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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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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 2025-08-11

Predicting the Next Rule Breaker Buyout

20 min
View

Having a stock you own getting acquired at a premium feels good at first, but what about the long-term gains that will be left behind when your chips are off the table? Today on Motley Fool Money, Rick Munarriz, with analysts Karl Thiel and Jason Hall will dig into four growth stocks ripe for the acquiring. There’s also two sides to Tesla’s changing AI story and a new kind of stock quote game.


They unpack:

- Tesla throwing in the towel on its AI supercomputer initiative.

- Four potential buyout candidates after another Rule Breaker agreed to be acquired.

- A CEO quote challenge.


Companies discussed: TSLA, LULU, VKTX, BMRN, ROKU


Host: Rick Munarriz, Karl Thiel, Jason Hall

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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

More description

Having a stock you own getting acquired at a premium feels good at first, but what about the long-term gains that will be left behind when your chips are off the table? Today on Motley Fool Money, Rick Munarriz, with analysts Karl Thiel and Jason Hall will dig into four growth stocks ripe for the acquiring. There’s also two sides to Tesla’s changing AI story and a new kind of stock quote game.


They unpack:

- Tesla throwing in the towel on its AI supercomputer initiative.

- Four potential buyout candidates after another Rule Breaker agreed to be acquired.

- A CEO quote challenge.


Companies discussed: TSLA, LULU, VKTX, BMRN, ROKU


Host: Rick Munarriz, Karl Thiel, Jason Hall

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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

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Martin Reeves is a business strategist, advisor, and author of several books, including Your Strategy Needs a StrategyThe Imagination Machine, and his most recent - Like: The Button That Changed the World. Motley Fool Chief Investment Officer Andy Cross, contributor Rich Lumelleau, and Martin Reeves discuss:

  • Like button invention and implications
  • Innovation in the digital age
  • The role of imagination in business strategy

Host: Andy Cross, Rich Lumelleau
Producer: Mac Greer
Engineer: Adam Landfair
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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Martin Reeves is a business strategist, advisor, and author of several books, including Your Strategy Needs a StrategyThe Imagination Machine, and his most recent - Like: The Button That Changed the World. Motley Fool Chief Investment Officer Andy Cross, contributor Rich Lumelleau, and Martin Reeves discuss:

  • Like button invention and implications
  • Innovation in the digital age
  • The role of imagination in business strategy

Host: Andy Cross, Rich Lumelleau
Producer: Mac Greer
Engineer: Adam Landfair
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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Published 2025-08-09

Learning From the Happiest Retirees

20 min
View

For more than a decade, financial advisor and author Wes Moss has surveyed people near and in retirement. In Part 1 of this two-part discussion with Robert Brokamp, Wes shares the financial and non-financial metrics and habits of the happiest retirees.


Also in this episode:

- How the current bull market compares to those of the past

- Estimates for the future returns from stocks

- How to make more on your cash


Tickers discussed: SGOV


Host: Robert Brokamp

Guest: Wes Moss

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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

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

More description

For more than a decade, financial advisor and author Wes Moss has surveyed people near and in retirement. In Part 1 of this two-part discussion with Robert Brokamp, Wes shares the financial and non-financial metrics and habits of the happiest retirees.


Also in this episode:

- How the current bull market compares to those of the past

- Estimates for the future returns from stocks

- How to make more on your cash


Tickers discussed: SGOV


Host: Robert Brokamp

Guest: Wes Moss

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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

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

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Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar.


Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG).


Host: Travis Hoium

Guests: Lou Whiteman, Jon Quast

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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

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

More description

Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar.


Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG).


Host: Travis Hoium

Guests: Lou Whiteman, Jon Quast

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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

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

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Matt Frankel, Tyler Crowe, and Jon Quast discuss:

- AppLovin's strong second quarter

- Why Airbnb fell on strong earnings

- Retail real estate's surprising strength

- What we're watching for next week


Companies discussed: APP, ABNB, SPG, SKT, O, ZG


Host: Matt Frankel

Guests: Tyler Crowe, Jonathan Wilder

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.


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

More description

Matt Frankel, Tyler Crowe, and Jon Quast discuss:

- AppLovin's strong second quarter

- Why Airbnb fell on strong earnings

- Retail real estate's surprising strength

- What we're watching for next week


Companies discussed: APP, ABNB, SPG, SKT, O, ZG


Host: Matt Frankel

Guests: Tyler Crowe, Jonathan Wilder

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.


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

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The NFL and Disney have tied themselves more closely together with the NFL getting 10% of ESPN in exchange for the NFL Network, RedZone distribution rights, and more assets. Will it make Disney a winner in streaming?


(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- The NFL and Disney

- Rivian’s lost EV credits

- Shopify’s great quarter

- Upstart’s explosive growth


Companies discussed: Disney (DIS), Netflix (NFLX), Rivian (RIVN), Tesla (TSLA), Shopify (SHOP), Upstart (UPST)


Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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

More description

The NFL and Disney have tied themselves more closely together with the NFL getting 10% of ESPN in exchange for the NFL Network, RedZone distribution rights, and more assets. Will it make Disney a winner in streaming?


(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- The NFL and Disney

- Rivian’s lost EV credits

- Shopify’s great quarter

- Upstart’s explosive growth


Companies discussed: Disney (DIS), Netflix (NFLX), Rivian (RIVN), Tesla (TSLA), Shopify (SHOP), Upstart (UPST)


Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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

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Published 2025-08-05

Compounders Past vs Present

21 min
View

From overvalued stocks to outsized returns, some capital compounders keep breaking the mold.


Today on Motley Fool Money, Emily Flippen, with analysts Sanmeet Deo and Jason Hall, dig into four market beaters and ask: can the flywheels keep spinning? They unpack:

- Earnings from old-school winners Axon and MercadoLibre, including how they turned skeptics into believers with consistent execution

- Results from new-school contenders Hims & Hers and Palantir, both of which face high levels of scrutiny despite strong performance

- Tariff math that matters and where pricing power may blunt cost headwinds


Companies discussed: MELI, AXON, HIMS, PLTR, ZBRA


Host: Emily Flippen, Sanmeet Deo, Jason Hall

Producer: Anand Chokkavelu

Engineer: Dan Boyd, Natasha Hall


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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From overvalued stocks to outsized returns, some capital compounders keep breaking the mold.


Today on Motley Fool Money, Emily Flippen, with analysts Sanmeet Deo and Jason Hall, dig into four market beaters and ask: can the flywheels keep spinning? They unpack:

- Earnings from old-school winners Axon and MercadoLibre, including how they turned skeptics into believers with consistent execution

- Results from new-school contenders Hims & Hers and Palantir, both of which face high levels of scrutiny despite strong performance

- Tariff math that matters and where pricing power may blunt cost headwinds


Companies discussed: MELI, AXON, HIMS, PLTR, ZBRA


Host: Emily Flippen, Sanmeet Deo, Jason Hall

Producer: Anand Chokkavelu

Engineer: Dan Boyd, Natasha Hall


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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Does a mixed bag of economic data forecast a good future for businesses that depend on consumer spending? We debate the results!


Tim Beyers, Alicia Alfiere, and Tom King discuss:

- Quarterly results from Etsy and Roblox.

- Whether Reddit is shaping up to be a Rule Breaker.

- A bit of business history as the big grocers prepare to report earnings.


Tickers: Companies discussed: ETSY, RBLX, RDDT, WMT, KR


Host: Tim Beyers

Guests: Alicia Alfiere, Tom King

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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

More description

Does a mixed bag of economic data forecast a good future for businesses that depend on consumer spending? We debate the results!


Tim Beyers, Alicia Alfiere, and Tom King discuss:

- Quarterly results from Etsy and Roblox.

- Whether Reddit is shaping up to be a Rule Breaker.

- A bit of business history as the big grocers prepare to report earnings.


Tickers: Companies discussed: ETSY, RBLX, RDDT, WMT, KR


Host: Tim Beyers

Guests: Alicia Alfiere, Tom King

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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

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Published 2025-08-03

The Real Risk

21 min
View

How can investors separate the signal from the noise? What’s the key to achieving financial freedom? And what’s the real risk investors face?
Motley Fool analyst Buck Hartzell and contributor Rich Lumelleau talk with financial theorist and neurologist Bill Bernstein, author of numerous books, including The Four Pillars of Investing. The conversation covers a variety of investing topics:

  • Advice for New Investors
  • Misconceptions about Risk
  • Mindset and Volatility
  • Current Market

Host: Rich Lumelleau, Buck Hartzell
Producer: Mac Greer
Engineer: Adam Landfair
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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How can investors separate the signal from the noise? What’s the key to achieving financial freedom? And what’s the real risk investors face?
Motley Fool analyst Buck Hartzell and contributor Rich Lumelleau talk with financial theorist and neurologist Bill Bernstein, author of numerous books, including The Four Pillars of Investing. The conversation covers a variety of investing topics:

  • Advice for New Investors
  • Misconceptions about Risk
  • Mindset and Volatility
  • Current Market

Host: Rich Lumelleau, Buck Hartzell
Producer: Mac Greer
Engineer: Adam Landfair
Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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More people are claiming Social Security early in 2025. Robert Brokamp speaks with Dr. Michael Finke, a professor at the American College of Financial Services, about why he thinks this is likely a mistake for most retirees.Also in this episode:
- How much money do you need to be financially comfortable, and how much makes you wealthy?
- Which countries’ stock markets are performing the best in 2025
-A unique way to measure the stock market’s valuationHost: Robert Brokamp
Guest: Dr. Michael Finke
Engineer: Adam Landfair

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

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More people are claiming Social Security early in 2025. Robert Brokamp speaks with Dr. Michael Finke, a professor at the American College of Financial Services, about why he thinks this is likely a mistake for most retirees.Also in this episode:
- How much money do you need to be financially comfortable, and how much makes you wealthy?
- Which countries’ stock markets are performing the best in 2025
-A unique way to measure the stock market’s valuationHost: Robert Brokamp
Guest: Dr. Michael Finke
Engineer: Adam Landfair

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

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The Fed’s Inflation Conundrum & an AI Billionaire Battle RoyaleThe Fed kept rates flat this week, Apple and Amazon reported earnings, and we have the biggest names in AI battle it out for supremacy.Travis Hoium, Lou Whiteman, and Jason Moser discuss:- The Fed’s decision to hold rates steady
- Apple and Amazon earnings
- AI billionaire battle royale
- Stocks on our radarCompanies discussed: Alphabet (GOOG, GOOGL), Apple (AAPL), Alphabet (GOOG, GOOGL), Cloudflare (NET), PayPal (PYPL), Microsoft (MSFT).Host: Travis Hoium
Guests: Lou Whiteman, Jason Moser
Engineer: Bart Shannon, Adam LandfairAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

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The Fed’s Inflation Conundrum & an AI Billionaire Battle RoyaleThe Fed kept rates flat this week, Apple and Amazon reported earnings, and we have the biggest names in AI battle it out for supremacy.Travis Hoium, Lou Whiteman, and Jason Moser discuss:- The Fed’s decision to hold rates steady
- Apple and Amazon earnings
- AI billionaire battle royale
- Stocks on our radarCompanies discussed: Alphabet (GOOG, GOOGL), Apple (AAPL), Alphabet (GOOG, GOOGL), Cloudflare (NET), PayPal (PYPL), Microsoft (MSFT).Host: Travis Hoium
Guests: Lou Whiteman, Jason Moser
Engineer: Bart Shannon, Adam LandfairAdvertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

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The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI spending. 

Lou Whiteman, Rachel Warren, and Jon Quast discuss:

- The Federal Reserve’s decision to keep rates steady

- A shift in smartphone production

- Microsoft and Meta Platforms commit to continued elevated capex spending

- Who will be the next $4 trillion company?


Companies discussed:  Meta Platforms (META), Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA) 


Host: Rachel Warren


Guests: Lou Whiteman, Jon Quast


Engineer: Bart Shannon

 

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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

More description

The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI spending. 

Lou Whiteman, Rachel Warren, and Jon Quast discuss:

- The Federal Reserve’s decision to keep rates steady

- A shift in smartphone production

- Microsoft and Meta Platforms commit to continued elevated capex spending

- Who will be the next $4 trillion company?


Companies discussed:  Meta Platforms (META), Apple (AAPL), Microsoft (MSFT), Nvidia (NVDA) 


Host: Rachel Warren


Guests: Lou Whiteman, Jon Quast


Engineer: Bart Shannon

 

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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Published 2025-07-30

Coffee, Chips, and Credit Cards

18 min
View

Earnings from Starbucks, Visa, and Spotify’s earnings give us a read on the consumer and Samsung takes a big chip order from Tesla. 

(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Tesla’s chip deal with Samsung

- Spotify’s earnings

- Visa, Starbucks, and Booking earnings

- Are you bull or bear?


Companies discussed: Tesla (TSLA), Spotify (SPOT), Visa (V), Starbucks (SBUX), Booking (BKNG), NVIDIA (NVDA)

Host: Travis Hoium


Guests: Lou Whiteman, Rachel Warren


Engineer: Bart Shannon

 

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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

More description

Earnings from Starbucks, Visa, and Spotify’s earnings give us a read on the consumer and Samsung takes a big chip order from Tesla. 

(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Tesla’s chip deal with Samsung

- Spotify’s earnings

- Visa, Starbucks, and Booking earnings

- Are you bull or bear?


Companies discussed: Tesla (TSLA), Spotify (SPOT), Visa (V), Starbucks (SBUX), Booking (BKNG), NVIDIA (NVDA)

Host: Travis Hoium


Guests: Lou Whiteman, Rachel Warren


Engineer: Bart Shannon

 

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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

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Published 2025-07-29

A Rough Day for Dividend Knights

19 min
View

Between battered industries and overlooked opportunities, plenty of dividend-paying companies have slipped to the bottom of the earnings jar. Today, Emily Flippen, Matt Argersinger, and Ant Schiavone dig into:

  • The shrinking ranks of “Dividend Knight” contenders
  • Healthcare stocks with hard times but high yields
  • What investors should prioritize in dividend-paying stocks

Companies discussed: NVO, UNH, WHR, PLD, CNQ, SCHDHost: Emily Flippen, Anthony Schiavone, Matthew Argersinger
Producer: Anand Chokkavelu
Engineer: Adam Landfair, Natasha HallDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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Between battered industries and overlooked opportunities, plenty of dividend-paying companies have slipped to the bottom of the earnings jar. Today, Emily Flippen, Matt Argersinger, and Ant Schiavone dig into:

  • The shrinking ranks of “Dividend Knight” contenders
  • Healthcare stocks with hard times but high yields
  • What investors should prioritize in dividend-paying stocks

Companies discussed: NVO, UNH, WHR, PLD, CNQ, SCHDHost: Emily Flippen, Anthony Schiavone, Matthew Argersinger
Producer: Anand Chokkavelu
Engineer: Adam Landfair, Natasha HallDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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Published 2025-07-28

Intel Can’t Stop Cutting

23 min
View

The former Chip King is cutting again in hopes of finding a path to sustainable growth.

Tim Beyers and Jose Najarro discuss:

- Intel’s big restructuring plans.
- Predictions for when Intel Foundry may finally be profitable.
- The seven links of the semiconductor value chain.We also ask Jose to rank six of his favorite stocks in the sector!

Companies discussed: INTC, TSM, ASML, MU, NVDA, CDNS, LRCX


Host: Tim Beyers
Guests: Jose Najarro
Producer: Anand Chokkavelu
Engineer: Adam Landfair

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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

More description

The former Chip King is cutting again in hopes of finding a path to sustainable growth.

Tim Beyers and Jose Najarro discuss:

- Intel’s big restructuring plans.
- Predictions for when Intel Foundry may finally be profitable.
- The seven links of the semiconductor value chain.We also ask Jose to rank six of his favorite stocks in the sector!

Companies discussed: INTC, TSM, ASML, MU, NVDA, CDNS, LRCX


Host: Tim Beyers
Guests: Jose Najarro
Producer: Anand Chokkavelu
Engineer: Adam Landfair

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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Published 2025-07-27

What Business School is Missing

17 min
View

So what is the role of business? Motley Fool contributor Rich Lumelleau and Motley Fool analyst Dave Meier talk with Andy Hoffman, Professor at University of Michigan’s Ross School of Business and School of Sustainability. He’s the author of 14 books, including his most recent, Business School and the Noble Purpose of the Market. The conversation covers a motley array of topics:

  • Business and Sustainability
  • Business School
  • ESG Funds
  • Heresy to Dogma
  • Sectors to Watch


Host: Rich Lumelleau, Dave Meir


Producer: Mac Greer


Engineer: Dan Boyd, Natasha Hall


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices


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

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So what is the role of business? Motley Fool contributor Rich Lumelleau and Motley Fool analyst Dave Meier talk with Andy Hoffman, Professor at University of Michigan’s Ross School of Business and School of Sustainability. He’s the author of 14 books, including his most recent, Business School and the Noble Purpose of the Market. The conversation covers a motley array of topics:

  • Business and Sustainability
  • Business School
  • ESG Funds
  • Heresy to Dogma
  • Sectors to Watch


Host: Rich Lumelleau, Dave Meir


Producer: Mac Greer


Engineer: Dan Boyd, Natasha Hall


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices


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

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529 plans aren’t just for college anymore. Robert Brokamp speaks with Martha Kortiak Mert of Savingforcollege.com about the newly expanded uses of 529s and how to choose the right plan for you.


Also in this episode:

-How does your 401(k) compare to the average worker’s?

-Is it time to buy small-cap stocks?

-What you should do with the “raise” you’ll receive from the One Big Beautiful Bill


Companies discussed: VTWO, IJR


Host: Robert Brokamp

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

More description

529 plans aren’t just for college anymore. Robert Brokamp speaks with Martha Kortiak Mert of Savingforcollege.com about the newly expanded uses of 529s and how to choose the right plan for you.


Also in this episode:

-How does your 401(k) compare to the average worker’s?

-Is it time to buy small-cap stocks?

-What you should do with the “raise” you’ll receive from the One Big Beautiful Bill


Companies discussed: VTWO, IJR


Host: Robert Brokamp

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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Meme stocks had a huge week, earnings season got into full swing with Alphabet going big on AI, and we draft our top stocks in the S&P 500 today.


Travis Hoium, Lou Whiteman, and Emily Flippen discuss:

- Meme stock mania returns

- Alphabet’s $85 billion AI bet

- Fantasy stock draft

- 60-second earnings takes

- Radar stocks


Companies discussed: Alphabet (GOOG, GOOGL), GXO, UPS, Accenture (ACN), Truist (TFC), Tyler Technologies (TYL), Lululemon (LULU), Chipotle (CMG), Apple (AAPL), Alphabet (GOOG), GM (GM), MGM Resorts (MGM), Garmin (GRMN), Chagee Holdings (CHA), Intel (INTC).


Host: Travis Hoium

Guests: Lou Whiteman, Emily Flippen

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

More description

Meme stocks had a huge week, earnings season got into full swing with Alphabet going big on AI, and we draft our top stocks in the S&P 500 today.


Travis Hoium, Lou Whiteman, and Emily Flippen discuss:

- Meme stock mania returns

- Alphabet’s $85 billion AI bet

- Fantasy stock draft

- 60-second earnings takes

- Radar stocks


Companies discussed: Alphabet (GOOG, GOOGL), GXO, UPS, Accenture (ACN), Truist (TFC), Tyler Technologies (TYL), Lululemon (LULU), Chipotle (CMG), Apple (AAPL), Alphabet (GOOG), GM (GM), MGM Resorts (MGM), Garmin (GRMN), Chagee Holdings (CHA), Intel (INTC).


Host: Travis Hoium

Guests: Lou Whiteman, Emily Flippen

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss:

- Earnings disappointments from Tesla and Chipotle

- AI-powered growth from Alphabet and ServiceNow

- IBM's surprisingly strong AI business

- Figma's upcoming IPO


Companies discussed: TSLA, CMG, GOOGL/GOOG, IBM, NOW


Host: Matt Frankel

Guests: Tom Gardner, Jon Quast, Jonathan Wilder

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

More description

Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss:

- Earnings disappointments from Tesla and Chipotle

- AI-powered growth from Alphabet and ServiceNow

- IBM's surprisingly strong AI business

- Figma's upcoming IPO


Companies discussed: TSLA, CMG, GOOGL/GOOG, IBM, NOW


Host: Matt Frankel

Guests: Tom Gardner, Jon Quast, Jonathan Wilder

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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The U.S. and Japan announced a big trade deal that lowers tariffs to just 15% on imports, and we discuss earnings from General Motors, Intuitive Surgical, and Enphase Energy. 

(00:21) Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

- Japan’s trade deal

- GM’s stock drops after earnings

- Intuitive Surgical’s growth continues

- Enphase Energy holds up well in a rapidly changing solar environment.


Companies discussed: General Motors (GM), Tesla (TSLA), Toyota (TM), Honda (HMC), Intuitive Surgical (ISGR), Enphase Energy (ENPH), Alphabet (GOOG, GOOGL)


Host: Travis Hoium

Guests: Lou Whiteman, Matt Frankel

Engineer: Dan Boyd


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

More description

The U.S. and Japan announced a big trade deal that lowers tariffs to just 15% on imports, and we discuss earnings from General Motors, Intuitive Surgical, and Enphase Energy. 

(00:21) Travis Hoium, Lou Whiteman, and Matt Frankel discuss:

- Japan’s trade deal

- GM’s stock drops after earnings

- Intuitive Surgical’s growth continues

- Enphase Energy holds up well in a rapidly changing solar environment.


Companies discussed: General Motors (GM), Tesla (TSLA), Toyota (TM), Honda (HMC), Intuitive Surgical (ISGR), Enphase Energy (ENPH), Alphabet (GOOG, GOOGL)


Host: Travis Hoium

Guests: Lou Whiteman, Matt Frankel

Engineer: Dan Boyd


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

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Published 2025-07-22

Block Party and Big Swings

20 min
View

With Block joining the S&P500 and Figma pricing its IPO, investors may be wondering if they should be rising with the tide or fishing where others are not.Emily Flippen, Jason Hall, and Sanmeet Deo discuss:

  • Whether or not it makes sense to "buy the add" when a stock is added to an index
  • Figma's drive to enter public markets and its current valuation
  • Contrarian investment ideas for beaten-down rule breakers

Companies discussed: XYZ, FIG, ROKU, PTON, W,  ETSYHost: Emily Flippen, Jason Hall, Sanmeet Deo
Producer: Anand Chokkavelu
Engineer: Dan Boyd, Adam LandfairDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

More description

With Block joining the S&P500 and Figma pricing its IPO, investors may be wondering if they should be rising with the tide or fishing where others are not.Emily Flippen, Jason Hall, and Sanmeet Deo discuss:

  • Whether or not it makes sense to "buy the add" when a stock is added to an index
  • Figma's drive to enter public markets and its current valuation
  • Contrarian investment ideas for beaten-down rule breakers

Companies discussed: XYZ, FIG, ROKU, PTON, W,  ETSYHost: Emily Flippen, Jason Hall, Sanmeet Deo
Producer: Anand Chokkavelu
Engineer: Dan Boyd, Adam LandfairDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices

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

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Published 2025-07-21

Has Biotech Met Its Moment?

23 min
View

A surge in private market investment has Fools wondering: is it time to bet bigger on biotech?


Tim Beyers and Karl Thiel discuss:


- The rise in biotech funding from VCs and wealthy individuals.


- The key attributes of an investable biotech.


- Which is the better biotech: Viking Therapeutics or Eli Lilly?


Companies discussed: VKTX, LLY, MRK


Host: Tim Beyers and Karl Thiel


Producer: Anand Chokkavelu


Engineer: Dan Boyd, Natasha Hall



Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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

More description

A surge in private market investment has Fools wondering: is it time to bet bigger on biotech?


Tim Beyers and Karl Thiel discuss:


- The rise in biotech funding from VCs and wealthy individuals.


- The key attributes of an investable biotech.


- Which is the better biotech: Viking Therapeutics or Eli Lilly?


Companies discussed: VKTX, LLY, MRK


Host: Tim Beyers and Karl Thiel


Producer: Anand Chokkavelu


Engineer: Dan Boyd, Natasha Hall



Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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A set of AI use cases within the medical space.


David Meier, Asit Sharma, and Roland Rott discuss:


The latest on GE Healthcare, of which GE Healthcare Imaging is a piece.

How AI is used to create efficiency gains, AND

How AI is used to boost patient outcomes.


Hosts: David Meier and Asit Sharma

Guest: Roland Rott

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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

More description

A set of AI use cases within the medical space.


David Meier, Asit Sharma, and Roland Rott discuss:


The latest on GE Healthcare, of which GE Healthcare Imaging is a piece.

How AI is used to create efficiency gains, AND

How AI is used to boost patient outcomes.


Hosts: David Meier and Asit Sharma

Guest: Roland Rott

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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

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Christine Benz is the director of personal finance at Morningstar and the author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement.” In this rebroadcast of an interview recorded last November, Benz joined Motley Fool financial planning expert Robert Brokamp to discuss:

- Updated research on safe withdrawal rates in retirement

- When and how to de-risk your portfolio as retirement approaches

- The right age to claim Social Security

- Whether retirement is healthy for most people

- Benz’s advice to “find your micro-joys” and “don't be afraid to be a weirdo"


Host: Robert Brokamp

Guests: Christine Benz

Engineers: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

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Christine Benz is the director of personal finance at Morningstar and the author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement.” In this rebroadcast of an interview recorded last November, Benz joined Motley Fool financial planning expert Robert Brokamp to discuss:

- Updated research on safe withdrawal rates in retirement

- When and how to de-risk your portfolio as retirement approaches

- The right age to claim Social Security

- Whether retirement is healthy for most people

- Benz’s advice to “find your micro-joys” and “don't be afraid to be a weirdo"


Host: Robert Brokamp

Guests: Christine Benz

Engineers: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

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Published 2025-07-18

Netflix Continues to Dominate

42 min
View

Earnings season is here!


Jason Hall and Matt Frankel discuss:

- Netflix’s beat and raise.

- Interest rate predictions for a year from now.

- Crypto week’s three bills, including the GENIUS Act. And how we personally invest in cryptocurrency.

- The best (and worst) big bank earnings.

- How we invest with our kids.

- Stocks on our radar.


Stocks discussed: NFLX, Bitcoin, Ethereum, JPM, C, BAC, WFC, MELI, LOB, RKT


Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd



Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

More description

Earnings season is here!


Jason Hall and Matt Frankel discuss:

- Netflix’s beat and raise.

- Interest rate predictions for a year from now.

- Crypto week’s three bills, including the GENIUS Act. And how we personally invest in cryptocurrency.

- The best (and worst) big bank earnings.

- How we invest with our kids.

- Stocks on our radar.


Stocks discussed: NFLX, Bitcoin, Ethereum, JPM, C, BAC, WFC, MELI, LOB, RKT


Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd



Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Published 2025-07-17

The Trade Desk Joins the S&P 500

21 min
View

The Trade Desk is now included in the S&P 500 but are there any actionable takeaways for investors today? Also we discuss Bitcoin's rising appeal as a corporate treasury strategy, a surging interest in trading stock options, as well as 3 stocks that our hosts believe are hidden gems going into this earnings season.


(00:21) Jon Quast, Matt Frankel, and Tom Gardner discuss:

- The Trade Desk inclusion in the S&P 500

- Bitcoin's all-time high amid surging institutional demand

- Investors' increased appetite for zero-day options

- Hidden gems on our radar


Companies discussed: TTD, BTC, SMLR, MSTR, BLK, HOOD, RKT, PGR, XMTR


Host: Jon Quast

Guests: Matt Frankel, Tom Gardner

Engineers: Dan Boyd, Adam Landfair


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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The Trade Desk is now included in the S&P 500 but are there any actionable takeaways for investors today? Also we discuss Bitcoin's rising appeal as a corporate treasury strategy, a surging interest in trading stock options, as well as 3 stocks that our hosts believe are hidden gems going into this earnings season.


(00:21) Jon Quast, Matt Frankel, and Tom Gardner discuss:

- The Trade Desk inclusion in the S&P 500

- Bitcoin's all-time high amid surging institutional demand

- Investors' increased appetite for zero-day options

- Hidden gems on our radar


Companies discussed: TTD, BTC, SMLR, MSTR, BLK, HOOD, RKT, PGR, XMTR


Host: Jon Quast

Guests: Matt Frankel, Tom Gardner

Engineers: Dan Boyd, Adam Landfair


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Published 2025-07-16

Is The Stock Market In Bubble Territory?

18 min
View

Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson.


(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Is the market in a bubble?

- Google’s $25 billion data center and energy deals

- Earnings takeaways from ASML and J&J

- Bold predictions this earnings season


Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson & Johnson (JNJ), Alphabet (GOOG, GOOGL), ASML (ASML), Palantir (PLTR), Robinhood (HOOD), Cloudflare (NET)

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineers: Dan Boyd, Natasha Hall

 

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson.


(00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Is the market in a bubble?

- Google’s $25 billion data center and energy deals

- Earnings takeaways from ASML and J&J

- Bold predictions this earnings season


Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson & Johnson (JNJ), Alphabet (GOOG, GOOGL), ASML (ASML), Palantir (PLTR), Robinhood (HOOD), Cloudflare (NET)

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineers: Dan Boyd, Natasha Hall

 

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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Published 2025-07-15

Bold Earning Season Predictions

21 min
View

Get excited…today is the first day of earnings season!


(00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss:


- Inflation ticks up

- NVIDIA and semiconductors get a China bump

- The big banks kick off earnings season (and tell us about the economy)

- Is “Crypto Week” a thing?

- Bold predictions on which company will surprise this earnings season


Companies discussed: NVDA, AMD, JPM, WFC, C, Bitcoin, ETSY, CFLT, WBD


Host: Anand Chokkavelu

Guests: Emily Flippen, Jason Hall, Jose Najarro

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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

More description

Get excited…today is the first day of earnings season!


(00:21) Anand Chokkavelu, Emily Flippen, Jason Hall, and Jose Najarro discuss:


- Inflation ticks up

- NVIDIA and semiconductors get a China bump

- The big banks kick off earnings season (and tell us about the economy)

- Is “Crypto Week” a thing?

- Bold predictions on which company will surprise this earnings season


Companies discussed: NVDA, AMD, JPM, WFC, C, Bitcoin, ETSY, CFLT, WBD


Host: Anand Chokkavelu

Guests: Emily Flippen, Jason Hall, Jose Najarro

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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

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Despite inflation concerns and tariff uncertainty, restaurants are busier than ever. Can it continue?


Tim Beyers and Rick Munarriz discuss:

- Surprisingly good data from the Restaurant Performance Index.

- The metrics that matter when investing in the restaurant sector.

- And a Fool’s duel over the future of Toast!


Tickers: Companies discussed: CMG, CAVA, TOST, SG, WING


Host: Tim Beyers

Guests: Rick Munarriz

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

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

More description

Despite inflation concerns and tariff uncertainty, restaurants are busier than ever. Can it continue?


Tim Beyers and Rick Munarriz discuss:

- Surprisingly good data from the Restaurant Performance Index.

- The metrics that matter when investing in the restaurant sector.

- And a Fool’s duel over the future of Toast!


Tickers: Companies discussed: CMG, CAVA, TOST, SG, WING


Host: Tim Beyers

Guests: Rick Munarriz

Producer: Anand Chokkavelu

Engineer: Dan Boyd


Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

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A view from the intersection of AI and creators.


Rich Lumelleau and Data Scientist Hilary Mason discuss:

- How her company Hidden Door uses generative AI to turn any work of fiction into an online social roleplaying game.

- Whether Napster is a fair comparison.

- What the future of storytelling could look like.


Host: Rich Lumelleau

Guests: Hilary Mason

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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

More description

A view from the intersection of AI and creators.


Rich Lumelleau and Data Scientist Hilary Mason discuss:

- How her company Hidden Door uses generative AI to turn any work of fiction into an online social roleplaying game.

- Whether Napster is a fair comparison.

- What the future of storytelling could look like.


Host: Rich Lumelleau

Guests: Hilary Mason

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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Published 2025-07-12

Tom Gardner: A Message to All Investors

26 min
View

Motley Fool co-founder and CEO Tom Gardner shares some investing insights on the current market, investments to avoid, and a motley array of investing topics:


- Investments to Avoid

- Motley Fool Approach to Investing

- Market Valuations

- Paying for Investment Advice

- Two Big Questions


To watch Tom's message to all members, check out fool.com/message.


Host: Mac Greer

Guest: Tom Gardner

Engineers: Dan Boyd, Austin Morgan

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Motley Fool co-founder and CEO Tom Gardner shares some investing insights on the current market, investments to avoid, and a motley array of investing topics:


- Investments to Avoid

- Motley Fool Approach to Investing

- Market Valuations

- Paying for Investment Advice

- Two Big Questions


To watch Tom's message to all members, check out fool.com/message.


Host: Mac Greer

Guest: Tom Gardner

Engineers: Dan Boyd, Austin Morgan

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

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Published 2025-07-11

AI, Superman, and Solar’s Kryptonite

42 min
View

Oh yes, we’re talking all kinds of stocks!


(00:21) Jason Hall and Matt Frankel discuss:

- AI stocks in the data center space (including CoreWeave)

- Winners and losers in energy and solar from the Big Beautiful Bill.

- With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix


(19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night.


(32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar.


Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD


Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer

Engineer: Dan Boyd


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More description

Oh yes, we’re talking all kinds of stocks!


(00:21) Jason Hall and Matt Frankel discuss:

- AI stocks in the data center space (including CoreWeave)

- Winners and losers in energy and solar from the Big Beautiful Bill.

- With Superman coming out, we rank the intellectual property of Warner Bros. Discovery, Comcast, Disney, and Netflix


(19:11) Dave Schaeffer, founder and CEO of Cogent Communications, talks with Asit Sharma and Sanmeet Deo about how Cogent’s deals with customers like Netflix and Meta Platforms work and what keeps him up at night.


(32:39) Jason and Matt talk about Prime Day and other made up holidays and give us the stocks on their radar.


Stocks discussed: CRWV, DLR, EQIX, AMZN, MSFT, BEP, BEPC, NVDA, CRM, CSIQ, RUN, FSLR, ENPH, TSLA, GEV, J, CEG, FLNC, WBD, CMCSA, DIS, NFLX, SOFI, CHD


Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel, Asit Sharma, Sanmeet Deo, Dave Schaeffer

Engineer: Dan Boyd


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

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Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping.


Tyler Crowe and Matt Frankel discuss:

- Taiwan Semiconductor’s most recent earnings report

- The torrid pace of AI spending

- Lower mortgage rates are taking the cork off existing home sales and refinancing

- Insulation contractor TopBuild now does roofs.

- Ferrero International acquires WK Kellogg

- Two stocks we’re watching this earnings season


Tickers Mentioned: TSM, NVDA, RKT, HD, BLD, QXO, KLG, KO, PEP, HSY, MDLZ, K, NSRGY, PLD


Host: Tyler Crowe

Guest: Matt Frankel

Engineer: Dan Boyd

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More description

Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping.


Tyler Crowe and Matt Frankel discuss:

- Taiwan Semiconductor’s most recent earnings report

- The torrid pace of AI spending

- Lower mortgage rates are taking the cork off existing home sales and refinancing

- Insulation contractor TopBuild now does roofs.

- Ferrero International acquires WK Kellogg

- Two stocks we’re watching this earnings season


Tickers Mentioned: TSM, NVDA, RKT, HD, BLD, QXO, KLG, KO, PEP, HSY, MDLZ, K, NSRGY, PLD


Host: Tyler Crowe

Guest: Matt Frankel

Engineer: Dan Boyd

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

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Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI.


Jason Moser and Lou Whiteman discuss:

- Starbucks' move to sell part of its China business.

- Hershey hires a new CEO.

- Meta moves for more talent and invests in eyewear.

- What should be on investors' radar this coming earnings season.


Tickers mentioned: SBUX, HSY, WEN, META, TWLO, NET, CRWD, PANW


Host: Jason Moser

Guest: Lou Whiteman

Engineer: Dan Boyd

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More description

Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI.


Jason Moser and Lou Whiteman discuss:

- Starbucks' move to sell part of its China business.

- Hershey hires a new CEO.

- Meta moves for more talent and invests in eyewear.

- What should be on investors' radar this coming earnings season.


Tickers mentioned: SBUX, HSY, WEN, META, TWLO, NET, CRWD, PANW


Host: Jason Moser

Guest: Lou Whiteman

Engineer: Dan Boyd

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Published 2025-07-08

Is Amazon the Best Prime Day Deal?

15 min
View

Looking at the company and stock behind the summer shopping event.


(00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:

- The Aug.1 tariffs

- This year’s four-day Prime Day (and whether Amazon stock is a deal)

- Elon Musk’s political party and Tesla

- Bold predictions


Companies discussed: AMZN, TSLA


Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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

More description

Looking at the company and stock behind the summer shopping event.


(00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:

- The Aug.1 tariffs

- This year’s four-day Prime Day (and whether Amazon stock is a deal)

- Elon Musk’s political party and Tesla

- Bold predictions


Companies discussed: AMZN, TSLA


Host: Anand Chokkavelu

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


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Andy Cross and Jason Moser discuss:

- Jurassic World Rebirth delivers for Comcast

- CoreWeave finally gets it done for CoreScientific

- Oracle makes a deal with the federal government

- Two stocks to look for if the market pulls back


Companies discussed: CMCSA, NFLX, CRWV, CORZ, ORCL, IOT, HWM


Host: Andy Cross

Guests: Jason Moser

Engineer: Dan Boyd

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Andy Cross and Jason Moser discuss:

- Jurassic World Rebirth delivers for Comcast

- CoreWeave finally gets it done for CoreScientific

- Oracle makes a deal with the federal government

- Two stocks to look for if the market pulls back


Companies discussed: CMCSA, NFLX, CRWV, CORZ, ORCL, IOT, HWM


Host: Andy Cross

Guests: Jason Moser

Engineer: Dan Boyd

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

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Independence Week in the United States is the perfect time to explore financial freedom. This week’s podcast highlights nine key points leading to financial independence, featuring insights from Greek Philosophers, Rule Breaker listeners, and David himself. Rediscover Ask For a Raise Day and living below your means. Learn from listener stories about the importance of resilience, avoiding debt, multiplicands or multiplican'ts, and when your kids begin to see the financial light.


Real stories and inspiration helping you achieve financial freedom, American-style.


Host: David Gardner

Producer: Bart Shannon

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Independence Week in the United States is the perfect time to explore financial freedom. This week’s podcast highlights nine key points leading to financial independence, featuring insights from Greek Philosophers, Rule Breaker listeners, and David himself. Rediscover Ask For a Raise Day and living below your means. Learn from listener stories about the importance of resilience, avoiding debt, multiplicands or multiplican'ts, and when your kids begin to see the financial light.


Real stories and inspiration helping you achieve financial freedom, American-style.


Host: David Gardner

Producer: Bart Shannon

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

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Published 2025-07-04

First Half Lookback

42 min
View

For once, the big tech giants are not driving the market’s returns.


(00:21) Motley Fool Senior Analyst, Anthony Schiavone, and Motley Fool Asset Management’s Chief Investment Strategist, Bill Mann, join Ricky Mulvey to discuss:

- American equity markets reaching all-time highs.

- The surprising performance of dollar stores.

- What the passage of The Big Beautiful Bill means for EV makers and the federal deficit.

- Ricky’s goodbye to Motley Fool Money.


Then, (19:11) Motley Fool Canada’s Jim Gillies joins Ricky to discuss speculation in the market and to shine a light on five stocks to keep an eye on.


(35:26) Bill and Anthony discuss two radar stocks, Alphabet and Target.


Companies discussed: MSFT, META, TSLA, DG, MEDP, LULU, SMPL, ATGE, KTB, TGT, GOOG, GOOGL


Host: Ricky Mulvey

Guests: Bill Mann, Anthony Schiavone, Jim Gillies

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

More description

For once, the big tech giants are not driving the market’s returns.


(00:21) Motley Fool Senior Analyst, Anthony Schiavone, and Motley Fool Asset Management’s Chief Investment Strategist, Bill Mann, join Ricky Mulvey to discuss:

- American equity markets reaching all-time highs.

- The surprising performance of dollar stores.

- What the passage of The Big Beautiful Bill means for EV makers and the federal deficit.

- Ricky’s goodbye to Motley Fool Money.


Then, (19:11) Motley Fool Canada’s Jim Gillies joins Ricky to discuss speculation in the market and to shine a light on five stocks to keep an eye on.


(35:26) Bill and Anthony discuss two radar stocks, Alphabet and Target.


Companies discussed: MSFT, META, TSLA, DG, MEDP, LULU, SMPL, ATGE, KTB, TGT, GOOG, GOOGL


Host: Ricky Mulvey

Guests: Bill Mann, Anthony Schiavone, Jim Gillies

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Published 2025-07-03

Jobs, Cars, AI and Financial Freedom!

23 min
View

Jobs hold steady, Cloudflare takes a stand on AI and the stocks leading us to financial freedom.


Jason Moser and Andy Cross discuss:

- The recent jobs report.

- What the stress test means for banks.

- The current state of autos

- Cloudflare pushes back on AI crawlers.

- Stocks to celebrate financial freedom.


Tickers mentioned: BAC, TSLA, F, GM, NET, NFLX, HD, WM


Host: Jason Moser

Guest: Andy Cross

Engineer: Dan Boyd

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Jobs hold steady, Cloudflare takes a stand on AI and the stocks leading us to financial freedom.


Jason Moser and Andy Cross discuss:

- The recent jobs report.

- What the stress test means for banks.

- The current state of autos

- Cloudflare pushes back on AI crawlers.

- Stocks to celebrate financial freedom.


Tickers mentioned: BAC, TSLA, F, GM, NET, NFLX, HD, WM


Host: Jason Moser

Guest: Andy Cross

Engineer: Dan Boyd

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

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Published 2025-07-02

Another Big IPO Headed Our Way!

18 min
View

Figma files for its initial public offering, Amazon ushers in the rise of the machines and Apple noodles its AI strategy.


Jason Moser and Lou Whiteman discuss:

- Figma's IPO filing and what investors should be watching.

- Amazon's robotics aspirations.

- Apple's AI strategy: buy it or build it?


Tickers mentioned: FIG, AMZN, AAPL, HON, ADBE


Host: Jason Moser

Guest: Lou Whiteman

Engineer: Dan Boyd

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

More description

Figma files for its initial public offering, Amazon ushers in the rise of the machines and Apple noodles its AI strategy.


Jason Moser and Lou Whiteman discuss:

- Figma's IPO filing and what investors should be watching.

- Amazon's robotics aspirations.

- Apple's AI strategy: buy it or build it?


Tickers mentioned: FIG, AMZN, AAPL, HON, ADBE


Host: Jason Moser

Guest: Lou Whiteman

Engineer: Dan Boyd

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

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Published 2025-07-02

AI-Powered Warfare

46 min
View

Aerovironment’s CEO shares insights on the drone company’s game-changing merger and how unmanned systems are revolutionizing modern combat.


Andy Cross interviews CEO Wahid Nawabi to discuss:

- Multi-billion-dollar BlueHalo merger expanding capabilities across air, ground, space, and cyber

- Fast Innovation: 18-month product cycles vs. 10-year industry standard

- Record Growth: $764M backlog across 55 international customers

- Vertical Integration: In-house design enables optimized performance at lower costs


Companies discussed: AVAV


Host: Andy Cross

Guests: Wahid Nawabi

Engineer: Dan Boyd

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Aerovironment’s CEO shares insights on the drone company’s game-changing merger and how unmanned systems are revolutionizing modern combat.


Andy Cross interviews CEO Wahid Nawabi to discuss:

- Multi-billion-dollar BlueHalo merger expanding capabilities across air, ground, space, and cyber

- Fast Innovation: 18-month product cycles vs. 10-year industry standard

- Record Growth: $764M backlog across 55 international customers

- Vertical Integration: In-house design enables optimized performance at lower costs


Companies discussed: AVAV


Host: Andy Cross

Guests: Wahid Nawabi

Engineer: Dan Boyd

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Published 2025-06-30

Nike is Back in the Race

21 min
View

Nike stock moves higher after Q4 earnings.


Andy Cross and Jason Hall discuss

- Why Nike stock rallied after its latest earnings

- Also: Home Depot to buy GMS for $5.5 billion

- And will F1 the Movie drive Apple’s stock?


Companies discussed: NKE, HD, GMS, QXO, AAPL, NFLX, AMZN


Host: Andy Cross

Guests: Jason Hall

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

More description

Nike stock moves higher after Q4 earnings.


Andy Cross and Jason Hall discuss

- Why Nike stock rallied after its latest earnings

- Also: Home Depot to buy GMS for $5.5 billion

- And will F1 the Movie drive Apple’s stock?


Companies discussed: NKE, HD, GMS, QXO, AAPL, NFLX, AMZN


Host: Andy Cross

Guests: Jason Hall

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Brian Robins is the CFO of GitLab, a DevSecOps platform that supports software innovation. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and AI Engineer Karl Juhl for a conversation about:

- How GitLab scaled for remote culture

- How technology and AI have shifted over the years

- GitLab’s plan to handle the evolving cloud and DevOps landscape.


Companies mentioned: GTLB


Hosts: Tom Gardner, Andy Cross, Karl Juhl

Guest: Brian Robins

Engineer: Bart Shannon


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Brian Robins is the CFO of GitLab, a DevSecOps platform that supports software innovation. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and AI Engineer Karl Juhl for a conversation about:

- How GitLab scaled for remote culture

- How technology and AI have shifted over the years

- GitLab’s plan to handle the evolving cloud and DevOps landscape.


Companies mentioned: GTLB


Hosts: Tom Gardner, Andy Cross, Karl Juhl

Guest: Brian Robins

Engineer: Bart Shannon


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Published 2025-06-27

Amazon Wants More Power

42 min
View

Amazon’s latest data center will require the same amount of electricity as one million homes.


(00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss:

- The data center spending boom.

- Hims & Hers messy breakup with Novo Nordisk.

- Overrated and underrated business stories from the year so far.


(19:11) Progyny CEO, Peter Anevski, joins Tim Beyers and Holly Anderson to discuss the growth path ahead for the health benefits company.


(31:28) Jason and Matt discuss Disney’s box office struggle with “Elio” and offer up two radar stocks: Uber and Otis Worldwide.


Companies discussed: AMZN, HIMS, NVO, TSLA, PGNY, DIS, UBER, OTIS


Host: Ricky Mulvey

Guests: Jason Moser, Matt Argersinger, Tim Beyers, Holly Anderson, Peter Anevski

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

More description

Amazon’s latest data center will require the same amount of electricity as one million homes.


(00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss:

- The data center spending boom.

- Hims & Hers messy breakup with Novo Nordisk.

- Overrated and underrated business stories from the year so far.


(19:11) Progyny CEO, Peter Anevski, joins Tim Beyers and Holly Anderson to discuss the growth path ahead for the health benefits company.


(31:28) Jason and Matt discuss Disney’s box office struggle with “Elio” and offer up two radar stocks: Uber and Otis Worldwide.


Companies discussed: AMZN, HIMS, NVO, TSLA, PGNY, DIS, UBER, OTIS


Host: Ricky Mulvey

Guests: Jason Moser, Matt Argersinger, Tim Beyers, Holly Anderson, Peter Anevski

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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Published 2025-06-26

Boeing Cruising to New Altitudes?

19 min
View

Will innovations from the Paris Air Show be enough to lift airlines to new heights?


Tim Beyers and Lou Whiteman discuss:

- More AI-fueled earnings from Micron and changes at the Fed?

- The Paris Air Show’s big reveals

- Debating the better stock: Boeing or Airbus?


Tickers: Companies discussed: BA, EADSY, MU, RYCEY, TXT


Host: Tim Beyers

Guests: Lou Whiteman

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

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

More description

Will innovations from the Paris Air Show be enough to lift airlines to new heights?


Tim Beyers and Lou Whiteman discuss:

- More AI-fueled earnings from Micron and changes at the Fed?

- The Paris Air Show’s big reveals

- Debating the better stock: Boeing or Airbus?


Tickers: Companies discussed: BA, EADSY, MU, RYCEY, TXT


Host: Tim Beyers

Guests: Lou Whiteman

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

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

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Published 2025-06-25

Everything Is a Circle

22 min
View

A stablecoin stock isn’t so stable; an accessible watch brand looks to lean into luxury.


(00:21) Asit Sharma and Mary Long discuss:

- The housing market slowdown, and where prices go from here.

- How Carnival rides the waves of uncertainty.

- Circle’s meteoric rise.

- Diworsification at a watch company.


The Wall Street Journal story discussed at the end of the show can be found here: https://www.wsj.com/business/american-investor-steven-wood-swatch-hayek-founding-family-7e17f6c6


Companies discussed: CCL, CRCL, COIN, SWGAY


Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

More description

A stablecoin stock isn’t so stable; an accessible watch brand looks to lean into luxury.


(00:21) Asit Sharma and Mary Long discuss:

- The housing market slowdown, and where prices go from here.

- How Carnival rides the waves of uncertainty.

- Circle’s meteoric rise.

- Diworsification at a watch company.


The Wall Street Journal story discussed at the end of the show can be found here: https://www.wsj.com/business/american-investor-steven-wood-swatch-hayek-founding-family-7e17f6c6


Companies discussed: CCL, CRCL, COIN, SWGAY


Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

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Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more!


Jason Moser and Matt Frankel discuss:

- Why Novo Nordisk is parting ways with Hims & Hers.

- Waymo and Uber's big Atlanta debut.

- What the potential tax deduction on autos could mean for consumers and companies.

- Matt has a financials-related stock he thinks is worth a closer look.


Tickers mentioned: NVO, HIMS, TSLA, UBER, GOOG, GM, ALLY, RKT


Host: Jason Moser

Guest: Matt Frankel

Engineer: Dan Boyd

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

More description

Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more!


Jason Moser and Matt Frankel discuss:

- Why Novo Nordisk is parting ways with Hims & Hers.

- Waymo and Uber's big Atlanta debut.

- What the potential tax deduction on autos could mean for consumers and companies.

- Matt has a financials-related stock he thinks is worth a closer look.


Tickers mentioned: NVO, HIMS, TSLA, UBER, GOOG, GM, ALLY, RKT


Host: Jason Moser

Guest: Matt Frankel

Engineer: Dan Boyd

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

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Published 2025-06-23

Tesla’s Key Robotaxi Rollout

25 min
View

FICO turns to BNPL data and Fiserv embraces a new stablecoin.


Andy Cross, Jason Hall, and Matt Frankel discuss:

- FICO to include BNPL data

- The importance of Tesla’s robotaxi

- Tesla’s advantages and challenges in self-driving

- Fiserv launches its own stablecoin


Companies discussed: FICO, TSLA, GOOGL, UBER, FI, PYPL, CRCL, SHOP


Host: Andy Cross

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

More description

FICO turns to BNPL data and Fiserv embraces a new stablecoin.


Andy Cross, Jason Hall, and Matt Frankel discuss:

- FICO to include BNPL data

- The importance of Tesla’s robotaxi

- Tesla’s advantages and challenges in self-driving

- Fiserv launches its own stablecoin


Companies discussed: FICO, TSLA, GOOGL, UBER, FI, PYPL, CRCL, SHOP


Host: Andy Cross

Guests: Jason Hall, Matt Frankel

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

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

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Published 2025-06-21

Seth Godin on AI, Branding, and Attention

56 min
View

Seth Godin is a bestselling author of “Purple Cow” and “This Is Strategy: Make Better Plans”. Godin is a member of the Marketing Hall of Fame and the Coordinator of The Carbon Almanac. Godin joined chief Rule Breaker David Gardner joined TMF CIO Andy Cross to discuss:


- If AI has a branding problem.

- How the needs for status and affiliation drive human behavior.

- Alphabet’s strategy problem.


Companies mentioned: NKE, H, GOOG, GOOGL


Hosts: David Gardner, Andy Cross

Guest: Seth Godin

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. [The product advertised in this episode was loaned to TMF and was returned after a test period.] or [The product advertised in this episode was purchased by TMF.] [Advertiser] paid for the sponsorship of this episode.

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

More description

Seth Godin is a bestselling author of “Purple Cow” and “This Is Strategy: Make Better Plans”. Godin is a member of the Marketing Hall of Fame and the Coordinator of The Carbon Almanac. Godin joined chief Rule Breaker David Gardner joined TMF CIO Andy Cross to discuss:


- If AI has a branding problem.

- How the needs for status and affiliation drive human behavior.

- Alphabet’s strategy problem.


Companies mentioned: NKE, H, GOOG, GOOGL


Hosts: David Gardner, Andy Cross

Guest: Seth Godin

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. [The product advertised in this episode was loaned to TMF and was returned after a test period.] or [The product advertised in this episode was purchased by TMF.] [Advertiser] paid for the sponsorship of this episode.

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

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Published 2025-06-20

Economy is Solid. Economy is Uncertain.

42 min
View

Households and businesses are feeling more uncertain about the future, but the labor market is strong.


(00:21) Motley Fool Senior Analysts Asit Sharma and David Meier join Ricky Mulvey to discuss:

- The latest Fed meeting, and what Jerome Powell is watching.

- What AI means for a consulting giant.

- Earnings from Kroger and Darden Restaurants.


(19:11) Then, we play a portion of our member’s only podcast “Stock Advisor Roundtable.” Brian Stoffel interviews Motley Fool Co-founder and CEO Tom Gardner about how AI has changed his investing process.


(33:36) Asit and David share two radar stocks: Ferrari and CAVA.


Host: Ricky Mulvey

Guests: Asit Sharma, David Meier

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. [The product advertised in this episode was loaned to TMF and was returned after a test period.] or [The product advertised in this episode was purchased by TMF.] [Advertiser] paid for the sponsorship of this episode.

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

More description

Households and businesses are feeling more uncertain about the future, but the labor market is strong.


(00:21) Motley Fool Senior Analysts Asit Sharma and David Meier join Ricky Mulvey to discuss:

- The latest Fed meeting, and what Jerome Powell is watching.

- What AI means for a consulting giant.

- Earnings from Kroger and Darden Restaurants.


(19:11) Then, we play a portion of our member’s only podcast “Stock Advisor Roundtable.” Brian Stoffel interviews Motley Fool Co-founder and CEO Tom Gardner about how AI has changed his investing process.


(33:36) Asit and David share two radar stocks: Ferrari and CAVA.


Host: Ricky Mulvey

Guests: Asit Sharma, David Meier

Engineer: Dan Boyd


Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.


We’re committed to transparency: All personal opinions in advertisements from Fools are their own. [The product advertised in this episode was loaned to TMF and was returned after a test period.] or [The product advertised in this episode was purchased by TMF.] [Advertiser] paid for the sponsorship of this episode.

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

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