In the face of a trade war, Taiwan Semiconductor is not changing its outlook. (00:21) Tim Beyers and Ricky Mulvey discuss: - Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results. - The chipmaker’s growth story in 2025. - Netflix’s plan to become a trillion dollar company. Then, (15:20) Tim and Ricky discuss the export ban on Nvidia’s H20 chips and what it means for the tech giant. Learn more about the Range Rover Sport at www.rangerover.com/us/sport Comp...
Apr 17, 2025•30 min
Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit. (00:21) Anthony Schiavone and Mary Long discuss Nvidia’s $5.5 billion charge and earnings from Prologis. Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI’s impact on the cybersecurity space. Companies mentioned: NVDA, PLD, AOT Host: Mary Long Guests: Anthony Schiavone, Ricky Mul...
Apr 16, 2025•27 min
“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein. (00:14) Jim Gillies Ricky Mulvey and discuss: - Fund managers cutting their positions in US stocks. - How long-term investors should react to fear in the markets. - If Abercrombie & Fitch’s stock deserves to be in the bargain bin. (19:02) Then, Robert Brokamp joins Ricky to discuss what your tax return reveals about your finances. Companies and tickers d...
Apr 15, 2025•32 min
The old order is gone. When will the new one arrive? (00:14) Asit Sharma and Mary Long discuss: - How to make sense of “tariff buckets.” - What a French ethnographer can teach us about the current moment. - Earnings from Goldman Sachs. Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company. The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort Companies mentioned: AAPL, GS Host: ...
Apr 14, 2025•30 min
Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. They discuss: - How politics and investing have become intertwined. - Damodaran’s view on Mag7 valuations. - The role of taxes in deciding whether to buy or sell stocks. Motley Fool members can find replays from the entire...
Apr 12, 2025•36 min
Today we talk economic uncertainty, airlines, building materials, and assorted spirits. Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few weeks ago for The Motley Fool's Market Volatility Summit. They talked about how MercadoLibre became resilient, and the long-term opportunities for the company. And Emily and Matt share two stocks on their radar. Host: Ron Gross Guests: Emily Flippen, Matt Argersinger, Asit Sharma, Martín de los Santos En...
Apr 11, 2025•41 min
If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains. (00:21) Asit Sharma and Ricky Mulvey discuss: - Their reflections on one of the best days in the market since WWII, and the hangover today. - Nike and Lululemon getting caught in a brewing trade war. - Andy Jassy’s annual letter to Amazon shareholders. Then, (18:45) Tim Beyers and Mary Long discuss some “icks” for investors to watch as companies report earnings. Companies discussed: ...
Apr 10, 2025•34 min
President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up. (00:21) Jason Moser and Ricky Mulvey discuss: - The market’s extreme reactions to tariff news. - China’s “nuclear option” for the U.S. economy. - The key themes coming up this earnings season. - Looking for opportunities in an uncertain environment. Host: Ricky Mulvey Guest: Jason Moser Engineer: Dan Boyd Learn more about you...
Apr 09, 2025•34 min
Your finances are one important piece of building a wealthy life. Sahil Bloom writes The Curiosity Chronicle newsletter and is the Managing Partner of SRB Ventures, a venture investment firm. His first book is The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life. Robert Brokamp caught up with Bloom for a conversation about: - Why money does buy happiness (to an extent). - Managing your time wealth. - What social media gets wrong about health advice. - The case for creating an ...
Apr 05, 2025•44 min
Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders. And Asit and Jason share two stocks on their radar. Host: Ron Gross Guests: Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 04, 2025•41 min
The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess. (00:21) Nick Sciple and Ricky Mulvey discuss: - Why markets are reacting so strongly to the reciprocal tariff announcements. - How investors can look for opportunities, but “not be a hero” right now. - Match Group’s new artificial intelligence flirting game. Then, (17:24) Rick Munarriz joins Ricky for a conversation about Nintendo’s new Switch 2, and how the dev...
Apr 03, 2025•30 min
“Liberation Day” has arrived. (00:21) David Meier and Mary Long discuss: - When we’ll know if the longer-term tariff plan is working. - How different companies are bracing for impact. - Tesla’s sales slump. Then, (16:23), Fool contributor Jason Hall joins Ricky Mulvey for a look at Texas Instruments and Taiwan Semiconductor. Companies discussed: WMT, TSLA, TXN, TSM Host: Mary Long Guests: David Meier, Ricky Mulvey, Jason Hall Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.f...
Apr 02, 2025•31 min
The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer is a value trap. - OpenAI’s funding round, valuing the hybrid non-profit at $300 billion. Then, (17:08) Alison Southwick and Robert Brokamp discuss how to recession-proof your finances. Companies discussed: HOG, OTC: SFTB...
Apr 01, 2025•30 min
The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing. (00:21) Jason Moser and Mary Long discuss xAI’s latest purchase, Apple’s healthcare endeavors, and what Larry Fink is looking forward to. Then, (19:50), Anand Chokkavelu hosts Fool contributors Jason Hall and Tyler Crower for a Scoreboard episode on Next Era Energy. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies mentioned:...
Mar 31, 2025•29 min
Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong? Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able...
Mar 29, 2025•47 min
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar. Host: Ron Gross Guests: Asit Sharma, Matt Argersinger, Ben Wallace Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 28, 2025•41 min
The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better. (00:21) Jason Moser and Ricky Mulvey discuss: - The 25% tariffs that the Trump administration announced for imported cars and auto parts. - How Google is trying to respond to the next era of search. - Robinhood’s quest to become the everything-finance app. Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to cons...
Mar 27, 2025•30 min
A discount retailer sheds some branches; a pet supply store picks up a few extra treats. (00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings. Then, (16:36), Tom Gardner and Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy-now-pay-later company. Companies discussed: DLTR, DG, WMT, CHWY, SZL Host: Mary Long Guest: Tim Beyers, Tom Gardner, Andy Cross, Charlie Youakim Producer: Ricky Mulvey Engineers: Da...
Mar 26, 2025•31 min
Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries. (00:21) Jim Gillies and Ricky Mulvey discuss: - How Apple has driven Berkshire’s performance. - Disney’s flat returns over the past five years. - A jeans manufacturer that is smashing the market. Then, (19:07) Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day. Companies discussed: BRK...
Mar 25, 2025•28 min
Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’s to blame for last week’s market “freakout” - 23andme’s bankruptcy filing Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks. Start your day with The Fool's free daily market email newsletter. Subscribe at www.fool.com/breakfastnews How do you tune out market noise? ...
Mar 24, 2025•32 min
What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein. Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about: - Trade wars - Degloblalization - The crypto industry - And how investors ought to make sense of the news. Host: Ricky Mulvey Guest: Richard Bernstein Producer: Mary Long Engineer: Rick Engdahl Learn m...
Mar 22, 2025•34 min
Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing. - What Tesla investors need to know about the headlines around recent accounting concerns. - Earnings updates and red market reactions for FedEx, Nike, and Accenture. (19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardn...
Mar 21, 2025•41 min
Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain. (00:21) Ricky Mulvey and Nick Sciple discuss: - Takeaways from the Federal Reserve’s Open Market Committee Meeting. - Netflix’s $320 million movie, The Electric State. - Brad Jacob’s venture, QXO, acquiring Beacon Roofing Supply. Then, (16:40) Fools answer mailbag questions about industrial stocks, quantum computing, and biotech. Companies discussed: NFLX, CNQ, QXO, AER, BECN, VRTX, TDG,...
Mar 20, 2025•31 min
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus: - The coming generation of chips. - Increased competition from hyperscalers. - Partnerships in fast food, autonomous driving, and robotics. Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to ...
Mar 19, 2025•33 min
If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz. (00:14) Jason Moser and Ricky Mulvey discuss: - Why Alphabet is spending $32 billion on a cloud security company. - BYD’s announcement that it can charge an electric vehicle battery in five minutes. - Robinhood rolling out prediction markets on its platform. Then, (18:51) Alison Southwick and Robert Brokamp answer mailbag questions about keeping cash on the sidelines and health savings...
Mar 18, 2025•31 min
To stay on top, the consumer giants need a player in every potential market. (00:21) David Meier and Dylan Lewis discuss: - February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy. - Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing. (13:55) It’s no secret that a lot of investors ...
Mar 17, 2025•26 min
How does a maker of pesto sauce become a 28-bagger? The recipe calls for profitability, focused management, and sustainable earnings, along with a few other ingredients. Ian Cassel is a micro-cap investor, the founder of MicroCap Club, and the author of two books. Motley Fool Senior Analyst Buck Hartzell caught up with Cassel for a conversation about investing in the smallest kinds of public companies. They also discuss: - How to evaluate companies with market caps less than $500M. - What makes ...
Mar 15, 2025•32 min
Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. (00:21) Jason Moser and Matt Argersinger discuss: - The market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less. - The market’s questions around Tesla’s tough start to 2025, slipping european sales, and Elon Musk. - Earnings from Adobe, Vail, and Docusign. (19:22) Macro-focused investor Richard Bernstein wal...
Mar 14, 2025•41 min
Volatility is the price of admission for long-term investing. (00:21) Anthony Schiavone and Ricky Mulvey discuss: - Investing mindset for market corrections. - Earnings results from Dollar General. - Why Americans are spending less at convenience stores. Then, (14:08) Nick Sciple joins Ricky to chat about TKO Group and the company’s new boxing league and why company insiders are buying up shares. Companies discussed: DG, SCHD, SPG, HSY, TKO Host: Ricky Mulvey Guests: Anthony Schiavone, Nick Scip...
Mar 13, 2025•29 min
Wall Street is fearful. Should you be greedy? (00:21) David Meier and Mary Long discuss: - What’s changed and stayed the same since March 2020. - If cooling inflation data is enough to calm markets. - Meta’s plan to train an AI chip in-house. Then, (21:12), IWG CEO Mark Dixon joins for a conversation about hybrid work, changing downtowns, and how companies can measure the financial benefits of in-person connection. Host: Mary Long Guests: David Meier, Mark Dixon Producer: Ricky Mulvey Engineer: ...
Mar 12, 2025•33 min
