: WMT, HD, LOW, TGT, BRK.A, BRK.B

Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Buck Hartzell, Alyce Lomax, Scott Phillips, Anand Chokkavelu Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Peloton announces more layoffs and store closings.

(0:21) Jim Gillies discusses: - How challenging Peloton's balance sheet is right now - Why Peloton will almost certainly have to raise money - The retail landscape when some of the biggest companies are set to report earnings - Why Costco is his favorite retail stock (followed closely by Home Depot)

(18:41) Some companies are pulling back on investments, but others aren't stopping. Ricky Mulvey and Sanmeet Deo look at some businesses playing offense in a tough environment.

Stocks mentioned: PTON, WMT, TGT, HD, LOW, COST, SHOP, AXON, XPOF, NFLX, TTD

Host: Chris Hill Guest: Jim Gillies, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Build-to-rent housing is taking off and more home contracts are falling through. We’re probably not headed for another 2008 in the housing market, but it sure is weird out there. We’ve got two views on residential real estate, from renting and home lending.

Rent CEO Jon Ziglar joined Motley Fool Contributor Matt Frankel for a discussion about:

- The numbers behind rent increases. - The rise of build-to-rent housing. - How the rental landscape shifted over COVID.

Brandon Snow, Executive Director, at Ally Bank caught up with Motley Fool Contributor Marc Rapport for a chat about the residential real estate market, and why more home contracts are falling through.

Stocks mentioned: RDFN, HHC, ALLY

Hosts: Matt Frankel, Marc Rapport Guests: Jon Ziglar, Brandon Snow Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel, Michael Schweitzer

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Published 2022-08-13

Small Cap Investing 101

30 min
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This is the fun part of being a stock investor.

Ricky Mulvey and Bill Mann, Director of Small Cap Research at The Motley Fool kick off their series on small cap investing. They discuss:

- Why small cap investors have an opportunity to beat the market. - The metrics that really matter for small caps. - Spotting B.S. from younger companies. - One small cap trend catching our attention.

Stocks mentioned: ANET, RDFN, CWH, NFLX, AMZN, CHD

Additional resource: 4 Steps to Find Small-Cap Stocks (fool.com)

Host: Ricky Mulvey Guest: Bill Mann Engineers: Dan Boyd, Tim Sparks

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Published 2022-08-12

The New Bull Market

39 min
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This week the Nasdaq officially entered bull market territory. (0:30) Emily Flippen and Jason Moser discuss: - July CPI and how lower-than-expected inflation fueled a market rally - Axon Enterprises posting record revenue in Q2 - Marqeta founder Jason Gardner stepping down as CEO - Drama between Unity Software, AppLovin, and Ironsource - The latest from Disney, Upstart Holdings, Sweetgreen and The Trade Desk (19:45) Tim Beyers talks with Marsha Barnes, founder & CEO of The Finance Bar, about the mindset traps that can keep people from investing and how to avoid them. (30:15) Emily and Jason analyze Nvidia pre-announcing their earnings, as well as: - Domino's Pizza exiting Italy - A listener's question about Intel - Two stocks on their radar: Sonos and Masimo Stocks discussed on the show: DIS, AXON, MQ, U, APPLOVIN, IS, SG, TTD, NVDA, DPZ, INTC, MASI, SONO Host: Chris Hill Guests: Emily Flippen, Jason Moser, Tim Beyers, Marsha Barnes Engineer: Dan Boyd

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Published 2022-08-11

Disney Passes Netflix

30 min
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The House of Mouse is firing on all cylinders, and now its total number of subscribers for Disney+, Hulu, and ESPN+ is greater than Netflix.

Dylan Lewis and Maria Gallagher (00:21) discuss: - Disney’s pricing power and streaming fatigue. - How Coinbase is faring through a Crypto Winter. - What Softbank is telling investors about the private markets.

Plus, Nick Sciple interviews Tim Johnston, Co-Founder of Li-Cycle Holdings (15:41), a lithium-ion battery recycler. They discuss how Li-Cycle can meet some of the growing demand for the metals that go into electric cars, and the company’s partnerships with major energy providers.

Stocks mentioned: DIS, NFLX, COIN, UBER, SFTBY, LICY Host: Dylan Lewis Guests: Maria Gallagher, Nick Sciple, Tim Johnston Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2022-08-10

This Is When Amazing Companies Are Born

28 min
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While some tech companies announce lay-offs, others are posting blowout earnings.

(00:21) Deidre Woollard and Tim Beyers discuss:

- How a decrease in consumer spending is hitting SaaS companies in unexpected ways.

- Why The Trade Desk is thriving in a tough environment. - A “cautious” view on tech layoffs (and why we aren’t hitting the panic button). - Why Walmart might join the streaming wars. - A brilliant, tiny company that’s not getting enough attention from investors.

Plus, (15:00) Jason Moser and Matt Argersinger look at how companies are managing their share count, and one homebuilder that’s outperformed Amazon for more than a decade.

Stocks mentioned: DDOG, TTD, WMT, SNAP, GRPN, JAMF, META, NVR, LOW, NVDA, AMZN

Host: Deidre Woollard Guests: Tim Beyers, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-08-09

The Wrong Side of The Learning Curve

23 min
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Chips, and the companies that make and use them, dominate the business news. (0:25) Bill Mann discusses: - Micron Technology cutting guidance while also announcing a $40 billion investment in the U.S. - How Micron's current picture is similar to Nvidia's - Take-Two Interactive continuing its rough year by lowering guidance - Allbirds shares falling 23% as the young company learns some harsh lessons about business and growth (13:57) Alison Southwick and Robert Brokamp look to "The Great Resignation" to find examples of what job-seekers should consider if they think we're heading for a recession. Stocks mentioned: MU, NVDA, TTWO, BIRD, MCD, WMT Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-08-08

Shopify: Bull vs. Bear

22 min
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What's the optimal degree of concentration in your portfolio? (0:25) Jason Moser discusses: - Nvidia warning that 2nd-quarter revenue will be lower than they'd previously guided - Why Nvidia's long-term thesis appears to be intact - A listener's question about whether to sell some winners in his portfolio (12:31) Shopify's down 70% this year. Does the former high-flier have enough of a moat to fend off the likes of Amazon? Ryan Henderson and Jose Najarro join Ricky Mulvey in a bull vs. bear debate over Shopify. Who made the better argument? Vote in our Twitter poll @MotleyFoolMoney Stocks mentioned: NVDA, SHOP, AMZN Host: Chris Hill Guest: Jason Moser, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-08-07

The War for Your Wallet

32 min
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"We want a cashless society."

That's what Bank of America CEO Brian Moynihan said in 2019. And while the war on cash may be a strong trend for investors, it's also important to understand the implications of a world that only takes cards (or Apple Pay). Jason Moser caught up with Brett Scott, author of the new book “Cloudmoney: Cash, Cards, Crypto, and the War for Our Wallets” to discuss: - Incentives in the war on cash - How money transforms when it moves from your wallet to a Venmo account - Why cash is like an emergency staircase - How COVID changed the way we use money

Stocks mentioned: BAC, V, PYPL, SQ, MA

Host: Jason Moser Guest: Brett Scott Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-08-06

Do CEOs Need Term Limits?

31 min
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What does it take to be a great CEO in 2022? Leading with a True North, and breaking down some of the crusty hierarchical structures. Some leaders get it, and some really don’t. During Bill George’s tenure at Medtronic, the company’s market cap rose from $1 billion to $60 billion. He believes that leading with authenticity is one of the reasons he was able to help do that. Ricky Mulvey caught up with George to discuss his forthcoming book, “True North: Leading Authentically in Today's Workplace” as well as: - How Best Buy CEO Corie Barry pivoted during the pandemic - Mark Zuckerberg vs Satya Nadella - Why more companies may benefit from giving CEOs a term limit - Mary Barra’s big goals at General Motors - How to find your own True North

Stocks mentioned: MDT, MSFT, META, BBY, VMEO, GM

Host: Ricky Mulvey Guest: Bill George Engineer: Dan Boyd

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Published 2022-08-05

Rise of the Machines, Jobs, and Earnings

39 min
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The U.S. private sector has added nearly 6 million jobs in the past year.

(0:30) Jason Moser and Matt Argersinger discuss: - The unemployment rate falling to 3.5% - Demand for cold beverages driving Starbucks' latest quarter - PayPal getting back to basics - MercadoLibre's blowout earnings - The latest from Cloudflare, Zillow, and Twilio

(19:45) Jason and Matt analyze Amazon buying iRobot for $1.7 billion in cash, as well as: - Simon Property Group's latest results - Uber's record revenue in the 2nd quarter - eBay's surprisingly profitable business - Two stocks on their radar: Procore Technologies and Stanley Black & Decker

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our 2-day investing conference August 29 & 30!

(If you're already a Motley Fool member looking for details on the conference, go here - [http://foolfest.fool.com)]http://foolfest.fool.com)

Stocks discussed on the show: SBUX, PYPL, MELI, NET, Z, ZG, TWLO, AMZN, IRBT, SPG, UBER, EBAY, CMG, HD, PCOR, SWK

Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd

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Published 2022-08-04

Time to Buy Industrial REITs?

23 min
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Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair!

(0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality - Crocs struggling with gross margin pressure and inventory management - Whether buying the Hey Dude line of footwear was a good use of capital

(10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group.

Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB

Host: Chris Hill Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-08-03

"A horrible use of $2 billion."

26 min
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Airbnb's record bookings in the 2nd quarter weren't enough to boost the stock higher. Why?

(0:25) Tim Beyers discusses: - Airbnb's highly questionable decision to allocate $2 billion for a share buyback plan - Match Group shares hitting a new low as the business clearly has work to do - MicroStrategy CEO Michael Saylor stepping down after the company reports an eye-popping loss of $94 a share

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference!

(13:35) Ricky Mulvey talks with WSJ tech columnist Christopher Mims about Meta Platforms, Apple, and how companies are really using artificial intelligence.

Stocks discussed on the show: ABNB, MTCH, BMBL, MSTR, META, AAPL

Host: Chris Hill Guests: Tim Beyers, Christopher Mims Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports!

(0:25) Bill Mann discusses: - Global supply chain issues (understandably) affecting Caterpillar's results - How dividend-seeking investors should think about Caterpillar - Stellar results from Arista Networks and its longtime CEO Jayshree Ullal - Pinterest shares popping on user numbers and the backing of activist investor Elliott Management

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference!

(13:51) Alison Southwick and Robert Brokamp talk about the indicators commonly associated with recessions and which ones they're watching.

Stocks discussed on the show: CAT, ANET, PINS, TWTR

Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-08-01

How to Be Less Distracted (as an investor)

25 min
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Two stocks we recently covered on the show are back in the news. (0:22) Jason Moser discusses: - Outset Medical shares rising 20% on its announcement regarding shipments - How the FDA's thinking and Outset Medical's are aligned - Pepsi taking a $550 million stake in energy drink maker Celsius Holdings

(14:08) Ricky Mulvey talks with Asit Sharma about becoming less distracted as an investor, and an insurance company with a very clear focus.

Stocks mentioned: OM, CELH, KO, PEP, GOOG, GOOGL, SNAP, KNSL, MSTR

Host: Chris Hill Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-31

Ferrari, Tesla, and the Future of Cars

27 min
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Eddie Alterman really likes cars. He is the Chief Brand Officer of Hearst Autos and was the editor-in-chief of Car & Driver. Alterman’s new podcast is called “Car Show! with Eddie Alterman”. He joined Ricky Mulvey to discuss: - Why autonomous cars feel farther away today than in 2017 - One way that Tesla could become the new Standard Oil - Ferrari’s strategy toward electric cars - Why traditional carmakers may not get enough credit from investors - Cadillacs with dry bars and LP record players

Host: Ricky Mulvey Guest: Eddie Alterman Engineer: Dan Boyd

Stocks: BMWYY, TSLA, F, GM, BA, POAHY, RACE, HYMTF

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You've got question so we rounded up a wide range of Fools with some answers! In this summer mailbag we’re answering listener voicemails and emails about: - Whether a stock paying a 48% dividend yield is real or a mirage - Lesser-known energy and tech companies that may be worth your attention - How the student-loan pause is impacting SoFi - Saving in a 401(k) and being a stock investor

Got a question for the show? Leave us a voicemail at 703-254-1445.

Stocks mentioned: MDB, SOFI, STEM, ZIM, FLNC, ENPH

Host: Chris Hill Guests: Robert Brokamp, Tim Beyers, Matt Argersinger, Matt Frankel, Jim Mueller Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Published 2022-07-29

4 Tech Titans Boost Stocks

39 min
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Apple, Microsoft, Alphabet, and Amazon provide a welcome lift to the market.

(0:30) Andy Cross and Ron Gross discuss: - The Fed raising interest rates and GDP contracting - Apple and Amazon surprising to the upside - Microsoft's cloud division delivering again - Shopify's relative attractiveness as a stock - Meta Platforms warning investors

(19:45) Andy and Ron discuss Chipotle's impressive ability to raise prices, as well as: - McDonald's stock closing in on a new high - The war on cash with Visa and Mastercard - Diageo wrapping up a strong year - The latest from Etsy and Roku - Unilever shutting down the Choco Taco - Two stocks on their radar: Masimo and NextEra Energy

Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our biggest member event of the year!

(If you're already a Motley Fool member looking for details on this year's FoolFest investing conference, go here - foolfest.fool.com)

Stocks discussed on the show: AAPL, AMZN, MSFT, GOOG, GOOGL, SHOP, META, CMG, MCD, ETSY, ROKU, V, MA, DEO, UL, MASI, NEE

Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd

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Published 2022-07-28

3 Stocks We’re Pitching

24 min
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Just because it's earnings season doesn't mean we don't still have stock pitches for your consideration!

(0:22) Maria Gallagher discusses: - Meta Platforms latest results in the midst of its transition - CEO Mark Zuckerberg's blunt comments on guidance - Etsy's positive results (and stock reaction)

(11:55) TMF's investing interns wrap up their summer by pitching Jason Moser on the bull case for three different stocks.

Stocks mentioned: META, MSFT, ETSY, COST, PENN, TSCO

Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Disha Chanana, Mason Tyndall, Kaitlyn Killeen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-27

Big Tech Bounces Back

25 min
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Microsoft and Alphabet didn't disappoint with their latest quarterly results.

(0:22) Bill Mann discusses: - Microsoft having tough comps, with the cloud division shining once again - Alphabet proving its resilience - Chipotle continuing to raise prices and profits

(12:54) Ricky Mulvey talks with Jack Caporal about The Motley Fool's latest research into crypto scams and how you can avoid them.

Stocks mentioned: WMT, TGT, AMZN, COST, SHOP

ETH, SOL

Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-26

Walmart Warns, Shopify Stumbles

30 min
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Retail (physical and digital) is squarely in the spotlight. (0:22) Jason Moser discusses: - Walmart cutting guidance for the quarter and full fiscal year - The ripple effect for shares of Amazon, Costco, and Target - Shopify CEO Tobi Lutke's memo to employees about layoffs - Whether Shopify's falling stock, close to a 3-year low, looks like a buying opportunity (14:41) Robert Brokamp talks with financial psychologist Dr. Brad Klontz about why we're all a little crazy about money. Stocks mentioned: WMT, TGT, AMZN, COST, SHOP Host: Chris Hill Guests: Jason Moser, Robert Brokamp, Dr. Brad Klontz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-25

"Search is forever."

27 min
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Weber's CEO gets the boot from the board of directors.

(0:22) Jason Moser discusses: - Why more company CEOs are on the hot seat - Expectations heading into a big week for Big Tech earnings - Why the idea that "search is forever" should give Alphabet shareholders comfort

(12:57) Ricky Mulvey talks with Jennifer Moss, author of "The Burnout Epidemic" about one tech company that's nailing the hybrid transition.

Stocks mentioned: WEBR, AAPL, GOOG, GOOGL, AMZN, META, OKTA, HPQ

Host: Chris Hill Guests: Jason Moser, Jennifer Moss Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-24

Generational Tailwind for the U.S. Economy

27 min
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The Federal Reserve could hike short-term interest rates to 4%, and that still might not be enough to cool inflation. Rich Lyons is the first Chief Innovation and Entrepreneurship Officer for the University of California, Berkeley. Before that, he spent a decade as the dean of Berkley’s Haas School of Business. He joined Motley Fool Contributor Rachel Warren to discuss: - How the Federal Reserve could hit a “hard break” with higher interest rates - A venture capital view about the future of crypto - How universities are creating a generational tailwind for the economy

Host: Rachel Warren Guest: Rich Lyons Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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Published 2022-07-23

Revisiting the IPO Boom

25 min
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Editor's note: This episode was recorded before news of the Coinbase's insider trading case was made public on Friday.

2021 was a milestone year for companies going public. In 2022, the tide turned. Dylan Lewis and Brian Feroldi look back on the IPO boom and discuss: - Reasons why companies go public - Newly-public companies that may never come back to IPO levels - Questions for investors to ask even when financials look strong - The trends that hit Robinhood and Rocket Mortgage - Lessons from pre-revenue companies that went public

Stocks mentioned: COIN, HOOD, RKT, NKLA, SPCE, JOBY, RIVN, LCID, SEMR, INTU

Host: Dylan Lewis Guest: Brian Feroldi Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Shares of Snap fell nearly 40% on Friday, taking bigger companies down with it.

(0:30) Matt Argersinger and Jason Moser discuss: - Snap's incredible fall over the past year - How worried shareholders of Alphabet and Meta Platforms should be - Intuitive Surgical's latest results - The latest from Twitter, Amazon, and Johnson & Johnson

(20:15) Jason and Matt discuss the latest results from Netflix, as well as: - A wide-ranging discussion of the connected TV landscape - The "coopetition" that exists among major players like Disney, Apple, The Trade Desk and Roku - Domino's Pizza's streak of global growth ending - Whether Shopify is a buy - Two stocks on their radar: Etsy and Berkshire-Hathaway

Got a question about investing? Our email address is podcasts@fool.com

Stocks discussed on the show: SNAP, PINS, META, GOOG, GOOGL, TWTR, ISRG, AMZN, JNJ, NFLX, MSFT, TTD, ROKU, AAPL, DPZ, SHOP, ETSY, BRK.A, BRK.B

Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Dan Boyd

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Tesla's profits surprise Wall Street, and Amazon buys 1Life Healthcare for $3.9 billion. (0:22) Bill Mann discusses: - Tesla's margins being compressed and STILL being the envy of rival automakers - How Tesla is (and isn't) comparable to Netflix - Amazon using "pocket change" to make its 3rd-largest acquisition (11:40) Jason Hall and Matt Frankel engage in a "Bull vs. Bear" debate over Lemonade, and both wish the AI-drive insurance company would hurry up and close its acquisition of micro-cap auto insurance company Metromile. Stocks mentioned: TSLA, F, NFLX AMZN, ONEM, LMND, MILE Host: Chris Hill Guests: Bill Mann, Jason Hall, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-20

Netflix Review, Comic-Con Preview

22 min
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Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000)

(0:22) Tim Beyers discusses: - The market's relief that 2nd-quarter results for Netflix were "less bad" - Why Microsoft shareholders have a stake in Netflix's success - Twitter winning the 1st round in its legal battle with Elon Musk

(10:21) Ricky Mulvey and Catie Peiper discuss how entertainment companies have dealt with rough economic situations in the past (and how they could respond in the current environment), and preview this year's San Diego Comic-Con!

Stocks mentioned: NFLX, MSFT, TWTR, DIS, WBD, AMZN

Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-19

A Boring Business Beating the Market

28 min
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Johnson & Johnson raises full-year guidance after delivering 3rd-quarter results.

(0:22) Jason Moser discusses: - Highlights from JNJ's medical device and consumer health divisions - The spinoff of consumer health coming in late 2023 - How investors can find dividend-payers to add to their portfolio

Relevant links to today's episode: Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/

Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/

(13:20) Robert Brokamp talks David Blanchett, head of retirement research at PGIM, about the 4% rule and a common misconception about retirement spending.

Stocks mentioned: JNJ

Host: Chris Hill Guests: Jason Moser, Robert Brokamp, David Blanchett Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-18

ESPN+ Is Going Higher

23 min
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Disney announces a (selective) price hike to one of its core streaming services. (0:22) Jason Moser discusses: - The strategy of encouraging people to sign up for a bundle of Disney services - Bob Iger, Bob Chapek, and their ongoing soap opera - A listener's question about Cerence and the opportunity shares present today (12:50) Tim Beyers talks with Vitaliy Katsenelson, CEO of Investment Management Associates, about his new book "Soul In The Game" and how philosophers from more than 2,000 years ago can make you a better investor today. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks mentioned: DIS, CRNC, MSFT Host: Chris Hill Guests: Jason Moser, Tim Beyers, Vitaliy Katsenelson Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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If you're interested in real estate then David Greene, host of the BiggerPockets Real Estate podcast, is probably a familiar voice. He weighs in on: - The current state of the housing market - Real estate data he considers most relevant to watch - Most common mistakes people make when listing their homes - Best neutral colors!

Host: Chris Hill Guests: David Greene Producer: Ricky Mulvey Engineer: Dan Boyd

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Published 2022-07-16

Dividends 201: The Payout Continues

21 min
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There are plenty of reasons to love a stock with a high dividend, and plenty of questions for investors to ask. Matt Argersinger, Anthony Schiavone, and Ricky Mulvey continue their conversation about dividend investing and discuss: - Dividend stocks that have taken a recent hit - A potential high-yield trap - The power of compounding dividends

Stocks mentioned: KO, WMT, SBUX, HD, TXN, MTN, STWD, MO, VALE, IRM

Additional resource: Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/

Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineers: Dan Boyd, Annie Franks

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Earnings season has begun!

(0:30) Emily Flippen and Jason Moser discuss: - Latest results from the Big Banks and tough comments from JPM's CEO Jamie Dimon - Pinterest shares rising on an activist buying 9% - Amazon's potential for dropping in-house brands - Unity Software buying Ironsource - BMW launching a SWaaS (seat warmers as a service) subscription - The latest from Microsoft, Netflix, Twitter, Disney, and The Trade Desk

(20:17) Rachel Warren and Auri Hughes talk with Jared Isaacman, CEO of Shift4 Payments, about the future of fintech.

(32:35) Emily and Jason answer mailbag questions about new "Night Effect" ETFs and underrated investing metrics, then share two stocks on their radar: Vail Resorts and Outset Medical.

Got a question about investing? Our email address is podcasts@fool.com

Stocks discussed on the show: JPM, WFC, C, PINS, TWTR, DIS, TTD, NFLX, MSFT, AMZN, U, IS, BMW, FOUR, SQ, PYPL, SHOP, NSPY, NIWM, OM, MTN

Host: Chris Hill Guests: Jason Moser, Emily Flippen, Rachel Warren, Auri Hughes, Jared Isaacman Engineer: Dan Boyd

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Published 2022-07-14

Microsoft Wins Netflix Ad Biz

23 min
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Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business.

(0:21) Maria Gallagher discusses: - How Microsoft being "agnostic" helped it beat Google and Comcast - Netflix purposefully timing this news ahead of next week's earnings - Why she's focused on the ripple effects of Target's upcoming report

(9:13) Ricky Mulvey and Rick Munarriz discuss Celsius Holdings, an energy drink company with triple-digit growth.

Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445!

Stocks mentioned: NFLX, GOOG, GOOGL, CMCSA, MSFT, TGT, CELH, KO, PEP, MNST

Host: Chris Hill Guests: Maria Gallagher, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-13

Investors Shrug Off Inflation Fears

22 min
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You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off.

(0:21) Bill Mann discusses: - The prospect for more acquisitions and deploying of capital - Optimism being suspended this earnings season - Why he's watching homebuilders, especially Lennar

(12:29) Travel spending is heating up! Could that mean a rebound for cruise stocks? Lou Whiteman and Jamie Louko engage in a Bull vs. Bear debate over Royal Caribbean Cruise Lines.

Stocks mentioned: CSU, MSFT, CRM, LEN, RCL, CCL

Host: Chris Hill Guests: Bill Mann, Lou Whiteman, Jamie Louko Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Pepsi is not an obvious candidate if you're looking for companies with pricing power, but the latest quarter proves Pepsi's got it.

(0:21) Asit Sharma discusses: - Pepsi's strong quarterly results in the face of inflation and other headwinds - Gatorade and Doritos helping to fuel better-than-expected profits - Why he's keeping a close eye on Etsy's upcoming earnings report

(10:09) Robert Brokamp talks with former FDIC chair Sheila Bair about how students can get smarter about debt and one "stressful" economic problem catching her attention. Bonus resource - https://www.studentdebtsmarter.org

Stocks mentioned: PEP, KO, KDP, ETSY, MS, GS

Host: Chris Hill Guests: Asit Sharma, Robert Brokamp, Sheila Bair Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-11

Twitter in Limbo, Amazon in the Spotlight

26 min
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Elon Musk and Twitter are headed to a Delaware courtroom.

(0:21) Jason Moser discusses: - How messy the current situation is for Twitter's employees and shareholders - The potential for another company to swoop in and buy Twitter - Why Amazon's combination of retail and AWS make it the business he's most curious about this earnings season

(14:30) Rachel Warren talks with Matt Kolby, VP of Investor Relations for Indeed, about the trends driving today's labor market and the implications for one lesser-known tech giant.

Stocks mentioned: TWTR, CRM, AMZN, RCRUY

Host: Chris Hill Guests: Jason Moser, Rachel Warren, Matt Kolby Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Published 2022-07-10

Tech Trends with Qualcomm’s CFO

24 min
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Cars and cameras are getting smarter, and that trend isn’t stopping any time soon. Billions more devices are going to connect to the cloud, and that's just one trend driving tech giant Qualcomm. The company is a leader in making the chips that connect devices to the cloud. Jason Moser sat down with Qualcomm’s Chief Financial Officer Akash Palkhiwala to discuss: - The growing opportunities in artificial intelligence and cloud-connected cars - How personal computers are evolving - One “almost unlimited” market opportunity

Stocks mentioned: QCOM, MSFT, TMUS, VZ

Host: Jason Moser Guest: Akash Palkhiwala Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer

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Published 2022-07-09

Dividends 101

24 min
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Warren Buffett isn’t planning on paying his shareholders a dividend, but he’s a big fan of getting a piece of his stocks’ profits. Ricky Mulvey joins The Motley Fool’s Matt Argersinger and Anthony Schiavone to talk about the fundamentals of dividend investing, including: - The case for buying dividend stocks - How to spot healthy payouts - A few interesting income-generating opportunities

Tickers mentioned: BRK.A, BRK.B, GE, KO, MTN, VYM, VIG, NOBL, EBAY, DGX, EPR

Bonus Resource - List of Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/

Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl

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As U.S. job growth continues, the biggest tech companies plot their next moves.

(0:30) Maria Gallagher and Jason Moser discuss: - June's jobs report, falling gas prices, and the shifting employment landscape - Apple and Google looking to monetize the lock screen of your phone - Meta Platforms planning to launch a $1,000 VR headset - A big rationale for Levi's dividend increase - The latest from Amazon, Upstart Holdings, and GameStop

(20:17) Rachel Warren talks with Jay Jacobs, U.S. Head of Thematics and Active Equity ETFs at BlackRock, about the trends he and his team are watching in infrastructure, emerging markets, and healthcare.

(33:33) Maria and Jason answer a listener's question about Warner Bros Discovery, and share two stocks on their radar: Paycom and Procore Technologies.

Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy by going to http://fool.com/starterkit

Stocks discussed on the show: UPST, AMZN, JET, DASH, META, AAPL, GOOG, GOOGL, TWTR, GME, LEVI, WBD, PAYC, PCOR

Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Rachel Warren, Jay Jacobs Engineer: Dan Boyd

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