Turnarounds take longer than investors like to imagine. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nike’s return to Amazon. - The fundamentals and risks of investing in turnaround stories. - A fitness company with a potentially brighter future. Then, Motley Fool CIO, Andy Cross, and Senior Analyst, Asit Sharma, interview PubMatic CEO Rajeev Goel about trends in digital advertising and his company’s future. Members of any Motley Fool service can access the whole conversation here: https://ww...
May 22, 2025•30 min
In one direction, there’s digital. In the other, there’s a treasure hunt. (00:21) David Meier and Mary Long discuss: - Target’s off-the-mark results. - Lessons from TJX Companies’ under-the-radar CEO. - What caused David to do a double-take when listening to Palo Alto’s earnings call. Then, (17:05), Morgan Housel joins Motley Fool Chief Investment Officer Andy Cross for a conversation about investment decisionmaking and the psychology of spending money. Companies discussed: TGT, TJX, WMT, PANW H...
May 21, 2025•28 min
Elon Musk is committed to Tesla for at least five more years. (00:21) Jason Moser and Ricky Mulvey discuss: - Investing in companies with a singular leader. - Earnings results from Home Depot. - A listener's suggestion to create a “laziness” stock basket. Then, (17:04) Robert Brokamp answers listener questions about Roth IRAs and dividend investing. Companies discussed: TSLA, TTD, HD, DASH, UBER, DPZ, AMZN, WMT, NFLX, LYFT Host: Ricky Mulvey Guest: Jason Moser, Robert Brokamp Producer: Mary Long...
May 20, 2025•31 min
Downgrades sound scary, but the U.S. is still the best place for investors to put money to work. (00:21) Asit Sharma and Dylan Lewis discuss: - Moody’s downgrading U.S. debt, and why it’s somewhere between a symbolic and substantial update for investors. - Whether the downgrade and “Sell America” thinking means international investors are rethinking “there is no alternative” (TINA) to the U.S. - Coinbase joining the S&P 500, and crypto’s continued march towards legitimacy. (16:16) Restaurant...
May 19, 2025•34 min
The race to quantum supremacy is on. While this future will not come tomorrow, big tech companies are building to the technology’s “ChatGPT moment.” Motley Fool Senior Analyst, Asit Sharma ,joins Mary Long to discuss: - The complex problems that quantum computers could solve. - How healthcare and logistics companies benefit from ultra-fast processing. - The small players and hyperscalers building the future of quantum. Companies discussed: GOOG, GOOGL, MSFT, IBM, QBTS, AMZN, RGTI, CDNS, SNPS, IO...
May 17, 2025•41 min
Even the biggest retailer in the world is planning to pass along tariff increases to customers. (00:21) David Meier and Andy Cross discuss: - The market cheering a short-term solution to trade between the U.S. and China, and Walmart signalling that prices on the shelves are going up anyways. - Cava’s “new factor” helping it continue to put up strong growth and comps numbers in a really tough market for restaurants. - Dick’s headscratching $2B buy of Foot Locker, and the lesson to take away from ...
May 16, 2025•43 min
More 18-to-34 year olds are watching Netflix’s cheapest tier than any U.S. broadcast or cable network. (00:21) Tim Beyers and Ricky Mulvey discuss: - Walmart’s response to tariff uncertainty. - Netflix’s booming ad business. - How YouTube is capitalizing on points of “maximum attention.” Then, (17:39) Motley Fool Senior Analyst, Karl Thiel, joins Mary Long to dive into the executive order on prescription drug prices and questions for pharmaceutical companies. Companies discussed: WMT, NFLX, GOOG...
May 15, 2025•30 min
Do you have a real relationship or just a non-binding letter of intent? (00:21) Nick Sciple and Mary Long discuss: - The S&P’s turnaround and inflation’s slow month-over-month decline. - A stock pop from a nuclear reactor company that doesn’t have a working nuclear reactor. - Pricing for Disney’s latest streaming service. Then, (17:39), Mesoblast CEO Silviu Itescu joins Ricky Mulvey for a conversation about how to price medical treatments and the future of regenerative medicine. Companies me...
May 14, 2025•31 min
A consumer goods company hit 40% yearly revenue growth. In this environment? (00:21) David Meier and Ricky Mulvey discuss: - Why pharma investors aren’t reacting to President Trump’s executive order on drug prices. - On Holding’s blistering sales growth. - If Alphabet’s stock deserves to be in value town. Then, (19:23) Robert Brokamp joins Ricky to discuss why investors should consider buying individual bonds. Companies discussed: ONON, NKE, UA, GOOG, GOOGL Host: Ricky Mulvey Guests: David Meier...
May 13, 2025•32 min
After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners. (00:21) Jason Moser and Dylan Lewis discuss: - The U.S. and China’s short-term trade truce, and why there’s some hope that a more permanent deal will be struck. - Fox’s next step into streaming with Fox ONE, its existing Tubi footprint, and success in video advertising. (16:07) GoDaddy is known for its commercials, less known for its capital allocation strategy...
May 12, 2025•28 min
Even in free markets, governments still make plays. Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed policy. He is also the author of “MarketCrafters: The 100-Year Struggle to Shape the American Economy.” Hughes joined Ricky Mulvey to discuss: - Modern examples of American “market craft.” - How to fix the housing crisis. - What we did and didn’t get from $2 trillion in COVID aid. Host: Ricky Mulvey Guest: Chris Hughes Producer: Mary Long Engineer: R...
May 10, 2025•35 min
Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs. (00:21) Tim Beyers and Bill Mann discuss: - The Fed’s continued wait and see approach to tariff policy, inflation, and interest rate cuts. - Ford’s warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty. - How Uber and DoorDash are both flourishing as they cash in on the delivery market and...
May 09, 2025•43 min
For now at least. (00:21) Jason Moser and Ricky Mulvey discuss: - The economic outlook from the Federal Reserve and the new US trade deal with the UK. - How Axon Enterprise keeps posting impressive growth numbers. - What more global uncertainty means for Shopify. Then, (17:38) Ricky continues his conversation with Gerard Barron, CEO of The Metals Company, about the environmental impact of deep sea mining. Companies discussed: AXON, SHOP, TMC Host: Ricky Mulvey Guests: Jason Moser, Gerard Barron ...
May 08, 2025•33 min
Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine? (00:14) David Meier and Mary Long discuss earnings from Disney and Uber. Then, (15:22), Ricky Mulvey talks with Gerard Barron, the CEO of The Metals Company, about the political hurdles TMC needs to clear in order to pick up rocks from the ocean floor. Companies discussed: DIS, UBER, GOOG, TMC Host: Mary Long Guests: David Meier, Gerard Barron Producer: Ricky Mulvey Engineer: Rick Engdahl Advertisement...
May 07, 2025•31 min
When a stock trades at 600x trailing earnings and 90x sales, its investors want to see a flawless growth story. (00:21) Sanmeet Deo and Ricky Mulvey discuss: - Palantir’s impressive business results and astonishing valuation. - Celsius’s “meh” quarter. - Why DoorDash kept growing after COVID. Then, (16:10) Cynthia Stewart, Executive Director of DART Collective, joins Robert Brokamp to discuss how AI is changing scams and how to protect yourself. Companies discussed: PLTR, CELH, DASH Host: Ricky ...
May 06, 2025•28 min
After 60 years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. (00:21) Jim Gillies and Dylan Lewis discuss: - Warren Buffett’s plan to step down as CEO of Berkshire Hathaway. - The parallels between Berkshire’s succession planning and Apple’s transition from Steve Jobs to Tim Cook. - The available cash, opportunities, and challenges ahead for Greg Abel and team. Companies discussed: BRK.A, BRK.B, AAPL, BAC Host: Dylan Lewis Guest: Jim Gillies Producer: Mary Long E...
May 05, 2025•28 min
Economic interdependence is unraveling. What comes next? Edward Fishman is the author of Chokepoints: American Power in the Age of Economic Warfare. Fishman teaches at Columbia University’s School of International and Public Affairs and has served in the Pentagon and State Department. Mary Long caught up with Fishman to discuss: - How the US dollar became the most powerful currency in the war. - Playing defense in a trade war. - The economic effects from an embargo on Chinese goods. Host: Mary L...
May 03, 2025•43 min
The Gross Domestic Product of the United States fell last quarter by 0.3%. The big tech giants are still growing. Jason Moser and Asit Sharma join Ricky Mulvey to discuss: - If the U.S. economy is sliding into a recession. - Earnings from Amazon, Meta, Microsoft, and Apple. - If investors should mind 20% of the S&P 500’s market cap being tied to four companies. Then (19:11) Motley Fool Contributor Rick Munnariz joins Mary Long to discuss Universal Studio’s new park, Epic Universe, and the st...
May 02, 2025•42 min
Microsoft just got the market focused on business results again. (00:21) Nick Sciple and Dylan Lewis discuss: - Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud. - Meta’s advertising present and AI future. - Why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. (17:33) Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zasla...
May 01, 2025•30 min
Same-store sales are down at the coffee chain’s US stores. But a successful turnaround isn’t off the menu yet. (00:21) Asit Sharma and Mary Long discuss: - What to do with two minutes’ extra time. - Earnings from Starbucks. - What’s cooking at Wingstop. Then, (19:30), Yasser el-Shimy joins Mary for a look at Warner Brothers Discovery, in the first of a two-part series about the entertainment conglomerate and its controversial CEO. Tickers mentioned: SBUX, WING, WBD Host: Mary Long Guests: Asit S...
Apr 30, 2025•31 min
PayPal is not making noise, but standing firm on its earnings outlook. (00:21) Jason Moser and Ricky Mulvey discuss: - How trade disputes are impacting the Port of Los Angeles. - What PayPal’s advertising business means for its growth story. - Earnings from Spotify. Then, (15:30) Robert Brokamp joins Ricky to discuss some methods to diversify your savings. Companies discussed: WMT, PYPL, SPOT Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Eng...
Apr 29, 2025•33 min
Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them. (00:21) David Meier and Dylan Lewis discuss: - Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often.. - Temu and Shein pushing tariff increases to American consumers over the weekend. - Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S. (15:53) Motley Fool Analyst Anthony Schiavone an...
Apr 28, 2025•29 min
This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth. This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss: - What he learned about Kalshi from this past election. - The difference between an events contract and gambling. - How prediction markets could disrupt sports betting. Then, New York Magazine Features ...
Apr 26, 2025•48 min
Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason Moser and Asit Sharma discuss: - Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens. - Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis. - Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with In...
Apr 25, 2025•41 min
Warren Buffett’s conglomerate has more cash on the books than any company in history. (00:21) Matt Argersinger and Ricky Mulvey discuss: - What home sales data says about the economy. - A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics. - The reasons why Warren Buffett could be sitting on record cash. Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer. Companies d...
Apr 24, 2025•28 min
Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind. (00:21) Sanmeet Deo and Mary Long discuss: - Poor results from Tesla’s automotive segment. - Whether Musk’s return can revive the company. - Half marathons, and the future of humanoids. Then, (18:20), Asit Sharma joins Mary for a look at AMD and how the chip company is different from its biggest competitor. Companies mentioned: TSLA, AMD, NVDA Host: Mary Long Guests: Sanmeet Deo, Asit Sharma Produce...
Apr 23, 2025•36 min
The Department of Justice is asking Alphabet to sell Chrome. (00:21) Jason Moser and Ricky Mulvey discuss: - Why Apple could lose an “easy $20 billion” from Alphabet’s break-up. - General Motor’s big bet on electric vehicles. - Bill Ackman’s hedge fund, Pershing Square, buying a 20% stake in Hertz. Then, (16:52) Robert Brokamp answers listener questions about tariffs, capital accumulation plans, and 401(k)s. Companies mentioned: GOOG, GOOGL, AAPL, GM, TSLA, HTZ Businessweek feature on GM: https:...
Apr 22, 2025•33 min
Fed independence brings stability, and markets love stability. (00:21) Asit Sharma and Dylan Lewis discuss: - The Trump Administration’s focus on Fed Chair Jerome Powell. - The role of an independent Federal Reserve Bank for the market and investors. - Netflix’s earnings and status as a “recession-proof” stock. (16:23) Anand Chokkavelu hosts Fool Contributors Dan Caplinger and Rick Munarriz for a Scoreboard episode on Shopify. To become a premium Motley Fool member and gain access to all Scorebo...
Apr 21, 2025•27 min
“AI wouldn’t exist without Nvidia, at least not in its current form.” So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about: - What Jensen Huang is afraid of. - Whether anything can stop the current capex cycle. - Where Nvidia’s next $3 trillion in market cap could come fro...
Apr 19, 2025•30 min
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs. (00:21) Jason Moser and Matt Argersinger discuss: - Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior. - Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis. (19:11) We’re entering the age of sophisticated robotics. Daniela ...
Apr 18, 2025•41 min
